Viewing data by using the Calendar
The following video (3:39) shows how to use the calendar:
To view the scheduled events and tickets in the calendar
When you scroll on different time ranges, the calendar displays details of the scheduled events and tickets. For example, the pills show the risk level, priority, and status for a change ticket.
If your administrator has enabled collision detection, the number of collisions for each ticket is also displayed next to the pills.
Impacted Areas displays multiple impacted areas, such as company, region, site group, site, organization, and department that are impacted by a change request. For example, multiple impacted areas of a change request are displayed here:
When you click a specific event or ticket, a pop-up view is displayed on your screen. From the pop-up view, you can click and open the people profiles, and send emails directly. To open the ticket, click the View full ticket link in all ticket types and outages, except business events.
For viewing business events, see Business events.
AI-based change risk assessment details
If Change risk management is enabled, you can view the overall risk factors associated with a change request in an IS-based calendar. Use the risk information to make a well-informed decision to approve, hold, or reject a change request without spending time and effort to evaluate the risks manually.
For more details, see Assessing-the-risk-for-a-change-request.
Graphical visualization of CI relationships
BMC Helix Discovery and BMC Helix CMDB provide a graphical visualization of the relationships of a CI with other CIs. You can use the links available in the pop-up view of a ticket in the calendar to access these visualizations in BMC Helix Discovery and BMC Helix CMDB and gain insights into service models in real time. The node topologies can be useful during the planning and risk assessment phases. For example, a change request comes in for an operating system upgrade for several application servers. The change manager or configuration administrator views the network topologies of these computer systems and to understand which computers or users would be affected by the change.
If the affected service or CI of an incident, problem, or a change ticket is part of a service model created in BMC Helix CMDB or BMC Helix Discovery, you can view the following links in the popover window of the ticket in the calendar:
- DSM Node Topology
Click this link to view the graphical representation of CI relationships in BMC Helix Discovery. - CI Explorer
Click this link to view the graphical representation of CI relationships in BMC Helix CMDB.
You can also view these service models and the CI's relationships from the links available in the Related CIs window in Asset console, and in the Assets tab in Asset Progressive View screens. For more information, see Exploring asset relationships.
To create preset filters
You can add a preset filter based on the requirements, like frequently used filters, or different presets for each ticket type. To remove the selected filters, click Clear.
Perform the following steps to add a preset filter:
- Click Filter and select the required filters from Available filters.
- Click Save.
- In the Created by me field, enter the name of the preset filter and click Save.
You can access this preset filter any time later from the Saved tab in Filter. The preset filters created by a user are specific to that user only and are not visible to other users.
Instructions for classic interfaces
View instructions for classic Smart IT
The following video shows how to use Calendar in classic Smart IT:
To view scheduled business events, change and release ticket details, and outages in the calendar
You can get an overview of the change and release tickets, business events, and outages on a monthly, weekly, or daily basis. You can also get a list view of all scheduled business events, tickets, and outages. Click the appropriate button as per your requirement:
By default, the weekly view is displayed when you click the Calendar option in the menu. However, your administrator can configure the default view of the calendar. For more information, see Enabling-and-configuring-the-calendar.
The calendar view automatically displays the list view if the calendar items exceed the display items limit defined in calendarItemsDisplayLimit in Centralized configuration. For more information, see Setting configuration parameters.
The following five filters are available: Change and Release Ticket Types, Business Events, Outages, Risk Level (from 1 to 5), and Status. After you select filters, the filters are saved for your current session. You can click Clear all to clear the filters. The saved filters are cleared automatically if you restart Smart IT.
If you click the specific event or ticket, a short overview is displayed on your screen. You can click View Full Details link to open the ticket.
View instructions for Mid Tier
The Calendar in Mid Tier provides multiple options for viewing data. You can select the format of the data and the duration. You can also view incidents, problems, and unplanned CI outages.
You can view the data in the following formats.
