Jazz for Service Management Version 1.1. User s Guide

Transcription

1 Jazz for Service Management Version 1.1 User s Guide

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3 Jazz for Service Management Version 1.1 User s Guide

4 Note Before using this information and the offering it supports, read the information in Notices on page 81. This edition applies to Version 1.1 of Jazz for Service Management and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright IBM Corporation 2012, US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Contents Figures v Tables vii Chapter 1. Using Jazz for Service Management Chapter 2. Using Dashboard Application Services Hub About the console Logging into the console Supported web browsers Console layout Welcome and About pages Show Tab List Changing passwords Changing views Console accessibility Accessing support information Personalizing the console Working with favorites Changing views My Startup Pages Editing dashboard content and layout Customizing a widget Setting text and component direction Personalizing a web widget Chapter 3. Using Tivoli Common Reporting Working with reports Logging on to the reporting interface Running the sample overview report Importing Cognos report packages Exporting Cognos report packages Copying report images to the server ing reports Scheduling reports Performing ad hoc reporting Web-based report authoring Using parametrized URLs to perform tasks outside Tivoli Common Reporting Search path BIRT reports in Cognos BIRT reports in Cognos - overview Running BIRT reports Saving a BIRT report Creating a Report View of a BIRT report Scheduling reports Importing BIRT reports Converting BIRT reports to Cognos reports Retrieving the user name from within a BIRT Report Setting up JDBC for BIRT reports Known limitations in BIRT support Chapter 4. Jazz for Service Management references Common directory locations Dashboard Application Services Hub command reference Working with roles Working with views Working with users Working with preference profiles Working with widgets Working with dashboards Working with user groups Charting consolecli commands tipcli - Export plugins Import consolecli commands Context Menu Service consolecli commands.. 61 Additional commands consoleregister command Tivoli Common Reporting commands Command-line authentication trcmd -access trcmd -checkstatus trcmd -convert trcmd -datasource trcmd -delete trcmd -distribute trcmd -import trcmd -list trcmd -modify trcmd -run trcmd -version Notices Support information and feedback Index Copyright IBM Corp. 2012, 2013 iii

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7 Figures 1. Console layout Copyright IBM Corp. 2012, 2013 v

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9 Tables 1. Keyboard shortcuts console, browser, and Dojo information General dashboard information Widget information Wires information Widget information Edit options menu AddUpdatePreferenceProfile command arguments ChartExport command arguments ChartImport command arguments ChartProperties command arguments RestoreChartStore command arguments Export parameters and arguments ExportPagePlugin command arguments ChartExportPlugin command arguments Import command arguments ImportPagePlugin command arguments cmsupdateremoteentries command arguments 63 Copyright IBM Corp. 2012, 2013 vii

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11 Chapter 1. Using Jazz for Service Management You can use Dashboard Application Services Hub and Tivoli Common Reporting to work with dashboards and reports. Copyright IBM Corp. 2012,

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13 Chapter 2. Using Dashboard Application Services Hub About the console Dashboard Application Services Hub provides a single console for administering IBM products and related applications. You can do different tasks in the console to suit your dashboarding needs. Getting started You can log in to the console by using one of the supported browsers. The console has different accessibility features for vision-impaired, mobility impairments, and deaf and hard of hearing users. Understand the different elements of the user interface, including features accessible from the Welcome, About, and Show Tab pages. You can also change your password. Restriction: A Full Console link is available when accessing the Dashboard Application Services Hub console on a mobile device. Not all console content is compatible with mobile devices. Full console mode on mobile devices is supported only for basic console navigation. For example, you can use full console mode to access a particular page that is not available through a mobile view, but it does not guarantee that the particular page will function correctly. Functions beyond navigation, for example page or widget creation, are not supported on mobile devices using full console mode. Personalizing the console You can use different features of the console to personalize your experience. You can configure your default views and add commonly used navigation items to your favorites list. You can edit dashboards and layout, including widgets that depend on your access level. Learn how to log in to the console, its accessibility, layout, and support features. Logging into the console Follow these steps to access the console. 1. Point your web browser to the URL of the server where the console is installed and running, appending the context root for the console, to the address. The default context root is /ibm/console, but it may be configured differently for your console, so if you are in doubt, check with your administrator. For example, if the console is installed to a server on using a secure port of and with the default context root, enter this address in the browser: The login page for the console is displayed. 2. Enter your User ID and Password and click Log in. When you are finished, the Welcome page is displayed. In the Welcome page, you can take a tour of Dashboard Application Services Hub and quickly learn what has changed for this release. To subsequently access the Welcome page, click > Welcome. Copyright IBM Corp. 2012,

