| Oracle® Pulse User's Guide Release 19.4 E89716-10 |
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This chapter describes how to navigate Oracle Pulse. It explains how to move from the Pulse Dashboard through two levels of information - Customer Level and Service Level - and how to use the user interface (UI) features common to all pages.
Oracle Pulse presents a comprehensive view of all your organization's services using the Customer and Service levels. This section describes how to use these dashboards and the lists to navigate Oracle Pulse.
Pulse Dashboard - The Pulse Dashboard, which is the Oracle Pulse home page, analyzes the recent performance of all your organization's services. Click any metrics to see the table view.
To improve your Oracle Pulse experience on smaller screens, such as iPhones or other smartphones, the Pulse Dashboard widgets stack vertically.
Customer Level - The Customer Level shows the health of all your organization's services. Click any of the options in the navigation menu at Customer Level to see corresponding metrics for all your organization's services in that area:
Calendar
CSU
Availability
Storage
Transactions
Business Insight
Performance
Incidents
Changes
Service Level - The Service Level presents key information for the selected service. Similar to the Customer Level, the Service Level provides a range of navigation menu options that open a screen with metrics:
Availability
Storage
Transactions
Incidents
Changes
You can also switch to the Service Level page for another service - click the Service Tree View icon ( 
) in the upper left corner of the screen, then select the service you want to view. Then click the Back icon ( 
) in any dashboard at Service Level to return to the corresponding dashboard at Customer Level.
Services Tree View Menu - The services menu lists all your organization's services. You can access this menu on any page at the Customer and Service levels using the Service Tree View icon ( ) in the upper left corner of the screen.
The Service Level in Oracle Pulse presents key information for the selected service. To access Service Level data:
Sign in to Oracle Pulse as explained in the Accessing Oracle Pulse section in Chapter 1, "Introduction".
The Pulse Dashboard is displayed by default.
Click the Service Tree View icon ( ) in the upper left corner and select the service you want to access.
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Note: If there are more than three services available for a customer, the side menu also contains a search field, allowing you to easily locate the desired service or environment. |
The Availability dashboard at Service Level opens by default.
Click any of the functionalities in the navigation menu to access the required data.
Alternatively, you can also access Service Level data by using the Service Tree View icon ( ) from within one of the dashboards at Customer Level or by clicking the name of a service name in a table.
Oracle Pulse presents key information related to availability, storage, Business Transaction Monitoring, service requests, and change requests for the selected environment, as explained in the following sections:
To access availability information and information related to the service requests and change requests associated with an environment:
Sign in to Oracle Pulse as explained in the Accessing Oracle Pulse section in Chapter 1, "Introduction".
The Pulse Dashboard is displayed by default.
Follow the steps in Navigating to the Service Level to access the Availability, Incidents or Changes dashboard for the service the environment is associated with.
Click the List view icon ( 
) to see information for all the environments associated with the selected service.
By default, information is shown for all the environments associated with the selected service.
Click the environment filter ( 
), then select the Individual Environment option.
Select an environment from the drop-down list to see information for the environment of your focus.
To access storage information for a specific environment:
Sign in to Oracle Pulse as explained in the Accessing Oracle Pulse section in Chapter 1, "Introduction".
The Pulse Dashboard is displayed by default.
Follow the steps in Navigating to the Service Level to access the Storage dashboard for the service the environment is associated with.
By default, information is shown for all the environments associated with the selected service.
Click the environment filter ( ), then select the Individual Environment option.
Select an environment from the drop-down list to see information for the environment of your focus.
To access BTM-related information for a specific environment:
Sign in to Oracle Pulse as explained in the Accessing Oracle Pulse section in Chapter 1, "Introduction".
The Pulse Dashboard is displayed by default.
Follow the steps in Navigating to the Service Level to access the Transactions dashboard for the service the environment is associated with.
By default, information is shown for all the environments associated with the selected service.
Select an environment from the drop-down list in the upper left corner to see information for the environment of your focus.
This section describes the layout of the Oracle Pulse user interface (UI).
The Customer and Service levels use key performance indicators, tables and charts to show the health of all your organization's services.
Key performance indicators show data in both chart and table views, and are displayed side by side. Click any key performance indicator to open the associated table view or, where no table view is available, to open the corresponding dashboard in Oracle Pulse.
Charts show graphical representations of data. Toggle between the chart view and table view using the Open Table View icon ( 
) in the lower right corner of the chart.
Tables list all records, and are integrated among the widgets or shown in the lower part of the screen. Click any record in a table to open the lower level dashboard.
