IT Business Management Installation and Administration Guide
  Installation Procedure
    Preparing to Install IT Business Management
      Oracle Parameter Values
      Creating Tablespaces
      Create Oracle Users
      Set the UNIX or LINUX Configuration
      About Installing IT Business Management in a cluster environment
    Install IT Business Management Suite
      Run IT Business Management Suite Installer
      Select the Installation Mode
      Select the Installation Type
      Select the Database Schema configuration
      Select a Source for the Database Schema Content
        Select a Custom Dump File
      Select Installation Procedures
      Select Applications to Install
      Select a System Type
      Provide Server Parameters for the Application Server
        Specify HTTPS (SSL) Parameters
      Configure Oracle Database Parameters
      Define a User Authentication Type
      Define a Lightweight Directory Access Protocol Connection
      LDAP Synchronization for Users or Groups
      Create an User for Logging in to IT Business Management
      Select an Application File for IT Business Management installation
      Content Packages in IT Business Management
      Select Content Packages
      Configure Advanced Settings
      Configure a Mail Distributor
      Complete the Installation Procedure
      IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation Procedure
      Update IT Business Management Standard Connection Details in IT Business Management
      Upload Mapping Files to IT Business Management
      Manage the Budget in IT Business Management Advanced or Enterprise with IT Business Management Standard
      Modify the Out-of-the-Box Cost Model
    Upgrading and Custom Installations
      Upgrade IT Business Management Application and Database
      Upgrade the IT Business Management Application
      Upgrade the Database
      Custom Installation
      Update the Java Runtime Environment Version
    Configuration Files
      Working with Configuration Files in IT Business Management
      ServiceFlow Properties
      About Flat Files
      Batch Procedure Whitelist Properties
      ITBM Key
      ITBM License
  Post-Installation Procedure
    Post Installation Tasks
      Log In to IT Business Management Suite
      Verify Basic IT Business Management Features
      Configure Email Settings
      Set the Time Zone
      Oracle Parameters Customized for IT Business Management
      Encrypting Passwords
        Encrypt User Passwords
        Encrypting Tomcat and LDAP Configuration Passwords
      Enable Data Table Archiving
      Sending Traps with SNMP
      Enabling SSL for Tomcat
      Test the SSL Configuration
      Verifying Character Compatibility
      Supporting Lotus Notes
      Configure IT Business Management Cluster Installation
    Backup and Recovery
      Backup Strategies
      Oracle Database Backups
      Using or Linking Veritas NetBackup with ITBM
      Recovery
        Perform a Generic Recovery
    Planning Requirements for IT Business Management
      Factors Affecting the Disk Capacity Calculation
        Flow Size Calculation
      Configuring the Database Disk
        IT Business Management Data Storage Tablespaces
        IT Business Management Storage Workload Analysis
      RAID Devices
        RAID Configuration
        Advantages and Disadvantages of RAID Implementation
    Creating RTF Templates
      Dynamic Tag Library
        Location of System Templates
        About Dynamic Tags in IT Business Management
      Agreement Documentation Tags
        Agreements
        Agreement Revisions
        Categories
        Business Rules
      Report Documentation Tags
        Parent Reports
        Child Reports
        Report Filters
      Advanced Options
        Filters for Agreement Documentation Tags
        Concatenating Filters and Functions
        Condition Tags
        Counter for Lists
      Troubleshooting the RTF Template
        Incorrect Syntax
        No Data Available
        No Name or No Unique Name
  Administration Procedure
    Configuring IT Business Management System Parameters
      Infrastructure Configuration Parameters
      Dimensions Configuration Parameters
      Database-Related Configuration Parameters
      Engine-Related Configuration Parameters
      Security Configuration Parameters
    Troubleshooting IT Business Management
      User Cannot Access IT Business Management Application
      Adaptors Fail when You Import Data from an SQL Table
      No Data in Database Adaptor for a Non-Oracle Server
      Flow Calculations are not Visible
      No Data Passes through the Identify Operator
      Unable to View Existing Reports
      Not Receiving Email for Report Distributions
      Unable to Send Email to Lotus Notes Users
      Unable to Synchronize LDAP and Active Directory Users
      Failed to Create a Document
  Installation Procedure
    Preparing to Install IT Business Management
      Oracle Parameter Values
      Creating Tablespaces
      Create Oracle Users
      Set the UNIX or LINUX Configuration
      About Installing IT Business Management in a cluster environment
    Install IT Business Management Suite
      Run IT Business Management Suite Installer
      Select the Installation Mode
      Select the Installation Type
      Select the Database Schema configuration
      Select a Source for the Database Schema Content
        Select a Custom Dump File
      Select Installation Procedures
      Select Applications to Install
      Select a System Type
      Provide Server Parameters for the Application Server
        Specify HTTPS (SSL) Parameters
      Configure Oracle Database Parameters
      Define a User Authentication Type
      Define a Lightweight Directory Access Protocol Connection
      LDAP Synchronization for Users or Groups
      Create an User for Logging in to IT Business Management
      Select an Application File for IT Business Management installation
      Content Packages in IT Business Management
      Select Content Packages
      Configure Advanced Settings
      Configure a Mail Distributor
      Complete the Installation Procedure
      IT Business Management Advanced or Enterprise with IT Business Management Standard Integration Activation Procedure
