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  1. Enter 'Base Items' into the filter navigator. 
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  2. Click on All under Base Items.
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  3. Click New at the top left of the content frame.
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  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 Classes.

    • 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. Reference the Configuration Item Fields table for a description of each field common to all CIs.
  6. Start by filling out the Name field, following the Configuration Item Naming Standards previously documented. This is a required field. 



  7. Enter a concise description of the CI in the Description field. This is a required field.



  8. Select an option for Status(install_status). This is a required field. Refer to the Configuration Item Fields table for details on field choices. 



  9. Select an option for Operational status. This is a required field. Refer to the Configuration Item Fields table for details on field choices.



  10. Select an option for Discovery source. Since you are manually entering a new configuration item into the CMDB, your choice will most likely be Manual Entry.



  11. Use the Support group reference field to lookup the primary group responsible for supporting the asset in production. This is a required field. 



  12. The remainder of the form fields are not mandatory, but should be filled out to the greatest extent possible. Refer to the Configuration Item Fields table for more field descriptions.
  13. If you are creating a new CI to bind to a cloud contract record, select a value for the Hosting type field according to the following:
    • Supplier Cloud - software hosted by a vendor or SaaS software.
    • UCI Cloud - software run by UCI on a cloud platform such as AWS or run off premises from UCI.
    • On Premise - software running on machines located on UCI property.
    • Hybrid - components run in the cloud as well as on premises.



  14. Click Submit at the top right of the content frame.

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Revised ByRevised DateApproved ByApproved DateComments

Chris Nelson

 

Initial draft.
Anusha Kethineni (Unlicensed) 

Updated the page with new UI screenshots