Templates

Templates are report models with a fixed structure and parameters pre-established by the user, depending on the type of report to be generated later. They are used to facilitate and save time in the periodic creation of reports.

../../_images/3_082_aggregator_realm_template-tab_0-58.png

Configuration and creation of Templates

To create a template, the user must click on the blue button New Template

../../_images/3_083_aggregator_realm_template-create-button_0-58.png

Once inside, to configure the template, it is necessary to select and complete a series of common fields described below:

../../_images/3_084_aggregator_realm_template-configuration_0-58.png

Report Type

This drop-down field shows the types of reports available. The user must select the type for which a template is to be created.

Important

Depending on the type of report selected, new specific fields to be configured in order to obtain the final Template. These fields coincide with those described above in the creation of each type of report. Therefore, the process to be followed is the same as we would follow in the creation of a report.

Name

Mandatory field in which the user must assign a template identification term.

Description

Optional field where descriptive text related to the template can be included.

Scope

In this field the user shall choose the context in which a template is to be visible. The available options are:

  • User: the template will be visible only to the user who created it.

  • Visible only in this realm: the template will be visible to all users in the realm.

  • Globally visible: the template will be visible to all users in all realms.

../../_images/3_084a_aggregator_realm_template-scope_0-58.png

Once all the fields of the template have been configured (the common fields plus the specific for each type of report), you will have to save the changes by pressing the blue Add button to make the configuration established.

Template Management

Once the template has been created, you will go back to the initial screen of this section, where they will be stacked sequentially in an inventory panel. This screen also contains options for filtering, search and sorting of templates (in addition to the + New Template button).

../../_images/3_085_aggregator_realm_template-view_0-58.png

WOCU-Monitoring allows to refresh the data displayed on the screen by forcing an immediate refresh, by clicking on the Refresh icon(arrows in circular motion).

../../_images/3_085a_aggregator_realm_template-refresh-button_0-58.png

Template search and filtering options

Since there can be a large number of Templates and to facilitate their retrieval, WOCU has filtering and search options.

../../_images/3_086_aggregator_realm_template-filters_0-58.png

Filtered by Report Type


Allows filtering of templates according to the type of report for which template has been created. For example, by selecting the type Multimetrics, only the templates linked to that type of report, excluding the rest. If on the other hand, all available templates are to be displayed, the user must choose the option marked by default Select Report Type.

../../_images/3_086a_aggregator_realm_template-report-type_0-58.png

Creation at


Through this filter it is possible to retrieve templates according to the date they were created.

../../_images/3_077c_aggregator_realm_reports_reports_inventory-create-at_0-58.png

There are a number of time criteria already in place:

Today: filters and displays only events generated during the time period elapsed in today’s day.

Yesterday: generated yesterday.

Last 24 hours: generated in the last 24 hours.

Last 48 hours: generated in the last 48 hours.

Last 7 Days: generated in the last seven days.

Last 30 Days: generated in the last 30 days.

This Week: generated during the period of time elapsed in the current week (from the start day of the week to the current day).

Previous Week: generated in the previous full week (Monday to Sunday).

In case you want to set a specific period of time there is the option Custom Range. To configure the time frame it is necessary to set a start date and an end date. By clicking on one of the days, this date will be set as a selection, being marked with a blue background. In addition to the day, a specific time can be set for that day, using the drop-down menus in the hour, minute and second boxes, until the desired time is set. The selected date and time can be seen both in the upper boxes and in the lower part of the view.

../../_images/3_077d_aggregator_realm_reports_reports_inventory-create-at_0-58.png

Once the programming has been carried out, press the Apply buttonto apply the programming.

Attention

It is of course not possible to choose start and end dates after the current date, nor to set an end date before the start date.

Filtered according to the visibility of the template (Scopes)


Allows filtering according to the context in which a template is visible. By default, the User, Realm and Global options are activated, with a blue background. In case you want to restrict a type of template from being visible in the panel, simply click on the specific button and the background will change to white.

../../_images/3_086b_aggregator_realm_template-scope_0-58.png

Filtering by ID


Allows a search to be performed on the basis of the template ID. IDs are unique so it is an easy and efficient way to search for items.

Name


Allows a search to be made on the basis of the name assigned to the templates. The search works with the first characters of the name, even with several intermediate or final characters.

Description


Allows a search by the complementary description of the template. This filter will be effective when templates include a description, otherwise no items will be retrieved.

Finally, in order to execute the proposed search it is necessary to click on the blue Filter button.If you want to reset the query, click on the Clear filters option.

../../_images/3_086c_aggregator_realm_template-clear-apply-filters_0-58.png

Global template panel

WOCU-Monitoring displays all available templates along with a series of user-defined fields and other fields generated automatically generated by the system. They are listed below:

../../_images/3_087_aggregator_realm_template-inventory_0-58.png

ID: indicates a unique identifier assigned by WOCU-Monitoring.

Name: displays the template identification term previously assigned by the template creator.

Report Type: indicates the type of report to which the template previously selected by the template creator belongs.

Description: displays a descriptive text related to the template previously assigned by the creator.

Created at: indicates date and time of template creation.

Last Update: indicates date and time of the last modification of the template, i.e. its most recent update.

Creator: informs the user who created the template.

Scope: indicates the scope in which the templates are visible previously assigned by the template creator.

por el creador de la plantilla.

Actions

Column in which the buttons for the actions allowed on each of the templates are available.

../../_images/3_087a_aggregator_realm_template-inventory-actions_0-58.png

These are:

Clone

Allows you to make a copy of the template created. By clicking on the Clone button, identified with the icon of two superimposed squares, a window will open with some fields to be configured. These are:

../../_images/3_087c_aggregator_realm_template-inventory-actions-clone_0-58.png
Name

Complete with a term that identifies the template. The default system generates one that can be modified.

Description

field to add a descriptive text related to the template. By default, the system will show the description added in the original template, although it can be modified.

Scope

select the visibility option you want to apply to the new template. By default, the system saves the option applied to the original template, but it can be modified.

Las opciones disponibles son:

  • User: the template will be visible only to the user who created it.

  • Visible only in this realm: the template will be visible to all users in the realm.

  • Globally visible: the template will be visible to all users in all realms.

Attention

To copy the template the user must have the appropriate permissions. Please note that there are different types of users with access to WOCU-Monitoring. This means that the modification and configuration of the mentioned actions will be allowed as long as the user has the special permissions for each of them.

Delete

This option deletes the selected template permanently. The action is executed by pressing the Delete button, identified with the bin icon. When the button is pressed, the following message will be displayed to confirm the action.

../../_images/3_087b_aggregator_realm_template-inventory-actions-delete_0-58.png

To proceed with the deletion, press the red Delete button.

Attention

To permanently delete the template, the user must have the appropriate permissions.

Edit

By clicking on the particular template name, the user can edit and update the settings of the selected template.

../../_images/3_087a_aggregator_realm_template-inventory-actions-edit_0-58.png

You will then be presented with an edit form with the possibility to modify each configuration parameter.

../../_images/3_087d_aggregator_realm_template-inventory-actions-edit-form_0-58.png

Depending on the Report Type selected, specific fields will appear that must be configured in order to obtain the final Template. These fields coincide with those described above in the creation of each type of report. Therefore, the process to follow to create a template is the same as when creating a report.

Attention

To edit the template the user must have the appropriate permissions.

Important

The different navigation, search and sorting options available on this screen are explained in detail in the section: Common navigation, filtering and sorting options in WOCU.