      Update IT Business Management Standard Connection Details in IT Business Management
      Upload Mapping Files to IT Business Management
      Manage the Budget in IT Business Management Advanced or Enterprise with IT Business Management Standard
      Modify the Out-of-the-Box Cost Model
    Upgrading and Custom Installations
      Upgrade IT Business Management Application and Database
      Upgrade the IT Business Management Application
      Upgrade the Database
      Custom Installation
      Update the Java Runtime Environment Version
    Configuration Files
      Working with Configuration Files in IT Business Management
      ServiceFlow Properties
      About Flat Files
      Batch Procedure Whitelist Properties
      ITBM Key
      ITBM License
  Post-Installation Procedure
    Post Installation Tasks
      Log In to IT Business Management Suite
      Verify Basic IT Business Management Features
      Configure Email Settings
      Set the Time Zone
      Oracle Parameters Customized for IT Business Management
      Encrypting Passwords
        Encrypt User Passwords
        Encrypting Tomcat and LDAP Configuration Passwords
      Enable Data Table Archiving
      Sending Traps with SNMP
      Enabling SSL for Tomcat
      Test the SSL Configuration
      Verifying Character Compatibility
      Supporting Lotus Notes
      Configure IT Business Management Cluster Installation
    Backup and Recovery
      Backup Strategies
      Oracle Database Backups
      Using or Linking Veritas NetBackup with ITBM
      Recovery
        Perform a Generic Recovery
    Planning Requirements for IT Business Management
      Factors Affecting the Disk Capacity Calculation
        Flow Size Calculation
      Configuring the Database Disk
        IT Business Management Data Storage Tablespaces
        IT Business Management Storage Workload Analysis
      RAID Devices
        RAID Configuration
        Advantages and Disadvantages of RAID Implementation
    Creating RTF Templates
      Dynamic Tag Library
        Location of System Templates
        About Dynamic Tags in IT Business Management
      Agreement Documentation Tags
        Agreements
        Agreement Revisions
        Categories
        Business Rules
      Report Documentation Tags
        Parent Reports
        Child Reports
        Report Filters
      Advanced Options
        Filters for Agreement Documentation Tags
        Concatenating Filters and Functions
        Condition Tags
        Counter for Lists
      Troubleshooting the RTF Template
        Incorrect Syntax
        No Data Available
        No Name or No Unique Name
  Administration Procedure
    Configuring IT Business Management System Parameters
      Infrastructure Configuration Parameters
      Dimensions Configuration Parameters
      Database-Related Configuration Parameters
      Engine-Related Configuration Parameters
      Security Configuration Parameters
    Troubleshooting IT Business Management
      User Cannot Access IT Business Management Application
      Adaptors Fail when You Import Data from an SQL Table
      No Data in Database Adaptor for a Non-Oracle Server
      Flow Calculations are not Visible
      No Data Passes through the Identify Operator
      Unable to View Existing Reports
      Not Receiving Email for Report Distributions
      Unable to Send Email to Lotus Notes Users
      Unable to Synchronize LDAP and Active Directory Users
      Failed to Create a Document
IT Business Management System Requirements Guide
  IT Business Management Suite Requirements and Configuration
    Software and Hardware requirements
    Running IT Business Management in a Virtual Environment
  IT Business Management Suite Requirements and Configuration
    Software and Hardware requirements
    Running IT Business Management in a Virtual Environment
IT Business Management User Guide
  Using IT Business Management Suite
    Log in to IT Business Management
    Getting Started with IT Financial Management
    Viewing Links to Reports and Dashboards
      Create and Organize Your Menu
      Define a Home Page for IT Business Management
      Enable the Portal Page for IT Business Management
    Searching in IT Business Management
    Tasks in IT Business Management
      View Task List
      View Task Details
      Using Toolbar for Tasks
      Tracking Tasks Related to Groups
      Reassign Tasks
    Business Processes
    Common IT Business Management Toolbar Options
    Using the Administrative Links
    Using Keyboard Shortcuts
    Using the IT Business Management Workspace
      List View
      Tree View
    Mandatory Fields
  Cost And Cost Analysis
    About Cost Models
      Cost Model Diagram Elements
      Cost Model Diagram
    Getting Started With Cost Model
    Working with Cost Models
      Add a Cost Model Element
      Define Cost Group Details
      View Cost Details
      View Cost Drivers
      View Cost Allocation Targets
      View Pass Through Cost
      Add a Property
      Modify Property Values
      Add an Expense Account
      Add an Expense Record
      Export Cost Model Data
      Manage Cost Data
      Delete the Cost Model Data
      Define Cost Model Permissions
      Defining a Calculation Period for Cost Models
      Refresh Cost Model Calculations
      Define Primary Cost Model
      Create a Cost Model
      Delete a Cost Model
      Find a Cost Object
      Rename a Cost Model Element
      Delete a Cost Model Element
      Create a What-If Model
    Uploading Data to IT Business Management Suite
      Uploading Hierarchies
        Upload Organizational Hierarchies
        Upload Portfolio Hierarchies
        Upload Cost Model Hierarchies
        Upload Expense Accounts
        Monthly Budget Support for Cost Object
        Upload the Budget from an Excel File
        Upload Hierarchies in Designer
      Uploading Non-hierarchical Data
        Access Upload Wizard
        Configure the Data Upload
        Configure Upload Attributes Table
        Finish Data Upload
        Define Attributes
      Upload Data Sources
      Mapping And Allocations
        Expenses Mapping
        Account Mapping
        IT Cost Center Mapping
        Labor Hours Mapping
        Software Allocations Mapping
        Servers Inventory Mapping
        Servers Allocations Mapping
