Using filters to search entities

When your account contains a large number of entities, filters can help you quickly narrow down search results to find the entities you are looking for. Available filters include organization, tenant, criticality, user groups, ingested source, location, source, type, tag, and stage—each of which can refine your search to deliver more specific results. Additionally, you can view a comprehensive overview of entity information through interactive widgets, allowing for a quick and efficient review of key details.

Defining the search criteria to filter entities in the entities overview

Use this procedure to search for entities using the search bar and filters. Applying filters allows you to fetch the required entity record.

To use filters for entities:

1. Navigate to Resolutions --> Overview, under Entities.

The Entities Overview page appears, displaying all entities organized by category and class.

2. Click the Filter icon to filter entities by Group users, Type, Location, Functions, Source, State, Critical, and tags.

• If you are at domain level, you can also filter the entities by organizations and tenants. 
• If you are an organization level, you can filter by tenants in addition to the other filter options. 

3. Select a source, state, function, group users, or a tag and click Apply to apply the set filter options. Here, we are selecting the source as AWS, State of the entity as active. This displays the category of entities published from the source AWS and in active state. 

4. Click on a specific class in a category to view the entities published from source AWS that are in the active state. 

Searching for entities on the Entity Overview

Use this procedure to search for a particular entity on the Entity Overview. 

1. Navigate to Resolutions --> Overview, under Entities. The Entities Overview page appears. 

2. Provide the search term, such as category name, class name, or entity name to search for an entity.  If you search for an entity, this displays all results matching with the entity name. 

Search by entity 

3. Click on the entity whose details you want to view (or) click on the ellipses icon corresponding to the entity and select the View in Entity Details option. Both will take you to the entity details page. 

Search by category or class name

4. Provide the category or class name in the search box on the Entity Overview page. This displays the results matching the search term. 

5. Click on the Name or click on the ellipses icon corresponding to the entity and select the View in Entity Inventory option. Both takes you to the Entity Inventory page. 

Exporting entities to a PDF file

Use this procedure to export entities to a PDF from the Entities Overview page. This PDF can be shared with external users or stakeholders of the company.

1. Navigate to Resolutions --> Overview, under Entities. The Entities Overview page appears.

2. Click the Export icon and select PDF to export the entity categories within the tenant or organization into a PDF file. 

Widgets

Widgets in the entities overview section provide a snapshot of key information about entities, allowing users to gain quick insights. These widgets represent entities synced to the tenant and are categorized into four types: New Entities, Critical Entities, Source, and Ingested Source. Here's an overview of each:

• New Entities:
  Displays the total number of entities synced over the past seven days. Click View by Category to see entities categorized by type.
• Critical Entities:
  Highlights entities marked as critical by users or enrichment policies. When an enrichment policy is applied, any entity meeting the defined criteria is tagged with the criticality level specified in the policy and displayed in this widget.
• Source:
  Provides a bar chart showing the count of entities synced from individual sources, such as CMDB, ASE, cloud platforms, and security tools within the Resolution Intelligence Cloud. Clicking a bar displays the total entities synced from the corresponding source.
• Ingested Source:
  Offers a detailed bar chart breaking down entities synced from ingested sources under each primary source. Clicking a bar displays entities synced from an ingested source and its associated primary source.

Managing Widgets

Using Manage Widgets, you can customize the view by selecting which widgets to display on the Entities Overview page. By default, the New Entities, Critical Entities, and Source widgets are visible, with the option to select or deselect them. Only the widgets selected in Manage Widgets will be displayed on the interface. 

To manage widgets:

1. Click the Manage Widgets icon
2. Select the check boxes corresponding to the widgets you want to view on the Entities Overview page and click Apply. This shows the widgets you selected.