On Web browsers, the dashboard design also responds to the device size. Widgets stack vertically, and you can scroll up to see more widgets or the table of records.
You can access a list of all your organization's services from any screen in Oracle Pulse using the Service Tree View icon ( ) in the upper left corner. Select any service to access the corresponding dashboard populated with the most recently collected metrics.
The navigation menu at the top of each screen shows options for the Pulse Dashboard and the Customer and Service levels. Navigation menu options respond to the width of the screen, with options tabbed vertically to the right.
For example, use the navigation menu at Customer Level to move between the Calendar, CSU, Availability, Storage, Transactions, Business Insight, Performance, Incidents, and Changes menus.
By default, options on the right of the navigation menu are displayed in a vertical list. This improves the rendering of dashboards on smaller screens. Click the Menu icon ( 
) at the right end of the navigation menu to show options in the vertical list and to return to the default navigation menu display.
The following table shows the controls available in Oracle Pulse with descriptions:
| Icon | Name | Description |
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Home | Click this icon to return to the Pulse Dashboard, which is the Oracle Pulse home page. |
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Service Tree View | Click this icon to open a list of all your organization's services. |
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Back | Click this icon in any dashboard at Service Level to return to the corresponding dashboard at Customer Level. |
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Configuration | Click this icon to open the Configuration page. |
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Contacts | Click this icon to open the Contacts page. |
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Help | Click this icon to open the help documentation for the page you are currently viewing. |
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More Actions | Click this icon to perform the following actions:
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Dashboard / Monthly View | Click this icon to access the widgets and charts on the home page of the Availability, Incidents, and Changes dashboards, as well as the Calendar Monthly View. |
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List / List View | Click this icon to open the list of relevant records in the Availability, Incidents, and Changes dashboards. |
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Chart | Click this icon to access the charts in the Availability, Incidents, and Changes dashboards. |
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Status | Click this icon to access stability and performance information for the services where Business Transaction Monitoring has been enabled. |
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Personalize charts | Click this icon in the Chart view of the Availability, Storage, Incidents, and Changes dashboards to select the charts that you want to display or in the Performance dashboard to select the environments for which to display host and database metrics. |
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Search | Click this icon to display the results that match the string you entered. |
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Open Table View | Click this icon in any widget to flip to the data used to create the chart. |
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Export | Click this icon to export table data to one of the following formats: PDF, MS Excel, or PPT. |
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Sort | Click these icons to sort the records in a table in ascending or descending order. |
Click the Configuration icon ( ) in the More Actions menu ( ) to see lay-of-the-land information at a glance as far as the services, environments and hosts associated with the environments are concerned.
Apart from showing the child services ( 
) and the environments associated with a particular service, the Configuration table allows you to use the Expand icon ( 
) to the left of an environment name to display the following information for each of your organization's services:
Service Delivery Manager: Specifies the email address of the Service Delivery Manager associated with the service.
Phase: Specifies the service phase. Available options include:
Implementation
Initalization
Production
Stabilization
Go Live Date: Specifies the date when the service went live.
Support Identifier: Specifies the support identifier associated with the service.
Use the Expand icon ( ) to the left of an environment name to see detailed information about the environment:
Type: Specifies the type of the environment. Available options include:
Demo
Development
Disaster Recovery
Other
Production
Production Support
Reporting
Stage
Test
Training
Transition
Available Date: Specifies the date when the environment became available.
Lifecycle: Specifies the environment lifecycle. Available options include:
Critical Implementation Services
Critical Migration and Upgrade Services
Critical Production Services
Customer Managed Implementation
Customer Managed Production
Implementation Services
Migration and Upgrade Services
OFSS Managed Implementation
OFSS Managed Production
Production Services
(Optional) Managed Security Services (MSS): Where applicable, lists the Managed Security Services service types associated with an environment.
Hosts: Specifies the names of the hosts associated with the environment.
The Configuration page further provides the ability to search for a specific service, environment or host. To do this, type the name of the service, environment or host, then click the Search icon ( ) or hit Enter. Partial strings return all services, environments, or hosts containing the searched text.
The Services Group feature lets you create service groups, allowing you to concentrate on your line of business with the help of reports focused on the services you have selected for your service groups. The following sections explain how to use the Services Group feature:
To create a service group:
Click the Service Group icon( 
) in the upper right corner of the page.
The Service Group side pane opens.
Select the check boxes corresponding to the services you want to include in your service group.
