hands-on lab: let's build an itsm dashboard
TRANSCRIPT
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ca Intellicenter
Hands-on Lab: Let's Build an ITSM Dashboard
Christophe Trinquet
ICX16L #CAWorld
Principal Engineering Services Architect, SWAT TeamCA Technologies
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2 © 2014 CA. ALL RIGHTS RESERVED.
Abstract
Having the right information at your fingertips at exactly the right moment to get that project approved is critical. Static dashboards are no longer acceptable. This presentation shows how to build an ITSM dashboard, then change it is seconds, seeing the power and value that advanced reporting and dashboards bring to ITSM.
Christophe Trinquet
CA Technologies
Principal Engineering Services Architect, SWAT Team
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3 © 2014 CA. ALL RIGHTS RESERVED.
Agenda
INTRODUCTION
XTRACTION OVERVIEW AND BENEFITS
DEMONSTRATION
HANDS-ON LABS
1
2
3
4
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Introduction
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Benefits of Digital Dashboards
“Digital dashboards allow managers to monitor the contribution of the various departments in their organization. To gauge exactly how well an organization is performing overall, digital dashboards allow you to capture and report specific data points from each department within the organization, thus providing a ‘snapshot’ of performance.”
Source: Wikipedia
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Benefits of Digital Dashboards
See visual presentation of performance measures.
Identify and correct negative trends.
Measure efficiencies/inefficiencies.
Generate detailed reports showing new trends.
Make more informed decisions based on collected business intelligence.
Align strategies and organizational goals.
Save time compared to running multiple reports.
Gain total visibility of all systems instantly.
Quickly identify data outliers and correlations.
Source: Briggs, Jonathan. "Management Reports & Dashboard Best Practice". Target Dashboard. Retrieved 18 February 2013.
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Xtraction for CA Service Management
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8 © 2014 CA. ALL RIGHTS RESERVED.
Xtraction for CA Service ManagementCapabilities Self-service. Non-technical users create/modify
dashboards via drag-and-drop, lists and point-and-click.
Pre-built layouts. View charts, graphs, calendars, grids and pivot tables.
Extensive analysis. Drill-down to date ranges (past, present, future, comparative periods), filters, multiple data-series.
Aggregate data. Collect data from multiple sources (CA Service Desk Manager, CA Service Catalog, CA IT Asset Manager)—including custom—in single dashboard.
Browser accessible. Access all functions via browser.
Real-time data. Display and auto-refresh real-time data.
Exports. Export on-demand or scheduled to PDF, HTML, Word®, Xcel®, PowerPoint®, etc.
Mobile access. Access via iPad® and other devices
No database table structure. Create dashboards without specialized knowledge.
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9 © 2014 CA. ALL RIGHTS RESERVED.
Xtraction for CA Service Management
A real-time, ad hoc dashboard and reporting solution
Empowers users with self-service capabilities
Non-technical users create interactive dashboards and reports in minutes
Immediately share with the broader user community
Results in unified view of your CA Service Management environment
Delivers deep, real-time management insight and transparency into service demand, cost, use, assets and issues
At a Glance
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10 © 2014 CA. ALL RIGHTS RESERVED.
Xtraction for CA Service Management delivers business value.
Improve user experience. Self-service empowers users with the right information, at the right time—in minutes, not hours.
Make better business decisions. Improve access to and ad hoc analysis of relevant service management data.
Reduce costs. Remove dependency on technical teams, coding and cumbersome tools.
Increase productivity. Get answers quicker; free up technical team.
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Demo
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Lab 1: Overview of Xtraction for CA Service Management
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13 © 2014 CA. ALL RIGHTS RESERVED.
Xtraction Overview
Connect to Xtraction as a self-service user:http://itasm/xtraction
User: jmccarthy
Password: ca
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14 © 2014 CA. ALL RIGHTS RESERVED.
Open an existing dashboard.
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15 © 2014 CA. ALL RIGHTS RESERVED.
Viewer Capabilities
Use dynamic filtering.
Export-as-a-screen.
Save dashboard as a link.
Toggle component view.
Display record list.
Display ticket in CA Service Desk Manager.
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Xtraction Overview
Connect to Xtractionas a power user:http://itasm/xtraction
User: lklein
Password: ca
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Open and edit a dashboard.
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Lab 2: Build ITSM analysis dashboards.
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Create a new dashboard.
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Components
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Incidents by Last Month, Group and Category
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Incidents Analysis for Last Six Months
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Incidents Analysis for Last Six Months
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Incidents Analysis for Last Six Months
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25 © 2014 CA. ALL RIGHTS RESERVED.
Group Activity
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Group Activity
Pivot ComponentGroup pivots
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27 © 2014 CA. ALL RIGHTS RESERVED.
Group Activity
Pivot ComponentGroup pivots
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Lab 3: Scoreboard
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Scoreboard: 9 KPIs
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Scoreboard Component
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Conditions and Filtering
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Format Rules
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Save your ScoreBoard.
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Lab 4: Multi-sources Dashboard
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Multi-sources Dashboard
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Multi-sources Dashboard with Filter on Periods
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Lab 5: Display your dashboards.
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38 © 2014 CA. ALL RIGHTS RESERVED.
Favorites
Create a favorite folder.
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39 © 2014 CA. ALL RIGHTS RESERVED.
Favorites
Add your dashboardsin favorite folder.
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Load favorites in the auto refresh and cycle box.
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Lab 6: Export your dashboard.
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Export your dashboard.
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Lab 7: Create a document and schedule it.
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Create a document from document designer.
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Import dashboard(s) in your document and save.
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Schedule your document.
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View scheduled tasks.
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View documents.
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Summary
After an overview of the capabilities and the benefits of Xtraction for
CA Service Management, this hands-on lab gave you the opportunity to
create and design interactive dashboards to get deep, real-time
management insight and transparency into service demand, use and issues
across the entire Service Management area. All of these dashboard have
been built using OOTB Connectors.
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50 © 2014 CA. All rights reserved.
CA Service Desk Manager
CA Technologies
CA Service Catalog
CA Technologies
Related Technologies
Xtraction for CA Service Management
CA Technologies
CA IT AssetManager
CA Technologies
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51 © 2014 CA. All rights reserved.
For More Information
To learn more about Management Cloud,
please visit:
http://bit.ly/1wEnPhz
Insert appropriate screenshot and text overlayfrom following “More Info Graphics” slide here;
ensure it links to correct pageManagement Cloud
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52 © 2014 CA. All rights reserved.
For Informational Purposes Only
© 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary.
Terms of this Presentation