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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. Use the left sidebar to switch between Cloudaware modules, access settings and other tools. Available menus and actions depend on your Cloudaware edition and assigned permissions.

In the Cloudaware Enterprise edition, Administrators can access the following controls:

  • CMDB – Default workspace with CMDB Navigator, search, list views, and CI detail pages.

  • Tag Analyzer – Tag analysis and governance views across CIs.

  • Compliance Engine – Compliance Engine v1 findings, policies, and evidence.

  • Backup – Backup & Replication dashboards and policy views.

  • Admin Console – A central hub for integrations and platform configuration.

  • Analytics Studio - Advanced BI dashboards for reporting. Available only in the Enterprise edition.

  • Reports & Dashboards - Standard reports in Lightning or Classic view. Available only in the Enterprise edition.

  • App Launcher – Access to built-in and custom Salesforce apps.

  • User Profile (My Settings) - Salesforce user settings (personal information, password, passkeys, language and time zone, external connections and credentials, account login access, login history and reset for security tokens), with an option to log out.

  • Setup - Salesforce platform-level area for organization-wide identity and access management (SSO/MFA, users, groups), tenant‑wide settings (time zone, notifications, global defaults), and platform automation tools. Available in Enterprise edition only.

  • Documentation - Access to Cloudaware documentation and support resources.

In the upper right corner, some of these functions are also available as buttons, alongside Notifications, which displays notifications addressed to you based on your organization’s configuration.

For Cloudaware Core:

  • Navigation: Search, CMDB, Tag Analyzer, and Admin Console.

  • Analytics: Salesforce-based BI tools, including Analytics Studio and Reports & Dashboards, are not supported. Use Notebooks for analytics instead.

  • User settings and resources: Only User Profile and Documentation are available.

For Demo Workspace:

  • Navigation: Search, CMDB, Tag Analyzer, and Admin Console. An additional Ask AI option lets you try a demo AI assistant connected to the Cloudaware MCP server.

  • Analytics: Salesforce-based BI tools, including Analytics Studio and Reports & Dashboards, are not supported in this environment.

  • User settings and resources: Only User Profile and Documentation are available.

Tips for Effective Navigation​

  • Start from the global navigation controls to access CMDB and Admin Console.
  • Continue with CMDB Navigator to explore a specific cloud provider and its resources.
  • Go from a broad scope (for example, all active instances in production) and narrow down with filters and relationships rather than jumping directly to single CIs.
  • Use consistent tags and enrichment rules so that CMDB Navigator filters (such as owner, application, environment, business unit) reflect how your organization organizes 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 menu 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 tasks start from the CMDB 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.

See the CMDB Search guide to learn about search options in CMDB.

CMDB List Views​

When you select an object type, CMDB 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 information about a configuration item into views such as Details, Related CIs, Capacity Report, Security, Applications, Change Management, Backups, Tags, and more.

Refer to 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.

Use this guide to learn what each tile means and when it appears.

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