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GUIDE STATUS: 

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(warning) There is a automated process in place to create, update, or import CIs to the CMDB. Follow the Use the Configuration Item Update Request Form for more information. If you are circumventing this process, the below guide assumes that you have checked for duplicate CIs and have accurate field information for your new CI record.(warning)

Overview

The Configuration Management Database (CMDB) allows managers and staff to track, maintain, and view relationships by different tangible and intangible assets owned by OIT. Creating Configuration Items (CIs) to improve the accuracy of reporting and audits, track downtimes, and build relationships in the CMDB is always a great idea, but maintaining the CMDB quality and data integrity is also important. Currently, the process for creating new CIs or updating existing CIs is automated through the use of a request form. Follow the Use the Configuration Item Update Request Form to follow the standardized process to make a change to the CMDB.

In the event that you are managing an item, or need to circumvent the usual process, follow the below instructions to create a new CI in the CMDB.

Create a New Configuration Item

  1. Enter 'Base Items' into the filter navigator. 
  2. Click on All under Base Items.
  3. Click New at the top left of the content frame.
  4. Click the class that corresponds with the new CI displayed on the next page. In this example, a new Software CI will be created, so the software class listed is selected. For a list of base classes and their descriptions, refer to the Configuration Item Base Class List.

    • The difference between Software and Application classes are as follows:
      • Software - Parent class that encompasses all software components, including back-end software that an end-user would not see.
      • Applications - A subset of software that is limited to the software that an end-user would see or interact with.

  5. The next page is the new record form. Fill out as much field information as possible for the new configuration item, or assign the item to its corresponding owner to have its information filled in later. 
  6. Click Submit at the top right of the content frame. 



Update Log

Updated ByDateNotes
 First draft complete. Pending review.
 Initial Creation.