3 minute readApplies to: v4

How to create a perspective

In this walkthrough we are going to create a new perspective for an existing Enterprise Application (EA). If you don't have any EAs yet, now would be a good time to create one, alternatively you can create a new perspective for any SCOM object, such as a server.

For more information about perspective settings see What is a perspective?

When creating a perspective you should take care to create your new perspective in the correct location. Search or browse to the object or group for which you want a new perspective, then click on the + button on the perspective ribbon, as described below.

Walkthrough: Creating a perspective

In this walkthrough we are going to create a Windows servers perspective for an Enterprise Application (EA).

  1. In Squared Up browse to the object you wish to create a perspective for. For example, for an Enterprise Application, browse to Applications > Enterprise Applications and click on one of the EAs at the bottom of the page. For a server browse to Overview > Servers and click on one of the servers. As the menu structure is completely customisable this may be different in your environment, so you may prefer to use the search at the top right.

  2. On the perspective ribbon click the plus button to add a new perspective.

    Add A Perspective

    The plus button on the navigation bar allows you to create a dashboard or a folder. To create a perspective you want the plus button on the perspective ribbon.

  3. When you create a new perspective the perspective settings are opened straight away. Give your new perspective a title.

  4. Set the target for the new perspective. If you select this object only then this new perspective will only be shown for the object you are viewing now. If you select all objects then every SCOM object you view in Squared Up will show this perspective. If you choose members of you can enter a group or class and all objects of that group class will show this perspective. To make this perspective show for all EAs add the class Enterprise Application (v1) by clicking in the class box and starting to type Enterprise Application (v1) then selecting it from the list.

    Perspective Settings

    The Suppress this perspective (hide by default) option can be used to hide a perspective from a subset of objects. We won't use this for this walkthrough, but for more information see Suppress this perspective

  5. Close the perspective settings by clicking the cross at the top of the section.

  6. The new tile section is open by default. Click the Matrix tile icon.

    Matrix tile

  7. In the scope section click on one of the suggestions. The suggestions are realtime contextual suggestions populated automatically with a relevant list of scoping options based on the current object context of the perspective. You can click the show more triangle to expand the list of suggestions.

    Perspective Tile Scope Suggestions

    This allows you to quickly find a relevant scope for your tile, which is more intuitive than navigating the SCOM object model for classes and groups. For more information see Suggestions.

  8. Click on custom and it will show the selected suggestion in custom mode to allow you to edit it further, making it easy to create a scope that wasn't suggested, but is similar to one that was.

  9. Click done.

    Finished New Perspective

  10. To make this new perspective available to other users you would click the publish button at the top of the screen.

Using Perspectives with Enterprise Applications

For more information about creating your own dashboards to show Enterprise Applications take a look at the v4 training video (24 mins) 'Building Enterprise Application Dashboards':

What is a perspective?

How to use the Matrix tile

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