:: Version 3.2.0 ::

Data Model Edition

ITSM Designer - Combodo's customers only

The “Classes” tab of the ITSM Designer screen manages the Data Model. In this tab you can manage the classes (add or remove classes, add or remove fields) and the relations between them (add/remove relations, add/remove fields on n:n relations).

Module Overview

The list on the left of the screen provides two ways for navigating in the list of classes: either gouped by “Module” or by alphabetical order.

When selecting a module, an overview of all the classes inside this module and their hierarchy (in terms of inheritance) is displayed.

Overview of the classes inside a given module

The overview is automatically arranged by the ITSM Designer, but you can re-arrange it to better fit your needs:

  • Click and drag in the blue background of the “Overview” pane to scroll the view
  • Use the wheel of the mouse to zoom in/out
  • Click and drag on a class to move the class and all its subclasses in the overview

The modifications of the layout of the “Overview” are automatically saved by the ITSM Designer.

Edition of a class

To edit a class, select it from the list in the left pane or right-click on it in the “Overview” pane and select “Edit Class…” in the popup menu.

Popup menu on a class

The details of a class is displayed as follows:

Edition of a Class

The “Schema” tab displays the schema of the class (i.e. its fields) and relations for the current class. The right pane displays the properties of the selected element. As for the “Overview”, the display is automatically arranged by the ITSM Designer, but you can adjust the presentation of the schema:

  • Click and drag in the blue background of the “Overview” pane to scroll the view
  • Use the wheel of the mouse to zoom in/out
  • Click and drag on a class to move the class in the schema

The modifications to the “Schema” view are automatically saved by the ITSM Designer.

Modify the properties of the class by using the form on the right pane. Once a modification is applied, the view is refreshed and the performed modification is recorded in the “Undo history”.

Edition of a field

To edit the properties of a field, select the field by clicking on it in the “Schema” view:

Edition of a Field

Modify the properties of the selected field by using the form on the right pane. Once a modification is applied, the view is refreshed and the modification is recorded in the “Undo history”.

The fields listed in grey cannot be edited, because they are inherited from the parent class. In order to edit this field, use the “breadcrumb” above the view to navigate to the parent class.

Toolbar

Once a class or field has been selected, additional actions are available via the toolbar buttons:

Icon Label Action
Undo button Undo Click on the button to undo the previous operation, or click on the triangle to select the operations to undo. The button is grayed in case undoing is not allowed (e.g. after a move to production)
Test button Test Tests the latest revision to the active instance. This button is shown only if the active instance has been given the role 'Production and Test'
Add Class button Add Class Creates a new class of object.
Remove Class button Remove Class Deletes the current class of objects (a confirmation dialog will be displayed).
Add Field button Add Field Adds a field to the current class
Remove Field button Remove Field Removes the currently selected field from the current class (a confirmation dialog will be displayed).
Add Relation button Add Relation Adds a relation (n:1, 1:n or n:n) between the current class and another class of object.
Remove Relation button Remove Relation Removes the currently selected relation
Add Relation Field button Add Relation Field Adds a field on the n:n relation currently selected.
Remove Relation Field button Remove Relation Field Removes the curently selected field from the n:n relation.
Undoing changes is definitive. Your changes will be definitively lost. Moreover, as similar changes are grouped into one change, undoing can undo a little more than expected. Undoing is recommended when you have deleted something by mistake.

Creating a new class

To create a new class, click on the Add Class button toolbar button. The following dialog box is displayed:

New Class Dialog

Where:

  • Name is the name of the class, as managed internally by the application. This name must be unique.
  • Label is the localized label for this class, as it will appear in the user interface.
  • Description is an optional description providing more information about the purpose of this class. This field is purely informational.
  • Derived From is the parent class of the new class. The new class inherits all the fields from its parent.
  • Abstract determines if the class can be instanciated or not
  • Icon is the icon depicting the class. Pick an icon from the list or use the “+” button to upload a new one.
    • The icon should be 64×64 (before 3.0.0: 48×48 pixels only). Uploaded images are resized if needed.
    • The icon should have a transparent background. For better results use a PNG24 image with a smooth alpha channel for the transparency of the background.
    • For 3.0, SVG format can be used and in that case 240px is fine.
  • Database Table is the name of table in the database where to store the fields specific to this class. Must be unique.
  • Module determines in which module the class will be declared. Note: If the parent class is an actual class defined in a module of the datamodel (i.e. if the parent class is neither cmdbAdbtractObject, nor DBObject, nor CMDBObject), the value for the module is ignored, it will be forced to the name of the module in which the parent class is defined. This prevents dependency problems in the resulting datamodel.
  • Categories determines if the class is visible in the application, if it can be searched in the global search, etc.The standard values for Categories are:
    • bizmodel: this is the most common value. Classes in this category can appear in the iTop user interface, can be imported in CSV and are subject to the user rights management defined by the Profiles.
    • searchable: classes in this category are indexed by the global search. This used for all usual classes.
    • application: this value is used for classes used internally by the application. Only administrators can import (via the CSV import) objects of such classes. Examples of classes from the application category are Triggers and Actions used by the notification mechanism.
    • addon/authentication: used by the authentication mechanism. Do not use this category unless you known what you are doing!
In order to ensure the consistency of the Model, not all classes can be extended. Therefore the list of “Derived From” is limited.

Deleting a class

To delete the currently selected class, click on the Remove Class button toolbar button. The following dialog box is displayed:

Delete Class Dialog

In order to preserve the consistency of the Data Model, some classes cannot be deleted inside the ITSM Designer. When such a class is selected, the “Delete Class” button remains disabled.

The confirmation dialog shows the impact of the deletion of the class: all foreign keys pointing to the deleted class will be deleted as well, and as a consequence all External Fields based on the deleted foreign keys will be deleted as well.

The OQL expressions used in Filter criteria or in Dashboards will not be automatically updated when deleting a class. However the “Test” and “Move To Production” actions do perform a consistency check on OQL expressions before deploying the new Model into an iTop Instance.

Creating a new field

To create a new field in the currently selected class, click on the Add Field button toolbar button. the following dialog box is displayed:

New Field Dialog

  • The name of the field is the actual “code” to be used for identifying the field in the application. This name must be unique for all the classes of the same “branch” (i.e. with the same ancestor class). Note: the name of a new field must be entered in lowercase for consistency with the iTop datamodel.
  • The label is the actual display label of the field. It depends on the language of the interface.
  • The SQL property determines the name of the SQL column used to store the value of the field in the database. This name must be unique for all the classes of the same “branch” (i.e. with the same ancestor class)
  • The description (optional) provides more information about the purpose of the field. This is purely informational.
  • The type determines the format and the behavior of the field:

The following types of fields are available:

Type Meaning
Case log A multi-line text field where each entry is stored separately along with its author and a timestamp
Dashboard since iTop 2.6 A dashboard specific to a class and displayed on every object of that class
Date A date (format YYYY-MM-DD)
Date and Time A date and time (format YYYY-MM-DD hh:mm:ss)
Deadline A date and time that can be displayed relative to the current (ex. passed by 1 hour)
Duration A duration expressed as a number of days, hours, minutes and seconds
Email Address A text string compatible with the email address format
Encrypted String A text string, stored encrypted (using a reversible encryption algorithm) in the database
Enumeration (List) An enumerated list of values
Field from a foreign class A field from a class pointed to by a foreign key
File Binary data, managed by uploading/downloading a file
Image since iTop 2.3 An image/picture uploaded directly into the object to be displayed in the details and lists.
IP Address An IP v4 address in dotted notation (e.g. 10.24.243.148)
Long Text A multi-line text without formatting
Number (Decimal) A decimal number, with the given number of digits (after and before the decimal point)
Number (Integer) An positive integer number
OQL A text string representing an OQL query
Password A one-way encrypted text string, displayed as a password entry
Percentage An integer number between 0 and 100
Phone number since iTop 2.5 A string allowing integration with IP telephony
Stopwatch A stopwatch used for tracking the elapsed time on objects with a lifecycle
Stopwatch value A value based on a stopwatch field
String A one line text string
Tag Set since iTop 2.6 A multi-selection field
Template (HTML) A multi-line text field, with HTML formatting and containing placeholders
Template (One Line String) A one line text string containing placeholders
Template (Text) A multi-line text without formatting, containing placeholders
Text A multi-line text without formatting
Text (HTML) A multi-line text field, with HTML formatting
URL A one line text field following the URL formatting rules

The last two lines are common to all types of fields; they determine if the field will be added to the “presentation” of the object and if these modifications need to be propagated to the child (derived) classes.

