Ivanti Neurons for Service Mapping
Administrator Quick Start GuideTable of Contents
Getting started

4

Add CIs to the application

4

Create departments and locations

8

Create user groups, roles, and users

10

Configure discovery options

13

Setting up an enterprise service map

16

Identify the enterprise service

16

Create the CI blueprint types

16

Add an enterprise service CI to the CMDB

19

Identify underlying assets and their IP addresses

20

Add CIs through Auto Discovery

20

Move CIs to the CMDB

23

Create and view CI relationships

24

Tag the CIs

27

Business rules

30

Dashboards

32

Reports

34

Data export

36

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This document is provided strictly as a guide. No guarantees can be provided or expected. This document contains theconfidential information and/or proprietary property of Ivanti, Inc. and its affiliates (referred to collectively as “Ivanti”)
and may not be disclosed or
copied without prior written consent of Ivanti.
Ivanti retains the right to make changes to this document or related product specifications and descriptions, at any
time, without notice. Ivanti makes no warranty for the use of this document and assumes no responsibility for any
errors that can appear in the document, nor does it make a commitment to update the information contained herein.
For the most current product information, please visit www.ivanti.com.
Copyright © 2023, Ivanti. All rights reserved.
Rev 04/23

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Getting started
Ivanti Neurons for Service Mapping provides visibility into your cloud or data-center network topology,
enabling you to view infrastructure relationships, app dependencies, communication flows, and service
mappings related to both ITSM and ITOM processes.
NOTE: You can use Ivanti Neurons for Service Mapping as a standalone product or integrate it into
your existing Ivanti Neurons for ITSM environment. This guide provides instructions for setting up
Service Mapping as a standalone product only. To integrate with ITSM, contact your Ivantirepresentative.

To get started using Ivanti Neurons for Service Mapping, first review your welcome email from Ivanticontaining both the URL to the application website and the temporary credentials for logging in for the firsttime.
Once you’re logged in, you need to configure the application for your environment before using it. The
broad steps for doing this are as follows:▪
▪
▪
▪

Import CIs in bulk or add them manually to the application.
Create departments and locations.
Create user groups and roles and add users to the application.
Configure the discovery options.

Add CIs to the application
You need to add CI (asset) records to the application, either by importing in bulk or by adding manually.
Once the application is set up for your environment, you can also use a discovery scan to add CIs. For
details, see the “Add CIs through Auto Discovery” section below.
This section also includes procedures for enabling the editing of a CI record, as well as adding an existing
property to a CI record.

To import CIs in bulk
You can import CI record details and relations from .XLS, .XLSX, and .CSV files.
1. In the left navigation pane, click Discovery Scan > Import Data Files.
Note that after the data file is uploaded, you’ll see the name of the uploaded file, the current statusof the file, the name of the user who uploaded the file, and the data and time of the upload. Clickthe file in the list to see the imported CI records.

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2. To upload a data file containing CI details:▪ From the Select Actions drop-down, select Import CIs. The Attach CI Data Files dialog displays.

▪

Select the required type of mapping. If the mapping type is Choose from Template, also selectthe relevant template from the Choose Template drop-down.
▪ Click Browse to select the file, then click Upload.
3. To upload assets and the relationship between two CIs from a data file:▪ From the Select Actions drop-down, select Import Asset/CI Relations.

▪

Click Browse to select the file, the click Upload.

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To add new CIs manually
You can add new CI records manually without importing via a data file or performing a discovery scan.
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items.

2. From the Select Actions drop-down, select New.
3. Select the required blueprint, then enter the appropriate values for this blueprint type. Note thatparameters display according to the selected type. A notification email is sent to the configured
user regarding the CI creation.

To enable editing for CI records
You can edit CI records to update the properties, associations, relationships, etc. When a CI is moved to the
CMDB, the edit feature is disabled, so you must first enable the editing function.
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items.
2. Click the CI record you want to edit.
3. From the Select Actions drop-down, select Enable Editing, then click Yes. This action enables you toedit the CI record’s values for its disabled parameters.

