This documentation supports the 21.05 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the product version menu.

Adding a configuration to the catalog

Configuration administrators and application administrators can add configurations to the configuration catalog.

To add a configuration

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Configurations.
  2. In the Manage Configurations dialog box, click Add.
  3. In the Configuration Information form, provide general information about the configuration at the top of the form by specifying the following fields:

    Field name

    Description

    ID

    Specify a unique alphanumeric ID for the configuration.

    Description

    Provide a description of the configuration.

    Effective Date

    Specify the date that the configuration becomes active.

    Approval Status

    To submit the configuration for approval, select Pending Approval.

    Name

    Type the name of the configuration.

    Schedule Name

    You can specify a review schedule for active and approved configurations only. To specify a technology review schedule, perform the following steps:

    1. Click this field and press Enter.
    2. To create a schedule, click Create Schedule Information, complete the schedule criteria, and click Save.
    3. Select the schedule and click Relate Selected Schedule.

    Company

    Select the company that owns the configuration.

    Region

    Select the region where the configuration is deployed.

    Site Group

    Select the site group where the configuration is deployed.

    Site

    Select the site where the configuration is deployed.

    Notes

    Add special notes about the configuration.

  4. Click Save.

Important

If you plan to make changes to the configuration after you save it, you can leave the Approval Status as Not Submitted. After you complete the configuration, you must change the Approval Status to Pending Approval to submit the configuration for approval.


To add items to the configuration

Items in a configuration are not CIs, but they represent the CI and bulk inventory records in the configuration. You can add items to configurations that have a status of Proposed or Approval Status of Not Submitted or Pending Approval. After you add items to a configuration, you can relate CIs to the configuration that correlate to the items in the configuration. You can relate CIs only to configurations that are active and approved.

Do the following steps:

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Configurations.
  2. In the Manage Configurations dialog box, select a configuration to which you want to add items, and click View.
  3. In the Configuration Information form, click the Items tab, and click Add.
  4. In the Searching for Items dialog box, specify your search criteria, and click Search.
  5. To view the details of a particular item before adding it, select the item and click View. After you have reviewed the item, click Close.
  6. Select the items that you want to relate, and click Relate.
    Information about the new configuration appears on the Configuration tab.
  7. Click Save.

To change the unit type or the quantity of an item

After you have added items to the configuration, you can change their unit type and the number of the items. You can make this change to correct or update a configuration.

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Configurations.
  2. In the Manage Configurations dialog box, select a configuration for which you want to change items, and click View.
  3. In the Configuration Information form, in the Items table, click the Unit Type column and select either Quantity or Length.
    Quantity refers to the number of items in the configuration. Length refers to the length of a bulk item, such as a cable.
  4. Click one of the numbers in the Number column and specify a new quantity or a new length.
  5. To recalculate the grand total, click Recalculate.
  6. Click Save.

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