Calendar view formats | Description |
|---|---|
Calendar | Displays data in a calendar view for the selected duration. This view is similar to the Calendar option in Microsoft Outlook. Use this view for a quick glance of change or release records, business events, and CI outages. You can perform the following actions from this view:
|
Eventlist | Displays a list of change or release requests for the selected duration with basic details like the request ID, summary, scheduled start date, scheduled end date, status, and service. Use this view for a quick list of all change or release requests. The Eventlist view also displays details about incident and problems. Additionally, you can view broadcasts from this view, but you cannot create them. |
Timeline | Displays the ID of the change or release request in the left pane and the related tasks and manifest for the selected duration. Use this view for a quick list of all the changes and related tasks or releases and related manifest. The Timeline view also displays details about incident and problems, and also displays colliding changes. Additionally, you can view broadcasts from this view, but you cannot create them. |
You can view the data for the following durations.
Duration | Description |
|---|---|
Day | Displays data for the date selected. In this view, if the event spans more than a single day, the event is displayed on the top of the day view. |
Week | Displays data for the week based on the date selected. A week spans from Sunday through Saturday. In this view, if the event spans more than a day, the event is displayed on the top of the day view. |
Month | Displays data for the month based on the date selected. |
The date or date range is displayed in the calendar. Click the arrow next to a date to view the date picker and select a specific date. The data displayed is refreshed based on the date and timeline that you select.
About Calendar views
The Calendar view displays incidents, problems, changes, and releases for the selected duration. It also displays business events and outages.
Select the appropriate options under Filters to view details of incidents, problems, changes, releases, business events, and planned and unplanned outages for a selected duration. Apply additional filters to the displayed data by selecting an option from the Queries menu. Clear all the additional filters that have been applied by selecting Predefined Queries > By Status, and then selecting All Open (for incidents), All Open Problems, All Open Changes, or All Open Releases based on the type of request that you have selected.
You can also see colliding changes marked with a collision indicator.
Incidents, problems, changes, and releases are displayed in bars with colored outlines. These colors can be configured based on certain fields. For more information about configuring the fields and colors, see Managing Calendar administrator preferences. Business events and planned and unplanned outages are displayed in solid bars. The business events that are displayed can be of two types:
- Local—Specific to the user's company
- Global—All business events
By default, level 3 business events are displayed. You can configure the type of business events to view in the Preferences option of the Settings menu. For more information, see Managing Calendar administrator preferences.
The outages that are displayed are the defined CI unavailability entries.
Planned and unplanned outages that are displayed are defined CI unavailability entries. By default, only planned outages are displayed. You can configure the type of outage to view in the Preferences option of the Settings menu. For more information, see Managing Calendar administrator preferences.
The following figure illustrates the Calendar view.
In the Calendar view, you can perform the following actions:
- Select a date from the date picker. The date or date range of the data is displayed in the Calendar. Click the arrow next to this date to view the date picker and select a specific date. For more information, see Using the date picker on the Change Calendar.
- View the data for the adjoining day, week, or month depending on the duration selected. Click the arrows next to the timeline bar to change the duration by a day, week or month. To move back to the current date, click Today on the timeline bar.
- Click the +n more... link, which is displayed if a large number of events occur on the same day, to view a list of all the requests, business events, and outages that are scheduled on that day.
Right-click on a request to open, edit, approve, or view service context information. For more information, see Viewing the Change Calendar.
- Hover your mouse pointer over an event to view the basic information about the event. This information is displayed as an InfoTip. The fields displayed on the InfoTip can be configured. For more information about configuring InfoTip data, see Managing Calendar administrator preferences.
Select a change or release request and click the Details pane to view additional details of the event. For a change or release request, the Details pane also displays collisions and impact analysis. For more information about the Details pane, see Viewing the Change Calendar.
Drag change or release requests to another date and time. In case of a collision, you can use this feature to move the request to a date and time that does not collide with existing requests. When you move the request, the details of the event are automatically updated with the new date and time. A confirmation message is displayed based on the success or failure of the operation. If you do not have permissions to modify the request, an error message is displayed.
- For a full page view of the calendar, collapse the Filters & Queries pane. Click << next to the title of the pane to collapse it. When collapsed, click >> in the collapsed pane to expand it.
- Create and view broadcasts for incidents, problems, changes, releases, and outages. For more information about broadcasts, see Broadcasting messages.
- Export one or all events to an iCalendar (ICS) file that you can use with your Microsoft Outlook or Google alendar. For more information, see Exporting Calendar events to an ICS file.
About Eventlist view
The Eventlist view displays a list of the IDs of the requests for the selected duration.