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To add an existing property to a CI
You must first enable editing for a CI record before you can add a property. For details, see the procedure
above.
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items. The
Configuration Items page displays.
2. Click a CI record to open it.

3. From the Select Actions drop-down, select Add Property.

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4. Search for the required property or scroll down the list and select it.
5. When finished, click Add.

Create departments and locations
There are several organizational details you need to set up for use within the application—these include
departments and locations.
This section also describes how to associate a location with both a CI record and a discovery scan.

To add a department
Use departments to categorize users, groups, and assets.
1. At the top-right corner of the page, click Admin. Under the Organizational Details heading, click the
Departments icon. The Departments page displays.

2. From the Select Actions drop-down, select New Department.
3. Enter the department name, a description that includes relevant information about the
department, and the email address of the department. Click Add.

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To add a location
Add locations to the system, which you can then associate with your CIs and discovery scans.
1. At the top-right corner of the page, click Admin. Under the Organizational Details heading, click the
Locations icon. The Locations page displays.

2. From the Select Actions drop-down, select New Location.
3. Enter the location name, a location type, the entire address, a contact number, and email address.
4. When finished, click Add.

To associate a location with a CI manually
You must first enable editing for a CI record before following this procedure. For details, see the “Add CIs tothe application” section above.
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items.
2. Click a CI record to open it.

3. Click the Locations icon to open the Location dialog.

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4. Search for a location, select one from the list, then click Save.

To associate a location with a discovery scan
1. In the left navigation pane, click Discovery Scan > Run a Scan.
2. Next to Location click Add, search for the location, select one from the list, then click Save.

Create user groups, roles, and users
You need to set up user groups and roles for the users who will work within the application. Afterward, youneed to select the user-role access to each module. Finally, you can add new users.

To create a user group
1. At the top-right corner of the page, click Admin. Under the Users heading, click the User Groups
icon.

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2. From the Select Actions drop-down, select New Group. The New Group page displays.

3. Enter a name for the new group, the group email address, and the group’s manager.
4. Click Add.

To create a user role
1. At the top-right corner of the page, click Admin. Under the Users heading, click the User Roles icon.
2. From the Select Actions drop-down, select New Role. The New Role page displays.

3. Enter the name of the new user role and associate it with a user group.
4. Enter a description of the role, as well as the assigned module.
5. Click Add.
Once a role is added, you must then configure a RACI matrix for each module to give read/write
permissions to the users with that role. For details, see the next procedure.

To select user-role access to modules
1. At the top-right corner of the page, click Admin. Under the Others heading, click the Role Access
icon.

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2. From the Select Module drop-down, select a module.
3. In each provided privilege box, select the appropriate user-role access. Available options are color
coded along the top of the page.
4. When finished, click Save.
NOTE: Click the Export button to export and view the configured RACI matrix for a module in Excel
file format. An email with the attachment will be sent to the logged-in user.

To add a new user
When adding a user, you can also select one or more user roles for them.
1. At the top-right corner of the page, click Admin. Under the Users heading, click the Users icon.
The Access Management page displays, listing the following information about configured users:
email address, username, display name, contact number, name of the associated user role, user
status (true or false), and an ID generated by the application.
2. From the Select Actions drop-down, select New User. The New User page displays.

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3. Enter the user’s email address and their username for logging into the application.
4. Select the Is VIP option to enable VIP privileges.
5. Select the authentication to give the user, then enter those settings. A user can have only one typeof authentication. If you don’t require authentication, then enter a password and share it with theuser.
6. Enter the user’s name and display name in the application, as well as their contact information.
7. Add a location, role, department, and group for this user. A user can be assigned multiple user
roles and belong to multiple groups.
8. Add report to information, upload a profile picture if needed, and add a landing page, which theuser will view immediately after login.
9. Select the language for viewing the UI.
10. When finished, click Add.

