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 to quickly access common CMDB operations.

Menu Item Description Go to Record Displays the selected CI record. New Creates a new CI record. Delete Deletes the selected CI record. Print Grid Prints the active Grid. Export Grid Exports the active Grid to a file. Tip: If Context Menu Actions are defined, an Actions menu item is also displayed to run Actions.

Record Views

There are two views available for the CMDB interface:

• Grid list: Select the Show Results button on the toolbar to display a Grid list of CI records.
• Current record: Select the Show Current Record button on the toolbar to display the selected CI record.

Grid Capabilities

When CI records are displayed in Grid view, use the CSM Grid capabilities (ex: 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.

Find Records

Use the filter and search options to find CI records. Display all CI records, or filter by CI Type (ex: Computer, Printer, etc.), Customer (ex: All or named Customer), and/or timeframe (ex: Anytime, Today, Previous Month, etc.). To search, type a value to search in the Search box (ex: Asset tab, host name, etc.), and then click Go.