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Create a Service Profile

You can create service profiles in the Service Profiler and can use them as templates to create services and management profiles. For example, assume that you commonly create services that are based on server operating systems that are combined with the following other service elements:

You can create a service profile for each operating system in your environment, then use the service profile to create a service and management profile.

Follow these steps:

  1. In the Service Profiler, click + in the Service Profile pane to create a service profile.
  2. Click + to expand the Graph Content panel, then click one or more of the following panels to select corresponding profile elements to add:
    Servers

    Contains the following subpanels:

    Discovered Servers

    Displays all the servers that are known to CA Configuration Automation. These servers were discovered in an NDG Discovery operation, imported from another CA Configuration Automation instance, or added manually. Select discovered servers on the following tabs:

    Inclusions tab: In the left pane, double-click a discovered server to add to the service.

    Exclusions tab: In the left pane, double-click a discovered server to exclude from the service.

    The selected servers move to the right pane.

    The Discovered Servers subpanel also includes the Limit Displayed Relationships to Target Servers/Applications Only check box. Select the check box to add only the selected servers. Servers with relationships to the selected servers are not added to the service.

    Operating Systems

    Displays the operating systems of servers that are known to CA Configuration Automation. Select operating systems on the following tabs:

    Inclusions tab: In the left pane, double-click an operating system to add to the service.

    Exclusions tab: In the left pane, double-click an operating system to exclude from the service.

    The selected operating systems move to the right pane.

    Clusters

    Displays the server clusters that are known to CA Configuration Automation. Select server clusters on the following tabs:

    Inclusions tab: In the left pane, double-click a server cluster to add to the service.

    Exclusions tab: In the left pane, double-click a server cluster to exclude from the service.

    The selected server clusters move to the right pane.

    Virtualization

    Contains the Nonvirtual Servers, VM Hosting Servers, and VM Guest Servers check boxes. Use these options to select the types of servers to include in the service.

    Server State

    Contains the following check boxes where you can select the servers with the following states: New (selected by default), Managed (selected by default), Unmanaged, and Imported.

    Server Groups

    Displays the server groups that are known to CA Configuration Automation. Select server groups on the following tabs:

    Inclusions tab: In the left pane, double-click a server group to add to the service.

    Exclusions tab: In the left pane, double-click a server group to exclude from the service.

    The selected server groups move to the right pane.

    Discovered Ports

    Displays the discovered ports that are known to CA Configuration Automation. Select discovered ports on the following tabs:

    Inclusions tab: In the left pane, double-click a discovered port to add to the service.

    Exclusions tab: In the left pane, double-click a discovered port to exclude from the service.

    The selected discovered ports move to the right pane.

    The Discovered Ports panel also includes the Only Show Discovered Ports with Relationships check box. Select the check box to add only the selected discovered ports for which NDG Softagent NETSTAT processing found established server connections. When the check box is cleared, the panel displays all available open ports that NDG Softagent processing found.

    Port Mapping

    Displays the ports from the Communication Mappings table. The table shows which ports map to which applications in your environment. Select ports to map on the following tabs:

    Inclusions tab: In the left pane, double-click a mapped port to add to the service.

    Exclusions tab: In the left pane, double-click a mapped port to exclude from the service.

    The selected mapped ports move to the right pane.

    The Port Mapping panel also includes a field that lets you define filtering criteria for the list. For example, enter 8 to filter the list to include only ports that begin with the number 8 (80, 8080, 8081, 8031, and so on).

    Discovered Applications

    Displays the discovered applications that are known to CA Configuration Automation. Components included with the application are not included in this list. For example, CA Configuration Automation includes a version of Tomcat. CA Configuration Automation is listed in the Discovered Applications pane, and Tomcat is not. Tomcat is listed in the Discovered Components pane. Select discovered applications on the following tabs:

    Inclusions tab: In the left pane, double-click a discovered application to add to the service.

    Exclusions tab: In the left pane, double-click a discovered application to exclude from the service.

    The selected discovered applications move to the right pane.

    The Discovered Applications panel also includes the Only Show Discovered Applications with Relationships check box. Select the check box to add only the selected discovered applications. When the check box is cleared, the panel displays all available applications that CA Configuration Automation manages.

    Application Mapping

    Displays the predefined and user-defined application mappings that are known to CA Configuration Automation. Select application mappings on the following tabs.

    Inclusions tab: In the left pane, double-click an application mapping to add to the service.

    Exclusions tab: In the left pane, double-click an application mapping to exclude from the service.

    The selected application mappings move to the right pane.

    The Application Mapping panel also includes a field that lets you define filtering criteria for the list. For example, enter mi to filter the list to include only applications with names that begin with the letters mi (Microsoft Internet Explorer, Microsoft SQL Server Database, and so on).

    Discovered Components

    Displays the discovered components that are known to CA Configuration Automation. Select discovered components on the following tabs:

    Inclusions tab: In the left pane, double-click a discovered component to add to the service.

    Exclusions tab: in the left pane, double-click a discovered component to exclude from the service.

    The selected discovered components move to the right pane.

    The Discovered Components pane also includes a field that lets you filter the list. For example, enter mi to filter the list to include only components with names that begin with the letters mi (Microsoft Internet Explorer, Microsoft SQL Server Database, and so on).

    Blueprints

    Displays the following tabs:

    Blueprints

    Displays all predefined and custom blueprints. Select blueprints on the following tabs:

    Inclusions tab: In the left pane, double-click a blueprint to add to the service.

    Exclusions tab: In the left pane, double-click a blueprint to exclude from the service.

    The selected blueprints move to the right pane.

    Blueprint Groups

    Displays the user-defined blueprint groups. Select blueprint groups on the following tabs:

    Inclusions tab: In the left pane, double-click a blueprint group to add to the service.

    Exclusions tab: In the left pane, double-click a blueprint group to exclude from the service.

    The selected blueprint groups move to the right pane.

    Categories

    Displays the predefined blueprint categories. Select predefined blueprint categories on the following tabs:

    Inclusions tab: In the left pane, double-click a predefined blueprint category to add to the service.

    Exclusions tab: In the left pane, double-click a predefined blueprint category to exclude from the service.

    The selected predefined blueprint categories move to the right pane.

    Storage

    Displays the following tabs:

    Storage Systems

    Displays all storage systems. Select storage systems on the following tabs:

    Inclusions tab: In the left pane, double-click a storage system to add to the service.

    Exclusions tab: In the left pane, double-click a storage system to exclude from the service.

    The selected storage systems move to the right pane.

    Managers

    Displays the server running the storage manager software. Select storage managers on the following tabs:

    Inclusions tab: In the left pane, double-click a manager to add to the service.

    Exclusions tab: In the left pane, double-click a manager to exclude from the service.

    The selected managers move to the right pane.

    Vendors

    Displays the manufacturer or vendor of the storage device. Select vendors on the following tabs:

    Inclusions tab: In the left pane, double-click a vendor to add to the service.

    Exclusions tab: In the left pane, double-click a vendor to exclude from the service.

    The selected vendors move to the right pane.

  3. Click Apply. The application displays the selected elements in the following places:
    Graph View pane

    Includes a legend to describe the graphical elements.

    Service View pane

    Displays the selected servers and blueprints in expandable folders.

  4. In the Graph View pane, review the contents of the service profile. If necessary, repeat step 2 to add or remove elements.
  5. In the Service Profile pane, click Save As (), enter a name and description in the Save As dialog, then click OK.

    The service profile is created. You can open the profile in the Service Profiler or on the Visualization tab of the Dashboard panel in the CA Configuration Automation Server UI.