Configure discovery options
You can use Ivanti Neurons for Service Mapping in environments that are cloud-only, on-premises, or a
combination of both.
For on-premises environments, you must deploy a discovery agent to at least one data center server thatwill conduct a “probe” or discovery scan for other devices on the network and begin mapping therelationships. For instructions on how to deploy the discovery agent, contact your Ivanti representative.
You can also view and edit discovery options for each client (which is the server that has the discovery
agent installed) and add new client credentials that will be used during the scan.

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For cloud-only environments, APIs do the discovery work by default, so no agents are required.

To edit client discovery options
The discovery agent discovers each client host’s communication method within your enterprise network. If
you have multiple data centers in different locations, the discovery agent must be installed on one server at
every data center.
1. At the top-right corner of the page, click Admin. Under the Discovery heading, click the Client icon.
The Client page displays.
The state of the client can be false, meaning the discovery agent isn’t currently functional, or true,
meaning the agent is functional.

2. Click a client in the list to view and modify its details. If a location is absent, click Add to provideone.
3. When finished, click Save.

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To add a new client credential
You must define the authentication of servers and other network components in your monitored network
environment to confirm their identity.
1. At the top-right corner of the page, click Admin. Under the Discovery heading, click the Credentials
icon.
2. From the Select Actions drop-down, select New Credentials. The New Credentials page displays.

3. Enter a name for the credential and select the required type from the Credential Type drop-down.
4. Optional settings include the IP range and priority.
5. Click Add.

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Setting up an enterprise service map
An enterprise service is a type of blueprint within the application. Blueprints are CI categories that define
the overall type and structure of a CI and include its properties. (An “enterprise service” may also be known
as a business service or enterprise application.)
The only difference between an enterprise service and a regular application that runs on a host is the scaleof applicability. Any application that serves as a front-end for other departmental users or external users
can be termed an “enterprise service.”This section outlines how to set up an enterprise service map and associate all of its dependent resources
such as hardware, software, and any other supporting infrastructure.
The broad steps for setting up an enterprise service map are these:
▪
▪
▪
▪
▪
▪
▪
▪

Identify the enterprise service.
Create the CI blueprint types. Blueprints are CI categories that define the overall type and structureof a CI and include its properties.
Add an enterprise service CI to the CMDB.
Identify underlying assets and their IP addresses.
Add CIs through Auto Discovery.
Create the CI relationships.
Add the relationships between the enterprise service and the associated CIs.
Tag the CIs, which is the best way of identifying a CI’s relationship to a service.

Identify the enterprise service
An enterprise service can be identified by the common name used in your company for an enterpriseapplication (for example, RF Cloud).
As this is an abstraction of the existing application, you’ll need to add this CI manually into the application
as explained in the “Add an enterprise service to the CMDB” section below.

Create the CI blueprint types
You need to create the blueprint types for the CI records, which define the overall type and structure of aCI, including its properties.
This section also includes a procedure for adding new properties to an existing blueprint.

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To create a new blueprint
1. At the top-right corner of the page, click Admin. Under the SACM heading, click the Blueprints icon.
The Blueprints page displays.
2. From the Select Actions drop-down, select New Blueprint. The New Blueprint page displays.

3. Enter a name for this blueprint based on the nature of the CI.
4. Select the Is Component option if the blueprint will be part of the main CI. Note that thiscomponent will be displayed during CI configuration.
5. Select the Enable Versioning option to turn on version control. This option updates the blueprintversion automatically when you update an associated CI with the status of “Production.”
6. Select the Is Integrity Check Needed option to ensure that the corresponding properties arepresent in the CI. In case of absence, a notification will be sent to the configured user.
7. Click Update to include new blueprints that are absent in the base.
8. From the given property list, click Update if you want to add new properties to the list.

