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Info

The Configuration Items (CIs) feature is only available in ISM Service Management Edition. This feature is not available in ISM Service Desk edition.


As an administrator, you can create a relationship of CIs, custom fields, and Category-Class-Type-Item (CCTI) classification. You can use the CI Attribute Templates to group related custom fields and relate them to a CCTI classification. You can perform the following tasks with this feature:

  • Create CI and select CCTI. The custom fields get applied to the CI.
  • Relate the CI to other CIs.
  • Relate CI to contacts/groups.
  • Add service hours.
  • Relate tickets.
  • Relate attachments.
  • View the message board for the CI.

You can use this feature to create CIs corresponding to the various components of your IT infrastructure, like all your services and assets. You can view the existing CIs by navigating to WORKSPACES> SERVICE DESK> Configuration Management. You can filter the list of CIs by Status, Class (from CCTI), and Organization. For example, if you want to view all the active services, you can filter the list on the following criteria:

  • Status = Active
  • Class = Service

Note: The Configuration Management workspace is set to public access rights, by default. As an administrator, you can modify the permissions for this workspace. You can restrict this workspace to Administrators, Configuration Management, and Configuration Management Analysts roles. This setting ensures that the CIs are not subjected to unauthorized modifications.

Considerations

  • The CI status describes the status in its life-cycle. For example, a software package can have a status like Ordered, New, Configured, or In Use.
  • The status of a newly configured CI is Active.
  • You can relate a CI to an organization and also assign an owner to the CI.
  • Permissions are required to create or modify a CI record.
  • The maximum number of CIs that you can create concurrently are 25.
  • Two CIs can be related to each other by a logic, network, power source, or service.
  • You can relate a user to a CI as a user, approver, reviewer, or provider.
  • A CI is related to a CI attribute template through a CCTI. When you create a CI attribute template, relate it to a CCTI, and then relate that CCTI to your CI.

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  • To relate custom fields to a CI, ensure that the Custom fields and CI Attribute Templates exist.
  •  To attach the CI to a CCTI, ensure that the CCTI records are created.
  • To associate a holiday list with the CI, ensure that the Holiday group is created.
  • To relate the CI to contacts or support groups, ensure that the contact group, support group, or both are configured.

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Managing configuration items involves the following tasks:

  • Creating and managing CIs.
  • Managing CI- CI relation.
  • Manage Tickets - CI relation.
  • Managing CI-Contacts relation.
  • Managing Service Hours.
  • Manage Attachments.

You can bulk import the CI records and then update the records as required. You can access, create a CI, and modify an existing CI, depending on the assigned permissions. A Self-Service user can only view a list of the CI records, such as Owner, User, and Change Approver. If this feature is enabled through a slice parameter, the users can relate a CI to a ticket.

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The status of a newly configured CI is Active. In order to deactivate a CI record, set its status to Deprovisioned. You cannot relate a Deprovisioned CI to tickets and other CIs.

In order to delete old or deprovisioned CIs, run a bulk import with the Delete optionTo delete CI's you have two options. You can delete a CI individually by opening the CI, clicking the Actions button and selecting delete. You can also delete Deprovisioned CIs in bulk by using the Delete option within the bulk import feature.

Modifying a Configuration Item

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