This documentation supports the 20.08 version of Remedy Asset Management, which is available only to BMC Helix subscribers (SaaS).

To view an earlier version, select the version from the Product version menu.

Creating records from the Relationships tab

You can use the Relationships tab to create records to relate to the current CI. Only users with a permission of Asset Admin can relate one CI to another. If the applicable application is installed, users with a permission of Asset User can relate CIs to incidents or other records.

To create a record from the Relationships tab

  1. Open a CI, as described in Using search.
  2. Click the Relationships tab.
    To see relationships to the current CI, select an option from the Show Related list.
  3. From the Request Type list, select the type of record you want to relate.
    If you selected Asset Record, select a CI type from the CI Type list. For a description of each CI type, see CI and relationship types.
  4. Click Create.
    The dialog box or the form that appears depends on your selection. If you select Asset Record, the Select Relationship Type dialog box appears.
  5. From the Relationship list, select the relationship between these two CI records, for example, Component.
  6. Click OK.
  7. In the Select Relationship Type dialog box, from the Show list, select Parent or Child.
    • To set the related CI as a parent of the current CI record, select Parent.
    • To set the related CI as a child of the current CI record, select Child.
  8. Click OK.
  9. In the Show Related field of the Relationships tab of the CI, select the appropriate item, and click Search.
  10. If the selection criteria for the table includes the CI that you related, it appears in the Current Relationships table.
  11. Click OK.
  12. In the new CI Information form, complete the required fields, and click Save.


Best Practice

When using the sandbox feature of Asset Management, you can create relationships for CIs with the Asset Console. When you do this and the source and destination datasets are defined as BMC.ASSET, while the relationship is created in the sandbox dataset, the end points are referenced from the BMC.ASSET dataset. The implication of this is that you cannot view these CI relationships in the sandbox dataset. We recommend that to make these relationships viewable, they should be created using Atrium Explorer instead. 

Important

When the Delete functionality in the Sandbox Reconciliation Engine job runs, it removes the records in the Sandbox dataset. By default, the Delete functionality is disabled in Remedy Asset Management. If you have enabled this functionality in the Reconciliation Engine job, after the job executes, recreate the CIs in the Sandbox dataset.  Use the recreated CIs when you create relationships for them.

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