        Servers Utilization Mapping
        VMware Chargeback Manager Mapping
        VM Allocations Mapping
        Storage Allocations Mapping
        Network Allocations Mapping
        Applications Users Mapping
        Client Computing Usage Mapping
        Email Allocated GB Mapping
        Help Desk Tickets Allocations Mapping
        BU Headcount Mapping
        Data Center Size Mapping
        Staff Count by IT Function Mapping
        Benchmarking Metric Upload
        Resolve Upload Problems
        Interpreting Upload Results
        Manual Modifications of Uploaded Data
    Working with Allocation Settings
      Assign Allocation Settings
      Modify Allocation Settings
      Add an Allocation Record
      About the New Allocation Record Window
      Modify Unit Cost or Unit Price Allocation
      Allocation Methods
    Analyzing Cost Data
      Overview of IT Cost Analysis
      Anatomy of an Analysis Dashboard
      View the CIO Dashboard
      About the CIO Dashboard Reports
      View CFO Dashboard
      About CFO Dashboard Reports
      View the Cost Object Analysis Dashboard
      About the Cost Object Analysis Dashboard
      View the Cost Group Analysis Dashboard
      About the Cost Group Analysis Dashboard
      View the Physical Servers Dashboard
      About the Physical Servers Dashboard
      View the Virtual Servers Dashboard
      About the Virtual Servers Dashboard
      View the Labor Cost Dashboard
      About the Labor Cost Dashboard Reports
      View Project Dashboard
      About Project Cost Analysis Dashboard Reports
      View Public Cloud Dashboard
      About Public Cloud Dashboard Reports
      View Private Cloud Dashboard
      About Private Cloud Dashboard Reports
      View Data Quality Dashboard
      About Data Quality Dashboard Reports
      View ITFM Sizing Dashboard
      About ITFM Sizing Dashboard Reports
      Viewing Showback Data
      About the Review IT Statements Report
      View Service Analysis Dashboard
      Service Analysis Dashboard
      View Data Center Dashboard
      Data Center Dashboard
      Cost Object and Cost Group Observations
      Cost Driver Observations
      Cost Allocation Observations
    Viewing Model Problems
      View Model Problems for Cost Model or Single Object
      Model Issues
    Viewing Model Metrics
      View Different Metrics for a Cost or Plan Model
      View Different Metrics for a Single Object
      Cost Model Metrics
  Planning Budgets
    Create a Plan Model
    Modify a Plan Model
      Change Demand for a Business Unit
      Change Demand for a Service
      Change Demand for an Expense Account
      Working with Demand Settings
        Add Demand
        Remove Demand
      Working with Usage Settings
        Add Usage
        Remove Usage
      Working with Demand per Unit or Demand Ratio
        Add Demand per Unit or Demand Ratio
        Remove Demand per Unit or Demand Ratio
      Duplicate a Cost Object
      Transfer Usage
      Add an Object to a Plan Model
      Configure the Unit Type
      Modify the Unit Type
      Resolve Surplus Costs
      Add an Object to a Group
      Delete an Object from a Plan Model
      Connect a Plan Model Object
      Find a Cost Object
      Change Plan Model Name
    Using the History Feature
      Track Changes for the Plan Model
      Track Changes for a Plan Object
    Plan Model Metrics
    Viewing Model Metrics
      View Different Metrics for a Cost or Plan Model
      View Different Metrics for a Single Object
    Managing Budgets
      Commit a Budget from a Plan Model
      Revert a Committed Budget
      Commit a Budget from an Uploaded File
    Analyze Plan Data
      About the Planning Analysis Dashboard
    Refresh Plan Results
    Upload Forecast Data to a Cost Model
    View Business Case Dashboard
      About Business Case Dashboard
      Add a Business Case Scenario
  Overview of Service Level Management
    Agreements Overview
    Agreements Tab
    Agreement List
    Master Agreement
    Create an Agreement
    Add a Live Link to a Master Agreement
    Add a Service Instance
    Modify an Agreement
      Additional Fields
    Display Customized Data
    Define the Approval Duration
    Adjust Data
  Benchmarking Module
    About Reports in the Benchmarking Dashboard
  Portfolio
    PortfolioTab
    Subscribe to Services in a Portfolio
    View and Subscribe to Published Services
      Edit and Preview Portfolio Data
    View Business or Technical Services
      Add a Service or Service Folder
      Anatomy of a Service
      Business Rules
        Add or Modify Business Rules
        Business Rule Tab
      Create an Offering
        Edit an Offering
    Service Bundles
      Add a Service Bundle or Service Bundle Folder
      Add Service References or Service Bundle References
    Add a Classification
    Add an Expense Account
    Add a Specification
    Business Rule Templates
      Add a Business Rule Template
    Uploading Data to IT Business Management
      Upload System Hierarchy
  Reports, Dashboards, and Booklets
    Working with Reports
      About Favorite Report List
      Save a Report
      Delete a Report
      Publish a Report
      Share a Report
      Email a Report
      Create a Schedule for Distributing a Report
      Filter Report based on Category
      Export a Report
      Customize a Report
        Change the Report Time Span
        Change the Format for the Report Time Span Format
        Change the Report Filters
        Change Report Aggregation
        Change Data Comparison in Reports
        Add Trigger Points to a Report
        Freeze Headers in Table Reports
        Customize Report Fields
        Show Accumulated Results in a Table Report
        Change the Refresh Rate for Report Data
        Change the Report Title
        Assign Automatic Height to a Report Framelet
        Change Data Display in a Report
        Change Hierarchy Values
        Change Hierarchy Scope for a Report Framelet
        View Totals for Report Columns
        Sort Data in Table Reports
        Reporting Top-N Results
        Show Top-N Report Results
        Combine Report Elements That Are Not Top-N Elements
        Limit records in a Report
        Add Dynamic Values to Report Description
      Using Hierarchies in Reports