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9. Click Add to update the values of the following parameters:▪ Mandatory Properties: Properties that will be the mandatory fields when adding a new CI tothis blueprint.
▪ Integrity Check Properties: These properties are mandatory if the Is Component option isenabled.
▪ Main Properties▪ Private Properties: Properties that are added or marked as private can be viewed only by
specified assigned roles.
▪ Private Property Visibility: Display roles to whom the private properties are visible.
▪ Related Possible Components: The components of the parent CI. For example, the Network
Adapter blueprint is a component of the parent Windows Server blueprint.
▪ Second Level Support: Configure a user to receive notifications that they can act upon
accordingly.
▪ Blueprint Icon: Click Upload to select an image representing the blueprint.
▪ Workflow: Associate a configured, required workflow for the blueprint. A notification is sent tothe configured user when the workflow is triggered.
▪ Tags: Define a color code for the parent CIs to facilitate an easy search of the corresponding
CI/discovered asset existing in the CMDB.
▪ Configure Main Page for CI: Click in the text box to select the page for the blueprint.
10. When finished, click Add.

To add new properties to a blueprint
You can add properties to a blueprint type by creating them manually or by importing from an Excel file.
1. At the top-right corner of the page, click Admin. Under the SACM heading, click the Add New
Property icon. The Add New Property dialog displays.

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2. To add properties manually:▪ Click the Add Manually option.
▪ Enter the new property name, then select the property group and type from the drop-downs.
▪ Select a blueprint from the Blueprints drop-down.
▪ Scroll down and select the Is Mandatory option to define the property as a mandatory
parameter.
▪ Click the icon to save the entered property details.
▪ Repeat the above instructions to save more properties.
▪ When finished, click Add.
3. To add properties by importing from Excel:▪ Click the Import from Excel option.
▪ Click Browse to select an Excel workbook with the property information, then click Upload.

Add an enterprise service CI to the CMDBYou now need to add the new enterprise service CI to the CMDB.

To add an enterprise service CI to the CMDB
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items.
2. From the Select Actions drop-down, select New.
3. From the Blueprint drop-down, select the blueprint type, then enter the appropriate values for theselected type.

4. Click Add. Note that parameters are displayed according to the blueprint type selected. A
notification email is sent to the configured user regarding the CI creation.

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Identify underlying assets and their IP addresses
After adding the enterprise service, you need to identify the IP addresses of the underlying infrastructure
items such as physical servers, workstations, routers, web servers, etc. that are associated with that service.
If you do not have this information, contact the support person for the enterprise service. The IP addresses
are required for Auto Discovery.
NOTE: If you don’t know the IP addresses, there is another way of finding assets related to an
enterprise service based on the name of the process or Windows service. This procedure is
explained in the “Tag the CIs” section below.

Add CIs through Auto Discovery
You can use Discovery scanning to populate your CMDB. Discovery scans search the network for all
attached computers and devices, then populate the CMDB with information about each device's
configuration, provisioning, and status. Discovery also reports on any software that is running (Software
Instances), and the IP connections between the systems, thereby establishing their relationships.

To run a discovery scanThis feature enables you to identify the devices that are connected and communicating within a network
environment. Discovery identifies device types, the host name, and other relevant information of thedevice based on the probe selected for the scan. Discovery also provides an option to schedule scans.
1. In the left navigation pane, click Discovery Scan > Run a Scan.
2. Enter a name for the scan.