14 To prevent unauthorized access, be sure to use the > Logout link in the navigation bar when you are finished using the console. If there is no activity during this login session for an extended period of time, the session expires and you must log in again to access the console. To update the session expiration, see Changing the console session expiration. Note: If your console session expires, you may have to log in twice to start a new session. Depending on the operating system on which Dashboard Application Services Hub is installed, there are certain restrictions on which characters can be used for user IDs and passwords. Multiple users can concurrently log in to the console using the same user account details providing the users log in to the console in discrete browser sessions. This behavior is not enabled by default and must be enabled by an administrator. Note: When two users concurrently log in with the same user ID and they both launch the IBM WebSphere Application Server administrative console, the last user to launch the administrative console gains control. All other WebSphere Application Server administrative console sessions for that user ID are automatically invalidated. Dashboard Application Services Hub sessions for other users with the same user ID remain unaffected. Supported web browsers The following web browsers are supported for use with the Dashboard Application Services Hub in desktop or mobile mode (unless stated otherwise): v Microsoft Internet Explorer, V9.0 v Microsoft Internet Explorer, V8.0 v Mozilla Firefox, V17 ESR v Safari, V6.0 (Mobile devices not supported) The following mobile device operating systems are supported: v ios 5.x for ipad and iphone v Android 4.0.x (tablet devices only) JavaScript must be enabled in the browser. A minimum screen resolution of 1024 x 768 pixels is recommended. Note: The browser back button is not reliable for navigating the console and is not supported. Use the navigation controls and links in the console as an alternative. Supported languages 4 Jazz for Service Management: User s Guide The console text has been translated into the following languages. v Arabic (ar) v Brazilian Portuguese (pt-br) v Czech (cs) v Croatian (hr) v Dutch (nl) v English (en) v French (fr)

15 v v v v v v v v v v v v German (de) Hungarian (hu) Italian (it) Japanese (ja) Korean (ko) Polish (pl) Russian (ru) Slovenian (sl) Swedish (sv) Simplified Chinese (zh-cn) Spanish (es) Traditional Chinese (zh-tw) The language that is displayed when you access the console is always the first language in your browser's language settings that matches one of these console translations. If none of your language preferences match one of the console translations, then the default is displayed, which is English (en). Individual components, such as widgets or dashboards, might provide additional translations that are displayed according to your browser's language settings. In this case, you could see a combination of languages displayed in the console. The console also supports bidirectional languages, such as Arabic or Hebrew, which are displayed and read from right to left. If your browser's first language preference is set to a bidirectional language, elements in the console are arranged in right-to-left orientation and the text is right-aligned, even though the displayed text might not be bidirectional. Console layout The layout of the console user interface has these major elements. Chapter 2. Using Dashboard Application Services Hub 5

16 Figure 1. Console layout 6 Jazz for Service Management: User s Guide 1 Navigation bar At the top of the navigation section, use the Search to quickly find particular tasks. Search results are dynamically returned and filtered as you type. A Favorites icon provides access to any day-to-day tasks that you may add to favorites. The rest of this area displays a set of navigation icons used for accessing product-specific content. The icons shown in the navigation pane are only those to which you have access. 2 Configuration area In this area, icons are provided for user functions, view selection, and console configuration, as follows: v The User icon is used for logging out and changing your password. v v The Views icon is used to change views. Views dictate which product tasks, dashboards or pages, are displayed and which pages or dashboards open automatically. The Configuration icon is used to access console administration and user management functions. v The Help icon provides access to help contents for the console and any installed products and to find details of the console version, as well as details for installed products. You can also access the Dashboard Application Services Hub community through the Help icon, where you will find multimedia tutorials and information about upcoming releases. 3 Top bar Displays tabs to move between open pages or dashboards. The top bar allows you to work on different dashboards without closing a dashboard or losing unsaved data. For example, if you are working on a form on Dashboard A, you can open an application on another dashboard to gather information about a particular resource. Then you can complete the form on Dashboard A without losing any unsaved data that you may have

17 already entered. Multiple dashboards can be opened at one time, but only one of the dashboard or pages has focus (current page). If a large number of dashboards are open, you can use the list arrow on the right of the top bar to show a list of the open dashboards. Depending on your role, the top bar may also contains a number of additional administration icons for editing the current dashboard or creating new ones. 4 Content area Displays the current dashboard that you are working on. The dashboard, contains one or more Web applications or widgets. Pages that contain multiple related widgets are generally called dashboards and invariably include a number of integrated widgets. Welcome and About pages The Welcome page provides access to a tour of Dashboard Application Services Hub and it new features. The About page provides version details. The Welcome page also provides access to customization tasks. To access the Welcome page, click > Welcome. The About page displays the products that are installed that use the console for administrative tasks. To access the About page, click > About. When two or more products are deployed to the console, the About page appears by default when you log in to the console. When a single product or solution is deployed to the console, that product's About page automatically is displayed after logging in. Show Tab List Use Show Tab List to close or navigate to open dashboards. Using Show Tab List This module supports the similar tasks that can be performed in the console top bar. v Close all dashboards or pages. v Navigate to a dashboard. The purpose of this module is to help manage a large number of open dashboards. For example, if you have 25 dashboards open, you could use this module to close all of them or to move to a particular dashboard. Field descriptions Close All Tasks Closes all the dashboards. Page Name Displays the name of each dashboard in the list. This is rendered as a link so that you can access the dashboard directly by clicking on the name. Changing passwords You can use the Change Your Password widget to change your password from the default provided by the administrator. Chapter 2. Using Dashboard Application Services Hub 7

