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Proximity – Using the Proximity Dashboard

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The Proximity Dashboard page, presented at login, provides a customizable at-a-glance summary view of your Navisite services, components, issues, and resources, and allows you to examine the details of items displayed there. The Dashboard page provides:
  • Summary count graphical displays of open and closed incidents and change requests
  • A summary list of open incidents, linked to incident detail pages
  • A summary list of open change requests, linked to change request detail pages
  • A calendar view of your maintenance windows
  • Summary count graphical displays of completed backup jobs and protected Virtual Protection Groups (VPGs)
  • Billable bandwidth and billable port information
  • Account-level and individual service-level team contact information
  • Proximity system notices
Click Dashboard in the Proximity left navigation pane to view the dashboard.


Choosing a Dashboard View

Proximity provides several predefined view selections for the dashboard. Each selection provides a different arrangement of Dashboard components, based on the selection's intended user role. The predefined Dashboard view selections include:
  • Support Technician
  • Services Engineer
  • Billing Coordinator
You can also select any custom Dashboard views that you have created, or that have been shared by other users in your organization. To create a new custom view, see Creating a Custom Dashboard View .

Select Dashboard views from the "choose view:" drop-down menu at the top of the Proximity dashboard.


Proximity Dashboard Components

Viewing Incidents, Change Requests, and System Notices

The Dashboard displays Proximity system-level user Notices, and an Incident Summary bar graph of your open and closed Incidents for the last six months.



Hover your mouse cursor over bars on the Incident Summary graph to view a breakdown of incidents for points in time, sorted by their Priority value. The Priority value (Critical, High, Medium, or Low) reflects a combination of the incident's Impact and Urgency values.

To add or remove graph data, click the corresponding legend entry below the graph.

To download a comma-separated value (CSV) file of the displayed graph data, click the Download icon above the graph.

The Dashboard also provides collapsible lists of Open Incidents and Open Changes. To expand the lists, click the "down" arrow buttons in the list headers (the lists are collapsed by default).



Hover over a line item’s historical summary information to display the related date details.

Click the hyperlinked line items to navigate to the Incident and Change Request Support pages.

The Dashboard also provides summary gauges indicating the number and type of Open Incidents and Open Changes requested:



Click the summary count at the center of each gauge to navigate to the "Incidents" or "Changes" tab of the Proximity Support page.

The gauges represent Incident and Change types using color-coded Priority or Status values. To change the gauge display, click the By Priority/By Status selector above the color-coded indicators.

The Priority value (Critical, High, Medium, or Low) reflects a combination of the incident or change request's Impact and Urgency values.

Status values for incidents include:
  • New
  • Assigned
  • In Progress
  • Pending
Status values for change requests include:
  • Draft
  • Planning In Progress
  • Implementation In Progress
  • Pending
  • Request For Authorization
  • Request For Change
  • Scheduled
  • Scheduled For Approval
  • Scheduled For Review

Viewing Maintenance Windows

The Dashboard also provides a maintenance window Calendar, displaying a calendar view detailing your scheduled maintenance windows, and a list view of maintenance windows for the current date.



Hover your mouse cursor over dates in the calendar to view summary counts of maintenance windows for each day of the displayed month.

Click a calendar entry to display that date's scheduled maintenance windows in the list view to the right of the calendar.

You can search and filter the maintenance window list using the search field and filter drop-down above the list.

Click a maintenance window list entry to navigate to its Maintenance Window Details page.

Viewing Service Information

The Dashboard also provides several components displaying information about Backup and Replication services.

The Backup Jobs gauge and summary graph provide information about recent backup jobs.


Click the summary count at the center of the gauge to navigate to the "Backups" tab of the Proximity Services page.

The color-coded Backups gauge provides a monthly count of completed Unified Commvault® virtual machine (VM) backups (if configured) for your configuration items (CIs). The gauge represents backup jobs using the following color-coded status values:
  • Completed
  • Failed
  • Completed with Errors
  • Running
  • Killed
  • Delayed
  • Not Attempted
  • Skipped
  • Failed to Start
  • Not Synchronized
  • Synchronized
  • Any Status
  • Started
  • Completed with Warnings
  • System Failed
  • Committed
  • Unknown
To view detail information for points in time on the backup job summary graph, hover your mouse cursor over points on the graph.