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3. From the Probe drop-down, select the required probe for the scan. To define a certificate scan, do
the following:▪ From the Probe drop-down, select Certificate Scan.
▪ From the Client drop-down, select the name of the client, then enter the certificate path.
▪ In the IP Range box, enter the IP address range to be included in the scan.
▪ In the Exclude IP Range box, enter the IP address range to be excluded from the scan.
▪ Click theicon to scan the entire subnet mask of the corresponding IP addresses.
▪ The default scan type option is Immediate. To schedule a scan, see the next procedure.
▪ Click Add to update the location and to select users to send the scan report to.
4. In the top-right corner of the page, click Run to execute the scan as configured.
There are several types of scans available, based on your network environment. They include:
▪
▪
▪
▪
▪
▪
▪
▪

Deep Host Scan: Enables you to view entire details of the host including IP address, OS type,
MAC address, device basic details, software running instances, etc.
Host Type Scan: Enables you to view the host type present in the network environment.
Basic Host Scan: Enables you to view basic details of a device.
Windows Basic AD Scan: Enables you to view basic details of a device present under an AD
server.
Windows Deep AD Scan: Enables you to view basic details of every device present under an AD
server with AD structures present under diverse types of hosts in the network environment.
IP Connection Scan: Enables you to view IP connection details.
Website Discovery: Enables you to view web URL inputs and relevant information.
Port Scan: Enables you to ping the existing ports in the network environment.

Ivanti Neurons for Service Mapping | 21▪

Medical Device Scan: Enables you to view details of medical devices present in a monitored
network environment.

Upon a successful scan, the results are displayed on the Discovery Assets page. In the left navigation pane,
click Discovery Scan > Discovered Assets to see the results.
The following actions can be performed on discovered assets:▪
▪

▪

Delete: Delete assets from the application.
Move to CMDB: Move assets into the CMDB, where you can perform additional functionalities suchas incident management, etc. For details, see the “Move CIs to the CMDB” section below. If you
want to integrate with Ivanti Neurons for ITSM, you can view discovered assets from the ITSM
console. For more information, contact your Ivanti representative.
Re-scan: Repeat the scan process on the discovered assets.

To schedule a discovery scan
When creating a scan, you have the option to schedule it to recur at certain times.
1. For scan type, select the Scheduled option.

2. From the Current Time Settings drop-down, select the scan frequency for executing the scan.
3. Select options for Active and Recurring (to repeat the scan according to the defined time).
4. Select the time interval option (second, minute, hour, etc.) according to the time selected in the
Current Time Setting drop-down.
5. Click Run to execute the scan as configured.

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Move CIs to the CMDB
Newly discovered CIs must be manually moved to the CMDB before you can proceed with ITSM activities
related to:
▪
▪
▪
▪
▪
▪

Incident management
Change management
Problem management
Knowledge management
Release management
Request management

If you’re using Ivanti Neurons for ITSM, it’s possible to integrate service mapping capabilities into the
ITSM console. For more information, contact your Ivanti representative.

Note that you can also use business rules to automatically promote CIs and updates to the CMDB. For
details, see the “Business rules” section below.

To move CIs to the CMDB
1. In the left navigation pane, click Discovery Scan > Discovered Assets. The Discovery Assets page
displays.
2. Select individual CIs to move or click the top checkbox to move all of the CIs in the list.

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3. From the Select Actions drop-down, select Move to CMDB.
4. Confirm the action to move the CIs.
Discovered assets that are moved to the CMDB display on the Configuration Items page. Navigate to thatpage by clicking ITSM > Configuration Management > Configuration Items.
Click an asset in the list to view its details as shown below:

The CI page also includes tabs that provide information related to components, relationships, SLAs, etc.

Create and view CI relationships
You can manually create CI relationships with existing sources and targets. You can then view a graphicalpresentation of those relationships as part of an enterprise service map.

To create CI relationships
1. At the top-right corner of the page, click Admin. Under the SACM heading, click the Relationship
Types icon. The Relationship Types page displays.

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2. From the Select Actions drop-down, select New Relationship Type.

3.
4.
5.
6.

Enter a primary name, which defines the relationship from the source to the target.
Enter a reverse name, which defines the relationship from the target to the source.
Set the color to represent the relationship between the source and target and vice versa.
Select the Usertype Relation option to associate the relationship with the relevant user. If thisoption is not selected, the corresponding relationship cannot be associated with any user.
7. Click Add to update the relationship and display the updates on the Relationship Types page.

