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.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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. |
Search for | Operator | Example |
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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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Settings Page
This page enables you to modify the configuration settings for Configuration Manager.
To access | Select Administration > Settings. |
Important information | An asterisk appears next to the category name in the left pane when a change is made to one of the settings in that category. |
Relevant tasks | Save and Apply Configuration Changes |
See also | Settings Overview |
Left Pane
User interface elements are described below (unlabeled elements are shown in angle brackets):
UI Elements (A-Z) | Description |
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Save the current editable configuration set. Enables you to create a draft of a new configuration set. A draft is a configuration set that has not yet been activated and can still be edited. This button is enabled when you make a change to the currently activated configuration set. For details, see Save as Draft Dialog Box. |
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Open configuration set. Displays a list of all the existing configuration set versions. For details, see Open Configuration Set Dialog Box. |
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Import configuration set. Enables you to import a configuration set from your local directory to the same or another system. Opens the Import Configuration Set dialog box. Important: Configuration Manager enables you to import a partially exported configuration set from the same version of Configuration Manager, to an existing configuration set.
For example:
Note
Limitations:
The current active configuration set is also overridden when importing the configuration set from the vanilla.zip file located in the <Configuration_Manager_installation_directory>\conf\ folder. |
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Export configuration set to a zip file. Enables you to Export a whole configuration set or part of a configuration set to your local directory as a zip file. Opens the Export Configuration Set dialog box. Select the configuration settings you want to export from the tree in the Export Configuration Set tree dialog box. |
Activate current configuration set. Applies the configuration properties in the draft/configuration set to Configuration Manager and becomes the active configuration set. Note Only one configuration set is considered active at any given point of time. |
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Add configuration to configuration set. This button is only enabled when you select a node on the configuration tree that allows you to add a child configuration. |
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Remove configuration from configuration set. This button is only enabled when you select a node on the configuration tree that allows you to delete a child configuration. |
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Denotes a configuration category. Note The arrow next to each category enables you to expand or collapse the lower-level categories. |
<Configuration tree> | Contains the configuration categories. The configuration fields for each selected node in the tree are displayed in the right pane. Select a file from the tree to open in the right pane. |
The following categories contain configuration settings:
Automation Impact
To access | Select Administration > Settings > Application Management > Automation Impact. |
User interface elements are described below:
Setting | Description |
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Impact analysis state |
Enables you to determine whether impact analysis calculates the effects of the automation on CIs from the actual or authorized state of a view. The options are:
For details, see Automation Analysis > Impact - <State> Pane. |
Change Management
To access | Select Administration > Settings > Integrations > Change Management. |
User interface elements are described below:
Setting | Description |
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Change Management integration enabled |
Select the check box to:
These can either be rollback RFCs in the Review/Authorize module or policy remediation RFCs in the Explore Views module. |
Display Settings
To access | Select Administration > Settings > Display Settings. |
User interface elements are described below:
Setting |
Description |
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Display indication that a CI exists in multiple views | Select this check box if you want warning icons to be displayed in the CI lists saying that the CI is managed in multiple views. By default, this option is disabled. |
Fetched RFCs Criteria
To access | Select Administration > Settings > Application Management > RFC > Fetched RFCs Criteria. |
User interface elements are described below:
Setting |
Description |
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RFC maximum days | The maximum number of days that can pass since the RFC was scheduled to end. |
RFC CI Types |
Configure the CI types for which RFCs can be defined:
You can edit the CI type names manually. |
RFC Filters |
Filter the RFCs analyzed and displayed by property names and values:
You can edit the property names and values manually. Note Every row represents a different property and the values should appear in a comma-separated list. Each property listed must have one of the specified values for the RFC to be displayed. |
High Priority Views - Offline Analysis and Authorization Tasks
To access | Select Administration > Settings > Application Management > Jobs Synchronization > Offline Analysis and Authorization > Offline Analysis and Authorization Tasks. |
User interface elements are described below:
Setting | Description |
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Offline Analysis repeat interval | Define a base interval in seconds. The other task settings are configured using multiples of this interval. |
Delete candidate repeat cycles | The number of cycles between successive runs of candidate deletion. |
Automatic authorization repeat cycles | The number of cycles between successive runs of automatic authorization. |
Low Priority Views - Daily View Refresh Settings
To access | Select Administration > Settings > Application Management > Jobs Synchronization > Offline Analysis and Authorization > Daily View Refresh Settings. |
User interface elements are described below:
Setting | Description |
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Time to start the refresh of low priority views |
Select the hour at which offline analysis will be run. |
How many times per day to refresh low priority views | Select the number of times per day that low priority views will be refreshed. |
Mail Settings
To access | Select Administration > Settings > Application Management > Mail Settings. |
User interface elements are described below:
Setting |
Description |
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Enable mail | Select this option to enable the sending of emails. For details, see User Preferences Dialog Box. |
Hour at which to send mails (0-23) | The time at which the notifications are sent by the system. |
SMTP server address | The outgoing address of the SMTP server. |
SMTP port | The SMTP server port number. |
SMTP sender email address | The email address of the SMTP server from which the notifications are sent. |
SMTP requires authentication | Specify whether or not the SMTP server requires authentication. |
SMTP username | The username of the SMTP server. Only relevant when SMTP requires authorization is selected. |
