Editing multiple configuration items and assets
In the Remedyforce CMDB tab, classes and their corresponding configuration items (CIs) and assets are displayed based on the CI and asset management configurations and the CMDB user permission assigned to you for CI Management View and Asset Management View. The CIs and assets represent records in the Remedyforce CMDB.
You can edit the editable fields of multiple CIs, or assets, or both CIs and assets using the Multiple Instance Editor feature.
For Rule Based Asset classes, fields of the superclass based on which the rules criteria have been set are not editable. For example, if a Rule Based Asset class A has been created by applying the rule criteria Model Name = B, while editing multiple assets of A, the Model Name field B is not editable.
For more information, refer the following sections:
Permissions required to update the records
If you do not have the required permissions to edit multiple CIs and assets, the Multiple Instance Editor icon on the Remedyforce CMDB tab is disabled.
You can update multiple records of a class based on the following permissions assigned to you by the system administrator:
- Object permission of the class
- Remedyforce CMDB user permission
The following table lists the required permissions for editing multiple records of a class.
|Object permission of the class
|Remedyforce CMDB user permission
|To edit multiple CIs of the class
|Update and Delete or Update for CI Management View
|To edit multiple assets class
|Update and Delete or Update for Asset Management View
|To edit multiple CIs and assets of the class
|Update and Delete or Update for CI Management View and Asset Management View
Multiple Instance Editor availability
If both CI and IT asset management are enabled, to be able to edit multiple CMDB instance of the instance type CI/Asset from the All tab of the Remedyforce CMDB tab, you must have the Update and Delete or Update CMDB user permission for both CI Management View and Asset Management View. Otherwise, Multiple Instance Editor is disabled.
For custom CMDB classes, Multiple Instance Editor is enabled. However, for out-of-the-box CMDB classes, it is enabled or disabled based on the permission assigned to edit the specific class as follows:
|Multiple Instance Editor availability
|You have the permission to edit the selected out-of-the-box CMDB class
|Multiple Instance Editor is enabled
|You have the permission to edit the selected out-of-the-box CMDB class (parent class), but do not have the permission to edit any of its subclasses (child classes)
|Multiple Instance Editor is disabled
|You do not have the permission to edit the selected out-of-the-box CMDB class (parent class), but have the permission to edit any of its subclasses (child classes),
|Multiple Instance Editor is disabled for the parent class and is enabled for those child classes for which you have the edit permissions
Multi edit modes
In the multiple instance editor, the following two edit modes are available to update multiple CIs and assets of a class.
- Inline edit mode: You can edit multiple records by selecting individual cells of each record.
- Mass edit mode: You can edit multiple records by selecting a field and its value and assigning those values to all the selected records.
While updating the fields in the the multiple edit modes, you need to understand the following considerations.
- If you update a Date/Time field in Multiple Instance Editor, the time is not displayed in the edit field. It is displayed after saving the changes.
- If you select a model in the Model Name field, the other attribute values that are defined in the selected model are also applied to the CI or asset. However, the updated attribute values are only displayed when you view the CIs or assets in the list view or in the Instance Editor.
- Instances of a hidden class are not shown in the multiple edit modes.
- You can select records only from the current page to update and not from the other pages. To update more records at a time, you can change the records per page to 25, 50, 100, and 200.
- The Multiple Instance Editor lists a maximum of 5000 records. If you have 5000 or more records, the "+" sign is displayed to indicate further records.
- Based on whether Reconciliation is ON, you can edit the records as follows:
|Inline edit mode
|Only 20 records can be edited.
|More than 20 records can be edited.
|Mass edit mode
More than 20 records can be edited.
Fields of the selected class and the child classes on which reconciliation rule is applied and fields which are not editable are grayed out.
More than 20 records can be edited.
Fields which are not editable are grayed out.
Updating multiple records in the inline edit mode
To update multiple records in the inline mode, ensure that your administrator has assigned appropriate permissions. Depending on the permissions, you can view the following tabs:
If only CI management is enabled, you can view the CI tab.
- If only asset management is enabled, you can view the Asset tab.
- If both CI and IT asset management are enabled, you can view the CI, Asset, and All tabs.
To update multiple records in the inline edit mode
- Click the Remedyforce CMDB tab.
Click one of the following tabs:
- CI tab–To select a CI and CI and Asset class.
- Asset tab–Displays the asset, Rule Based Asset, and CI and Asset classes.
- All tab–Displays the available CI, asset, Rule Based Asset, and CI and Asset classes.
- In the left navigation pane, click the class for which you want to update the instances.
Click Multiple Instance Editor.
- (Optional) To update a specific field value for multiple instances, perform the following actions:
From the Filter list, select the field you want to update. For example, Class ID.
- In the Value field, enter the value for the field selected in the Filter list.
- Click Search .
In the list view, click the field for the instance that you want to update.
Specify the appropriate value for the field.
- Repeat steps 5 (which is optional) and 6 for all fields that you want to update.
To save all your instance updates, click Save .
Updating multiple records in the mass edit mode
While updating the fields in the the mass edit mode, you need to understand the following considerations
- You cannot clear a check box field in the mass edit mode.
- The scroll speed of mouse is low on the grid area.
To update multiple records in the mass edit mode, watch the following video (2:17).
- When you sort a picklist field in the Multiple Instance Editor, the values are sorted in their creation order and not the alphabetical order.
For example, you create certain values in the following order for the CI Status picklist field:
- Being assembled
Then you sort the CI Status picklist field in the Multiple Instance Editor. The sort displays values starting with Pending, followed by Deployed, and Being assembled.
- The Multiple Instance Editor supports the lookup fields from objects included in the BMC Helix Remedyforce package only.