18 About this task When you log in to the console, you can change your own password using the Change Your Password widget. Administrators can change passwords for other users using the Manage Users widget. Attention: If you are an administrator and you want to change the password for the console administrator and the Tivoli Netcool/OMNIbus ObjectServer root user, you must use the Console Settings > Change Your Password widget to change their password. Do not use the Users and Groups > Manage Users widget. Tip: For security reasons, change the password of the Tivoli Netcool/OMNIbus ObjectServer root user after installation. To change passwords: Procedure v To change your own password, follow these steps: 1. Log in to the console using the user ID whose password you would like to change. 2. In the navigation pane, click Settings > Change Your Password. 3. Enter your new password in the relevant fields and click Set Password. v As an administrator, to change the password for a user, follow these steps: 1. In the navigation pane, click Users and Groups > Manage Users and click the user's name from the User ID column. A User Properties page is displayed. 2. In the General tab, enter the new password in the relevant fields and click OK. Attention: If you authenticate to a Microsoft Active Directory server, it must be configured for SSL before you can use the Change Your Password widget. If SSL is not enabled, you will receive an error when attempting to change the password for any user who is registered on the Active Directory Server. TIPCP0005E Could not set the password via the underlying security system. This could be because a password rule was not met, you do not have access to change the password, or another reason. Changing views Views determine what pages are listed in the navigation bar as well as which pages or dashboards are launched when a view is selected. Before you begin You should understand the console layout before changing views. Procedure 1. Click A submenu is displayed that lists the views configured in the console. 2. Select the view that you require. The navigation bar is updated to reflect the view that you selected. Some views may also launch dashboards by default. 8 Jazz for Service Management: User s Guide

19 Console accessibility Accessibility features The console has the following accessibility features: v The following features are for vision-impaired users: Supports interfaces commonly used by screen readers and screen magnifiers (Microsoft Windows systems only) Can be operated by using only the keyboard Communicates all information independent of color Supports the attachment of alternate output devices Provides help information in an accessible format v The following features are for users who have mobility impairments or limited use of their hands: Allows the user to request more time to complete timed responses Can be operated by using only the keyboard Supports the attachment of alternative input and output devices v The following features are for the deaf and hard of hearing users: Supports alternatives to audio information Supports adjustable volume control v The console does not flash the screen at rates that could induce epileptic seizures. The help system for Dashboard Application Services Hub has the following accessibility features: v v Uses the accessibility support enabled by the browser that is used to display the help Enables navigation by using the keyboard Note: Hover text for certain elements, such as page tabs, cannot be read by the screen reader, Windows Eyes. Note: Some tasks are inherently visual, for example, creating new dashboards, which involves selecting and dragging widgets from the widget palette. Keyboard navigation and shortcuts Navigating the console interface by using the keyboard To move through the controls on a particular dashboard or page, press the Tab key. To click a link or control on a dashboard or page using the keyboard, navigate to the link or control and press ENTER. To select a checkbox, use the Tab key to bring the checkbox into focus and press the Space bar. To view the contents of a selection list (drop-down menu), tab to the field and use Alt + the down arrow. Table 1. Keyboard shortcuts Keys Alt+L Result List widgets for the active dashboard. Chapter 2. Using Dashboard Application Services Hub 9

