Chapter 2. My Settings

Options under Configure → My Settings enable you to control user settings such as how things are displayed, default views, and individual tags. You can also set your color scheme, button options, and external RSS feeds on the main CloudForms Management Engine dashboard.

2.1. Visual Settings

For all of the Visual options, click Save to update your configuration settings. Click Reset to undo any unsaved changes that have been made on the current screen.

2.1.1. Grid and Tile Icons

This group of settings is used to control the view of your virtual thumbnails. Each thumbnail can be viewed as a single icon or as an icon with four quadrants. Use the quadrant view to see a component’s properties at a glance.

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  • Check Show Infrastructure Quadrants to see the four icons in your provider. Uncheck to see only one icon.
  • Check Show Cloud Provider Quadrants to see the four icons in your hosts. Uncheck to see only one icon.
  • Check Show Host Quadrants to see the four icons in your hosts. Uncheck to see only one icon.
  • Check Show Datastore Quadrants to see the four icons in your Datastores. Uncheck to see only one icon.
  • Check Show VM Quadrants to see the four icons in your virtual machines. Uncheck to see only one icon.
  • Check Show Template Quadrants to see the four icons in your templates. Uncheck to see only one icon.
  • Use the Truncate Long Text list to specify how the names of items are displayed if they are too long to show in full. Select the option based on the pattern shown.

Use the following procedure to change grid and tile icons:

  1. Navigate to Configure → My Settings, then click on the Visual tab.
  2. In Grid/Tile Icons, select the items to display all four quadrants for.
  3. Click Save.

2.1.2. Setting Default Items Per Page

Use the following procedure to set the default number of items to display on each resource page.

  1. Navigate to Configure → My Settings, then click on the Visual tab.
  2. In the Default Items Per Page area, select the default number of items to display for each view from the corresponding drop down list. 2017
  3. Click Save.

2.1.3. Setting the Start Page

Use the following procedure to set the default start page after logging in. For example, instead of going to the CloudForms Management Engine dashboard, you can set the default start page to see a list of your virtual machines.

  1. Navigate to Configure → My Settings, then click on the Visual tab.
  2. In the Start Page area, select the page you want to see at login. 2018
  3. Click Save.

2.1.4. Setting Display Settings

Use the following procedure to set your own themes, colors, and time zone for the console. These settings are specific to the logged on user.

  1. Navigate to Configure → My Settings, then click on the Visual tab.
  2. Make selections from Display Settings for the following items.
  3. Use Chart Theme to select a group of colors and font sizes specifically for charts.

  4. Use Time Zone

    Note

    In time zones where clocks are set forward for daylight savings time, the time zone correctly displays as EDT (Eastern Daylight Time) in the console. When the clocks are set back, it correctly displays as EST (Eastern Standard Time).] to select the time zone in which to display the console.

  5. Use Locale to select the language in which to display the console.
  6. Click Save.

2.2. Default Views

You can decide on the default views for your virtual machines, infrastructure, and other pages where the view is customizable. These settings can also be controlled on the actual pages where the items appear.

2.2.1. Setting Default View for Management Engine

Use the following procedure to set general view options:

  • Navigate to Configure → My Settings, then click on the Default Views tab.
  • In the General area, click the appropriate button for the way you want to view each type of screen listed. 7114
  • Click 2020 (Grid View) to view virtual thumbnails or icons.
  • Click 2021 (Tile View) for a view that combines the virtual thumbnail with some text properties that describe the items.
  • Click 2022 (List View) or 2022 (Details Mode) to view a detailed text listing.
  • Click 2023 (Expanded View) for an expanded view.
  • Click 2024 (Compressed View) for a compressed view.
  • Click 2025 (Exists Mode) to view only whether an attribute exists or not.
  • Click Save.

2.2.2. Setting Default Views for Infrastructure Components

Use the following procedure to set default views for Infrastructure Components.

  1. Navigate to Configure → My Settings, then click on the Default Views tab.

  2. In the Infrastructure area, click the appropriate button for the way you want to view each item. 2032

    • Click 2020 (Grid View) to view virtual thumbnails or icons.
    • Click 2021 (Tile View) for a view that combines the virtual thumbnail with some text properties that describe the items.
    • Click 2022 (List View) to view a detailed text listing.
  3. Click Save.

2.2.3. Setting Default Views for Clouds

Use the following procedure to set default views for clouds.

  1. Navigate to Configure → My Settings, then click on the Default Views tab.

  2. In the Clouds area, click the appropriate button for the way you want to view each item. Clouds

    • Click 2020 (Grid View) to view virtual thumbnails or icons.
    • Click 2021 (Tile View) for a view that combines the virtual thumbnail with some text properties that describe the items.
    • Click 2022 (List View) to view a detailed text listing.
  3. Click Save.

2.2.4. Setting Default Views for Containers

Use the following procedure to set default views for services.

