Capture virtual server data
Virtual servers are software assets classified as devices. Virtual servers run on physical servers which are located in different locations around the world. Documenting physical servers and their virtual servers and where they are located is critical for disaster recovery management.
In the navigation panel, click Technical Architecture > Virtual Servers. Per default, the data workbench displays only a set of basic attributes. You can add more columns to capture other attributes directly in the data workbench or you can navigate to a virtual server's content area and define it in more detail there. Click to learn about how to use data workbenches.
Add a new virtual server. Click the New button. The edit panel opens on the right where you can define basic data.
Edit an virtual physical server. Edit the virtual server directly in the data table. Or select the checkbox for the virtual server you want to edit and click the Edit button to open the edit panel.
Define the virtual server's basic data. All mandatory fields must be defined to create the virtual server and save it.
- Name: (Mandatory) Enter a unique name for the virtual server.
- Version: (Mandatory) Enter a version number for the virtual server. The name and version number of the virtual server should be unique.
- Start Date and End Date: (Mandatory) The start and end date captures the period when the virtual server is actively running and can be used in the company. This is also when the Object State attribute should be specified as Active. Click the calendar icon to select the date or enter the date in the date format Month/Day/Year. For example: 4/30/2023
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Release Status: (Optional) This is an approval status and typically indicates the level of quality of the information about the virtual server. The release status determines whether a virtual server can or cannot be deleted. Possible values are:
- Draft: The virtual server has only mandatory data defined.
- Under Review: The virtual server is documented and being reviewed. A virtual server with this release status cannot be deleted.
- Approved: The virtual server has been approved by the responsible stakeholders. A virtual server cannot be deleted when it has an approved release status. A virtual server with this release status cannot be deleted.
- Data imported: The data regarding this virtual server has been imported from an external system. Additional changes may be required to improve the data quality. A virtual server with this release status can be deleted.
- Trash: The virtual server is no longer valid and can be deleted.
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Object State: (Mandatory) The object state describes the use of the virtual server in the real word. This can be understood as the operational status of the virtual server. Possible values are:
- Plan: The virtual server is proposed to be used and still in the stages of planning and building.
- Active: The virtual server is currently and used now. The active period begins with the virtual server's start date and ends with the end date.
- Retired: The virtual server is no longer used
The object state should be changed from Plan to Active once the virtual servers start date is reached. It should be changed to Retire when the virtual server's end data is reached.
- Server Type: Select whether the server is an application server, Web server, mail server, FTP server, collaboration server, or another type of server.
- Physical Server: Select the physical server that the virtual server runs on.
- Description: Enter a meaningful description that will clarify the purpose of the virtual server.
- Authorized Access tab: The user who creates the virtual server is the authorized user per default. This can be changed. Select one or more authorized user groups that shall have write permissions to the object. All users in the authorized user group can edit the virtual server.