20 Table 1. Keyboard shortcuts (continued) Keys Result Ctrl+Alt+E Show the Select Action menu. Alt+P When a page is in edit mode (to enter edit mode, press Ctrl+Alt+= and then click Edit Page), display the pop-up menu for the selected widget. Alt+J Move focus to the next widget. Shift+Alt+J Move focus to the previous widget. Alt+N Display a browser dialog listing all the navigation landmarks for the active dashboard or page, including the navigation bar and task bar. Click one of the items listed to move focus to that item. Alt+F3 Display the console search field. Ctrl+Alt+= Create a new dashboard. Ctrl+Alt+T Show the tab list menu to list all open tasks. Ctrl+Alt+O Log out of the console. Accessing support information You can access support information for a dashboard and its widgets, or for a specific widget within a dashboard. You can also access console and installed products' version information through the Help icon. About page - Support information The About item from the Page Actions ( ) drop-down list provides support information for the console, browser, current page or dashboard, and its associated widgets. To display support information, from the Page Actions ( About. ) drop-down list, click A new page is displayed with details of the console, browser, and Dojo versions. In addition, general information is provided for the dashboard itself, as well as details for each widget on the dashboard and any wiring that is configured between the widgets. You can use the links at the top of the page to print or save an HTML version of the support information. The following support information is provided in relation to the console: Table 2. console, browser, and Dojo information Section Description Dashboard Application The Dashboard Application Services Hub version. Services Hub Browser Information Details of the browser. Dojo Version The Dojo Library version. 10 Jazz for Service Management: User s Guide

21 Table 3. General dashboard information Section Description Page ID The unique page or dashboard ID. Note: The page or dashboard ID is used as the default file name if you choose to save a copy of the support information. Layout Dashboard layout type, for example, Fluid or Freeform. Location The location of the page or dashboard. Its location reflects where the page or dashboard is displayed in the navigation pane. Module Module type. Allows Multiple Instances Roles [type - access Author This setting indicates whether or not multiple instances of a dashboard is allowed. Roles associated with the dashboard including the access level provided to each role. Product or component associated with the dashboard. For each widget on a dashboard, a section is included with the following detail: Table 4. Widget information Section Description Widget type The base widget type name is shown in bold font for each widget. Widget ID The widget unique ID. Widget Definition ID The widget definition ID. Dimensions [height, The widget size in pixels. width] Location [x, y, z] Coordinates for the widget location on the dashboard. Type The widget type, that is, the type of underlying technology associated with the widget, for example, iwidget. Module The.war file associated with the widget. Render Mode How the widget is rendered, for example, inline. Role [type - access] Roles associated with the widget including the access level provided to each role. Author Product or component associated with the widget. Table 5. Wires information Section Description Wires For each wire that exists between widgets, details are provided in relation to its type, source, target, event, transformation, and whether the wire is enabled or not. Note: An entry of None in this section indicates that they are no wires configured. About widget - Support information The About widget page is used to display support information as it relates to an individual widget. Chapter 2. Using Dashboard Application Services Hub 11

22 To display the widget support information, the dashboard that contains the widget must be in edit mode. From the widget title bar, click the icon and select About. The following widget support information is provided: Table 6. Widget information Section Description Widget type The base widget type name is shown in bold font at the top of the page. Widget ID The widget unique ID. Widget Definition ID The widget definition unique ID. Dimensions [height, The widget size in pixels. width] Location [x, y, z] Coordinates for the widget location on the dashboard. Type The widget type, that is, the type of underlying technology associated with the widget, for example, iwidget. Module The.war file associated with the widget. Render Mode How the widget is rendered, for example, inline. Role [type - access] Roles associated with the widget including the access level provided to each role. Author Product or component associated with the widget. Personalizing the console Use these applications and features to change to the console settings for your own use. Access to these applications depend upon permissions that are defined for your role in the console. Working with favorites Add commonly used navigation items to your list of favorites. About this task You can add frequently used navigation items (tasks and dashboards) to your list of favorites. Note: By design, some navigation items, for example, added to your list of favorites. > Log out, cannot be Procedure 1. To add a navigation item to your list of favorites: a. Expand the navigation bar to display the item that you want to add and click and drag it to the Favorites icon ( ). When you drag the navigation item to the, the cursor changes to show a red box with a plus (+) symbol. When you hover over the Favorites icon, the cursor changes to display a green box. 12 Jazz for Service Management: User s Guide

23 Note: If the item that you drag to the list is already there, then the cursor does not change to green, that is, you cannot add an item more than once. b. Release the mouse button to add the item to your favorites list. 2. To remove a navigation item from your list of favorites: a. Click to display your list of favorites. b. Click and drag the item that you want to remove away from the list. c. Release the mouse button to remove the item from your favorites list. Changing views Views determine what pages are listed in the navigation bar as well as which pages or dashboards are launched when a view is selected. Before you begin You should understand the console layout before changing views. Procedure 1. Click A submenu is displayed that lists the views configured in the console. 2. Select the view that you require. The navigation bar is updated to reflect the view that you selected. Some views may also launch dashboards by default. My Startup Pages Use My Startup Pages to configure your default views and dashboards to load when you login to the console. Using My Startup Pages Use My Startup Pages to add or remove dashboards from the list of dashboards or pages that are launched every time you log into the console. Only single task and multiple task dashboards can be added to the startup list. You can set which dashboard is to be opened as the default tab (in focus). To open one of your startup dashboards, click the link for that page in the Page name column. My Startup Pages also allows you to define the default view for the console navigation. You can select All tasks, Favorites, or a product from the list. After you apply your selection, the view that you selected is rendered in the navigation every time you log in. To add a page or dashboard to your startup pages, go to the dashboard in question, in the top bar select, and from the page actions menu, select Add to My Startup Pages. Field descriptions Console default view Select the view that you want to display in the navigation bar after you log in. You can select from the following choices: v All tasks All navigation categories and nodes are displayed. v Favorites Chapter 2. Using Dashboard Application Services Hub 13