  1. Navigate to Configure → My Settings, then click on the Default Views tab.

  2. In the Containers area, click the appropriate button for the way you want to view each item. Containers

    • Click 2020 (Grid View) to view virtual thumbnails or icons.
    • Click 2021 (Tile View) for a view that combines the virtual thumbnail with some text properties that describe the items.
    • Click 2022 (Detail View) to view a detailed text listing.
    • Click 2022 (List View) to view a text listing.
  3. Click Save.

2.2.5. Setting Default Views for Services

Use the following procedure to set default views for services.

  1. Navigate to Configure → My Settings, then click on the Default Views tab.

  2. In the Services area, click the appropriate button for the way you want to view each item. 7115

    • Click 2020 (Grid View) to view virtual thumbnails or icons.
    • Click 2021 (Tile View) for a view that combines the virtual thumbnail with some text properties that describe the items.
    • Click 2022 (Detail View) to view a detailed text listing.
    • Click 2022 (List View) to view a text listing.
  3. Click Save.

2.3. Default Filters

You can set the default filters displayed for your hosts, virtual machines, and templates. These settings are available to all users.

2.3.1. Setting Default Filters for Cloud

To set default filters for cloud:

  1. Navigate to Configure → My Settings, then click on the Default Filters tab.
  2. In the Hosts folder, select the default filters that you want available on the Hosts page. Items that have changed show in blue, bold text.
  3. From the Cloud folder, check the boxes for the default filters that you want available. Items that have changed show in blue and bold text.
  4. Click Save.

2.3.2. Setting Default Filters for Containers

To Set Default Filters for containers:

  1. Navigate to Configure → My Settings, then click on the Default Filters tab.
  2. From the Containers folder, check the boxes for the default filters that you want available. Items that have changed show in blue and bold text.
  3. Click Save.

2.3.3. Setting Default Filters for Infrastructure

To Set Default Filters for Infrastructure:

  1. Navigate to Configure → My Settings, then click on the Default Filters tab.
  2. In the Infrastructure folder, select the default filters that you want available. Items that have changed show in blue, bold text. Not all filters are listed in the figure below.
  3. Click Save.

2.3.4. Setting Default Filters for Services

To Set Default Filters for Services:

  1. Navigate to Configure → My Settings, then click on the Default Filters tab.
  2. In the Services folder, select the default filters that you want available. Items that have changed show in blue, bold text. Not all filters are listed in the figure below.
  3. Click Save.

2.4. Time Profiles

Time profiles limit the hours for which data is displayed when viewing capacity and utilization screens. They are also used for performance and trend reports, and for Optimize pages.

2.4.1. Creating a Time Profile

To Create a Time Profile:

  1. Navigate to Configure → My Settings, then click on the Time Profiles tab.
  2. Click 1847 (Configuration), and plus_green (Add a new Time Profile). 2039
  3. Type a meaningful name in the Description field.
  4. For Scope, select All Users to create a global time profile available to all users. Only the super administration and administration roles can create, edit, and delete a global profile. Select Current User if this time profile should only be available to the user creating it.
  5. Check the Days and Hours for the time profile.
  6. For Timezone, you can select a specific time zone or, you can let the user select a time zone when displaying data.
  7. If you select a specific time zone, you also have the option to Roll Up Daily Performance data. This option is only available to users with the administration or super administration role. Enabling the Roll Up Daily Performance option reduces the time required to process daily capacity and utilization reports and to display daily capacity and utilization charts.
  8. Click Add.
Note

The following relationships exist between time zones and performance reports:

  • The configured time zone in a performance report is used to select rolled up performance data, regardless of the user’s selected time zone.
  • If the configured time zone is null, it defaults to UTC time for performance reports.
  • If there is no time profile with the report’s configured time zone that is also set to roll up capacity and utilization data, the report does not find any records.

For non-performance reports, the user’s time zone is used when displaying dates and times in report rows.

2.4.2. Editing a Time Profile

To Edit a Time Profile:

  1. Navigate to Configure → My Settings, then click on the Time Profiles tab.
  2. Check the time profile you want to edit.
  3. Click 1847 (Configuration), and 1851 (Edit Selected Time Profile).
  4. Make the required changes.
  5. Click Save.

2.4.3. Copying a Time Profile

To Copy a Time Profile:

  1. Navigate to Configure → My Settings, then click on the Time Profiles tab.
  2. Check the time profile you want to copy.
  3. Click 1847 (Configuration), and 1859 (Copy Selected Time Profile).
  4. Make the required changes.
  5. Click Save.

2.4.4. Deleting a Time Profile

To Delete a Time Profile:

  1. Navigate to Configure → My Settings, then click on the Time Profiles tab.
  2. Check the time profile you want to edit.
  3. Click 1847 (Configuration), and gui_delete (Delete Selected Time Profiles).
  4. Make the required changes.
  5. Click Save.