Select the appropriate options under Filters to view details of requests for a selected duration. Apply additional filters to the data displayed by selecting an option from the Queries menu. Clear all the additional filters that have been applied by selecting Predefined Queries > By Status, and then select All Open (for incidents), All Open Problems, All Open Changes, or All Open Releases based on the type of request that you have selected.
The Eventlist view displays the following details:
- ID of the change or release request
- Summary of the event
- Status of the event
- Any related services
- Scheduled start date and end date of the event
- Target start date and target end date of the incidents and problems
The following figure illustrates the Eventlist view.
In this view, you can perform the following actions:
- Click the heading row of any of the fields to sort the list of requests on that field.
- Select a date from the date picker. The date or date range of the data is displayed in the Calendar. Click the arrow next to this date to view the date picker and select a specific date. For more information, see Using the date picker on the Change Calendar.
- View data for the adjoining day, week, or month depending on the duration selected. Click the arrows next to the timeline bar to change the duration by a day, week, or month. To move back to the current date, click Today on the timeline bar.
Right-click a request to open, edit, approve, or view service context information. For more information, see Viewing the Change Calendar.
- Hover your mouse pointer over an event to view basic information about the request. This information is displayed as an InfoTip. The fields displayed on the InfoTip can be configured. For more information about configuring InfoTip data, see Managing Change Calendar preferences.
- Select a request and click the Details pane to view additional details of the event. The Details pane displays relationships for the selected record.
For a change or release request, the Details pane also displays collisions and impact analysis. For more information about the Details pane, see Viewing the Change Calendar. - For a full page view of the calendar, collapse the Filters & Queries pane. Click << next to the title of the pane to collapse it. When collapsed, click >> in the collapsed pane to expand it.
- View broadcasts for incidents, problems, changes, releases, and outages. For more information about broadcasts, see Broadcasting messages.
About the Timeline view
The Timeline view displays the IDs of the change or release requests and the timeline of the selected duration. All related tasks and manifests are also listed.
- For a change request, all related tasks are displayed.
- For a release request, all related activities and change requests are displayed. However, tasks of the related change requests are not displayed.
Select the appropriate options under Filters in the left pane to view details of the request for a selected duration. You can apply additional filters to the data displayed by selecting an option from the Queries menu. To clear all the additional filters that have been applied, select Predefined Queries > By Status, and then select All Open (for incidents), All Open Problems, All Open Changes, or All Open Releases based on the type of request that you have selected.
The following figure illustrates the Timeline view.
In this view, you can perform the following actions:
- Select a date from the date picker. The date or date range of the data is displayed in the top pane of the calendar. Click the arrow next to this date to view the date picker and select a specific date. For more information, see Using the date picker on the Change Calendar.
- View data for the adjoining day, week, or month depending on the duration selected. Click the arrows next to the timeline bar to change the duration by a day, week, or month. To move back to the current date, click Today on the timeline bar.
- Click the arrow next to the request ID to view the related items like tasks, requests, and manifests. All related items from the Relationship tab of the request are displayed.
Right-click a request to open, edit, approve, or view service context information. Right-click a task or activity to open, edit, or view service context. For more information, see Viewing the Change Calendar.
- Hover your mouse pointer over an event to view basic information about the event. This information is displayed as an InfoTip. The fields displayed on the InfoTip can be configured. For more information about configuring InfoTip data, see Managing Change Calendar preferences.
- Select a request, or a related task or manifest, and click the Details pane to view additional details of the event. The Details pane displays relationships for the selected record. For a change or a release, the Details pane also displays collisions and impact analysis. For more information about the Details pane, see Viewing the Change Calendar.
Drag changes or releases to another date and time. The date and time of the event is displayed as a tooltip as you drag the request. In case of a collision, you can use this feature to move the request to a date and time that does not collide with existing requests. When you move the request, the details of the event are automatically updated with the new date and time. A confirmation message is displayed based on the success or failure of the operation. If you do not have permissions to modify the request, an error message is displayed. You can also drag related tasks and activities. However, you cannot move them across change or release requests.
- Collapse the ID pane and view only the timeline of the events.
- For a full page view of the calendar, collapse the Filters & Queries pane. Click << next to the title of the pane to collapse it. When collapsed, click >> in the collapsed pane to expand it.
- View broadcasts for incidents, problems, changes, releases, and outages. For more information about broadcasts, see Broadcasting messages.