Managing CI classes

Considerations

  • To  add, update, and delete Configuration Item (CI) classes, CI management must be enabled. For more information, see Enabling CI management.
  • If the system administrator has enabled both CI and IT asset management, the CMDB Class form of a CI class displays the Rule Based Asset Classes section from which you can manage  the Rule Based Asset classes that are based on that CI class.

 To add, update, and delete a CI custom class, refer the following sections. 

Adding custom CI classes

Before you begin

  • Ensure that you have set up a remote site setting to be able to add and update the attributes of classes else you will need to manually navigate to the Base Element object to add or update the class attributes. For more information on setting up a remote site, see Managing CMDB classes.
  • Ensure that both CI and IT asset management are enabled if you want to add Rule Based Asset class for CI classes.

To add a custom CI class, you must perform the following actions:

  1. Add the class details
  2. Add the class attributes
  3. Add the criteria for the Rule Based Asset class
  4. Activate the Rule Based Asset class

Adding the class details 

  1. Navigate to Remedyforce Administration > Configure CMDB 2.0 > Classes

  2. On the CMDB Classes list view page, click New.

  3. Enter the details for the class that you want to create. For more information about the class details, see Class details parameters.

  4. Click Save
    Once the class is saved, the Manage Attributes and Rule Based Asset Classes sections are displayed.

Class details parameters 

Field nameDescription
CMDB Class Type

Select the type of class that you want to create. You can select from the following options:

  • CI: To creates a CI class.
  • Asset: To create an asset class.
  • Rule Based Asset:To creates a rule based asset class.
  • CI and Asset: To create a class which is both CI and asset.

Note:

The CMDB Class Type list is displayed only if the system administrator has enabled both CI and IT asset management. If only CI management is enabled, the  CMDB Class Type  list is not displayed and you can create only a CI class.

Superclass 

Select the super class for this class.

By default, BMC_BaseElement is displayed as the superclass. When you select a superclass, the hierarchy of the selected superclass, starting from the BMC_BaseElement class, is displayed.

Class Name

Enter a unique name for the class.

Note:

The system validates that the class name is unique. The class name can contain only uppercase and lowercase letters from A through Z, numbers 0 through 9, and the underscore (_) character. It must begin with a letter, not end with an underscore, and not contain two consecutive underscores.

Display Label

Enter a unique display label of the class.

By default, the entered class name is displayed as the display label, which you can update.This label is displayed in the Class column of the CMDB Classes list view page and on the Tile, List, and Tree views of the Remedyforce CMDB tab.

Warning

If an existing configuration, such as a lookup filter, QuickView, validation rule, trigger, or service request definition, does a comparison between the hard coded value of the class name and the Class Name field of the base element object, and you update the display label of that class, that configuration will stop functioning. To make it functional, you must update the configuration in one of the following ways:

  • Instead of the Class Name field, use the Class field of the base element object for comparison.
  • Update the hard-coded value of the class name to the display label of the class.

For example, if an existing lookup filter compares between the hard coded BMC_ComputerSystem class name and the Class Name field of the base element object, and you update the display label of the class to My_Computer_System, the look up filter will stop functioning. To make it functional, you must perform one of the following actions in the look up filter configuration:

  • Instead of the Class Name field, use the Class field of the base element object for comparison.
  • Update the hard coded value of the BMC_ComputerSystem class name to the My_Computer_System display label.
Display in CMDBSelect to display the class in the Remedyforce CMDB tab.
Abstract 

Select to create an abstract class.

Abstract classes contain only attributes and do not contain any instances.

Note:

The Abstract check box is enabled only for custom classes and is disabled for the out-of-the-box CMDB classes. You can assign a custom class as an abstract class only if that class does not contain any record of CIs or assets. If the class contains any record of CIs or assets, you must first delete the related records and then assign the class as an abstract class.

Class Icons

Select the class and class impacted icons that are disalyed in the Remedyforce CMDB tab, Relationships tab of the Instance Editor, and in the CMDB Explorer. You can select from the follwoing options:

  • Use Default: To use the deafult icons.
  • Select Custom: To replace both the default class and class impacted icons with custom images. Maximum image file size is 5 MB.

Adding the class attributes 

When you save the class details, the Manage Attributes section of the UI is displayed on the CMDB Class form. You can use the section to perform the follwoing actions:

  • To add a field set for the class, click the Field Set link. While adding the field set, you must use the values that are provided for the Field Set Label and Field Set Name fields.
  • To create the unique attributes of the class, click the Custom Fields link.
  • To add custom atributes to the field set, click the Field Set link.

Note

The Manage Attributes section of the UI displays Field Set and Custom Fields links only if a remote site setting is configured to enable object access. If a remote site setting is not configured, these links are not displayed. Rather, the instructions to manually access the  the Base Element object are displayed. You must manually perform these instructions once to create the field set and custom attributes of the class. Subsequently, the Manage Attributes section displays the Field Set and Custom Fields links.

