FAQs About Insights

This article contains some of the most frequently asked questions about Insights:
casm171
This article contains some of the most frequently asked questions about Insights:
CA Business Intelligence JasperReports Server
What is CA Business Intelligence JasperReports Server?
CA Business Intelligence JasperReports Server (CABI JasperReports Server) is now the default reporting technology for
CA Service Management
. CABI JasperReports Server is built on industry-leading TIBCO Jaspersoft technology that offers comprehensive and easy to use business intelligence capabilities like Centralized Reporting, Dashboards, and Data Analytics.
Why has the default reporting technology changed to CABI JasperReports Server?
Effective April 1, 2016, to meet customer's demands for a self-service reporting technology, with capabilities such as ad-hoc analysis, easy administration, and drag-and-drop features, CA stopped distributing CA Business Intelligence 4.1 SAP Business Objects with all of its products globally. The default reporting technology has been changed to CABI JasperReports Server.
What is the End-of-Service date for CABI 4.1 with SAP Business Objects?
CABI 4.1 with SAP Business Objects is supported till December 31, 2018 or until the End-of-Service for
CA Service Management
 - 14.1, whichever is earlier.
We have multiple reports in CABI 4.1 with SAP Business Objects. Can we easily migrate reports from CABI 4.1 with SAP Business Objects to CABI JasperReports Server?
No, there is no automated mechanism to migrate the report or it's content.
Does CABI JasperReports Server offer adhoc reporting? What is the equivalent of CABI 4.1 with SAP Business Objects ‘Universe’ in CABI JasperReports Server?
Yes, CABI JasperReports Server offers adhoc analysis. The equivalent of Universe is
Jaspersoft Domains
. The creation of domains is simple, however, it requires architectural considerations and data structure planning. As of now, CABI JasperReports Server includes a predefined domain for incidents and requests.
Where can I find education or training materials for CABI JasperReports Server?
To access education materials for CABI JasperReports Sever, see Tutorial for CABI JasperReports Server.
Install and Set Up Insights
Can I set the date to the beginning of time while loading the aggregated data?
Yes, however, during the Datamart Configuration, it is recommended you specify the data aggregation period for not more than 2 years.
After upgrading CABI JasperReports Server 6.x to CABI JasperReports Server 6.3, how can we integrate it with
xFlow Interface
?
Follow the pre-integration and integration steps on Integrate xFlow Interface with CABI JasperReports Server
How do I enable Insights?
What is an ideal deployment for Insights?
The deployment for Insights varies for every organization as it depends on the number of concurrent analyst sessions. For more information on the architecture that suits your organization requirements, see CA Service Desk Manager Product Architecture.
A typical deployment for Insights:
Category
Concurrent Analyst Sessions
Datamart
Tiny
1 – 10
CA SDM Server
Small
1 – 200
Dedicated server
Medium
200 – 5000
Dedicated server
Large
5000 +
Dedicated server
Using Insights
What is Insights? How is it different from the other basic reports?
Insights provide pre-processed operations data from Service Management to analyze the key metrics and historical trends. 
The interactive reports and dashboards allow you to view the key metrics of the IT environment in one place and perform adhoc analysis of relevant metrics, using the drag-and-drop feature.
Are the Insights reports and dashboards available real-time?
No. The reports and dashboards do not reflect the real-time data.
The data available is one day prior to the ETL run date. The data is as recent as one day prior to the ETL run date.
For example:
  • ETL was run on February 13, 2018, and the user creates a report on February 14, 2018, then the data is as recent as February 12, 2018.
  • ETL was run on February 10, 2018, and the user creates a report on February 13, 2018, the data is as recent as February 9, 2018.
Which objects does Insights support?
Insights currently support Incident, and Request Management objects.
Does Insights provide any predefined content (Ad hoc views, reports, and dashboards)?
Yes. The following table displays the list of all the predefined Ad hoc Views, Reports, and Dashboards.
It is recommended
not
to overwrite the predefined content
To access the predefined repository, perform the following steps:
  1. From the home page, click the
    View
    tab and select
    Repository
    .
  2. From the left navigation pane, select 
    casm_insights
    , and
    capability.