        Navigate Hierarchies with Links
        Change Hierarchies with Arrows
        Expand or Collapse Hierarchy Columns with Buttons
      Working with Report Distribution and Approval
        Monitor Report Distributions
        Add a Report Distribution
        Send a Distribution Manually
        Track Distribution Status
        Process a Pending Distribution
    Working With Dashboards
      Create a Dashboard
      Customize a Dashboard
        Add a Dashboard Description
        Add a report to a Dashboard and Available Reports List
        Add a Report To the Available Reports List
        Delete a Report From the Available Report List
        Add a Quick Links Framelet
        Add a Dashboard Hierarchy
        Delete a Dashboard Hierarchy
        Add Dashboard Permissions
          Add Permissions to the Eastern Regional Sales Dashboard
        Delete Dashboard Permissions
        Add a Cost Model Metrics Framelet
        Remove Cost Model Metrics from a Dashboard
        Add a Spacer to a Dashboard
        Remove a Spacer from a Dashboard
        Move and Resize Dashboard Framelet
        Change the Dashboard Date
        Change the Dashboard Title
        Change the Effective Date Resolution
        Select a Date Filter
        Add Cost Filters
        Configure Filtering on a Dashboard
      Export Data From a Report Framelet
      View a Report Outside a Dashboard
      View Report Template Properties
      View an SQL Query for a Report
      Default and Ready to Use Dashboards
      My Dashboard and Default Dashboard
      Modify Ready to Use Dashboards
      About Bill of Cloud Dashboard
      About Cloud Business Visibility Dashboard
      About Showback Management Dashboard
      About Cloud Pricing Management Dashboard
    Working with Booklets
      Add a Booklet
      Edit a Booklet
      Publish a Booklet
      Upload an Alternative Booklet File
      Download the Booklet Source
  Troubleshooting IT Business Management Issues
    Adaptors Cannot Access Database after Import
    Cannot Find Database Package After Import
    No Data Appears in Plan Model
    Unable to See Data in Report
    Unable to Upload File in Internet Explorer 8
    Unable to Upload Yearly Data
    Report is Invalid
    When Adaptors Leads to Out Of Memory
    Stranded Objects in Plan Model
  Miscellaneous Topics
    Deleting Objects in IT Business Management
    Browse Selector
    Managing Contacts
    Attachments
    Resource Mapping
    Right Click Menus
      Workshop Tree Root or Folder Levels
      Flows
      Operators
      Adaptors
      Reports
  Administration IT Business Management
    Organizations
      Working with Organizations
      Organization Hierarchies
    Customers
      Create a Customer
      Edit a Customer
    Providers
    All Uploads
      Upload Organizational Hierarchy
    Security
      Add a User
        Modify a User
      Add a User Group
      Role
        Add a Role
        Additional Information on Roles
      Domain
        Add or Modify a Domain
      Permissions
        Report Permissions
    Resource Management
      Add Hierarchy or Resource Group Mapping
      View Resource Groups
      Add Resource or Resource Group
      User Defined Fields
        Add User Defined Fields
        Constraints of User Defined Fields
          Add Constraints for User Defined Fields
          Add a Constraint
    General Preferences
      Customizing Display Elements
      Set Numerical Format
      Customize Agreement Settings
      Define Result Types
      Object Usage Information
      Viewing System Variables
      Add System Notification Message
      Licensing
    Open IT Business Management Designer
  Financial Management Scenarios
    Analyze Total Cost of Ownership
      Getting Started with IT Financial Management
      Using the Cost Model for Cost Analysis
    Create Cost Model
    Setting Cost Model Nodes
    Analyzing IT Costs
  Input
    Schedules
      Create or Modify Schedule
      Delete Schedule
    Rules
      Create or Modify Rules for a Schedule
      Delete Rules for a Schedule
    Value Sets
      Add a Value Set
      Edit a Value Set
      Clone a Value Set
      Delete a Value Set
    Database Connections
      Add a Database Connection
      Remove a Database Connection
      View or Edit Database Properties
    URL Connections
      Add URL Connections
      Edit the URL Connections
      Delete the URL Connections
      Create a URL Adaptor
  Resources Tab
    Resources
      Add a Resource
    Resource Groups
      Add a Resource Group
      Clone a Resource or Resource Group
      Delete a Resource or Resource Group
    Resource Types
      Create a Resource Type
      Modify a Resource Type
    Resource Group Types
      Create a Resource Group Type
      Modify a Resource Group Type
  Design
    Workshop
      Reports Designer
        Create a Report
        Copy a Report
        Edit a Report
        Delete a Report
        Report Properties
          Adding a New Attribute
        Report Header
        Additional Attributes
        Report Drilldowns
          Types of Report Drilldowns
          Destination Report Properties
        Advanced Settings
        Report Dimensions
          Add a Report Dimension
        Report Templates
          Bar Reports
            Creating a Bar Report
            Setting an Axis
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Composite Reports
          Create a Gauge Report
            Filtering Options
          Interactive Map Report
            Create an Interactive Map Report
            Configure a Report Value for Interactive Map Reports
            Filtering Options for Interactive Map Report
            Configuring a Report Dimension
            Using the Interactive Map Report
          Line Report
            Line Reports
            Setting an Axis
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options for Line Report
            Configuring a Report Dimension
          Map Reports
            Create a Map Report
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Pie Reports
            Create a Pie Report
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Table Reports
            Create a Table Report
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Sorting Data in a Table Report