To add attributes for a custom class, peform the following tasks:

Adding a field set for the custom class 

  1. In the Manage Attributes section, click the Field Set link.

  2. In the Field Sets section of the Base Element object page, click New.
  3. In the Field Set Label text box, enter the field set label that is displayed on the Manage Attributes section.
  4. In the Field Set Name text box, the field set name is automatically populated.
    Ensure that the field set name is the same as the one displayed in the Manage Attributes section.
  5. In the Where is this used? text box, enter a brief description of where and how the field set is used.
  6. Click Save.

Adding fields for the custom class attributes 

  1. In the Manage Attributes section, click on the Custom Fields link.

  2. In the Custom Fields & Relationships section of the Base Element object that opens on a new tab, click New.
  3. From the New Custom Field page, add custom fields for the class attributes.
    For more information, see Adding or removing fields on the Instance Editor in CMDB 2.0.

Adding fields to the field set of the custom class 

  1. In the Manage Attributes section, click on the Field Set link.
  2. In the Field Sets section of the Base Element object page, navigate to the required field set label.
  3. Click Edit.
  4. From the object palette, drag the fields to the In the Field Set list.
  5. Click Save.

Adding a criteria for a Rule Based Asset class 

  1. From the <Field> list, select a field for setting the criterion.

  2. From the <Operator> list, the only available operator is " = ". It is automatically populated when you select a field from the <Field> list.

  3. Enter a value for the selected field in the corresponding text box.

  4. Click the Add icon to add the criterion.

  5. To add more criterion, repeat from Steps 1 to Step 4. 

  6. To remove a criterion, select the criterion and click the Remove icon.
  7. To combine multiple rules using the logical operators, click Advanced Rule Logic and enter a condition. For example, (1 OR 2) AND 3.

Activating a Rule Based Asset class 

You must activate a Rule Based Asset class in the following scenarios:

  • When you have added or updated a Rule Based Asset class.
  • When you have upgraded from an earlier version and have chosen to manually activate the required out-of-the-box Rule Based Asset classes. 

Note

If you have upgraded from an earlier version and want to manually activate an out-of-the-box Rule Based Asset class, you must click that Rule Based Asset class in the Class column of the CMDB Classes list view page, and access the corresponding CMDB Class form.

Perform the following steps to activate Rule Based Asset class.

  1. On the CMDB Class form of the Rule Based Asset class, click Activate.
    On activation, new CIs are automatically synchronized based upon the rules set on the CI Class.

  2. When prompted to synchronize the existing CIs, perform one of the following actions:
    • To synchronize existing CIs, click Yes.
    • To synchronize existing CIs later, click No. If you choose to synchronize the existing CIs at a later stage, you must click Deactivate on the CMDB Class form and activate the class later to synchronize the CIs.

Updating a CI class

Considerations

  • You can convert a class type of an existing class to CI, Asset or CI and Asset type.
  • A CI class that has a Rule Based Asset class defined on it cannot be converted to any other class type.
  • Rule Based Asset classes cannot be converted to any other class type.
  • You can update the superclass of only custom classes, and not of any out-of-the-box classes. However, you cannot update the super class of a custom class that contains CIs, subclasses, or Rule Based Asset classes. To update the superclass, you must first delete the related CIs, subclasses, or Rule Based Asset classes.
  • You cannot edit the Class Name field.

Perform the following steps to update a CI class:

  1. Update the class details
  2. Update the class attributes
  3. Update Rule Based class defined for the CI class

Updating the class details 

  1. On the CMDB Classes list view page, in the Class column, click the class that you want to update.
  2. Edit the required class details. For more information about the class details, see Class details parameters.

Updating the class attributes 

  1. In the Manage Attributes section, click the Custom Fields link to add fields to the class. For more information about adding fields, see Adding fields for the custom class attributes.

  2. Click the Field Set link. You can perform the follwoing actions:

      • To add new fields, drag the fields from the object palette to the In the Field Set list.
      • To delete an existing field from the In the Field Set list, select the field and click the Remove icon.
  3. Click Save.

Updating Rule Based Asset class defined for the CI class 

If the system administrator has enabled both CI and IT asset management, the CMDB Class form of a CI class displays the Rule Based Asset Classes section. The Rule Based Asset Classes section displays all Rule Based Asset classes that are defined on the CI class along with the rules defined on the Rule Based Asset classes. You can perform the following actions:

    • To add a new Rule Based Asset class, click the Add icon.
    • To update an existing Rule Based Asset class, select that class and click the Edit icon. 

    • To delete an an existing Rule Based Asset class,  select that class and click the Remove icon.

Deleting a CI class

Considerations

You can delete only custom classes, and cannot delete any out-of-the-box classes. For the out-of-the-box classes, the Delete button is disabled. However, if a custom class contains CMDB instances (such as CIs, CIs and assets, and assets), subclasses, or Rule Based Asset classes defined on it, you cannot delete that class. To be able to delete that class, you must first delete the related CMDB instances, subclasses, or Rule Based Asset classes.

To delete a CI class

  1. On the CMDB Classes list view page, select the custom class that you want to delete.
  2. Click Delete.

Reference

Managing CMDB classes

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