To add relationships between the enterprise service and associated CIs
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items.
2. Click a CI in the list to configure the relationship type.
3. Click the Relationships tab.

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4. Click Add Source and/or Add Target to configure the relationship type.

To view the CI relationships in an enterprise service map
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items.
2. In the Records per Page drop-down, select All.
3. In the Blueprint Name search box, type Enterprise and press Enter to display a list of theconfigured enterprise CIs.

4. Click the required enterprise to view its details.
5. Click the Relationships tab, then click the Business Service Map button to view the relationship ingraphical format in a separate browser window.
A sample enterprise service map looks like this:Ivanti Neurons for Service Mapping | 26

Tag the CIs
A CI can be identified by the unique property information that it contains, such as IP address, host name,etc. The most efficient way of identifying a CI is by using its tags.

To tag a single CI
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items.
2. Click a CI in the list to open the record and configure its relationship types.
3. From the Select Actions drop-down, select Enable Editing. This enables you to edit the values forthe existing parameters of the CI.
4. In the left pane, click the Add Tag icon to tag the CI. Enter relevant criteria to search for therequired option and/or click the listed option to tag. Click the “x” to remove a tag.

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To tag multiple CIs
You can define a tag for identifying CIs according to their process.
1. At the top-right corner of the page, click Admin. Under the SACM heading, click the Process Tags
icon. The Process Tags dialog displays.

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2. From the Blueprint drop-down, select the required blueprint. The values of the property name andoperator parameters display according to the selected blueprint type.
3. In the Property Value boxes, enter values using theicons as needed.
4. In the Tag Name drop-down, select a name for the tag. Click Process. A notification is sent to theconfigured user when tag processing is completed.

To view CI grouped tags
1. In the left navigation pane, click ITSM > Configuration Management > Tags.
2. Click the configured tag to view the details. The Details CI page displays.

3. Click the Tagged CIs tab to view the tag details.

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Business rules
Use business rules to reduce the manual effort of creating/updating records for repeatable actions. For
example, you can automate tasks for modifying CI records or creating a new record based on action details
when trigger conditions are met.

To create a business rule
1. At the top-right corner of the page, click Admin, then scroll down to the Others heading and click
the Business Rules icon. The Business Rule page displays.

2. From the Select Actions drop-down, select New Business Rule. The New Business Rule page
displays.

3. Enter a name for the new rule, as well as a description.

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4. Enter an order/priority number to specify the order of the rules to be executed when there are
multiple rules set for the selected module.
5. Select the Turn on Cascade Execution option to execute the next enabled business rule based on
the order/priority for the same module.
6. Select the Enable Rule option to make the rule active.
7. From the Module drop-down, select the module for this rule.
8. Select a default for the Execute on option.
9. To associate blueprints or templates with this rule, click Add and select the items.
10. Click the Add Condition button.

11. Under Trigger Condition Details, select a property and an operator. Two or more conditions can be
combined using theicons.
12. Click Add Condition for each condition you create.
13. Under Action Details, select the action type to be performed upon triggering the condition.
14. Select a property and set a value from the drop-downs.
15. Click Add Action for each action you define.
16. For notifications, click Add to send a notification to a user upon triggering a business rule.
17. When finished, click Add in the bottom-right corner of the page.
NOTES:▪

Two business rules cannot have the same execution order.

▪

All mandatory fields of an ITSM record should be defined under the Action Details area.

▪

Two or more conditions can be combined using AND or OR logical conditions.

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Dashboards
Ivanti Neurons for Service Mapping provides customizable dashboards for all modules where users can add
content (such as graphs, change/outage calendars, and KPIs), which provides a high level of information
about the module without the need to navigate the module itself.

To view a dashboard
1. In the left navigation pane, you can access dashboards one of several ways:▪ Click My Dashboard.
▪ Click Discovery Scan > Dashboard.
▪ Click ITSM > Configuration Management > Dashboard.
2. In the top-left corner of the page, click Add Contents. The Search dialog displays.

