Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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- Configuration Management workflows and user tasks
- Delete a configuration item (CI) type
- Modify a configuration item (CI) type
- Create a new configuration item (CI) type
- Update Configuration Management policies
- Evaluate the need for a Configuration Management System (CMS) data model update
- Create a new configuration item (CI)
- Create a new model
- Validate a configuration creation change task
- View the audit history of a configuration item
- Plan CI relationship changes from a change record
- Modify a configuration item
- View component reliability
- View component availability
- View the availability plan of a business service
- Create a new configuration report
- Review a modification to a configuration item
- Conduct a configuration audit
- Check related configurations
- Delete a master data record
- Update a master data record
- Add a master data record
- Validate data sets
- Master data records
- View scheduled maintenance for a configuration item
- Service life cycle management
- Configuration item actual states
- Set the expected state of a configuration item
- Configuration items
Applies to User Roles:
Configuration Administrator
Create a new configuration report
Service Manager provides a number of standard configuration reports that you can view from Configuration Management > CI Overview. You may also want to define and generate your own reports. If you receive a stakeholder request for a specific report, you can prepare a customized configuration report to meet specific stakeholder requirements.
To create a configuration report, follow these steps:
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Click Reporting > Create New Report.
Alternatively, click Configuration Management > CI Overview > Add Content > Create New Report.
- In the Name field, enter a descriptive name for the report.
- In the Source Data field, select Configuration Item - device.
- In the Report Category field, select Configuration Item.
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Click Query Builder, and specify a query. For example, select Application for CI Type and select Development Tools for CI Subtype. Click OK.
The Query box is automatically populated with a query expression based on your selections, for example, type#"application" and subtype#"Development Tools".
- On the Chart properties tab, configure the report properties as needed.
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On the Permission tab, configure the owner and audience of this report.
Note By default, you are the report owner. You can change the owner as needed.
- On the Advanced settings tab, modify the default settings if needed.
- Click Add.
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Add this report to a new or an existing dashboard. For details, see Create a dashboard or Update a dashboard.
When you open the dashboard, the report is displayed.