24 v Only navigation nodes that you saved in Favorites are displayed. This option is intended for users who have a specific set of tasks that they need to perform and do not want to see all navigation items. Custom, system, and product views Other views defined to the portal can be included in the selection list. If a view is defined by the system administrator as the default, that is indicated in the selection list. Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselects all items displayed in the table. Remove Removes the selected pages or dashboards from the startup list. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Default Selects the page, or dashboard, that is to be rendered as the current page (in-focus page) after you log in. All other pages are loaded in the background and are accessible from the tob bar or from Show Tab List. Page name Displays the name of each page or dashboard in the startup list. This is rendered as a link so that you can access the page directly by clicking on the name. Editing dashboard content and layout Dashboards. or pages, are an arrangement of one or more widgets in the work area and contain the widgets needed to complete tasks. Users whose roles have Editor or Manager access to a dashboard can edit a dashboard's layout and content using the Edit Page option from the Page Actions ( ) drop-down list. After saving changes to the layout and content, you can change a dashboard's properties, including it's name and location in the navigation. About this task Note: User's with Privileged User access can change the size of widget windows on the dashboard. Procedure 1. Locate the dashboard you want to edit in the navigation pane and open it. 2. In the top bar, click Page Actions ( ) and select Edit Page. The dashboard is changed to show the widget palette and a series of buttons in the top bar. The menu associated with the Edit options icon for each widget is updated so that you can edit its layout and content. You can also access a widget s edit options menu by selecting it and clicking the Widget button in the top bar. 3. Optional: To change the skin associated with a widget, in the title bar click the icon and select Skin to display a menu of the skins that you can apply to the widget. Skins can be used to change the background of a widget, for 14 Jazz for Service Management: User s Guide

25 example, to set it to transparent. Skins may also be used to hide the widget title bar. In this mode, a user can hover their mouse pointer in the title bar area in order to display the title bar. 4. Optional: To add more widgets to the dashboard, follow these steps. a. Once a dashboard is in edit mode, to add new widgets to the dashboard, click and drag a widget from the palette. b. Optional: If required and if it is supported by the widget that you added, you can use the icon to configure settings for the new widget. c. To assist you in positioning a widget, use the background layout grid. You can change the size of the layout grid have widgets snap to the layout guide lines through the Layout button in the top bar. d. To save details for one widget and edit another one, click Save to commit your changes. e. If you have completed editing the dashboard, click Save and Exit to exit the dashboard from the edit mode. 5. Optional: To remove a widget and its window, click in the title bar and select Delete. The widget is removed immediately without a warning prompt. 6. Optional: To create wires between widgets so they can share information and updates, click Show Wires. Before working with wires, make sure that you have enough information about the events that a widget supports. 7. Click the Page settings icon in the top bar. The dashboard settings are displayed. 8. Optional: Make changes to the dashboard's settings as required. a. Click the General tab. b. In the Page name field, provide a descriptive name for the dashboard and in the Page location field indicate where you want the dashboard to be displayed in the navigation pane. Consider the content on the dashboard and how users will find that content by looking for the dashboard name in the navigation pane. c. Use the Navigation visibility list to indicate whether or not you want the dashboard to be listed in the navigation pane. d. From the Page persistence list, make one of the following selections: v v v Client side (default setting) - This setting preserves any changes that the user makes on the dashboard when the user navigates away from the dashboard. Changes include not only form data, but any state changes to widgets, for example, opening edit mode, switching to another panel in the widget, or minimizing a widget. Dashboard data and dashboard state are maintained on the client side until the user closes the dashboard or logs out of the console. None Server side - This setting maintains unsubmitted or unsaved form data from a dashboard when the user navigates away from the dashboard. The data is saved on the server and fetched when the user returns to the dashboard. Unsaved data is saved until the user closes the dashboard or logs out of the console. Note: The Server side setting only applies to forms on a dashboard. Any user interaction outside of a form is not maintained. e. Use the Page tasking radio buttons to indicate whether multiple instances of the dashboard can be launched. Chapter 2. Using Dashboard Application Services Hub 15

