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SCSM 2012 Dashboard by Signature Consultancy – Part 3: Publishing the Dashboards


In our previous post, we completed the Installation of the SCSM 2012 Dashboards by Signature Consultancy. In this post we will walk through the process of Publishing the Dashboards in SharePoint.

Portal Publishing – Signature SCSM dashboard Publishing Procedures

IMPORTANT: These steps should be performed in SharePoint. You need to have SharePoint administrative privileges to do the configuration.

 

Start by first accessing the SharePoint Central Administration site.

SCSM Dashboards - 01 - SharePoint Central Administration

From the menu, select Site Actions, and click New Site.

SCSM Dashboards - 02 - Site Actions - New Site

In the Create dialog, under All Categories select “Blank & Custom“, and then select “Blank Site“. For the site Title type “SCSM Dashboard“, and for URL Name type “SCSMDashboard“, then click Create.

SCSM Dashboards - 03NEW - Site Actions - New Site - Create

Once the new website is created, from the menu, select Site Actions > More Options.

SCSM Dashboards - 04 - More Options

In the Create dialog, under All Types, select Page, select Web Part Page, then click Create.

SCSM Dashboards - 04 - Page (Web Part)

On the New Web Page Part screen, under Name type “IncidentManagement“. Under Choose A Layout Template select “Header, Footer, 3 Columns“.

NOTE: If you don’t already have a Document Library to contain the new page in, you will need to create one (which I will document in the next steps).

SCSM Dashboards - 06 - New Web Part Page

On the New Document Library screen, type a Name and then click Create.

SCSM Dashboards - 07 - Document Library

Back on the New Web Part Page screen, click Create.

You should now be on the Design view of the New Web Part Page. Under the Header section, click “Add A Web Part“.

SCSM Dashboards - 08 - New Web Part Page - Design

Under the Categories section, select Media and Content. Under the Web Parts section, select Page Viewer, then click Add.

SCSM Dashboards - 09 - Add Web Part

After the Page Viewer Web Part has been added to the page, click on the “Open The tool Pane” link to customize/configure it.

SCSM Dashboards - 10 - Open The Tool Pane

Under the Page Viewer configuration, under ‘Link‘, paste the full URL link to the Incident Management Report, then click OK.

NOTE: Under the ‘Appearance‘ and ‘Layout‘ areas you can change the specifications to meet your resolution and appearance needs.

As an example, in my lab environment this is: http://scsm-dw/Reports_SCSMDW/Pages/Report.aspx?ItemPath=%2fSCSM+Dashboard%2fIncidents+Management.

SCSM Dashboards - 11 - Page Viewer Link

Repeat the steps followed thus far to add new pages, one for each report (i.e. Activity Management, Change Management, and Problem Management).

Back on the SCSM Dashboard Portal Page, from the Site Actions menu, select Site Settings.

SCSM Dashboards - 13 - Site Actions - Site Settings

Under the Site Settings area, within the Look And Feel section, click on the Top Link Bar link.

SCSM Dashboards - 14 - Site Settings - Look And Feel (Top Link Bar)

On the Site Settings > Top Link Bar screen, click the New Navigation Link.

SCSM Dashboards - 15 - Site Settings - Top Link Bar - New Navigation Link

On the New Navigation Link screen, under the ‘Type The Web Address‘ specify the full URL Link per Report. For the ‘Type The Description‘ field, type the name of the report, then click OK.

NOTE: This is NOT the URL to the .RDL report file that we uploaded to the Data Warehouse Report Server. But rather, the web page that we created under “New Web Part Page” for each process (i.e. Activity Management, Change Management, Incident Management, and Problem Management).

For example, in my lab my URL for Incident Management is as follows: http://scsm-ssp:40917/SCSMDashboard/SCSMDashboardLibrary/IncidentManagement.aspx

SCSM Dashboards - 16 - New Navigation Link - Add

Now that we have an individual page linked to each .RDL report file, when you click on the link in the top menu, the report will load/be generated.

NOTE: In my lab example, I didn’t have any Incident Tickets to be reported on.

SCSM Dashboards - 17 - Incidents Management Report - Sample

 

As always, if this post helped you in any way, and you would like to show your appreciation, please rate it and comment on it. Also, feel free to contact me with requests for future articles.

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SCSM 2012 Dashboard by Signature Consultancy – Part 2: Requirements and Installation


In our previous post, we introduced you to the SCSM 2012 Dashboards by Signature Consultancy. In this post we will walk through the Requirements, and the Installation procedure.

Requirements

Following along with the Deployment and Configuration Guide provided by the Vendor, the use of these Dashboards has the following requirements.

  1. System Center 2012 Service Manager (SCSM) Data Warehouse feature installed/configured
  2. System Center 2012 Service Manager (SCSM) Data Warehouse Cubes that have completed processing and are ready for use
  3. Microsoft SharePoint 2010 (version Foundation, Standard, or Enterprise)

Installation Procedure

Data Warehouse Side -­ Import Files

Log into the System Center Data Warehouse, launch a browser, navigate to to http://<SSRSServerName>/Reports, and login with an account that is a Report Administrator. In my lab example, because I have a Named SQL Instance, my URL is http://scsm-dw/Reports_SCSMDW.

