Define General Visualization Properties

To define general properties for a Visualization:

  1. Open the Visualization Manager.
  2. Optional: Select a scope and subfolder.
  3. Select Create NewCreate New Button.

    The Visualization properties window opens.

  4. Select the General page.
  5. Define general properties:
    1. Name:

      Provide a display name to use within CSM (search this property in CSM Item Managers).

    2. Description:

      Provide a description to use within CSM (search this property in CSM Item Managers).

    3. Object Type:

      Select the Business Object to display in the Visualization (example: Task, Incident, Vendor, etc). After you select and save a Business Object, you cannot change this value.

      The list is normally limited to major and supporting objects, but if you want to see all objects in the system, select Show all to include lookup tables.

    4. Layout:

      Select the default layout (way to arrange nodes on a Visualization).

    5. Allow other layouts:

      Select this box to allow Users to select different layouts when they view the Visualization.

    6. Tie to specific record:

      Select this box to tie the Visualization to a specific Business Object rather than record currently being edited. Then, search for an appropriate record to be the primary object of your Visualizations.

      Normally, when you run a Visualization, it determines the primary object for the display based on the record currently being edited by the user. However, there are times when you always want a particular object to be the primary object for a Visualization. For example, to see the status of a server farm, you might choose a controlling server that is related to all of the server farm machines.

  6. Select Save.