Skip to main content

CMDB UI & Navigation

This guide explains how to use the Cloudaware CMDB UI to find objects, explore relationships, and open the views used for queries and reporting.

Log in to your Cloudaware account to view the Cloudaware CMDB UI. Available menus and actions depend on your assigned permissions. Administrators can access configuration through top-level controls on the left and right:

  • Hamburger menu (top‑left) – Primary application menu:
    • CMDB – Default workspace with CMDB Navigator, Search, list views, and CI detail pages.
    • Admin – Admin Console for integrations and platform configuration.
    • Backups – Backup & Replication dashboards and policy views.
    • Tag Analyzer – Tag analysis and governance views across CIs.
    • Compliance Engine – Compliance Engine v1 findings, policies, and evidence.
  • App Launcher (top‑right) – Salesforce platform-level area where built-in and custom connected apps sit:
    • Data Manager - Tools for building interactions in dashboards.
    • Analytics Studio - Advanced BI dashboards for reporting.
    • Reports & Dashboards - Standard reports in Lightning or Classic view.
  • Question icon (top‑right) – Access to Cloudaware documentation and support resources.
  • Gear icon (top‑right) – Menu with add‑on tools, such as:
    • Developer Console - Built-in interface for Apex queries.
    • Setup - Salesforce platform-level area for identity and access (SSO/MFA, users, groups), tenant‑wide settings (time zone, notifications, global defaults), and platform automation tools.
    • UI settings - Color palette menu for UI customization.

Tips for Effective Navigation​

  • Start from broad scopes (for example, all active instances in production) and narrow down with filters and relationships rather than jumping directly to single CIs.
  • Use the global navigation controls to access CMDB, integrations, backups, Tag Analyzer, Compliance Engine, and other Cloudaware areas.
  • Use consistent tags and enrichment rules so that Navigator filters (owner, application, environment, business unit) reflect how your organization thinks about systems.
  • Combine Navigator with CMDB queries, dashboards, and playbooks to move from exploration to repeatable reporting and automation.

Admin Console​

The Admin Console is the administrator workspace for tenant‑wide configuration of cloud, billing, and other integrations.

CMDB Navigator​

The CMDB Navigator is the primary UI for browsing CMDB data. At a high level, it provides:

  • A Home view that organizes providers, product categories, and objects so you can quickly jump to AWS, Azure, Google Cloud, VMware, third-party integrations, Cloudaware‑specific objects, and custom objects.
  • A structured sidebar on the left for navigating cloud platforms, categories (compute, storage, networking, security, etc.), and specific object types (instances, databases, security groups, and so on).
  • A search bar that lets you search across supported providers and integrations by name, ID, IP, or other indexed fields.
  • A Recent area that surfaces objects and list views you have used recently.

Most CMDB tasks start from the Navigator: select a provider and object type, then drill into list views, individual CIs, and related objects.

Common ways to locate data in CMDB:

  • Search by keyword or ID – Start typing an object type, object name, or IP address in the search bar; Navigator shows matching objects and lets you narrow results.
  • Filter by object type – Use the object type list to focus on a specific kind of CI (for example, EC2 Instances, Azure VMs, Databases, Load Balancers).
  • Show deleted – Use the toggle to include or hide deleted assets, such as historical or decommissioned CIs that are still available in CMDB for audit and analysis.
  • Open new tabs – Use multiple CMDB Navigator tabs to compare different scopes (for example, production vs. non‑production, or different accounts/regions) side by side.

CMDB List Views​

When you select an object type, Navigator shows a list view. A list view defines a reusable scope by combining an object type, filters, columns, and sort order.

  • Columns and sorting – Adjust columns and sort order to highlight the fields that matter for your use case (ownership, environment, coverage flags, etc.).
  • Filters – Apply filters for provider, account/subscription/project, region, tags, and other attributes to define a scope.
  • Default views – Use Cloudaware‑managed, read‑only views for common use cases (for example, to view running instances); click Clone & Edit View to create editable copies.
  • Custom views – Save useful combinations of filters and columns as reusable list views that become the basis for reports, dashboards, and exports.
tip

List views are the starting point for building the scoped queries described in Queries & Reporting.

From list views, you can also open individual CIs to see detailed fields, relationships, and change history.

CI Detail Page Layout​

Each configuration item has its own detail page with a common layout: a header with key identity and actions, summary tiles for cost and posture, a left navigation panel of tabs, and structured sections for metadata, relationships, security, capacity, backups, and more.

CI Layout Tabs​

CI layout tabs organize the detailed views available for a configuration item, such as details, related CIs, capacity, security, applications, backups, tags, and systems management. Use this guide to understand which tabs appear for different CI types and what information each tab provides.

Summary KPI Tiles​

Summary KPI tiles show high-level signals on CI detail pages, including cost, Breeze status, upgradable packages, applications, IDS, scans, backups, and monitoring data. Use this guide to understand what each tile means and when tiles appear.