Creating relationships between CIs
In BMC Atrium Configuration Management Database (BMC Atrium CMDB), most relationships between configuration items (CIs) are created in bulk discovery applications, such as BMC Atrium Discovery and Dependency Mapping. However, you can use the BMC Atrium Explorer to create relationships manually between CIs.
For example, you might enhance your service model by relating business service CIs to physical CIs. You might also create relationships between CIs that were created manually through the BMC Atrium Explorer.
You cannot directly create relationships in the BMC Asset dataset, which is reserved for production use. To create a relationship in the BMC Asset dataset, edit the source and destination CIs in the Sandbox dataset and then create a relationship between them in the Sandbox dataset. Then, click Promote Sandbox Changes to merge the changes into the BMC Asset dataset.
You can create an impact relationship between two CI instances in BMC Atrium Explorer. In an impact relationship, if the source CI (for example, a database server or computer CI that supports the technical service) is unavailable, then the technical service is impacted in some way.
Before you begin
- You must be a member of a group with either the CMDB Data Change role or the CMDB Data Change All role to create instances in BMC Atrium CMDB. For more information about roles, see BMC Atrium Core permission roles within applications.
- Decide on the following points:
- Which relationship class you want to use to relate the two CIs. The classes available to you depend on the class of each CI.
- Which CI is the source member and which is the destination member of the relationship.
For information about which CI classes can be related by a relationship class and which is the source or destination member, see the More Information tab of the Class Manager component of BMC Atrium CMDB, which shows recommended relationship classes and all possible relationship classes for a CI class. For more information about Class Manager, see Opening Class Manager and viewing classes. For more information about classes, see BMC Atrium CMDB Data Model Help.
When you create CI and relationship instances, follow the recommendations outlined in Modeling business entities. The out-of-the-box queries assume that CI and relationship instances have been created following the guidelines in Modeling business entities. If you do not follow these recommendations while creating CI and relationship instances, the out-of-the-box queries might ignore these instances while displaying the results list.
To create a relationship
- In BMC Atrium Explorer, open a new or existing view for an editable dataset.
- In the toolbar, click Topology View to make sure that the view is displayed as a topology, and not as a table.
- Add the CIs that you want to relate to the view.
See Working with related CIs for more information.
- In the toolbar, click Create Relationship Mode to turn on the create relationship mode.
- Select a relationship type from the Choose Relationship Type list (for example, Component).
To create a generic relationship that has impact, you can select Impact Relationship as a "short cut" relationship type. The Impact Relationship type sets the
HasImpactattribute to Yes in the
BMC_BaseRelationshipclass. For more information, see the following table.
- In the display pane, click and drag the relationship line from the source CI to the destination CI, and then release the mouse button.
A relationship instance is created between the CIs.
Creating a new relationship with two CIs
The star icon displayed between the CIs indicates that you created a new Component relationship in the Sandbox dataset. In addition, the purple arrow icon indicates the direction of the impact relationship from the source CI to the destination CI.
The two CIs shown in the following figure do not display a special status icon (for example, the pencil icon). This is a visual indication to you that they exist in the Sandbox view only as copies of corresponding CIs from the BMC Asset dataset; they do not exist in the Sandbox dataset. For more information, see Sandbox views and datasets.
- Click Create Relationship Mode to turn off the create relationship mode.
- Right-click the relationship line, and then select Edit.
The selected class form appears in a new window. For example, if you are creating an instance of the
BMC.CORE:BMC_Componentclass, the BMC.CORE:BMC_Component form appears.
- On the Relationship tab of the class form, verify the information for the source and destination CIs.
- Specify the following attributes (as needed):
The name of the new instance. When populating the
Nameattribute of relationships, use only the values in the Relationship Normalization table of Mapping Your Data to BMC Atrium CMDB Classes. These values make your data compatible with future versions of BMC products and future products will enforce these values. For example, when you are creating a Dependency relationship where a Business Service is dependent on another CI, the name of the relationship should be SERVICEDELIVEREDBY.
The groups and roles that have permission to view this instance. For more information about permissions, see Managing permissions in BMC Atrium Core.
The groups and roles that have permission to modify or delete this instance. For more information about permissions, see Managing permissions in BMC Atrium Core.
Yes specifies that the relationship instance has impact characteristics that are defined and active.
Specifies the Impact direction. For impact relationship instances, the default value is Source-Destination. You can set the attribute to:
Do not edit values for the
ReconciliationIdentityattributes. BMC Atrium CMDB creates values for these attributes automatically when you save the instance, and workflow requires that these values remain unchanged.
- (optional) Specify additional details for the instance in the General, Specifications, or Custom tabs.
For example, you can increase the ImpactWeight to 400, so that you can model the impact to the business service if a particular provider is unavailable. For more information about manually creating impact models of services, see Manually creating CI impact models of services.
For more information about the class attributes, see the BMC Atrium CMDB Data Model Help.
- Click Save.
- Click Close.
- Refresh the view in BMC Atrium Explorer.
Because no corresponding relationship exists in the BMC Asset dataset until after you promote the new relationship, the star icon next to the relationship does not change to a pencil icon in the Sandbox view.
If you set the
ImpactDirectionattributes, the impact relationship and its direction are indicated by the purple arrow.
- If you are finished working in the Sandbox dataset and are ready to promote changes to the BMC Asset dataset, click Promote Sandbox Changes in the toolbar.
For more information, see Promoting instances.