Create a New Configuration Item

GUIDE STATUS: PUBLISHED

 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.

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 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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