Adding CI Type

Adding CI Type

  1. On the CI Type list view, click Add New CI Type link on the top-right corner.
  2. Enter the CI Type Name. This field is mandatory.
  3. If the structure of the CI Type is granulated, then you can further drill it into sub-types using the Parent Type drop-down.
  4. Enter a brief description about the CI Type in the field provided.
  5. Click Save.

The page navigates to the Edit Configuration Item Type form with the CI Type name, Parent Type and Description pre-populated with the specified values.  

Choose an Icon to depict this CI Type in the list view. By default, an icon is uploaded for the CI Type. To upload a different icon, use the Change link. The supported formats for importing icon images are jpg, gif and png.

Most of the CIs populated in the CMDB may be assets or components. These CIs can be tracked as assets from the Asset module.
To track CIs under a CI Type as an IT or Non-IT assets/components in the Asset module, enable Track as asset checkbox. Select the Category and asset Type from the drop-down.
The Track as asset option is available only for the parent CI Type.

Attributes 

Attributes are data elements that describe the characteristics of the CI Type. By default, the form displays the Attributes tab.

You can set two types of attributes for a CI Type:
  1. Default Attributes - Common to all the CI Types, such as Name, Site, Department, and so on. To add a default attribute, use the Edit button.
    1. Drag the System Attribute field in the form. The System Attributes form opens.
    2. Choose the System Attributes from the drop down. You can enter a different name for the system attribute in Label Name field.
    3. Click icon to add another system attribute.
    4. Click Add to add the system attribute(s) in the form.
    5. Click Save.
  2. Attributes Specific to CI Type - Provide more information on a particular CI Type. The attributes for the CI Type-Workstation can be considered as the attributes specific to the CI Type. The attributes, default attributes and CI Type specific attributes, are configured using the Drag and Drop fields.
The Drag and Drop Field section consists of different customizable fields such as Single line, Multi line, Pick List, Numeric, and Date fields. Apart from these customized fields, System Attributes (entities configured in the Admin tab or data fetched during the scan) can also be set as attributes for the CI Type.

To add other customized fields,
  1. Drag and drop the field (Single Line, Multi Line, Pick List, Numeric or Date field) in the CI Type attribute form.
  2. The Add Attribute form pops up where you need to enter the Attribute Name and Description. In the case of pick list fields, enter the options to add to the list.
  3. Click Save.


Newly added Product Type with Type field as Assets or Components will be considered as CI Type and populated automatically in the CI Type List view. 
You cannot create a sub type for the CI Type - People. Instead you can create sub types for Requesters and Technicians. 
The sub types inherit the Attributes and Relationships from the parent CI Type. Apart from this, attributes and relationships can also be configured for sub type.
 
You can edit or delete an attribute using the or icon beside the attribute field respectively.

Relationships

Establish default relationships between the newly added CI Type and other CI Types from the Relationships tab.

Setting default relationships provides feasibility while adding a relationship between the CIs categorized under the CI Type. For a subtype, the parent CI Type relationships are adapted, apart from which new relationships can also be created. Using the Relationship Map, the relationship configured with other CI Types can be viewed, and the map can be exported or printed.

To establish a relationship between two CI Types,
  1. Click the Add button in the Relationship tab.
  2. Select the nature of the relationship between the CI Type and another CI Types from Relationship Type drop down.
  3. Select the CI Type to which the relationship is established. Both the Relationship Type and CI Type are mandatory fields.
  4. Click Save.
You can set the attributes associated to the relationship, if needed. Relationship Attributes provides more information on the relationship between the CI Types.

To add relationship attributes,

  1. Click Add Relationship Attribute.
  2. Enter the Attribute Name.
  3. Select the Field Type from the drop-down. The field type can be either Single Line, Multi Line, Pick List, Numeric or date field.
  4. Enter a brief description about the relationship attribute in the field provided.
  5. Click Save.


You can delete a relationship attribute, by selecting the checkbox(s) beside the Attribute Name in the Add Relationship form and clicking Delete.

 

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