This article describes the basics of creating the following types of Config Item views in the Explorer client.
- Configurable charts
- Configurable graph
- Configurable grids
- Configurable reports
- Configurable XML
All definitions are written using XML and the swExplorer uses XML adapted editors for viewing and editing the configuration. If you already have an existing Config Item view that you prefer to copy to create a new Config Item view, you can do this as well. The following topics will be covered in this article:
- The Definition Sandbox
- Adding to Ribbon Group
- Adding a Description
- References in Item Ribbon Tab Configuration
- Creating New Config Items via an Import
- Familiarity with SystemWeaver concepts such as Items, Parts and Attributes
- Familiarity with Config Items
- Knowledge of XML
- An installation of the SystemWeaver Explorer client (swExplorer)
- Assignment of the SW Architect role in the server if you wish to save your configurations.
- The meta model for the Config Item is installed.
|Tip: To train on specific Config Item views, see the Introductory Trainings.|
The Definition Sandbox
The Sandbox Mode will display which is where you enter a script to define a view. By default, the Sandbox may include the basic elements of a configuration to get you started.
Enter your configuration on the Definition tab.
|Tip: Finding SystemWeaver Type Identifiers (SIDs)|
As you work, you can preview your view by switching to the View tab as needed. When you are satisfied with the view, click Save XML Definition.
The view is now available for all items of this item type. Users can access all configured views from the View drop-down. In the below example, there are two Charts configured for the selected item type.
|If you navigate away from the View, e.g., Charts, before saving your XML definition, your work will be lost.|
|Note: It is not possible to create a Config Item using the New Item option on the Items ribbon as they should be created in the context of their Configured Type so that proper testing of the view can be done simultaneously.|
Adding to Ribbon Group
Once you have saved the configuration, there is an option to add the Config item as a button to a new or existing ribbon group on the Items ribbon. Enter the ribbon group in the Ribbon Group field. If it does not already exist, a new group will be created.
Adding a Description
The Description of a Config item is optional, and is intended for the development of the Config item, and can be used to include information vital for the maintenance of the configuration, the revision history, etc. Navigate to the Description tab to enter information. Double-clicking in Description will open the full editor.
References in Item Ribbon Tab Configuration
Creating New Config Items via an Import
Check out the Introductory Trainings and other how-to articles found in Configuring Config Items.