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.

Generating a configuration review schedule

You can use the configuration catalog to set up review schedules. Use review schedules to review active configurations on a monthly, weekly, or yearly basis. You can review configurations that might contain outdated hardware or software. When you review a configuration, you can create a new version of the current configuration and relating all new CIs.


To generate a review schedule

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Configurations.
  2. In the Manage Configurations dialog box, select an active and approved configuration, and click View.
  3. In the Configuration Information form, click the Schedule Name field and press Enter.
  4. In the Select Schedule dialog box, click Create Schedule Information.
  5. In the Schedule Criteria form, complete the following fields:

    Field name

    Description

    Schedule Name

    Specify the name of the schedule.

    Schedule Description

    Provide a short description of the schedule.

    Schedule Type

    Leave the default value, which is Review Schedule.

    Frequency
    Period

    Select how often you want the configuration to be reviewed (for example, monthly).

    Lead Time in Days

    Specify the number of days in advance you want someone to be notified.

    Notification Company

    Specify the name of the company assigned to perform the review.

    Notification Support Organization

    Specify the name of the organization assigned to perform the review.

    Notification Support Group

    Specify the name of the group assigned to perform the review.

    Notification Contact

    Specify the name of the contact assigned to perform the review.

  6. Click Save.
  7. In the Select Schedule dialog box, select the review schedule that you created, and click Relate Selected Schedule.
    The schedule appears in the Schedule Name field in the Configuration Information form. The next review date appears in the Next Review Date field.

To relate additional configurations to a review schedule

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Configurations.
  2. In the Manage Configurations dialog box, select an active and approved configuration, and click View.
  3. Click the Schedule Name field, and press Enter.
  4. In the Select Schedule dialog box, select a review schedule from the table, and click View.
  5. In the Schedule Criteria form, in the Configuration Information area, click Add.
  6. In the Searching for Configurations dialog box, specify your search criteria, and click Search.
  7. Select the configurations that you want to relate to the review schedule, and click Relate.
    In the Schedule Criteria form, the configurations that you related appear in the Configuration Information table.

To remove configurations from a review schedule

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Configurations.
  2. In the Manage Configurations dialog box, select an active and approved configuration, and click View.
  3. In the Configuration Information form, click the Schedule Name field and press Enter.
    The Select the schedule(s) to be related dialog box is displayed.
  4. Select a review schedule from the table, and click View.
  5. In the Schedule Criteria form, select the configurations that you want to remove, click Remove, and then click Save.

To mark a review as in progress or completed

  1. On the Asset Management console, from the navigation pane, choose Functions > Manage Configurations.
  2. In the Manage Configurations dialog box, select an active and approved configuration, and click View.
  3. In the Configuration Information form, next to the Next Review Date field, click View.
  4. In the Schedule Information form, from the Status list, select In Progress or Completed.
  5. Click Save.
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