Click Apply to save your changes and create your service group. Your selected services are grouped on the Service Group side pane, under My Services. The Service Group icon ( ), along with the number of selected services is displayed on every dashboard where the data is filtered by the selected services:
Dashboard
Calendar
Availability
Storage
Transactions
Performance
Incidents
Changes
Your service group is saved for future logins, until you decide to modify or delete it. For information on how to modify or delete a service group, see Editing a Service Group or Removing a Service Group.
Service groups can be edited by adding or removing services. To do this, click the Service Group icon ( ) on any of the dashboards where the data is filtered by the selected services, add or remove the desired services, then click Apply.
Service groups can be removed to allow you to access data for all your services. To do this, click the Service Group icon ( ) on any of the dashboards where the data is filtered by the selected services, and deselect the check mark next to My Services).
Click the Contacts icon ( ) in the More Actions menu ( ) to see lee all the contacts associated with your organization's services.
Contacts include users from your organization and all Oracle personnel associated with your organization's services. Your customer user administrator authorizes approvers and defines the scope of approval authority. Your SDM and your customer user administrator maintain these records.
The following information is displayed for each contact record:
Name: Specifies the full name and the email address of the contact person.
Role: Specifies the role granted to the contact person.
Approval Authority: Specifies the approval authority assigned to the contact person by your customer user administrator.
Searching for a Contact
To search for a contact, enter the search criteria in the Search Contacts field, located at the top of the Contacts page. Partial strings return all contacts containing the searched string. Click the Search icon ( ) to see all records containing the string.
Filtering Contacts
You can filter the records on the Contacts page using one of the following options in the list in the upper left corner of the page:
All Contacts: Displays all contacts associated with your organization's services, from both Oracle and your organization.
Approvers: Displays contacts who have the authority to approve change requests. The customer user administrator defines the scope of this approval authority.
My Organization: Displays all contacts from your organization associated with your organization's services.
Service Delivery Team: Displays all Oracle personnel associated with your organization's services.
Click the Notifications link in the More Actions menu ( ) to see all the active and historical notifications associated with your organization's services, covering the last 30 days.
Notifications inform you about newly available software versions, any upcoming maintenance and outages, and any service interruptions that occurred in your organization's services.
The following information is displayed for each notification record:
Planned/Unplanned: Indicates whether the outage is planned or unplanned. For example, a scheduled outage for maintenance or a new software release is a planned outage.
Event Type: Indicates the type of event in question. Examples include:
New Software Release, announcing a new release of Oracle Pulse software.
Proactive Maintenance, announcing a scheduled maintenance outage to proactively address issues.
Description: Provides a full description of the event in question, typically including the event date, the start and end times, the systems or areas affected, the reasons for the event, and any other relevant details.
Date: Shows the date when the notification was created. The event date is listed in the description.
You can filter the records on the Notifications dashboard using one of the following options in the list in the upper left corner of the page:
Active notifications have not yet reached their expiry date.
Historical notifications have passed their expiry date, and were issued in the past 30 days.
Your Oracle SDM manages all your notifications, creating the necessary messages and setting an expiry date for each notification.
Once you sign in to Oracle Pulse, all active notifications for your organization's services are displayed by default. Notifications are ordered by the creation date, which is listed in the upper right corner. You can also scroll down to see earlier active notifications.
By selecting the Do not show again check box for one or more notifications, you can ensure they are not displayed the next time you sign in.
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Note: Each notification displays the date when the notification was created. The event date is listed in the description. |
Reports in Oracle Pulse are generated for default periods of time, as explained below:
the widgets on the Pulse Dashboard, the Performance dashboard, the Incidents and Changes Dashboard views, as well as the Transactions dashboard, report data as of the current day. This setting cannot be changed.
the Calendar Monthly View and List View, the CSU Dashboard and List views, as well as the Dashboard view on the Availability, Incidents and Changes menus, report data for the current month.
the List and Chart views on the Availability, Incidents and Changes menus, as well as the Storage dashboard, report data for three months prior to the current month.
The default time periods for reports can be changed using either the page time selector or the widget time selector, as explained in the following sections:
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Note: If the page time selector default value is updated in any page, the default values are no longer preserved, but the new selections will propagate from one menu to another. To revert to the default values, log out and relogin to Oracle Pulse. |
By default, reports in Oracle Pulse are generated in the GMT time zone. Oracle Pulse allows you to change the default time zone for the reports on the Transactions and Performance dashboards, as explained in Changing the Timezone of Your Reports.
