Review/Authorize Page

This page enables you to display a view in the actual state and select the changes that you want to authorize.

To access Select Changes > Review/Authorize.
Important information

The Review/Authorize page includes the following panes:

  • Composite CIs. Displays a list of CIs in the view with icons indicating the types of changes that occurred for each CI between the actual and authorized states.

  • Topology. Displays a topology map of the CIs in the view with icons indicating the types of changes that occurred for each CI between the actual and authorized states. Each node in the topology map displays the name, CI type, and management status, as well as the change type and current and previous policy status, where relevant.

    Note In inventory mode, the Topology pane is called Related CIs.

  • Comparison Details. Displays details of the changes for the selected CI. Click the relevant tab to view the change details for the selected CI.

  • Filter. In inventory mode, the Filter pane enables you to filter the composite CI list. For details, see Filter Pane.

Select the changes to authorize by clicking the check boxes next to the relevant CIs in the Composite CIs pane.

Relevant tasks Authorize Changes to CIs
See also

User interface elements are described below:

UI Elements (A-Z) Description
Select View. Enables you to select a different view to open on the Review/Authorize page.
Change display to Inventory Mode. Changes the display of the selected view to inventory mode.
Change display to Topology Mode. Changes the display of the selected view to topology mode.

Export Report. Allows you to choose a report to export and the export format for the data.

The available reports are:

  • Changes Report

  • Policy Analysis Report

The available format options are:

  • Excel. The table data is formatted as an .XLS (Excel) file that can be displayed in a spreadsheet.

  • PDF. The table data is exported in PDF format.

  • CSV. The table data is formatted as a comma-separated values (CSV) text file that can be displayed in a spreadsheet.

The currently applied filters are taken into account when generating output for reports.

Refresh. Refreshes the CI list.

Composite CIs Pane

User interface elements are described below (unlabeled elements are shown in angle brackets):

UI Elements (A-Z) Description
Select All. Selects all the CI entries in the selected view.
Clear All. Clears all the CI entries in the selected view.
Sort Composite CIs. Opens the Sort CIs dialog box, which enables you to sort the CI list by different sort fields.
Show Composite CI Details. Opens the CI Details dialog box, which displays the managed attributes of the selected CI.

Authorize Selected Changes. Allows you to approve the selected changes and change their status to authorized.

Note This button is only enabled if you have selected at least one CI (that has changed) in the list.

Launch. Enables you to select an external application to open in the context of a selected CI or view. Click to select the external application. On the Settings page, you must specify the URLs that will open. For details, see UI Integrations.

Creates an RFC for the highlighted CI.
Creates a rollback RFC selected changes.
Opens the UCMDB Browser module in the context of the selected CI.
Indicates that the selected CI was added to the view.
Indicates that the selected CI was removed from the view.
Indicates that the selected CI was updated.
Indicates that the CI is in breach of at least one policy in the actual state.
Indicates that the CI is in breach of at least one policy in the authorized state.
Indicates that the CI satisfies all of its policies in the actual state.
Indicates that the CI satisfies all of its policies in the authorized state.
Indicates that there are one or more requests for change (RFCs) that are related to this CI.
<List of CIs>

The list displays all CIs currently or previously in the view. The icons appearing to the right of the CI indicate the changes that have occurred to this CI and its policy status. Click the triangle next to the CI to display each of the changes in a separate row.

Hold the pointer over a CI in the list to display a tooltip containing the name and type of the CI.

If no icons appear after a CI, it indicates that no changes have occurred to that CI.

Click the check box next to a selected change to mark it for authorization.

Comparison Details Pane

Important information When you select a CI in the Composite CIs pane or the Topology pane, the tabs that contain data for that CI are marked with an asterisk (*).

User interface elements are described below:

UI Elements (A-Z) Description
Changed Attributes tab

The left pane displays the CI name and the change type icon. For composite CIs, the component CIs with changed attributes are displayed.

The right pane displays the attribute names and actual and authorized values for the CI selected in the left pane.