26 f. In the Component direction drop-down list, you can accept the Default setting to allow the component direction to be governed at console level or select one of the other settings to indicate whether you want to display dashboard components from left-to-right or from right-to-left. If you select a setting other than Default, it will override any component direction setting that may be set at console or browser level. g. In the Text direction drop-down list, you can accept the Default setting to allow the text direction to be governed at console level or select Left-to-Right or from Right-to-Left to indicate the direction that you want the dashboard text to display. You can also select Contextual Input so that for dashboards that include text entry fields, the direction of text is dependent on the language used to enter data. If you select a setting other than Default, it will override any text direction setting that may be set at console or browser level. 9. Optional: Click the Roles tab to update the list of roles with permissions to the dashboard and their access level. A list of all roles with access to the dashboard is displayed. Option To remove access for a role To add access for a role To change the access level for a role Description Select a role and click Remove. The role is removed immediately from the access list without a warning prompt. Click Add. Select one or more of the roles displayed and click OK. The roles you added are included to the list. Select one of the options under Access Level for the role. Attention: Make sure that the roles with access to a dashboard also have access to the widgets that are on the dashboard. 10. Optional: Click the View Membership tab to update the list of views that include this dashboard. Option To add this page to a view To remove this page from a view Description Click Add and select one or more views. Select one or more views in the list and click Remove. 11. If you accessed the Page settings window and made changes, click Save to commit your changes and return to the main edit dashboard window. 12. When you are satisfied with your updates, click Save to commit your changes. Results 16 Jazz for Service Management: User s Guide You are returned to the dashboard with your changes displayed. Resizing and arranging widgets When editing a dashboard, you can resize widgets and also drag them to any place on the dashboard. The widget must already be placed in a window on the dashboard. Procedure 1. Locate the mouse over the widget title bar until the cursor changes to a cross. 2. Use the handles to resize the widget.

27 3. When the cursor shows a cross form, you can click and drag the widget to a new location. Customizing a widget Depending on how a widget was configured when it was created and any shared settings applied by your administrator, you can customize a widget's setting using the icon in the widget's taskbar. Before you begin Ensure that the dashboard that contains the widget is in edit or personalize mode. In edit mode, you can add, edit, and remove widgets. Changes made in edit mode apply for all users. In personalize mode you can customize a portlet to suit your requirements, but any changes that you make do not affect other users. When you create a new dashboard, it is automatically in edit mode. For an existing dashboard, to enter edit or personalize mode, click and select Edit Page or Personalize Page. About this task Individual widgets have different customization settings. This topic outlines settings that are common to most widgets. Depending on your access permissions to a widget, you may be able to customize its appearance and location in relation to other widgets (for example, in front or behind other widgets). Note: Widgets can be customized at various levels. Initially when a widget is created, the widget Manager configures and customizes the widget using a base widget as a template. Subsequently, an administrator can edit a widget's shared settings overriding its initial configuration. This topic describes how a user can further customize a widget's settings, again overriding its shared settings. To personalize a widget: Procedure 1. In the title bar, depending on your access privileges, click the icon, or select the widget and from the Widget menu in the dashboard menu bar click the Widget button and select Edit (or Personalize). A menu is displayed that provides a number of customization options. 2. Select a menu item and customize the appearance and z-axis location of the widget as required. The following table describes the common functions available in many widgets: Table 7. Edit options menu Menu item Edit Description Some widgets support editing shared settings. Settings available through this item are specific to each widget type. This menu item may or may not be available, depending on your access level in the widget. Select it to configure shared settings for the widget overriding settings set when the widget was created. Shared settings affect all users of the widget. Chapter 2. Using Dashboard Application Services Hub 17

28 Table 7. Edit options menu (continued) Menu item Description Personalize Some widgets support personalized settings. Settings available through this item are specific to each widget type. You can configure personal settings for the widget overriding any shared settings that may have been configured for it. Personal settings affect only your use of the widget. Skin > Default Select this setting to display the widget's taskbar and frame at all times. Skin > Default no title Select this setting to display the widget's frame and but not the taskbar. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Skin > Transparent Select this setting to display the widget's taskbar and but not the widget's frame. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Skin > Transparent no title Select this setting to hide the widget's taskbar and frame. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Fill Work Page Select this settings to maximize the widget on the dashboard. Use this setting with the Send to Back setting to set the widget as a background to the dashboard. Bring to Front Select this setting to ensure that the widget overlays all other content on the dashboard. Send to Back Select this setting to ensure that the widget underlays all other content on the dashboard. Bring Forward Select this setting to display the widget one layer up relative to other content on the dashboard. Send Backward Select this setting to display the widget one layer down relative to other content on the dashboard. Events Select this setting to view event settings for the widget. Delete Select this setting to remove the widget from the dashboard. Results Any changes you make affects content only in relation to your user ID. Setting text and component direction Some widgets allow you to customize whether its components and text are displayed left-to-right or right-to-left. About this task Any changes you make affects the widget content only in relation to your user ID. 18 Jazz for Service Management: User s Guide

