CMDB Item Search in Nano

Use CMDB Item Search to search for CMDB Items using a set of criteria.

On the CMDB Item Search screen you can:

  • Use the Standard Search to find CMDB Items by name, ref, or organization.
  • Use the Advanced Search to find CMDB Items using all CMDB Item search fields.
  • Configure the columns by adding or removing columns and changing their order.
  • Right-click on a CMDB Item record to open the CMDB Item Details window or save the details to PDF.

Using the CMDB Item Search Window

Before you start

To view service details, CMDB Item View must be selected in the CMDB Items tab of your Configuration Management Security Role.

To edit service details, CMDB Item Update must be selected in the CMDB Items tab of your Configuration Management Security Role.

Access the CMDB Item Search window from the My Options menu by hovering over Search, and selecting CMDB Item Search.

The window is made up of four sections:

  • The Toolbar contains options for switching between layouts and search methods.
  • The Toolbar lists the CMDB Item records that match the selected search criteria and allows actions to be performed using the context sensitive menu.
  • Standard Search contains the standard search criteria fields
  • Advanced Search contains additional CMDB Item search criteria fields.

The Toolbar

Functions available from the toolbar on the CMDB Item Search window:

Use to refresh the results
Select to open the Column Configuration window to CMDB Item Search in Nano displayed in the browse table.

Available in table layout only
Select to display the standard search criteria fields. Closes the Advanced Search.

Available only when in Advanced Search mode
Select to display the advanced search criteria fields. The Advanced Search window expands from the right of the screen. Closes the Standard Search.

Available only when in Standard Search mode
Expands the Advanced Search window if it has been minimized.

Available only when in Advanced Search mode and the Advanced Search window is minimized

The Browse Table

The browse table contains the CMDB Item records matching your search criteria, which are displayed in rows with columns displaying details for each record. The table can be ordered by any visible column. To change the columns displayed in the browse table, select from the toolbar and Configure the Columns.

View the details of a CMDB Item by double-clicking anywhere in the row. The CMDB Item Details window opens in a new tab.

Perform actions on one or more CMDB Item records by selecting the record(s) in the browse table and right-clicking to open the context-sensitive menu.

  • Select opens the CMDB Item record.
  • Diagram displays links between CMDB Items.
  • Report saves the CMDB Item details to PDF. The PDF is saved or opened dependent on the browser settings.

Standard Search

When the search window is first opened, the Standard Search options are displayed. If the Standard Search options are not visible, select from the toolbar to make them visible.

Select the options for your search:

Resource Title

Key in part or all of the title of the CMDB Item. The search automatically runs when your cursor leaves the field.
Resource Ref

Key in part or all of the ref of the CMDB Item. The search automatically runs when your cursor leaves the field.
Resource Type From the list, select the CMDB Item Type.
Organization Key in part or all of the name of the CMDB Item's organization. Matching results are displayed beneath the field. Select one from the list.

Advanced Search

When the search window is first opened, the Standard Search options are displayed. To switch to Advanced Search, select from the toolbar to display the Advanced Search window. The Advanced Search window can be minimized by pressing , and expanded by pressing on the toolbar.

After entering your search criteria, run the search using .

Select the options for your search:

Configuration Items Searches for Configuration Items
Services Searches for Services
Service Actions Searches for Service Actions
Service Bundles Searches for Service Bundles
Active Searches CMDB Items that are not deleted
Deleted Searches CMDB Items that are deleted
Template Includes template CMDB Items in the search
Partition

This option is only visible if you have access to more than one partition.

Use the drop-down list to select from the partitions you can access.
Include Deleted Field Values Selecting this option enables deleted values for list fields to be selected.

If you are searching for a CMDB Item by the Criticality status and select the Include Deleted Field Values option; the Criticality list will be updated to display names of statuses that you created and subsequently deleted. You can then select a deleted value from the list, and conduct your search.
Ref Key in the Ref value of the CMDB Item.
CMDB Item Type

From the list, select the Type of the CMDB Item you are searching for. Depending on the number of tiers configured for your system, you may see one to five tiers. You can select a type from any level.

  • To search for CMDB Items that match only the selected type, select the Equal option.
  • To search for CMDB Items that match the selected type and the tiers below, select Equal + Below.
  • To search for CMDB Items that match the selected type and above, select Equal + Above.
User Key in part or all of the user's name. Matching results are displayed beneath the field. Select one from the list.
Organization

Key in part or all of the organization's name. Matching results are displayed beneath the field. Select one from the list. Organizations can be linked in a hierarchy.

  • To search for calls that match only the selected organization, select the Equal option.
  • To search for calls that match the selected organization and those linked as children, select Equal + Below.
  • To search for calls that match the selected organization and those linked as parent, select Equal + Above.
Location Key in part or all of the organization's name. Matching results are displayed beneath the field. Select one from the list.