Editing maps in Unified Map
Summarize
Summary of Editing maps in Unified Map
The map editor in Unified Map allows users to add or remove Configuration Items (CIs) and manage their relationships within the CMDB. While removing a CI from the map deletes its relationship records, the CI itself remains in the CMDB. Users must possess thesncmdbadminorsncmdbeditorrole to utilize the editor effectively.
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Key Features
- Actions in the Map Editor: Users can right-click to access a context menu for managing CIs and relationships, add existing CIs to the map, and update or delete relationships.
- Editing Process: The map editor must be activated to make changes, with a blue outline indicating active editing. Changes are only saved when the user clicks Save.
- CI Management: Only existing CIs can be added. CIs become islands if they lose all connections to the home node and are hidden upon saving.
- Connection Management: Users can create or modify connections between CIs. Deleting a connection removes it from the map and the [cmdbcirel] table only upon saving.
Key Outcomes
By using the map editor, customers can effectively visualize and manage CIs and their connections within the CMDB. This tool enhances the ability to maintain accurate relationships and streamline the management of enterprise resources, all while ensuring that CI records remain intact in the CMDB.
While you work in the map editor, you can add a CI to the map and remove (hide) a CI from the map. Removing a CI node from a map deletes the records of the CI's relationships, but does not delete the CI record from the CMDB. You can also add, modify, and delete CI relationships in the CMDB.
Actions you can take in the map editor
- Right-click a CI, relationship, or anywhere in the map to open a context menu.
- Select the Attributes icon
to manage CIs and relationships.
- Select the Add CI icon
to add an existing CI and its existing relationships to the map.
- Select a relationship or CI and then select the Manage relationship icon
to add, update, or delete relationships.
- You can remove a CI from the map only if you added it during the current editing session. You cannot remove CIs that were on the map when you started the editing session. Select Remove for a CI to delete the CMDB records for all relationships to and from the CI. The CI is removed from the map, but the CI record isn’t deleted from the CMDB.
Working in the map editor
- You must have either the sn_cmdb_admin or sn_cmdb_editor role to use the map editor.
- Before editing a map, prepare it to optimize your experience. Use filters and levels to display the minimum set of CIs to work on. Minimizing the map makes it easier to understand and control the effects of changes that you make.
- To edit a map, select the edit map icon
. A thick blue outline on the map indicates that the map editor is active.
- While you work in the map editor, no changes are made to the CMDB until you select Save.
- During an editing session, related items and associate badges are not shown on the map.
- At any time, select the reset icon
to undo all unsaved changes.
- End an editing session by selecting Exit. You must exit the editor to access the timeline and controls (search, filter, zoom, and so on).
Adding a CI to or removing a CI from the map
- You can view an existing CI on the map to enable you to create, modify, or delete its connections.
- You can add only CIs that have existing records in the CMDB.
- If you try add a CI that already has a connection to another CI on the map, the map re-centers and the CI is highlighted. In some cases, due to filter settings, the CI isn't displayed.
- An added CI appears on the map but its CMDB record isn't changed unless you change the CI's connections and save the changes. After you add a CI, it is saved to the map only if it has a path (direct or indirect) to the home node.
- When you delete all connections between one CI and another CI so that no connection path remains to the home node, the isolated CI and all of its downstream connections are considered an island branch. When you save, changes that you made to downstream connections are saved and the island branch CI is removed from the map (hidden). The CI record is not, however, removed from the CMDB.
- When you remove (hide) a CI from the map, the record of the CI in the CMDB is not deleted. In contrast, connection records for a removed CI are affected as described in Deleting a connection.
Creating or modifying a connection (relationship or reference) between CIs
Use the map editor to add a connection between two CIs or to modify an existing connection.
To learn more, see CI relationships in the CMDB.
Deleting a connection
Connections that are not editable are dimmed and view-only.
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When you delete a connection, the connection is removed from the map (hidden). The relationship is deleted from the [cmdb_ci_rel] table only when you save your changes.
- When you delete all connections between one CI and another CI so that no connection path remains to the home node, the isolated CI and all of its downstream connections are considered an island branch. When you save, changes that you made to downstream connections are saved and the island branch CI is removed from the map (hidden). The CI record is not, however, removed from the CMDB.
- When you delete all connections to and from a CI and save the change, the following actions occur:
- The records of all relationships — both upstream to and downstream from — the CI are deleted from the CMDB [cmdb_ci_rel] table.
- The CI is removed from the map (hidden).
- The record of the CI in the CMDB is not deleted.
Limitations
- Editing mapped application services (service instances).
- Deleting a CI record from or adding a CI record to the CMDB.
- Adding endpoint CIs to or removing endpoint CIs from the map.
- Deleting reference or endpoint connections or removing from the map a CI that has reference or endpoint connections.
- Updating the applicative flow relationship type (connection between endpoint CIs).