Pattern View Editor

This feature enables you to build and edit pattern views, templates, and perspectives.

To access

To open a new view in the Pattern View Editor, go to the Modeling Studio, click the New button and select the required type of view.

To open an existing view in the Pattern View Editor, go to the Resources tab of the left pane in the Modeling Studio and select Views as the Resource type. Right-click a view in the tree and select Open View or double click a view or drag a view onto the Editor pane. The topology map of the view opens in the Editor pane.

Important information

You can access the Editor in one of the following modes:

  • In View mode, the following panes are included:

    • Query Definition pane. For details, see TQL Query Editor.

    • Advanced pane. For details, see "Advanced Pane" on page 1.

    • Hierarchy pane. Enables you to set the hierarchy of the view. (Located in the right portion of the Editor page.)

  • In Report mode, the following panes are included:

    • Hierarchy pane. Enables you to set the hierarchy of the view. (Located in the left portion of the Editor page.)

    • Query Node Definition. Enables you to select the attributes to be included in the report and to set their order.

  • In Widget mode, the following panes are included:

    • Hierarchy pane. Enables you to set the hierarchy of the view. (Located in the left portion of the Editor page.)

    • Widget Node Definition. Enables you to specify options for the CI's attributes to be included in the dynamic widget.

      Note Widget mode is available only when creating or editing a dynamic widget.

Note To save your view, template, perspective, or dynamic widget, use the Save button on the Modeling Studio main toolbar.

Relevant tasks
See also

Hierarchy Pane

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

UI Element (A-Z) Description

Add Group By. Enables you to create a subgroup in the hierarchy. The following options are available:

  • Add Group By Attribute. Opens the Query Node Grouping dialog box, which enables you to select an attribute for a subgroup in the hierarchy.

  • Add Group By CI Type. Create a subgroup in the hierarchy for the CI type of the selected query node.

  • Add Group by View Node. Create a subgroup in the hierarchy for the selected query node only.

Note You cannot define subgroups on a contact query node of a perspective.

Edit Group By Attribute. Opens the Query Node Grouping dialog box, which enables you to edit the attribute for a subgroup in the hierarchy.
Rename. Enables you to rename the selected query node.
Delete View Node Deletes the selected query node from the hierarchy tree.
Move View Node Layer Up. Moves the selected query node one layer higher in the hierarchy.

Move View Node Layer Down. Moves the selected query node under the query node above it in the hierarchy.

Note If the selected query node is located at the top of the hierarchy tree, clicking Move View Node Layer Down places it under the query node beneath it in the hierarchy.

Move View Node Up. Moves the selected query node up in the hierarchy tree. The query node order in the hierarchy determines the query node order in the report generated for the view in Reports.
Move View Node Down. Moves the selected query node down in the hierarchy tree. The query node order in the hierarchy determines the query node order in the report generated for the view in Reports.

Preview. Displays a preview of the topology report.

Note This option only appears in the Hierarchy pane when Report mode is selected.

Report Properties. Opens the Report Properties dialog box, which enables you to set the title, subtitle, and format for the view's topology report. For details, see Report Properties Dialog Box.
<Hierarchy tree>

The query nodes of the TQL query are arranged in a hierarchical tree reflecting the hierarchy defined for the view.

You can click and drag query nodes to change the hierarchy. When you click a query node and begin to drag it, the query nodes under which it is possible to place your query node are highlighted in green.

Hierarchy Method

Select the method of setting the hierarchy:

  • Manual. Set the hierarchy manually, by dragging query nodes and using the toolbar buttons.

  • Rule Based. Open the Hierarchy Rules dialog box which enables you to set rules for the hierarchy.

Shortcut Menu

The Hierarchy pane includes the following elements (listed alphabetically) available by right-clicking a query node in the hierarchy tree:

Menu Item Description
Add Group By Attribute Select Add Group By Attribute to open the Query Node Grouping dialog box, which enables you to select an attribute for a subgroup in the hierarchy.
Add Group By CI Type Select Add Group By CI Type to create a subgroup in the hierarchy for the CI type of the selected query node.
Add Group By View Node Select Add Group By View Node to create a subgroup in the hierarchy for the selected query node only.
Define Cycles Select Define Cycles to define a cyclical hierarchy. For details, see Cycle Definition Dialog Box.
Delete View Node Select to delete the selected query node from the hierarchy tree.
Move View Node Down Select to move the selected query node down in the hierarchy tree.
Move View Node Layer Down

Select Move View Node Layer Down to place the selected query node under the query node above it in the hierarchy.