          Timeline Report
      Flows and Adaptors
        Flows
          Lifecycle of a Flow
          Create and Commit Flows
          Flow Attributes
            Additional Flow Attributes
          Properties Tab
          Data Tab
          Statistics Tab
          Tuning Tab
          Dependencies Tab
          Adjustment Tab
            Adding a Constraint
          Adjusted Data Tab
          Save Point
          Revert a Flow
          Data Maintenance for Flows
        Adaptors
          Create an Adaptor
          Time Zone Conversion Functions
            Convert between Timestamps and Formatted Date Strings
            Converting between Time Zones
            Combined Functions
          Add an Adaptor to a Flow
          Buttons for Adaptors
          Data Maintenance for Selected Objects
            Flow Manager - Adaptor
              Database Adaptor
              Progress Detection Method
              Flat File Adaptor
              External Files
              File Upload
              Create Upload Task for Specific Users
              Create Upload Task by Role
              Remote File
              Schedule Adaptor
              Copy a Schedule
              Create a Schedule Adaptor
              View Adaptor
              Web Form Adaptor
              Create a Web Form
              Create Web Form Entries
              Establish a Creation Relationship
              Add Entries
              Edit Web Form Entries
              Create an Edit Web Form Report
              Edit Entries
              Business Rule Picker Adaptor
              Copy a Business Rule Picker
              Create a Business Rule Picker Adaptor
              Data Accumulator View Adaptor
              Reserved Names
              Reserved field names for all Operators
              Reserved field names for the Aggregate Operator
              Reserved Parameter Names
        Operators
          Insert a new Operator
          Operator: Filter
            Filter Configuration
            Configuring Attributes - Filter
          Operator: Evaluate
            Evaluate Configuration
            Configuring Attributes - Evaluate
          Operator: Aggregate
            Configuring Attributes - Aggregate
            Aggregation Functions
          Operator: Join
            Configuring Attributes - Join
          Operator: Identify
            Configuring Attributes - Identify
          Operator: Rollup
            Configuring Attributes - Rollup
          Operator: Data Accumulator
            Configuring Attributes - Data Accumulator
          Operator: Unify
            Unify Configuration
            Configuring Attributes - Unify
          Operator: Flatten
            Flatten Configuration
            Configuring Attributes - Flatten
          Operator: Trend
            Trend Configuration
            Configuring Attributes - Trend Operator
          Operator: Correlate
            Correlate Configuration
            Configuring - Coorelate Operator Attributes
              Search Pattern and Syntax
          Data Maintenance for Operators
      Business Rule Templates - Administrator
        Create a Business Rule Template
    Flow Manager
      Button Bar
      Filter Bar
      Information Section
        Schedule
        Status
        Name and Type
        Last Run
        Next Run
        Run Time
        Pool Assignment
      Flow Manager Drilldowns
        Flow Drilldown
          View or Edit Button Area
          View or Edit Status Area
          View or Edit Information Area
        Batch Drilldown
    Color and Ordering
      Use of Color and Ordering
      Zone Ranking
        Assigning a Color to a Zone Rank
      Position Ranking
        Assigning a Color to a Position Rank
    Performance Tuning
  Tools
    System Definitions
      General Preferences
        Customizing IT Business Management
      Dimension Management
        Edit a Dimension
      Define a Closing Date
      Configure the Data Purging
      Schedule the System Services
        Modify System Services
      Define External Activation
      Business Process Definition
      Cost Object DashBoard
        Adding a Cost Object Dashboard
      Benchmark Mapping
    About Batch Editor
      Create a Batch File
        Out-of-the-Box Stored Procedures
        Out-of-the-Box Java Class
      Edit a Batch File
      Delete a Batch File
      Copy a Batch File
      Load a Batch File
      Batch File Format
        Batch Commands
      Apply Branding
    Self Documentation
      Self Documentaion Procedure
    Importing and Exporting Data
      Create a Package
      Modifying a Package
        Add Objects to Package
          Add Package Objects from a List
          Add Package Objects from Workshop
      Delete Explicit Objects
      Exclude Objects from Export
      Include Objects for Export
      Modify Default Import Action
      Export Package
      Import Data to ITBM
      Review Imported Data
    Refresh Cache
  ODBC Configuration
  Using IT Business Management Suite
    Log in to IT Business Management
    Getting Started with IT Financial Management
    Viewing Links to Reports and Dashboards
      Create and Organize Your Menu
      Define a Home Page for IT Business Management
      Enable the Portal Page for IT Business Management
    Searching in IT Business Management
    Tasks in IT Business Management
      View Task List
      View Task Details
      Using Toolbar for Tasks
      Tracking Tasks Related to Groups
      Reassign Tasks
    Business Processes
    Common IT Business Management Toolbar Options
    Using the Administrative Links
    Using Keyboard Shortcuts
    Using the IT Business Management Workspace
      List View
      Tree View
    Mandatory Fields
  Cost And Cost Analysis
    About Cost Models
      Cost Model Diagram Elements
      Cost Model Diagram
    Getting Started With Cost Model
    Working with Cost Models
      Add a Cost Model Element
      Define Cost Group Details
      View Cost Details
      View Cost Drivers
      View Cost Allocation Targets
      View Pass Through Cost
      Add a Property
      Modify Property Values
      Add an Expense Account
      Add an Expense Record
      Export Cost Model Data
      Manage Cost Data
      Delete the Cost Model Data
      Define Cost Model Permissions