29 Procedure 1. Open the dashboard that contains the widget that you want to personalize. 2. In the widget title bar, click the Personalize icon to display a panel that allows you to customize its settings. 3. Edit the settings as required. For example, for both content and text, the Default option lets the display direction be determined at dashboard, or page, level. You can choose to set the text and content direction to either left-to-right or right-to-left. In the Text direction list, you can also select Contextual Input so that for widgets that include text entry fields, the direction of text is dependent on the language used to enter data. Note: Display direction settings that you set at this level (user level), override any other settings that may have been set at widget, dashboard, console, or browser levels. 4. Submit your changes and in the title bar of the personalize settings widget, click Back to return to the dashboard that hosts the widget and review your changes. Your changes are applied and only affect your interaction with this particular widget. Personalizing a web widget Depending on the settings applied by your administrator, you can personalize a web widget's title, home page, help page, and layout. Administrators can set shared settings to provide a common experience for users of a web widget. Before you begin The dashboard containing the web widget must be in edit mode before you can customize it. When you create a new dashboard, it is automatically in edit mode. For an existing dashboard, to enter edit mode, click and select Edit Page. About this task If your administrator has not configured shared settings for the web widget, you can enter a complete web address in the field provided and browse the web. To set a default web page for the widget and to further personalize your experience of a web widget, complete the following steps: Procedure 1. In the title bar, depending on your access privileges, click the icon and select Personalize. A settings page is displayed, where depending on shared settings applied by your administrator, you can personalize the web widget's title, home page, help page, and layout. 2. Optional: In the Widget title field provide a brief descriptive name. When selecting a title, consider the purpose of the web widget, its home page, and that the title is used in the navigation pane to access the widget. 3. Optional: In the Home page field provide a valid web address. This the web address of the page that displays by default when a user accesses the widget from the navigation pane. Chapter 2. Using Dashboard Application Services Hub 19

30 Note: The web widget supports substitution variables in the Home page URL field. That is, you can specify a URL that includes variables that are populated when the web widget receives an event that provides values for the specified variables. Global variables are also permissible, for example, TIP_THEME. Ifan appropriate value is not provided for a variable, then the URL is resolved without that element of the URL. The following examples provide details on how variables are substituted: v Example 1 - Global variable substitution - value exists for the specified global variable Specified URL in the Home page URL field: Resolved URL with the IBM OneUI theme active: Resolved URL with the dark console theme active: /apm/index.html?theme=%%tip_theme%% /apm/index.html?theme=oneui /apm/index.html?theme=tipdark v Example 2 - Global variable substitution - value does not exist for the specified global variable Specified URL in the Home page URL field: Resolved URL: Note: In this example, the specified global variable (%time%) does not exist so the resolved URL does not include a value for the variable. /apm/index.html?time=%%time%% /apm/index.html?time= v Example 3 - Event driven variable substitution, where the event includes appropriate values for the specified variables Specified URL in the Home page URL field that includes the following variables: /apm?start=%%start%%&system_name= %%system_name%% %%start%% and %%system_name%% Resolved URL where the event data includes the following information: /apm?start=0&system_name=hulk:primary:nt { name: "NodeClickedOn", payload: { start: 0, system_name: "HULK:Primary:NT" } v 20 Jazz for Service Management: User s Guide

31 Example 4-Variable substitution that includes an event value and a global value Specified URL: /apm?theme=%%tip_theme%%&start=%%start%% Variables: %%TIP_THEME%% (which is an appropriate global variable) and %%start%% Resolved URL where the event data includes the following information, assuming that IBM One UI theme is active: /apm?theme=oneui&start=0 { name: "NodeClickedOn", payload: { start: 0}} v Example 5 - Event driven variable substitution, where the received event includes a displayurl element Specified URL in the Home page URL field: Resolved URL: Any URL The URL specified in the displayurl element replaces the specified the Home page URL field. If the new URL includes variables, they are resolved as per the examples provided here. 4. Optional: In the Help page field, provide a relative or absolute URL to a custom help page HTML topic to replace the default help topic that is associated with the web widget. 5. Optional: Check the Show a browser control toolbar to include a web navigation toolbar, that is, standard web navigation buttons and web address entry field. 6. Click Save to commit your changes, or Restore Default Settings to reset the form. Results Any changes you make affects content only in relation to your user ID. Chapter 2. Using Dashboard Application Services Hub 21