  3. Select among the following folders:
    1. For Ad Hoc View:
      adhoc
    2. For Reports:
      report
    3. For Dashboards:
      dashboard
       
The List of Predefined Content for Insights
S.No
Ad Hoc Views
Reports
Dashboard
1
Active Incidents by Analysts
Active Incidents by Analysts Report
MTTR Dashboard
2
Active Incidents by Category
Active Incidents by Category Report
Operational Effectiveness
3
Active Incidents by Group
Active Incidents by Group Report
Service Demand Incidents
4
Category Trends for Incidents Over the Last Month
Category Trends for Incidents Over the Last Month Report
5
Category Trends for Requests Over the Last Month
Category Trends for Requests Over the Last Month Report
6
Incident Resolution Cost by Group
Incident Resolution Cost by Group Report
7
Incident Resolution Cost Trend By Group
Incident Resolution Cost Trend By Group Report
8
Incident Resolution Effort by Group (In Hours)
Incident Resolution Effort by Group (In Hours) Report
9
Incident Resolution Effort Trend By Group (In Hours)
Incident Resolution Effort Trend By Group (In Hours) Report
10
Incident Resolution Volume by Group
Incident Resolution Volume by Group Report
11
Incident Resolution Volume Trend By Group
Incident Resolution Volume Trend By Group Report
12
Incidents Cost For Categories
Incidents Cost For Categories Report
13
Incidents Cost Trend For Categories
Incidents Cost Trend For Categories Report
14
Incidents Effort For Categories(In Hours)
Incidents Effort For Categories(In Hours) Report
15
Incidents Effort Trend For Categories(In Hours)
Incidents Effort Trend For Categories(In Hours) Report
16
Incidents Volume For Categories
Incidents Volume For Categories Report
17
Incidents Volume Trend For Categories
Incidents Volume Trend For Categories Report
18
MTTR For Categories(In Hours)
MTTR For Categories (In Hours) Report
19
MTTR Quarterly Trend For Categories(In Hours)
MTTR Quarterly Trend For Categories (In Hours) Report
20
MTTR Weekly Trend For Categories(In Hours)
MTTR Weekly Trend For Categories(In Hours) Report
21
MTTR Yearly Trend For Categories(In Hours)
MTTR Yearly Trend For Categories(In Hours) Report
22
Trending Ticket Count by Ticket Type Over the Last 3 Months
Trending Ticket Count by Ticket Type Over the Last 3 Months Report
I can access the predefined content (Ad hoc Views, Reports, and Dashboards) in Insights. How can I create my own content?
From the home page, click the 
Create
 tab and select one of the following options:
Why am I unable to create my own content (Ad hoc Views, Reports, and Dashboards) in Insights?
You do not have the required permissions. Contact your administrator.
How can I access the newly created content (Ad hoc Views, Reports, and Dashboards) in Insights?
The newly created Ad hoc Views, Reports, and Dashboards in Insights are saved in the user-specific folder.
You can access the repository for Ad hoc Views, Reports, and Dashboards from the following path: 
View
Repository
casm_insights
users
, <
User Folder
>.
For an adhoc analysis, the data is displayed in a Crosstab format. How can I change the view?
By default, the data for an adhoc analysis is displayed in a crosstab format. From the 
NEW AD HOC VIEW
 screen, you can change the view to 
Chart
 or 
Table
.
How can I view the complete data for an adhoc analysis?
By default, the data option is set as 
Sample Data
. To view the complete data, from the 
NEW AD HOC VIEW
 screen, change the option to 
Full Data
.
When I create a new Ad hoc view, I see a date filter applied by default and the date is set to 2017-01-01. What is this date filter?
The date filter is meant for the ETL run date. By Default, the date is set to 2017-01-01.
For example:
  • ETL was run on February 13, 2018, and the user creates a report on February 14, 2018, then the data is as recent as February 12, 2018. In this case, the date field must be set to 2018-02-12 or Day-1
  • ETL was run on February 10, 2018, and the user creates a report on February 13, 2018, the data is as recent as February 9, 2018. In this case, the date field must be set to 2018-02-09 or Day-4
During an Ad Hoc View creation, when a date range is applied on a time-based filter (
is between,
or
on or after
), a corresponding interval (
day
,
week
,
month
,
quarter,
or
year
) must be added as a row.
How to filter data or apply filter?
You can add or edit existing filters from the filters pane. The filter logic governs how filters apply to your report.
For example, say you have a report with analyst name, date, and tickets status like Open, Closed, Pending, In-Progress. You require a snapshot for closed tickets on a 
daily/weekly/monthly/quarterly/yearly
 basis.
  • In the left navigation pane from the Fields section, drag-and-drop 
    Ticket Status 
    to the Rows.
  • To filter by status, right click and select the 
    Create Filter
     option.
  • From the Ticket Status filter, select the filter type as 
    Closed
    .
  • For 
    daily/weekly/monthly/quarterly/yearly
     snapshot, select the corresponding filter type and click 
    Apply
    .
    Snapshot
    Filter Type
    Value Range
    Daily
    Date
    Day-1
    Weekly
    Week
    Week-1
    Monthly
    Month
    Month-1
    Quarterly
    Quarter
    Quarter-1
    Yearly
    Year
    Year-1
Troubleshooting
See the Troubleshooting Insights section.