Business Workflow Dashboard
  • 20 Sep 2023
  • 3 Minutes to read
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Business Workflow Dashboard

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Article Summary

Description

The business workflow dashboard shows health and performance data for a particular business workflow. Clicking on the the name of a specific business workflow in Netreo typically opens its business workflow dashboard.

The default device group dashboard for all business workflows is "Business Workflow (Default)" and is found on the Customize Dashboards page (Administration >> Users >> Custom Dashboards). This dashboard may be customized to suit your needs or new business workflow dashboards may be created and assigned to individual business workflows. See Custom Dashboard for more information.

For Netreo administrators, selecting the gear icon at the top right opens the configuration settings for that strategic group (keep in mind that business workflow is an operational mode of a strategic group). See Strategic Group Management for information about configuring a strategic group.

Dashboard Tabs

Business workflow dashboards include the following tabs:

  • Overview
  • Trends
  • This Month

Overview Tab

This tab provides a general overview of the current health of the group.

When customizing a business workflow dashboard, this is the tab that is customized.

By default, the following dashboard widgets are included on the Overview tab:

Trends Tab

This tab shows trends (over the past year) in overall health for the group, as well as trends in device health for managed devices within the group.

You can restrict the hours of operation which are reported upon by selecting a new time frame at the top right and selecting View New Report.

Selecting the name of a specific device opens that device's Device Dashboard, while selecting the name of a specific device group opens the group's device group dashboard.

This Month Tab

This tab shows the health of all host availability checks, service checks and threshold checks for the current month-to-date time period.

You can restrict the hours of operation which are reported upon by selecting a new time frame at the top right and selecting View New Report.

Selecting the name of a specific device opens that device's Device Dashboard.

Business Workflow Dashboard Filtering

The managed devices displayed in the dashboard widgets of a business workflow dashboard may be filtered based on arbitrary attributes set within the configuration settings of each individual device. This is done using the Edit Filters button at the top right of any business workflow dashboard.

Configure a filter by selecting a device attribute and entering a (Perl5 compatible) regular expression into its value field. For each additional attribute you wish to add to the filter, select the plus icon (+). When done, select Apply to apply the filter to that dashboard immediately. Only devices with attributes of the selected type and matching values will appear. If no devices with matching attribute/value pairs are found, then a warning is displayed and all devices in the group continue to be shown.

A filter applied to a dashboard only affects that dashboard, and remains in effect until removed using the Clear Filters button (even if you navigate away from the dashboard and back again). (Note: Selecting the Clear Filters button permanently deletes the currently applied filter from Netreo, meaning it will no longer be available to any other users or for use on other dashboards.)

Configured filters may be saved as a shared favorites entry in your user favorites menu. This allows you to name the filter and use it on other business workflow dashboards, as well as share it with other users.

It is important to note that the filter is only intended for dashboard widgets that show lists of devices in the business workflow, such as the Tactical Overview and Top Talkers widgets. Widgets such as the Business Workflows Histogram widget, that show business workflow health and performance, are not affected by the filter. The health scores are not recalculated based on the filtered device list, and will still show the health and performance for the entire device group.

The list of filters you have created are managed on the Shared Filter Administration page (Favorites >> Shared Views from the main menu). The Shared Views table lists all of the filters you have created. Selecting the name of a filter in the table opens that dashboard. (Note: Filters may only be configured on the dashboard on which they were created, not in the Shared Filter Administration page.)


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