3. From the Search For drop-down, select a report type.

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4. Enter the search criteria in the given text box, then click the icon. The results will display as per
the given search criteria.
5. Click an item, then select one of the options to align the report to the top, bottom, left, or right of
the Dashboard page.
A sample dashboard looks like this:Ivanti Neurons for Service Mapping | 33

Reports
Ivanti Neurons for Service Mapping has a flexible reporting feature that enables you to generate ad-hoc
reports by defining a query based on existing module properties.
You can set a schedule for generating ad-hoc reports, which eliminates the need to generate them
manually.
Canned reports are also available.

To create and generate a report
1.
2.
3.
4.

In the left navigation pane, click Reports > Ad-hoc Reports. The Reports page displays.
From the Select Actions drop-down, select New Report.
Enter a name for the report.
Select the Is Private option if the report should be visible to selected users only, then add thoseusers.
5. Select the Is Scheduled option if the report should be sent to users according to a specific time anddate, then configure that schedule.
6. In the left column, expand the required module heading to create the report.
7. Click the properties of the module to be included in the report, then add any required conditions byclicking theicons.
8. Drag and drop the selected properties into the given text box.

9. Click Save and Continue.
10. Click the Run Report tab to open the page where you can generate the report.

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11. From the Type drop-down, select the type of report to be generated. The available types of charts
are tabular, bar, line, pie, and donut.
12. From the Group by drop-down, select grouped properties to generate an incident report.
13. Click Generate to view the report.
A sample report looks like this:From the Select Actions drop-down on this page, you can do the following:▪

Export: Export and view the report in Excel file format. An email with the attachment will be sent to
the logged-in MSP vendor.

▪

Publish: Publish the report in the dashboard of the logged-in MSP vendor.

▪

Save as Canned: Save the report as a canned report with an automatically generated name.

▪

Save as Image: Save the report in an image format. Note that tabular reports can’t be saved as animage.

▪

View Data: View the data that has been accumulated for generating the report.

To view a canned report
1st, 2nd, and 3rd level users can view canned reports, but end users cannot view them.
1. In the left navigation pane, click Reports > Canned Reports. The Canned Reports page displays.
2. Click a report in the list to open it.
To delete or export a report from this page, select the checkbox next to the report, then use the SelectActions drop-down to delete or export the record.

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Data export
This feature enables you to export and view configured CIs in Excel file format. An email with theattachment is sent to the logged-in application user.
You also have the option of creating a custom export.

To export CI data to Excel
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items. The
Configuration Items page displays.
2. Select individual CIs to export or click the top checkbox to export all of the CIs in the list.
3. From the Select Actions drop-down, select Export. Click Basic Export, then confirm the export toreceive an email with an Excel attachment consisting of CI details. Note that CI properties are notincluded in the report.

To create a custom export of CI data
A custom export enables you to include CI components and other properties in the export.
1. In the left navigation pane, click ITSM > Configuration Management > Configuration Items. The
Configuration Items page displays.
3. From the Select Actions drop-down, select Export. The Export Type dialog displays.

4. Click Advanced Export and click Continue. The Export dialog displays. There are two export
methods: Select Template and Custom.
5. The Select Template method enables you to export CI data from the existing options in theapplication:▪ From the Select Template drop-down, select the required option.
▪ Click Export.
6. The Custom method enables you to customize your exported CI report based on CI blueprints,
properties for selected CI blueprints, components, and properties for selected components:▪ Select the required CI blueprints and click Next.

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Select the required properties for the selected blueprints, then click Next.

▪

Select the required components, then click Next.

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Select the required properties for the selected components. You can save the selected
blueprint options as a template to export by clicking Save as Template and Export, entering atemplate name, then clicking Save. The template name will be displayed in the Select Template
option of the Export.

▪

Click Export. Note that with the Export option, no template is saved.

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