Report Manager

Under SQL Server Reporting Services, click New Folder, use “SCSM Dashboard” for the name, then click OK.

New Folder

New Folder - SCSM Dashboard

Click on the newly created folder.

Newly Created Folder

Select Upload File from the Main Menu.

Upload File

Select Browse, and locate the Signature SCSM Dashboard folder where you downloaded the report files to.

Browse

Select and Upload each .RDL report file.

Upload Report Files

Now that the report files are uploaded, we need to create a New Data Source for the reports to use. Select ‘New Data Source‘ from the menu.

New Data Source

On the New Data Source screen, enter the following information.

  • Name: “SCSMDashboardDataSource”
  • Data Source Type: “Microsoft SQL Server Analysis Services”
  • Connection String: “DataSource=;Initial Catalog=DWASDataBase”
  • Connect Using: “Windows Integrated Security”

NOTE: In my lab example, I am using a Named SQL Instance. Therefore, my Connection String is as follows: “DataSource=SCSM-DW\SCSMDW;Initial Catalog=DWASDataBase”

New Data Source - Details

Once you have enter all the appropriate information / selections, click the ‘Test Connection‘ button. Ensure that the connection results show “Connection created successfully“, then click OK to save the settings.

Test Connection

From the browser, in the SCSM Dashboard folder, perform the following for each .RDL report file.

Select Options (the down arrow) and choose Manage.

Report - ManageIn the menu on the left, choose Data Sources, and click the Browse button.

Data Sources - Browse

In the folder explorer, browse to the Data Source that we previous created, select it, then press OK.

Browse - Data Source - SCSMDashboardDataSource

Back on the Data Sources screen, ensure that the Shared Data Source is completed, then click Apply.

Data Sources - Apply

Navigate back to the SCSM Dashboard folder, then repeat the same steps for the other Report (.RDL) files.

After you have applied the Data Source for all the Reports, navigate back to the SCSM Dashboard folder (that contains the .RDL files), and click on one of the reports. This will launch the report, which should populate with your data.

NOTE: In my lab example, I didn’t have any data to display.

Launch Report

In the last post of this series, we will cover Publishing the Dashboards in the SharePoint Portal.

 

As always, if this post helped you in any way, and you would like to show your appreciation, please rate it and comment on it. Also, feel free to contact me with requests for future articles.

SCSM 2012 Dashboard by Signature Consultancy – Part 1: Introduction


If anyone has worked with System Center Service Manager, and in particular the Reporting, there may be a little more desired; for example Dashboards.

Here are some resources that might be of assistance:

Aside from these references, a company (Signature Consultancy) has created and released (for free) some dashboards for Service Manager. These dashboards cover 4 areas (Activity Management, Change Management, Incident Management, Problem Management).

Here is the description of the product:

The SCSM 2012 Dashboard from Signature Consultancy provides persistent visibility to hot spots and highlights in your Service Desk Processes and performance with numerous charts, metrics and analytics. 
The SCSM 2012 Dashboard from Signature Consultancy is easy to implement and use. It is intended to give you a 360 degrees view. Furthermore, it is highly customizable and provides the flexibility to edit, add, and change the entire interface, reports and charts to meet the most demanding requirements. 

The SCSM 2012 Dashboard presents various key metrics and business analytics that Executives and Analysts can use for monitoring and better visibility into the service desk operations. 

In addition to the key metrics, the SCSM 2012 Dashboard from Signature Consultancy can also show you a timeline of open service requests by day, and days range. This option will provide you with the possibility to follow your service request volume over time identifying trends and making forecasts more accurate and much easier.

With this dashboard, you can identify bottlenecks helping you reduce time to resolution, meeting SLAs therefore making a direct impact on customer satisfaction.

Here are some screenshots of the dashboards provided by the designer.

Activity Management Dashboard

 

Incident Management Dashboard - Top

 

Incident Management Dashboard - Bottom

 

If you are interested in trying these dashboards your self, start by navigating to the Signature Consultancy website, under Products > SCSM Dashboard, and click Free Download.

Free Download

After you have entered your registration information, click Submit and Download.

Free Download Registration

You will then presented with the files to download. Note at the time of this writing, the dashboard version is 1.2.

Additionally, the Vendor has informed me that they are working on an Enterprise version (though not for free) of the dashboards which will include the following additional features:

  1. Snapshot page: Provides reporting for current WorkItems within your SCSM server
  2. Five pages: Provides incidents, Problems, changes, requests, and Releases connect directly to the DWdatamart DB, no needs for Cubes
  3. Full web Interface, tablets, and Mobile Phone supports
  4. Access Permission per page

Download Dashboard Files

When you download the .ZIP file, it will contain a Deployment and Configuration Guide. This guide contains some screenshots, but not many.

I will utilize the steps provided in that guide, and include my own screenshots step-by-step. Let’s begin with Requirements and Installation.

As always, if this post helped you in any way, and you would like to show your appreciation, please rate it and comment on it. Also, feel free to contact me with requests for future articles.

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