To add or remove graph data, click the corresponding legend entry below the graph.

The Backup Usage Summary graph and resource total indicate backup resource usage amounts over time.


To view detail information for points in time on the backup usage summary graph, hover your mouse cursor over points on the graph.

To add or remove graph data, click the corresponding legend entry below the graph.

The Replication gauge and Average Recovery Point Objective (RPO) graph provide information about protected Zerto Virtual Protection Groups (VPGs). Zerto Virtual Replication is a hypervisor (or virtual machine monitor)-based replication application that allows you to automatically and continuously replicate application data and VM images, as well as system configurations and dependencies, in order to facilitate disaster recovery.


The color-coded Replication gauge provides a monthly summary of protected VPGs, if configured. The gauge represents VPG replications using the following color-coded status values:
  • Healthy
  • Warning
  • Erroneous
The Average RPO graph represents the average RPO for all of your configured VPGs over the previous 24 hours. To view detail information for points in time on the graph, hover your mouse cursor over points on the graph.

To add or remove graph data, click the corresponding legend entry below the graph.

The Actual RPO graph provides RPO information about a selected VPG for the past 24 hours. The VMs total provides the total number of currently protected VMs in your VPGs.



To view the Actual RPO value for a particular VPG, click the drop-down menu above the graph and select the desired VPG from the list.

To view detail information for points in time on the graph, hover your mouse cursor over points on the graph.

To add or remove graph data, click the corresponding legend entry below the graph.

The Replication-Protected total provides the total amount of data currently protected by your VPGs.


Viewing Billing Information

The Dashboard's Billable Bandwidth Usage graph displays historical billable bandwidth data for a selected Sales Order for the previous month.


  • To change the Sales Order data to display in the graph, select a Sales Order from the drop-down list above the graph.

  • Hover your mouse cursor over points on the Billable Bandwidth Usage graph to view billable bandwidth detail by date.

  • To add or remove graph data, click the corresponding legend entry below the graph.

  • To download a comma-separated value (CSV) file of the displayed graph data, click the Download icon above the graph.
The Dashboard's Billable Ports list displays targets (e.g., particular network interfaces on a configuration item) to which billing metrics can be applied.


Viewing Account Contacts

The Proximity Dashboard also provides account-level team contact information, including:
  • Account Manager name and email address
  • Account team member roles, names, phone numbers, and email addresses

Navisite Service Center (NSC) contact information is also provided.

Creating a Custom Dashboard View

Proximity allows you to customize your dashboard to display only your desired Dashboard components. To do so:
  1. Select Create view... from the "choose view:" drop-down menu at the top of the Proximity dashboard. The Customize Dashboard View pop-up window appears.



  2. Enter a name for your custom Dashboard view in the field at the top of the pop-up window.

  3. Select your desired Dashboard components from the "AVAILABLE" list and add them to the "SELECTED" list, as illustrated above.

    Note: The order in which dashboard components are presented on your custom dashboard is determined by the order in which you add them to the "SELECTED" list. To place components at the top of your custom dashboard, add them to the "SELECTED" list first.

  4. To share your custom Dashboard configuration with other Proximity users in your organization, select the "Share layout" checkbox.

    Note: A shared Dashboard layout can only be edited or deleted by the user that created it.

  5. When all of your desired Dashboard components are present in the "SELECTED" list, click SET CUSTOM VIEW. Your customized dashboard name is listed in the "choose view:" drop-down menu.

Editing and Deleting Custom Dashboard Views

  • To change the components displayed for a custom Dashboard view, click the "choose view" drop-down menu, and click the "gear" icon to the right of the desired view name. The Customize Dashboard View pop-up window appears, allowing you to modify the view components as necessary.

  • To delete a custom Dashboard view, either...

    • click the "choose view" drop-down menu, and click the red "trash can" icon to the right of the view name to be deleted.

      OR

    • click the "choose view" drop-down menu, and click the "gear" icon to the right of the desired view name. When the Customize Dashboard View pop-up window appears, click DELETE CUSTOM VIEW to remove the view.


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