Use the page time selector in the upper right corner of a page to change the time interval for all the information displayed on that particular page.
To change the time interval using the page time selector:
Click the Select Time Interval icon ( 
) in the upper right corner of the page.
To generate the report for one of the available time intervals, continue to step 2. To generate the report for a custom time frame, continue to step 3.
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Note: Only valid timeframes can be selected, where the end date is higher than the start date. |
Select any of the options in the list.
The page is automatically refreshed to show information for the selected time frame.
Click Custom Timeframe.
In the calendar window that opens, use the Start Date and End Date drop-down lists to select your preferred time frame.
Click Apply.
The page is automatically refreshed to show information for the selected time frame.
Use the widget time selector above a chart to change the time interval for that particular chart only.
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Note: The widget time selector is available only for the charts in the Availability, Incidents, and Changes Chart views, as well as for the charts on the Storage and Transactions dashboards. |
To change the time interval using the widget time selector:
Click the Select Time Interval icon ( ) above the chart.
To generate the report for one of the available time intervals, continue to step 2. To generate the report for a custom time frame, continue to step 3.
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Note: Only valid timeframes can be selected, where the end date is higher than the start date. |
Select any of the options in the list.
The page is automatically refreshed to show information for the selected time frame.
Click Custom Timeframe.
In the calendar window that opens, use the Start Date and End Date drop-down lists to select your preferred dates.
Click Apply.
The page is automatically refreshed to show information for the selected time frame.
Oracle Pulse allows you to change the default time zone for the reports on the Transactions and Performance dashboards, enabling you to see data in your preferred time zone and streamlining the correlation between your outages or performance issues and the Oracle Pulse reports.
To change the time zone for your reports:
Click the icon in the upper right corner or above the chart that you want to display in your preferred time zone.
Select your preferred time zone from the drop-down list or use the search box to look for your preferred time zone.
The page is automatically refreshed to show information for the selected time zone.
The chart personalization feature in Oracle Pulse allows you to select the charts you want to display, as explained in Personalizing Charts. This feature is available only for the Availability, Incidents, and Changes Chart views, as well as for the Storage dashboard.
In the Performance dashboard, the environment personalization feature allows you to select up to five environments for which to display host and database metrics, as explained in Personalizing Environments.
To select the charts you want to display in the Availability, Incidents, and Changes Chart views, as well as in the Storage dashboard:
Click the Personalize charts icon ( ) in the upper right side of the dashboard.
The Personalize list is expanded, with the check box of the charts already displayed selected.
Select the check box corresponding to the charts you want to display.
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Note: To select all the charts in a category, you can select the check box to the left of the category name. |
Deselect the check box of the charts displayed by default.
Click Apply.
The dashboard is refreshed to show only the charts you have selected. Your selection is preserved for your next logins.
To select the environments for which to display host and database metrics in the Performance dashboard:
Click the Select environment icon ( ) in the upper right side of the dashboard.
The Select Environment list is expanded, showing all the active services in your organization.
Click the Expand icon ( ) to the left of a service name to display the list of associated environments.
(Optional) If there are more than three services associated with your organization, start typing the name of your environment(s) of interest in the search box at the top of the Select Environment list.
Select the check box corresponding to the environments for which to display host and database metrics.
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Note: Oracle Pulse Release 18.4 and up allows you to select up to 5 environments. |
Click Apply.
The dashboard is refreshed to show host metrics for the environments you have selected. Your selection is preserved for your next logins.
To remove a selected environment from view:
Click the Select environment icon ( ) in the upper right side of the dashboard.
The Select Environment list is expanded, showing all the services in your organization.
Click the Unselect environment icon ( 
) to the right of the environment you want to remove.
Click Apply.
Oracle Pulse allows you to export data in the table views of reports for later use. To export data:
Click the widget or the Open Table View icon ( ) in the lower right corner of the chart whose data you want to export.
Click the Export icon ( ) in the upper right corner of the table.
Select one of the available formats:
MS Excel
PPT
The Save As dialog box opens.
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Note: The reports on the Business Insight dashboard can only be exported as MS Excel. |
Browse to the location where you want to save your report.
In the File name field, enter a name for your report.
Click Save.
The table views of reports in Oracle Pulse can be sorted to allow the easy identification of records of interest to you. To sort the columns in table views:
Click a widget or the Open Table View icon ( ) in the lower right corner of a chart.
By default, tables are sorted by the most recent record.
Identify the column by which you want to sort the records.
Click or to sort the records in ascending and, respectiely, descending order.