32 22 Jazz for Service Management: User s Guide

33 Chapter 3. Using Tivoli Common Reporting Working with reports The IBM Cognos Business Intelligence Reporting application provides Common Reporting. Common Reporting is embedded in Dashboard Application Services Hub interface and contains several advanced reporting functions. Common Reporting functions See the top tasks that you can do with the embedded IBM Cognos Business Intelligence Reporting application. v ing reports on page 29 v Performing ad hoc reporting on page 30 v Web-based report authoring on page 31 Using the Common Reporting within Dashboard Application Services Hub Signing in to the interface You can now use one login and password to access Common Reporting application and keep the security options by using single sign-on. Viewing the advanced reports in the interface context Start the reports within the context of Dashboard Application Services Hub framework. They can now be displayed with the use of launch-in-context logic, which generates the appropriate report URLs. Tip: To view reports in PDF or Microsoft Excel format, ensure that you have a PDF or Excel Viewer installed. Mapping the advanced reporting interface to the original Cognos Business Intelligence Reporting application The original Cognos interface is modified to match the Dashboard Application Services Hub look and feel. This section contains topics that provide instructions on how to work with reports using IBM Cognos Business Intelligence Reporting. About this task This is a simple reference instruction for creating, publishing, importing, and running your reports. Attention: When working with IBM Cognos reports in Tivoli Common Reporting Version 3.1 that were created using an earlier version of Tivoli Common Reporting, you must upgrade the report specifications. For details, see: com.ibm.swg.ba.cognos.inst_cr_winux doc/t_inst_upgradingrepspecs.html Procedure 1. Create a data source for your reports with IBM Cognos Framework Manager and publish your report package. Copyright IBM Corp. 2012,

34 Note: Creating data sources and publishing report packages requires report modeling experience. Use IBM Cognos Framework Manager to model reports. This is a separately installed component of Tivoli Common Reporting available from your installation media. For information about how to create data sources and publish packages, see IBM Cognos Framework Manager User Guide. 2. Import your report package. 3. Run and distribute your reports. Logging on to the reporting interface Use your web browser to access the reporting interface based on the Dashboard Application Services Hub. About this task With the reporting interface, you can perform simple lightweight tasks as well as more advanced scalable reporting. Common Reporting Scalable, enterprise reporting option provided by IBM Cognos Business Intelligence Reporting. Using this feature you can access, among others, the following reporting options: v Create on-demand reports. v Use the Web-based report authoring. v reports. Tip: To access Dashboard Application Services Hub documentation from the user interface, click in the lower left corner. To access Cognos Administration and Security guide, click in the console. For more Cognos guides, click. Procedure 1. Browse to the following URL: The default URL is: v Replace hostname with the TCP/IP host name of the Jazz for Service Management server where Tivoli Common Reporting is installed, or localhost if you are running the web browser on the same system. v Replace port with the port number that you specified during installation. 2. On the Dashboard Application Services Hub login page, log in with a user ID that has access to Tivoli Common Reporting. Access is determined by user roles associated with user IDs. The role that you need to access Tivoli Common Reporting is tcrportaloperator. It might be the user ID and password you 24 Jazz for Service Management: User s Guide

35 specified during the installation process, or a user ID and password provided to you by an administrator. The Dashboard Application Services Hub navigation window opens. Tip: To eliminate the security warnings when logging on to the user interface, install a certificate on the Jazz for Service Management server. To install the certificate, follow the instructions in WebSphere information center. 3. In the navigation bar on the left side of the window, click and choose Common Reporting to work with the enterprise reporting options. Running the sample overview report After you installed Tivoli Common Reporting 3.1, you can run a check on the reporting functionality by running your first sample report. The report can also be run for an overall reporting overview. Before you begin You can set file location to save copy of report output to use it again later or for archive purposes. If you decide to use a post-processing script, it must include two parameters: v Parameter 1 specifies the name of the file that is the report v Parameter 2 specifies the name of the file that is the XML descriptor file. About this task Tip: To improve the performance when running a report, upgrade your reports. You can upgrade your reports by selecting to Upgrade all report specifications to the latest version when importing the reports in the report wizard. Procedure 1. Log in to the reporting interface: a. Browse to the following URL: The default URL is v Replace hostname with the TCP/IP host name of the system where Tivoli Common Reporting is installed, or localhost if you are running the web browser on the same system. v Replace port with the port number that you specified during installation. b. On the Dashboard Application Services Hub login page, log in with a user ID that has access to Tivoli Common Reporting. Access is determined by user roles associated with user IDs. The role that you need to access Tivoli Common Reporting is tcrportaloperator. It might be the user ID and password that you specified during the installation process, or a user ID and password provided to you by an administrator. The Dashboard Application Services Hub navigation window opens. c. In the navigation bar on the left side of the window, click and Common Reporting. 2. Open the Common Reporting package in your Public Folders view. Chapter 3. Using Tivoli Common Reporting 25