      Defining a Calculation Period for Cost Models
      Refresh Cost Model Calculations
      Define Primary Cost Model
      Create a Cost Model
      Delete a Cost Model
      Find a Cost Object
      Rename a Cost Model Element
      Delete a Cost Model Element
      Create a What-If Model
    Uploading Data to IT Business Management Suite
      Uploading Hierarchies
        Upload Organizational Hierarchies
        Upload Portfolio Hierarchies
        Upload Cost Model Hierarchies
        Upload Expense Accounts
        Monthly Budget Support for Cost Object
        Upload the Budget from an Excel File
        Upload Hierarchies in Designer
      Uploading Non-hierarchical Data
        Access Upload Wizard
        Configure the Data Upload
        Configure Upload Attributes Table
        Finish Data Upload
        Define Attributes
      Upload Data Sources
      Mapping And Allocations
        Expenses Mapping
        Account Mapping
        IT Cost Center Mapping
        Labor Hours Mapping
        Software Allocations Mapping
        Servers Inventory Mapping
        Servers Allocations Mapping
        Servers Utilization Mapping
        VMware Chargeback Manager Mapping
        VM Allocations Mapping
        Storage Allocations Mapping
        Network Allocations Mapping
        Applications Users Mapping
        Client Computing Usage Mapping
        Email Allocated GB Mapping
        Help Desk Tickets Allocations Mapping
        BU Headcount Mapping
        Data Center Size Mapping
        Staff Count by IT Function Mapping
        Benchmarking Metric Upload
        Resolve Upload Problems
        Interpreting Upload Results
        Manual Modifications of Uploaded Data
    Working with Allocation Settings
      Assign Allocation Settings
      Modify Allocation Settings
      Add an Allocation Record
      About the New Allocation Record Window
      Modify Unit Cost or Unit Price Allocation
      Allocation Methods
    Analyzing Cost Data
      Overview of IT Cost Analysis
      Anatomy of an Analysis Dashboard
      View the CIO Dashboard
      About the CIO Dashboard Reports
      View CFO Dashboard
      About CFO Dashboard Reports
      View the Cost Object Analysis Dashboard
      About the Cost Object Analysis Dashboard
      View the Cost Group Analysis Dashboard
      About the Cost Group Analysis Dashboard
      View the Physical Servers Dashboard
      About the Physical Servers Dashboard
      View the Virtual Servers Dashboard
      About the Virtual Servers Dashboard
      View the Labor Cost Dashboard
      About the Labor Cost Dashboard Reports
      View Project Dashboard
      About Project Cost Analysis Dashboard Reports
      View Public Cloud Dashboard
      About Public Cloud Dashboard Reports
      View Private Cloud Dashboard
      About Private Cloud Dashboard Reports
      View Data Quality Dashboard
      About Data Quality Dashboard Reports
      View ITFM Sizing Dashboard
      About ITFM Sizing Dashboard Reports
      Viewing Showback Data
      About the Review IT Statements Report
      View Service Analysis Dashboard
      Service Analysis Dashboard
      View Data Center Dashboard
      Data Center Dashboard
      Cost Object and Cost Group Observations
      Cost Driver Observations
      Cost Allocation Observations
    Viewing Model Problems
      View Model Problems for Cost Model or Single Object
      Model Issues
    Viewing Model Metrics
      View Different Metrics for a Cost or Plan Model
      View Different Metrics for a Single Object
      Cost Model Metrics
  Planning Budgets
    Create a Plan Model
    Modify a Plan Model
      Change Demand for a Business Unit
      Change Demand for a Service
      Change Demand for an Expense Account
      Working with Demand Settings
        Add Demand
        Remove Demand
      Working with Usage Settings
        Add Usage
        Remove Usage
      Working with Demand per Unit or Demand Ratio
        Add Demand per Unit or Demand Ratio
        Remove Demand per Unit or Demand Ratio
      Duplicate a Cost Object
      Transfer Usage
      Add an Object to a Plan Model
      Configure the Unit Type
      Modify the Unit Type
      Resolve Surplus Costs
      Add an Object to a Group
      Delete an Object from a Plan Model
      Connect a Plan Model Object
      Find a Cost Object
      Change Plan Model Name
    Using the History Feature
      Track Changes for the Plan Model
      Track Changes for a Plan Object
    Plan Model Metrics
    Viewing Model Metrics
      View Different Metrics for a Cost or Plan Model
      View Different Metrics for a Single Object
    Managing Budgets
      Commit a Budget from a Plan Model
      Revert a Committed Budget
      Commit a Budget from an Uploaded File
    Analyze Plan Data
      About the Planning Analysis Dashboard
    Refresh Plan Results
    Upload Forecast Data to a Cost Model
    View Business Case Dashboard
      About Business Case Dashboard
      Add a Business Case Scenario
  Overview of Service Level Management
    Agreements Overview
    Agreements Tab
    Agreement List
    Master Agreement
    Create an Agreement
    Add a Live Link to a Master Agreement
    Add a Service Instance
    Modify an Agreement
      Additional Fields
    Display Customized Data
    Define the Approval Duration
    Adjust Data
  Benchmarking Module
    About Reports in the Benchmarking Dashboard
  Portfolio
    PortfolioTab
    Subscribe to Services in a Portfolio
    View and Subscribe to Published Services
      Edit and Preview Portfolio Data
    View Business or Technical Services
      Add a Service or Service Folder
      Anatomy of a Service
      Business Rules
        Add or Modify Business Rules
        Business Rule Tab
      Create an Offering
        Edit an Offering
    Service Bundles
      Add a Service Bundle or Service Bundle Folder
      Add Service References or Service Bundle References
    Add a Classification
    Add an Expense Account
    Add a Specification
    Business Rule Templates
      Add a Business Rule Template
    Uploading Data to IT Business Management
      Upload System Hierarchy
  Reports, Dashboards, and Booklets
    Working with Reports
      About Favorite Report List
      Save a Report
      Delete a Report
      Publish a Report