The other properties are specific to the type of field.

Deleting a field

To delete the currently selected field, click on the Remove Fieldbutton toolbar button. the following dialog box is displayed:

Delete Field Dialog

The confirmation dialog shows the impact of the deletion of the field: any External Field referencing the field to be deleted will be deleted as well.

The OQL expressions used in Filter criteria or in Dashboards will not be automatically updated when deleting a field. However the “Test” and “Move To Production” actions do perform a consistency check on OQL expressions before deploying the new Model into an iTop Instance.

Creating a new relation

To create a new relation with the currently selected class, click on the Add Field button toolbar button. the following dialog box is displayed:

New Relation Dialog

There are three different types of relations:

Type of Relation Meaning
Foreign Key (n:1) A foreign key to another object of the specified class (or a derived class)
Hierarchical Key A foreign key to another object of the same class, which will act as the “parent” of the object. Hierarchical keys protect from “loops” in the hierarchy by preventing to select as a parent an object which is already “under” the current object in the hierarchy
Many to many (n:n) The many to many relation is build by automatically creating an intermediate “link” class with two foreign keys.
One to many (1:n) This relation is used to display objects containing a foreign key pointing to the current class. Only classes which already contain such a foreign key are listed in the dialog.

Foreign Key (n:1)

A foreign key has the following properties:

Property Meaning
Target class The class of the target objects that will be related to the current class via this relation. Note that objects of a class derived from the target class can also be related to the current object
Name Name of the field corresponding to the foreign key
Label The localized label for this field
Mandatory Whether or not this relation can be empty when creating or editing an object of the current class
Description An optional, localized, description for the relation
OQL Filter An OQL query used to limit the allowed values for this field. The OQL query MUST return objects of a the “target class” (or one of its derived class). Supported placeholder in OQL is :this->attribute
Reload on change of If you specified an OQL filter, select the fields whose modification will impact the result of the filter.
Database Column SQL column used to store the value of the foreign key in the database
Deletion Rule Defines the behavior of the application when the object pointed to by the foreign key is deleted. The possible values are:
Automatic Deletion: the current object is deleted as well ( if the foreign key is mandatory) or the foreign key is reset
Manual Deletion: the target object can not be deleted until the foreign key is modified (reset or set to point to a different target)
Enable the [+] button Whether or not to allow the “plus” button displaying the form to create an object of the target class. If the value is “Depends on the configuration” (which is the default) the “plus” button will be displayed if the value allow_target_creation is set to true in the iTop configuration file.
Add To Presentation Check the columns (Details / List / Search Form) corresponding to the presentation(s) in which you want the new relation to be added.
Propagate to Child Classes Check the columns (Details / List / Search Form) corresponding to the presentation(s) of all classes derived from the current class, in which you want the new relation to be added.

Hierarchical Key

A hierarchical key has the following properties:

Property Meaning
Name Name of the field corresponding to the hierarchical key
Label The localized label for this field
Description An optional, localized, description for the relation
OQL Filter An OQL query used to limit the allowed values for this field. The OQL query MUST return objects of a the “target class” (or one of its derived class). Supported placeholder :this→attribute
Reload on change of If you specified an OQL filter, select the fields whose modification will impact the result of the filter.
Database Column SQL column used to store the value of the hierarchical key in the database
Deletion Rule Defines the behavior of the application when the object pointed to by the foreign key is deleted. The possible values are:
Automatic Deletion: the current object is deleted as well ( if the foreign key is mandatory) or the foreign key is reset
Manual Deletion: the target object can not be deleted until the foreign key is modified (reset or set to point to a different target)
Move up: When the parent is deleted, the object is automatically moved one level up in the hierarchy (i.e. attached to the grand-parent)
Add To Presentation Check the columns (Details / List / Search Form) corresponding to the presentation(s) in which you want the new relation to be added.
Propagate to Child Classes Check the columns (Details / List / Search Form) corresponding to the presentation(s) of all classes derived from the current class, in which you want the new relation to be added.