Note If the selected query node is located at the top of the hierarchy tree, selecting Move View Node Layer Down places it under the query node beneath it in the hierarchy

Move View Node Layer Up Select Move View Node Layer Up to place the selected query node one layer higher in the hierarchy.
Move View Node Up Select to move the selected query node up in the hierarchy tree.
Rename Select to rename the selected query node.
Set View Node Invisible

Select to set the selected query node invisible. CIs of this type do not appear in the view results.

When this option is selected, a Hidden in Query Results indicator appears in the corner of the selected query node in the hierarchy tree.

Set View Node Visible Select to set the selected query node visible. CIs of this type appear in the view results.
Subgraph Hierarchy

Enables you to define whether the subgraph defined for the selected query node is displayed as flat or as folded under the query node.

Note This option is only relevant for query nodes that have a defined subgraph.

Query Node Definition Pane

Important information The Query Node Definition pane is disabled for template based views. To make changes to the report layout, edit the based template of the view. When you open a template based view in the Editor and select the Report tab, a warning message appears containing a link to the base template of the view.

User interface elements are described below:

UI Element (A-Z) Description
Up. Moves a selected attribute up in the report layout order.
Down. Moves a selected attribute down in the report layout order.
Edit. Enables you to edit the function for the selected attribute.
Delete. Deletes the selected attribute from the report layout.
Moves the selected attributes to the Report Layout list.
Add Function

Click Add Function to open the Add Function dialog box, which enables you to define the functions to include in the report for the selected query node. Each function that you add is treated as an attribute and becomes a column in the report.

Note This button is only active if there is a query node below the selected query node in the view hierarchy.

Attributes The list of available attributes for the selected query node.
Define Chart

Click Define Chart to display the data for the current layer of the view in a graphical chart format. The Chart Properties fields are displayed.

The Define Chart option is only active for a query node or a grouping node that:

  • is the top layer of the view and has a layer below it in the view hierarchy

  • is the only query node on its layer of the view

  • has at least one numeric attribute selected for the report layout

Report Layout Displays the list of attributes selected to appear in the report. Use the toolbar buttons to change the order of the attributes in the report and to add functions.
Set Sort Order Click to open the Set Column Sort Order dialog box which enables you to set the order of the report columns.

Chart Properties

The Chart Properties portion of the pane includes the following elements (listed alphabetically):

UI Element (A-Z) Description
Remove Chart. Removes the chart from the report. The report is generated in table format.
Breakdown by The chart is broken down by the CI or grouping node display label. This is fixed for all reports.
Chart Type Select Pie to create a pie chart or Bar to create a bar chart.
Value Select a value from the drop-down list.

Widget Definition Pane

User interface elements are described below:

UI Element (A-Z) Description
<Enforce Browser CI access control> Select this check box to ensure that the dynamic widget displays data only according to the permissions that were specified on the Browser CI Access Control tab in the Roles manager. If the check box is not selected, the dynamic widget displays all data, without permission enforcement.
<Show path> Select this check box to cause the UCMDB Browser module to display the route in the dynamic widget from a specific node in the view definition to all the node's children.
Attribute name The attributes for the selected node that are displayed in the dynamic widget.
Details Specifies whether this attribute appears in the Widget Details mode.
Group Name Specifies the name under which the attribute is grouped in the Widget Details mode.
Overview Specifies whether this attribute appears in the CI Overview mode.
Refocusable Specifies whether this attribute is displayed as a hyperlink, able to refocus on the CI on which the attribute is defined.
Widget Type

Enables you to select an initial display mode. The available types are:

  • Properties Mode. Displays individual properties for CIs.

    Note If you do not select a Widget Type value, Properties Mode is enabled by default.

  • Topology Map Mode. Displays CIs according to your current topology.
  • Topology CIT Group Mode. Displays CIs grouped by CI type according to your current model.
  • Topology Textual Mode. Displays a list of CIs broken down by CI type.

The topology mode that you select is the initial view selection until you change to another one in the UCMDB Browser module.