      Share a Report
      Email a Report
      Create a Schedule for Distributing a Report
      Filter Report based on Category
      Export a Report
      Customize a Report
        Change the Report Time Span
        Change the Format for the Report Time Span Format
        Change the Report Filters
        Change Report Aggregation
        Change Data Comparison in Reports
        Add Trigger Points to a Report
        Freeze Headers in Table Reports
        Customize Report Fields
        Show Accumulated Results in a Table Report
        Change the Refresh Rate for Report Data
        Change the Report Title
        Assign Automatic Height to a Report Framelet
        Change Data Display in a Report
        Change Hierarchy Values
        Change Hierarchy Scope for a Report Framelet
        View Totals for Report Columns
        Sort Data in Table Reports
        Reporting Top-N Results
        Show Top-N Report Results
        Combine Report Elements That Are Not Top-N Elements
        Limit records in a Report
        Add Dynamic Values to Report Description
      Using Hierarchies in Reports
        Navigate Hierarchies with Links
        Change Hierarchies with Arrows
        Expand or Collapse Hierarchy Columns with Buttons
      Working with Report Distribution and Approval
        Monitor Report Distributions
        Add a Report Distribution
        Send a Distribution Manually
        Track Distribution Status
        Process a Pending Distribution
    Working With Dashboards
      Create a Dashboard
      Customize a Dashboard
        Add a Dashboard Description
        Add a report to a Dashboard and Available Reports List
        Add a Report To the Available Reports List
        Delete a Report From the Available Report List
        Add a Quick Links Framelet
        Add a Dashboard Hierarchy
        Delete a Dashboard Hierarchy
        Add Dashboard Permissions
          Add Permissions to the Eastern Regional Sales Dashboard
        Delete Dashboard Permissions
        Add a Cost Model Metrics Framelet
        Remove Cost Model Metrics from a Dashboard
        Add a Spacer to a Dashboard
        Remove a Spacer from a Dashboard
        Move and Resize Dashboard Framelet
        Change the Dashboard Date
        Change the Dashboard Title
        Change the Effective Date Resolution
        Select a Date Filter
        Add Cost Filters
        Configure Filtering on a Dashboard
      Export Data From a Report Framelet
      View a Report Outside a Dashboard
      View Report Template Properties
      View an SQL Query for a Report
      Default and Ready to Use Dashboards
      My Dashboard and Default Dashboard
      Modify Ready to Use Dashboards
      About Bill of Cloud Dashboard
      About Cloud Business Visibility Dashboard
      About Showback Management Dashboard
      About Cloud Pricing Management Dashboard
    Working with Booklets
      Add a Booklet
      Edit a Booklet
      Publish a Booklet
      Upload an Alternative Booklet File
      Download the Booklet Source
  Troubleshooting IT Business Management Issues
    Adaptors Cannot Access Database after Import
    Cannot Find Database Package After Import
    No Data Appears in Plan Model
    Unable to See Data in Report
    Unable to Upload File in Internet Explorer 8
    Unable to Upload Yearly Data
    Report is Invalid
    When Adaptors Leads to Out Of Memory
    Stranded Objects in Plan Model
  Miscellaneous Topics
    Deleting Objects in IT Business Management
    Browse Selector
    Managing Contacts
    Attachments
    Resource Mapping
    Right Click Menus
      Workshop Tree Root or Folder Levels
      Flows
      Operators
      Adaptors
      Reports
  Administration IT Business Management
    Organizations
      Working with Organizations
      Organization Hierarchies
    Customers
      Create a Customer
      Edit a Customer
    Providers
    All Uploads
      Upload Organizational Hierarchy
    Security
      Add a User
        Modify a User
      Add a User Group
      Role
        Add a Role
        Additional Information on Roles
      Domain
        Add or Modify a Domain
      Permissions
        Report Permissions
    Resource Management
      Add Hierarchy or Resource Group Mapping
      View Resource Groups
      Add Resource or Resource Group
      User Defined Fields
        Add User Defined Fields
        Constraints of User Defined Fields
          Add Constraints for User Defined Fields
          Add a Constraint
    General Preferences
      Customizing Display Elements
      Set Numerical Format
      Customize Agreement Settings
      Define Result Types
      Object Usage Information
      Viewing System Variables
      Add System Notification Message
      Licensing
    Open IT Business Management Designer
  Financial Management Scenarios
    Analyze Total Cost of Ownership
      Getting Started with IT Financial Management
      Using the Cost Model for Cost Analysis
    Create Cost Model
    Setting Cost Model Nodes
    Analyzing IT Costs
  Input
    Schedules
      Create or Modify Schedule
      Delete Schedule
    Rules
      Create or Modify Rules for a Schedule
      Delete Rules for a Schedule
    Value Sets
      Add a Value Set
      Edit a Value Set
      Clone a Value Set
      Delete a Value Set
    Database Connections
      Add a Database Connection
      Remove a Database Connection
      View or Edit Database Properties
    URL Connections
      Add URL Connections
      Edit the URL Connections
      Delete the URL Connections
      Create a URL Adaptor
  Resources Tab
    Resources
      Add a Resource
    Resource Groups
      Add a Resource Group
      Clone a Resource or Resource Group
      Delete a Resource or Resource Group
    Resource Types
      Create a Resource Type
      Modify a Resource Type
    Resource Group Types
      Create a Resource Group Type
      Modify a Resource Group Type
  Design
    Workshop
      Reports Designer
        Create a Report
        Copy a Report
        Edit a Report
        Delete a Report
        Report Properties
          Adding a New Attribute
        Report Header
        Additional Attributes
        Report Drilldowns
          Types of Report Drilldowns
          Destination Report Properties
        Advanced Settings
