Use > CMS Modules > Resource Manager > How to Search and Consume Resources in Resource Manager

How to Search and Consume Resources in Resource Manager

This section describes how to search and consume resources (views, queries, and models) with the Resource Manager module.

Note Users who search and consume various resources in the Resource Manager module need the corresponding permissions for the resources and the modules they access.

If users do not have enough general action permissions, an error message will pop up asking them to check the logs for details about which permission is missing.

Prerequisites

For non-admin users who need to access the Resource Manager module, the administrator needs to assign them the following permissions:

  1. In UCMDB UI, go to Security > Roles Manager.

  2. In the Roles pane, select the role for the target users, then in the General Actions tab pane for the role, select the following actions in the Available Actions pane and move them to Selected Actions pane:

    • Data Retrieval Actions > Run Query by Definition
    • System Access Actions > Access to SDK
    • Configuration Management Actions > Deploy Packages

  3. In the Resources tab pane for the role you selected, assign View permission for the desired view and/or query resources.

    Tip It is recommended to add desired view/query resources into resource groups, then associate View permission with the resource groups.

  4. Save the change.

Note  

  • A model is a CI, therefore non-admin users will get the same results as an admin user gets when navigating and searching models.
  • If a model is assigned to a user tenant (say, TenantA), while a non-admin user (for example, a user with view permission only) is not assigned to TenantA, then the non-admin user does not have the permission to search this model.

How to search resources with admin privileges

  1. Log in to CMS UI as an admin user.

  2. Expand the drop-down list to the right of the top search bar, select Queries & Models or Views & Reports, and then type a search string (for example app) in the search bar.

    Some auto suggestion strings pop up, select the desired string or press Enter.

    Note If you selected Views & Reports, when hovering the mouse over an auto suggestion string, a quick open icon () appears. Clicking the icon opens the selected resource in Topology Map directly.

  3. Search results display in two columns: Name and Path.

    The search results counts are displayed at the top of page.

  4. Scroll down to load more resources. Every time you scroll down, 50 more results are loaded.

  5. Click the Filter icon () in the upper right corner of the window. The Filters pane opens.

    Select one or more query types, the resources displayed vary with the filters you selected.

    Note If you search in Views & Reports, the Filter icon displays in blue (), where filters of the View type are selected by default.

  6. Click a folder name or Path of any resource, the resources under the folder or path display accordingly.

  7. Click a breadcrumb. You are navigated to the corresponding folder.

  8. Click the Back icon (). You return to the search result page.

  9. Click the Filter icon () in the upper right corner of the window. The Filters pane opens.

  10. Select one or more view types, and type a string in the search bar to search view resources.

    Or, select the Model type, and type a string in the search bar to search model resources.

  11. View a specific resource.

    • Click any query or view. The query or view opens in Topology Map.

    • Click any model. The model opens in Service Modeling.

    Click the Close view button (). You return to the Resource Manager.

How to search resources with limited user permission

  1. Log in to CMS UI as a non-admin user.

  2. Expand the drop-down list to the right of the top search bar, select Queries & Models or Views & Reports, and then type a search string (for example app) in the search bar.

    Some auto suggestion strings pop up, select the desired string or press Enter directly.

    Note If you selected Views & Reports, when hovering the mouse over an auto suggestion string, a quick open icon () appears in the right. Clicking the icon opens the selected resource in Topology Map directly.

  3. Search results limited by the user permission display in two columns: Name and Path.

    The search results counts display at the top of page.

  4. Scroll down to load more resources. Every time you scroll down, 50 more results are loaded.

  5. Click the Filter icon () in the upper right corner of the window. The Filters pane opens.

    Select one or more query types, the resources that display vary with the filters you selected.

    Note If you search in Views & Reports, the Filter icon displays in blue (), where filters of the View type are selected by default.

  6. Click a folder name or Path of any resource, the resources under the folder or path display accordingly.

  7. Click a breadcrumb. You are navigated to the corresponding folder.

  8. Click the Back icon (). You return to the search result page.

  9. Click the Filter icon () in the upper right corner of the window. The Filters pane opens.

  10. Select one or more view types, and type a string in the search bar to search view resources.

    Or, select the Model type, and type a string in the search bar to search model resources.

  11. View a specific resource.

    • Click any query or view. The query or view opens in Topology Map.

    • Click any model. The model opens in Service Modeling.

    Click the Close view button (). You return to the Resource Manager.

How to navigate Resource Manager with admin privileges

  1. Log in to CMS UI as an admin user.

    Once logged in, you are on the CMS UI landing page.

  2. Click the CMS Modules icon in the upper left corner, then in the CMS Modules navigation pane, click Resource Manager.

    Root folders are displayed: Query, View, and Model.

  3. Click the Query folder. Query resources display.

    In navigation mode, there is only one column: Name.

  4. Expand a query resource and drill down.
  5. Click a breadcrumb. You are navigated to the corresponding folder.

  6. Click the Filter icon () in the upper right corner of the window.

    The Query filters are expanded and displayed, with filters for other resource types collapsed and grayed out.

  7. Click the Back icon (). You return to the root folder.
  8. Do the same for the View and Model folders.

  9. View a specific resource.

    • Click any query or view. The query or view opens in Topology Map.

    • Click any model. The model opens in Service Modeling.

    Click the Close view button (). You return to the Resource Manager.

How to navigate Resource Manager with limited user permissions

  1. Log in to CMS UI as a non-admin user.

  2. Click the CMS Modules icon in the upper left corner, then in the CMS Modules navigation pane, click Resource Manager.

    Root folders are displayed: Query, View, and Model.

  3. Click the Query folder. Only the query resources that the user has permissions display.

    In navigation mode, there is only one column: Name.

  4. Click the Filter icon () in the upper right corner of the window.

    The Query filters are expanded and displayed, with filters for other resource types collapsed and grayed out.

  5. Expand a query resource and drill down.

  6. Click a breadcrumb. You are navigated to the corresponding folder.

  7. Click the Back icon (). You return to the root folder.

  8. Repeat the same steps to navigate Views and Models.

  9. View a specific resource.

    • Click any query or view. The query or view opens in Topology Map.

    • Click any model. The model opens in Service Modeling.

    Click the Close view button (). You return to the Resource Manager.

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