SMTP password | The password of the SMTP server. Only relevant when SMTP requires authorization is selected. |
Configuration Manager full URL |
The full URL of the Configuration Manager server. This URL fulfills two purposes:
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Administrator's email address | The email address of the system administrator. This is used to send emails (about problems that occur when trying to send the notifications) directly to the system administrator. |
Offline Purging
To access | Select Administration > Settings > Application Management > Jobs Synchronization > Offline Purging. |
User interface elements are described below:
Setting | Description |
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Offline purge repeat interval | The number of days between successive purges of policy history and statistics history. |
Keep history | The number of days to store environment snapshots, and policy and statistics history. Policy and statistics history older than this limit is deleted at the next purge. |
Operations Orchestration
To access | Select Administration > Settings > Integrations > Operations Orchestration > Operations Orchestration. |
User interface elements are described below:
Setting | Description |
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Cyclic Interval |
Defines the interval (measured in seconds) which determines how often the Operations Orchestration server is checked for automation flow results. Default: 60 seconds |
Host | The host name of the machine on which the Operations Orchestration server is installed. |
Password | The password required to connect to the Operations Orchestration server. |
Port | The port used by the Operations Orchestration server. |
User name | The user name required to connect to the Operations Orchestration server. |
Version | The Operations Orchestration version. |
RFC Creation
To access | Select Administration > Settings > Application Management > RFC > RFC Creation. |
User interface elements are described below:
Setting | Description |
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Category |
The possible range of categories that can be used when creating an RFC. Relevant to: planned RFCs |
Default assignment group | Set the default assignment group that will be used when creating an RFC. |
Default change coordinator | Set the default change coordinator value that will be used when creating an RFC. |
Default service name | Set the default service name value that will be used when creating an RFC. |
Impact | The possible range of impact of the RFC. |
Urgency | The urgency of the RFC. |
Risk Assessment |
The assessment of the risk of the RFC. Relevant to: planned RFCs |
Reason for change | The reason why the RFC is required. |
RFC Display
To access | Select Administration > Settings > Application Management > RFC > RFC Display. |
User interface elements are described below:
Setting | Description |
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RFC Properties |
Configure the RFC properties for display:
You can edit the property names manually. |
Service Manager
To access | Select Administration > Settings > Integrations > Change Management > Service Manager. |
Important information | You must load the cm4sm.unl file into Service Manager to enable the service that allows integration between Service Manager and Configuration Manager. For details, see Import a UNL File into Service Manager. |
See also | Change Management |
User interface elements are described below:
Setting | Description |
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Connection strategy | Select HTTP. |
Host Name | The host name of the Service Manager server. |
Port Number | The port number of the Service Manager server (default: 13080). |
User Name | The Service Manager user name. |
Password | The Service Manager password. |
Date format | Select the date format to be used. The selected date format must be supported by the change management system such as Service Manager. |
Topology Layout
To access | Select Administration > Settings > Application Management > Topology Presentation > Topology Layout. |
User interface elements are described below:
Setting | Description |
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Layers |
Configure the layers of the topology map display:
You can edit the name, display name, level number, and color of the layers. For details, see Add a New Layer to the Topology Layout. |
Classifications |
Configure the classifications of the topology map display:
You can edit the name, display name, and color of the classifications. |
Layout Exceptions |
Configure exceptions to the classifications defined above:
For the selected CI type, if the specified attribute has the specified value, the specified classification applies. |
Topology Limitations
To access | Select Administration > Settings > Application Management > Topology Limitations. |
Important information | After changing the topology limitation settings, you must restart the Configuration Manager server. |
User interface elements are described below:
Setting | Description |
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Graphical layout limit | The maximum number of composite CIs that can be displayed in the topology map. |
UCMDB Foundation
To access | Select Administration > Settings > Integrations > UCMDB Foundation > UCMDB Foundation. |
Important information | This section contains the information UCMDB Foundation connection that was specified during installation. You can only edit the UCMDB access URL field. Note that if you define a reverse proxy or root context for UCMDB, you must update the UCMDB access URL field accordingly. |
User interface elements are described below:
Setting | Description |
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Connection strategy | The method of connection to UCMDB. |
Customer | The UCMDB customer name. |
UCMDB server name | The name of the UCMDB server. |
UCMDB server port | The port number of the UCMDB server. |
UCMDB access URL | The URL for accessing UCMDB. |
User name | The UCMDB user name. |
Password | The UCMDB user password. |
UI Integrations
To access | Select Administration > Settings > Integrations > UI Integrations. |
Relevant tasks | Launch External Applications |
User interface elements are described below:
Setting | Description |
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Configured UIs |
Configure the URLs that can be opened:
A valid URL must begin with one of the following:
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Value Suggestions
To access | Select Administration > Settings > Application Management > Jobs Synchronization > Offline Analysis and Authorization > Value Suggestions. |
User interface elements are described below:
Setting | Description |
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Max count to save | The maximum number of suggested attribute values stored in the database. |
Max count to show | The maximum number of suggested attribute values displayed. |
Enable attribute values statistics calculation | Enables or disables the calculation of statistics for attribute values. |
Attribute values statistics repeat cycles | The number of cycles between successive recalculations of attribute value statistics. |
Problems Pane
User interface elements are described below:
UI Elements (A-Z) | Description |
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Indicates the severity level of the problem. The following icons appear:
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Code | Contains a link to the pane containing the problem. When you click the link, the relevant node in the configuration tree is selected and its relevant pane appears on the right. |
Description | Contains a description of the problem. |
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