Editing CIs and relationships in BMC CMDB Explorer

Changes to configuration items (CIs) and their relationships are reflected in BMC CMDB instances automatically after discovery, normalization, and reconciliation processes have completed. However, you can also edit instances manually.

For example, if you reassign a computer system to a new employee, you might want to update the instance for that CI in BMC CMDB to show the new owner.

Before you begin

An administrator must set the default web path to the Mid Tier server before you can edit a CI.

For details, see Configuring the default web path of the Mid Tier server in AR System Administration Console.

To edit a CI

1. On the CMDB Dashboard, use Quick Search to search for the CI that you want to view in Explorer. 

2. On the search results page, click the CI that you want to view in the CMDB Explorer.
To learn how to view only a CI or view a CI and its relationships in Explorer, see Searching and viewing CIs and relationships in CMDB Explorer.
The CI opens in the Explorer. The default view shown is a view-only mode, in which you can only view the CIs in the Explorer.  You can edit a CI only in the edit mode. 
Switch to edit mode using the Edit Mode toggle switch. 

3. Right-click the CI and click Edit Instance. 

    The CI opens in its class form in Mid Tier. For example, if you edit a database CI, the BMC.CORE:BMC_DataBase class form is displayed.
    The BMC_Databse class form is as shown in the following figure.

4. If prompted, login to Mid Tier.
    If you are already logged into BMC CMDB using Mid Tier, or your organization uses Remedy Single Sign-On, you are not prompted to login.

BMC_Database form in Mid Tier

5. Modify the attribute values as needed.  

6. Click Save and then Close to save the changes and close the form. 
    After the Mid Tier URL is closed, you must refresh the CMDB Dashboard to reflect the changes made to the CI.

To edit the relationship between two CIs

To edit the relationship between two CIs in CMDB Explorer, perform the following steps :

1. Search for the CI that you want to edit on the CMDB Dashboard. 

2. On the search results page, click the CI that you want to view in the CMDB Explorer.
    The CI opens in the Explorer. You can edit a CI only in the edit mode. 
    Switch to edit mode using the Edit Mode toggle switch.

3. Right-click the CI and click Edit Relationship. 

     The CI relationship opens in its class form in Mid Tier as shown in the following figure.
4.  If prompted, login to Mid Tier.
     If you are already logged into BMC CMDB using Mid Tier or your organization uses Remedy Single Sign-On, you are not prompted to login.

CI Relationship form in Mid Tier

5. Modify the values as needed, and then click Save.  

6. Click Close to close the form. 

    After the Mid Tier URL is closed, you must refresh the CMDB Dashboard to reflect the changes made to the CI.

Where to go from here

After you edit a CI or its relationship in the Sandbox dataset, you must promote those changes to the production (BMC.Asset) dataset. Your edits in the Sandbox dataset are immediate. If you make a change that conflicts with an earlier change, your new change overwrites it. 

See Promotion of changes from a Sandbox dataset to production.