Using edit mode to set up the Canvas view

When the Canvas view is in edit mode, you use the options in the Canvas view Preferences dialog box to determine how you want the Canvas view to look, and to choose which objects that you want to display and how you want to display them.

Before you begin

 In the navigation tree, select the object for which you want to create a Canvas view and then click the Canvas View button in the toolbar.

To create the Canvas view background

  1. Click the Preferences button to change the Canvas view to edit mode.
  2. In the Background pane in the Canvas view Preferences dialog box, perform one or both of the following actions:
    • Select the Color option and then click the colored squares to display the color palette. Use the palette to select the colors that you want to display.
    • Select the Image option and then use the list to select the background image that you want to display.
      You can select one of the default images, or you can add your own images to the BMC ProactiveNet Server and then select those images in the Chart view Properties Change dialog box to display in the Chart view background. For information about how to add background images, see Adding-background-images.

To add objects to the Canvas view

  1. In the Canvas view Preferences dialog box, click Monitored Objects.
  2. Drag and drop an object from the list to where you want that object displayed on the background image.

    To sort objects in the Monitored Objects pane, click Name in the title bar. The objects are sorted in alphabetical order. To reverse the sort order, click the number 1 that appears in the title bar after the objects are sorted the first time.

    After you drag and drop the object onto the Canvas view background, a tile is created for that object.

To change object attributes in the Canvas view

  1. Select an object in the Canvas view.
  2. In the Canvas view Preferences dialog box, click Properties of Selected Object.
  3. Select one of the following object types.
    • Editing options are displayed, depending on the object type that you select.
      • Connector: shows a relationship between two objects in the Canvas view. The color of the connector shows the current status of that object, for example, if the object is in OK status, then the color of the connector is green. Continue with list item.
      • Canvas: displays a Tile view of the object that is being monitored. You can resize the tile and change the attributes in the tile display. Continue with list item
      • Icon with severity background: displays an image of the object type on a colored background that represents the object's current severity. Continue with list item.
  4. If you selected Connector as the object type, select the connector order and style as follows:
    • Bring the image to the front of the view or send it to the back of the view.
    • Select the number of arrowheads:
      • None for no arrows
      • One for one arrow that by default points to the right
      • Two for an arrow on each end of the connector
    • To change the size of the connector, click the lower right corner of the boundary box and drag it until the connector is the size that you want.
       To rotate the connector, click the circle to the right of the boundary box and move it until the connector is pointing in the direction that you want.

      Continue with list item.
  5. If you selected Canvas as the object type, edit the tile attributes as follows:
    • Tile order: Use the Bring to Front and Send to Back buttons to layer the order of tiles in the Canvas view. For example, selecting a tile and clicking Bring to Front displays the selected tile in the front of the other tiles in the Canvas view.
    • Resize Tile: use the slider bar to make the tile smaller so that you can fit more tiles onto the view. At the smallest size, the tile is shown as an icon of the object's current status. To see the tile details, place the mouse pointer over the tile.
    • Object Type Icon: select to include an icon of the object type in the title bar of the tile. For example, if the object that you are monitoring is a server, a server icon is displayed before the object name.
    • Not Being Worked on: indicates that an event has not been assigned and is currently not being addressed.

      Continue with list item.
  6. Select the attributes that you want to display on the tile by clicking the attribute and dragging and dropping it onto the tile area.

    The attributes that you can select to display depend on the object type that is displayed in the tile. For example, devices have a broader list of attributes to select than services.

    If you select a KPI attribute, the Attribute Selection for Information Capsule dialog box is displayed. Perform the following additional steps:
    1. Click the item at the end of the row until a list of attributes is displayed.
    2. Select the attribute that you want to display in the tile, and click Apply Selection.

      Continue with list item.

      If you select the Custom Text attribute, the Custom Text Value dialog box is displayed. Perform the following additional steps:
    3. Enter the custom text that you want to display in the tile. For more information about the Custom Text attribute, see Tile-attributes.
    4. Click OK.
  7. If you selected Icon with severity backgroundas the object style, select the icon image and order as follows:
    • Select the image icon that you want to display:
      • Application
      • Application Server
      • Database
      • Database Server
      • Firewall
      • Mail Server
      • Network
      • Other
      • Remote Agent
      • Router
      • Server
      • Switch
      • System
      • User Transaction
      • Web Server
      • Arrow
      • Box
      • Line
    • Bring the image to the front of the view or send it to the back of the view.
      To change the size of the image, click the lower right corner of the boundary box and drag it until the image is the size that you want.
       Continue with list item.
  8. Repeat list item through list item for each object that you add to the Canvas view.
  9. Close the Canvas view Preferences dialog box to save your changes.

    The Canvas view is returned to view mode.
  10. Click Refresh Refresh.gifto display data for the new metrics.

To add labels and additional icons to the Canvas view

  1. To add a label to the object that you are monitoring, in the Background pane in the Canvas view Preferences dialog box, drag and drop the Label icon onto the Canvas view and position it near the object that you want to label.
  2. Click Properties of Selected Object.
  3. In the Properties of Selected Object pane, enter the text that you want to display in the Label Options text box and use the additional formatting options to select the text font, size, and style.
  4. Click Apply.
  5. To add an additional icon near a tile object that you are monitoring, in the Background pane, drag and drop the Clip Art Image icon onto the Canvas view and position it near the tile object that you want it to represent.
  6. Click Properties of Selected Objectand select the icon image and order as follows:
    • Select the image icon that you want to display:
      • Application
      • Application Server
      • Database
      • Database Server
      • Firewall
      • Mail Server
      • Network
      • Other
      • Remote Agent
      • Router
      • Server
      • Switch
      • System
      • User Transaction
      • Web Server
      • Arrow
      • Box
      • Line
    • Bring the image to the front of the view or send it to the back of the view.

      To change the size of the image, click the lower right corner of the boundary box and drag it until the image is the size that you want.
  7. Close the Canvas view Preferences dialog box to save your changes.

    The Canvas view is returned to view mode.

To remove an object from the Canvas view

  1. If you are in view mode, click the Preferences button to change to edit mode.
  2. Click an object and drag the object to the Thrash Can icon at the bottom of the Canvas view pane.

    You can also remove metrics from tile objects by clicking on the metric and dragging it to the trash can icon.
  3. Close the Canvas view Preferences dialog box to save your changes.

To adjust the height and width of a tile

  1. If you are in view mode, click the Preferences button to change to edit mode.
  2. Click the tile and then drag the lower right corner to adjust the height and width.
  3. Close the Canvas view Preferences dialog box to save your changes.

 

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