Many to many (n:n)

A many to many relation has the following properties:

Property Meaning
Target class The class of the target objects that will be related to the current class via this relation. Note that objects of a class derived from the target class can also be related to the current object
Name Name of the field corresponding to the relation
Label The localized label for this field
Description An optional, localized, description for the relation
Add To Presentation Check the column “Details” to add an extra tab to the presentation of the curent object, listing the related objects. Many to many relations can not appear in lists or search forms.
Propagate to Child Classes Check the columns “Details” to propagate the modification of the “Details” presentation to all derived classes.
Allow Duplicates Allow to have several links from object A to object B

One to many (1:n)

A one to many relation has the following properties:

Property Meaning
Linked class The class containing a foreign key pointing to the current class.
External key Name of the field corresponding to the foreign key to use (in case there are several foreign keys to the current class)
Name The unique name of the field to create
Label The localized label for this field
Description An optional, localized, description for the relation
Edit mode How the relation will be managed in the user interface: Default (= Actions menu); Add Object only; In place edition; Actions menu; No Edition.
Tracking level How much information about this relation will be kept in the history of the class: Default (=Addition/ Removal only), Complete History, Details (track modified items), No history at all.
Add To Details Check to add the field (as an extra tab) to the presentation of the class.
Propagate to Child Classes Check to add the field (as an extra tab) to the presentation of the child classes.

Behavior depending on the edit mode value:

Edit mode XML code Meaning when editing the current object
–select one– <empty> When no value is provided in the XML, iTop uses its default actions, see below for its behavior
Default <empty> same as above
#n/a add_remove Not available in Designer, except by XML injection Allow to add existing objects = overwrite their ExternalKey to the id of the current object. It proposes a remove which empty the ExternalKey, but it can't be proposed if the ExternalKey is mandatory.
In place edition in_place You can create a new object in a modal pop-up window. You can also delete child objects assuming no other relationships prevents it
Actions menu actions Add Actions menus which in current window, allow to massively edit (modify or delete) the related objects, as well as create a new related object -In both cases, this force to leave the current edition mode, loosing any other modification- The creation handles fields dependencies, it presets the ExternalKey as well as fields on which it depends for eg. organization.
Add objects only add_only Only allow to create a new related object in a separate window, independently of the current object edition, which can be cancelled or completed without effect on the creation. The creation window presets the ExternalKey, unless it depends on another field
No edition none That (1:n) relationship cannot be edited from the current object, it's in read-only mode

Deleting a relation

To delete the currently selected relation , click on the Remove Fieldbutton toolbar button. the following dialog box is displayed:

Delete Relation Dialog

The confirmation dialog shows the impact of the deletion of the relation. Depending on the type of relation deleted some other fields (or classes) may be impacted.

The OQL expressions used in Filter criteria or in Dashboards will not be automatically updated when deleting a relation. However the “Test” and “Move To Production” actions do perform a consistency check on OQL expressions before deploying the new Model into an iTop Instance.

Managing the presentation

To manage the presentation of a given class, select the “Presentation” tab. Then click on the desired style of presentation to edit “List”, “Details” or “Search Form” by clicking on it in the center pane.

Drag and drop the fields to arrange them inside the presentation or from/to the right pane to add/remove them from the presentation.

Clicking on the small plus (“+”) icon in the “Details” presentation creates a new column in which fields can be dropped. Similarly the small minus (“-”) icon is used to completely remove a column (except the first column which cannot be removed). When column is removed, all the fields previously located in this column are moved back to the “bucket” of available fields in the right pane.

Class Presentation

The modifications are automatically saved and recorded in the “Undo history” when you “drop” a field.

A right-click inside the presentation, displays a popup menu with two choices: “Insert fieldset…” and “Remove field”.

Right click in the presentation

If you select “Insert fieldset…” you will be prompted for the code and the localized label of this new fieldset: Creation of a new fieldset

The code of the fieldset is the key of the dictionary entry for the localized label. Therefore this code must be globally unique among all entries in the dictionary. In order to ensure the uniqueness of the code, it is convenient to adopt the convention of prefixing all fieldset codes by the name of the class.

The fieldset is then created, enclosing the selected field. You can right click-again on the fieldset to edit its properties or delete it. Editing or removing a fieldset

When a fieldset is removed, all the fields previously located inside this fieldset are moved back to the “bucket” of available fields in the right pane.

3_2_0/products/designer/classes.txt · Last modified: 2024/09/10 10:25 (external edit)
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