        Report Dimensions
          Add a Report Dimension
        Report Templates
          Bar Reports
            Creating a Bar Report
            Setting an Axis
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Composite Reports
          Create a Gauge Report
            Filtering Options
          Interactive Map Report
            Create an Interactive Map Report
            Configure a Report Value for Interactive Map Reports
            Filtering Options for Interactive Map Report
            Configuring a Report Dimension
            Using the Interactive Map Report
          Line Report
            Line Reports
            Setting an Axis
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options for Line Report
            Configuring a Report Dimension
          Map Reports
            Create a Map Report
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Pie Reports
            Create a Pie Report
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Table Reports
            Create a Table Report
            Configure a Report Value
            Configure a Group-By-Rule
            Filtering Options
            Configuring a Report Dimension
          Sorting Data in a Table Report
          Timeline Report
      Flows and Adaptors
        Flows
          Lifecycle of a Flow
          Create and Commit Flows
          Flow Attributes
            Additional Flow Attributes
          Properties Tab
          Data Tab
          Statistics Tab
          Tuning Tab
          Dependencies Tab
          Adjustment Tab
            Adding a Constraint
          Adjusted Data Tab
          Save Point
          Revert a Flow
          Data Maintenance for Flows
        Adaptors
          Create an Adaptor
          Time Zone Conversion Functions
            Convert between Timestamps and Formatted Date Strings
            Converting between Time Zones
            Combined Functions
          Add an Adaptor to a Flow
          Buttons for Adaptors
          Data Maintenance for Selected Objects
            Flow Manager - Adaptor
              Database Adaptor
              Progress Detection Method
              Flat File Adaptor
              External Files
              File Upload
              Create Upload Task for Specific Users
              Create Upload Task by Role
              Remote File
              Schedule Adaptor
              Copy a Schedule
              Create a Schedule Adaptor
              View Adaptor
              Web Form Adaptor
              Create a Web Form
              Create Web Form Entries
              Establish a Creation Relationship
              Add Entries
              Edit Web Form Entries
              Create an Edit Web Form Report
              Edit Entries
              Business Rule Picker Adaptor
              Copy a Business Rule Picker
              Create a Business Rule Picker Adaptor
              Data Accumulator View Adaptor
              Reserved Names
              Reserved field names for all Operators
              Reserved field names for the Aggregate Operator
              Reserved Parameter Names
        Operators
          Insert a new Operator
          Operator: Filter
            Filter Configuration
            Configuring Attributes - Filter
          Operator: Evaluate
            Evaluate Configuration
            Configuring Attributes - Evaluate
          Operator: Aggregate
            Configuring Attributes - Aggregate
            Aggregation Functions
          Operator: Join
            Configuring Attributes - Join
          Operator: Identify
            Configuring Attributes - Identify
          Operator: Rollup
            Configuring Attributes - Rollup
          Operator: Data Accumulator
            Configuring Attributes - Data Accumulator
          Operator: Unify
            Unify Configuration
            Configuring Attributes - Unify
          Operator: Flatten
            Flatten Configuration
            Configuring Attributes - Flatten
          Operator: Trend
            Trend Configuration
            Configuring Attributes - Trend Operator
          Operator: Correlate
            Correlate Configuration
            Configuring - Coorelate Operator Attributes
              Search Pattern and Syntax
          Data Maintenance for Operators
      Business Rule Templates - Administrator
        Create a Business Rule Template
    Flow Manager
      Button Bar
      Filter Bar
      Information Section
        Schedule
        Status
        Name and Type
        Last Run
        Next Run
        Run Time
        Pool Assignment
      Flow Manager Drilldowns
        Flow Drilldown
          View or Edit Button Area
          View or Edit Status Area
          View or Edit Information Area
        Batch Drilldown
    Color and Ordering
      Use of Color and Ordering
      Zone Ranking
        Assigning a Color to a Zone Rank
      Position Ranking
        Assigning a Color to a Position Rank
    Performance Tuning
  Tools
    System Definitions
      General Preferences
        Customizing IT Business Management
      Dimension Management
        Edit a Dimension
      Define a Closing Date
      Configure the Data Purging
      Schedule the System Services
        Modify System Services
      Define External Activation
      Business Process Definition
      Cost Object DashBoard
        Adding a Cost Object Dashboard
      Benchmark Mapping
    About Batch Editor
      Create a Batch File
        Out-of-the-Box Stored Procedures
        Out-of-the-Box Java Class
      Edit a Batch File
      Delete a Batch File
      Copy a Batch File
      Load a Batch File
      Batch File Format
        Batch Commands
      Apply Branding
    Self Documentation
      Self Documentaion Procedure
    Importing and Exporting Data
      Create a Package
      Modifying a Package
        Add Objects to Package
          Add Package Objects from a List
          Add Package Objects from Workshop
      Delete Explicit Objects
      Exclude Objects from Export
      Include Objects for Export
      Modify Default Import Action
      Export Package
      Import Data to ITBM
      Review Imported Data
    Refresh Cache
  ODBC Configuration
PDF Product Documentation
  PDF Product Documentation
  PDF Product Documentation