CMDB Interface Behaviors
Menu Bars and Toolbars
Use the CSM Desktop Client menu bar/toolbar and Browser Client menu bar/toolbar to access table management operations, such as:
- Navigating records.
- Switching between grid view and current record view.
- Adding, editing, and deleting CI records.
Context Menu (Desktop Client only)
Use the CMDB interface context (right-click) menu to quickly access common CMDB operations.
|Go to record||Displays the selected CI record. This option isn't available if you select multiple records.|
|Go to record in new window||Displays the selected CI record in a new window. This option isn't available if you select multiple records.|
|New||Creates a new CI record.|
|Actions||If Context Menu Actions are defined, an Actions menu item is also displayed to run Actions.|
|Delete||Deletes the selected CI record.|
|Print grid||Prints the active grid.|
|Export grid||Exports the active grid to a file.|
There are two views available for the CMDB interface:
- Grid list: Select Show Results on the toolbar to display a grid list of CI records.
- Current record: Select Show Current Record on the toolbar to display the selected CI record.
When CI records are displayed in grid view, use the CSM grid capabilities (example: Print, export, run an Action, sort, filter, group, size, move/reorder, and add/remove columns) to display only the data you want and in a way that is meaningful to you.
Use the filter and search options to find CI records. Display all CI records, or filter by CI Type (example: Computer, printer), customer (example: All or named customer), and/or time frame (example: Anytime, today, previous month).
To search, type a value to search in the Search box (example: Asset tab, host name), and then select Go.