Changed Outgoing Relationships tab

The left pane displays the CIs to which the selected CI is related by an outgoing relationship. Click the arrow to expand each entry and display the relationships of the component CIs. For each relationship, the relationship type is displayed and an icon indicates the relevant type of change.

The right pane displays the source, target, and direction for the relationship selected in the left pane.

Policy Details tab

In the Policy List pane, the following data is displayed for each policy rule:

  • the policy rule name

  • the external product, if any, that is the source of the policy.
  • the rule status in the actual state

  • the rule status in the authorized state

  • the related CI

The Details pane displays the details for the policy rule selected in the Policy List pane, including the rule name, description, type, and validation dates.

Note The status bar does not appear for federated policies that contain CIs in the authorized state.

Related RFCs tab

The left pane displays the RFC IDs that were correlated to the selected CI during the offline analysis process or that were manually attached by the user, as well as the title and relation type.

The right pane displays the properties for the RFC ID selected in the left pane.

Note When the offline process runs, it discovers only the following RFCs for the CIs in a view:

  • having a state that is specified in the Fetched RFC Criteria settings
  • with a planned start date is later than today minus X days (as defined in the settings)
  • with a planned end date earlier than today.

Therefore, if an RFC is attached to multiple CIs, not all of the CIs may be shown as connected to the RFC if they do not match these criteria.

Filter Pane

User interface elements are described below:

UI Elements (A-Z) Description
Changed CIs

Filters the CIs by their change status. When you select Yes, only CIs with changes appear in the view display. When you select No, only CIs without changes appear in the view display.

Available in: Review/Authorize module.

CI Name

Filters the CIs by CI name. Only the selected CIs appear in the view display.

Enter a CI name manually in the value box or click More... to open a dialog box which enables you to select CIs from a list.

CI Type

Filters the CIs by CI type. Only CIs of the selected CI types appear in the view display.

Click More... to open a dialog box that enables you to select available CI types from a list.

Has RFCs

Filters according to whether or not the selected CI has an RFC associated with it.

Available in: Review/Authorize module.

Managed Status

Filters the CIs by their management status. Only CIs of the selected status appear in the view display.

Select Managed or Not Managed.

Policy Name

Filters the CIs by the names of their policies. Only CIs affected by the selected policies appear in the view display.

Click More... to open a dialog box that enables you to select available policies from a list.

Policies Status

Filters the CIs by their policy status. Only CIs of the selected status appear in the view display.

If no policy is specified in the Policy Name field, the selected policy status condition will apply to all policies that are assigned to the CIs in the view; otherwise, the selected policy status condition will be applied only to the policies that were specified by name.

Select In-breach or Satisfied.

Related RFCs

Filters the CIs by specific RFC titles.

Click More... to open a dialog box that enables you to select related RFC values from a list.

Available in: Review/Authorize module.

Topology Pane

User interface elements are described below (unlabeled elements are shown in angle brackets):

UI Elements (A-Z) Description
Show Topology Overview. Toggles between displaying and hiding the Topology Overview Display.
Legend. Displays an explanation of the connections between the nodes in the topology display.
Layers Layout. Displays the topology map in a layout consisting of CIs grouped according to their layer.
Hierarchical Layers Layout. Displays the topology map in a layout consisting of CIs grouped according to their layer arranged in a hierarchy.
Classification Layout. Displays the topology map in a layout consisting of CIs grouped according to their classification.
Circular Layout. Displays the topology map in a circular layout.
Enables you to zoom in or out of the topology map.
Fit to Window. Resizes the topology map to the size of the Topology Pane.
Highlight Topology Nodes. Specifies whether to highlight only nodes in the actual state, the authorized state, or both.
Show Topology in Full Screen. Displays the topology map in the View Topology box.
<Topology Overview Display>

The Topology Overview Display appears in the upper right corner of the pane. It indicates which portion of the topology map is displayed in the Topology pane. This is useful for large views or when you zoom in on a view.

Clicking on the policy status indicator in a node displays the policy details for that CI, including the policy name, the source of the policy, and the status of the selected CI for that policy.