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.

Relating CIs

You can relate the following request types to the current CI from the Relationships tab.

  • Asset Record
  • Incident
  • Infrastructure Change
  • Known Error
  • Problem Investigation
  • Release
  • Solution Database

To relate a record

  1. Open a CI, as described in Searching for records in the application consoles Open link .
  2. Click the Relationships tab.
  3. From the Request Type list, select the type of record you want to relate.

    Depending on the BMC Remedy applications you have installed, you might see more than one option in the Request Type list. For example, if you have BMC Incident Management installed, you can relate an incident from the Request Type list. 
  4. If you selected Asset Record, select a CI type from the CI Type list, and click Search
    The search dialog box displayed depends on the type of record you want to relate.
  5. Specify your search criteria, and click Search.

    Important

    • If BMC Helix ITSM: Knowledge Management is installed, the Global Search option is displayed. Global search performs a basic keyword search across multiple forms for records that match a word or phrase that you type in the search area.
      To include additional search criteria, click the Use Advanced Search link.
    • The Global Search functionality does not include Asset CIs. In the CI Search dialog box, the relationship keyword search is provided and the search is performed on the CI Name. This keyword search is enabled when BMC Helix ITSM: Knowledge Management is installed.
  6. Select one or more records from the table.
  7. From the Relationship Type list, select the relationship between the records. 

    Important

    What appears in the Relationship Type list depends on the type of record you are relating. The list is different for a known error in BMC Problem Management, an infrastructure change in BMC Change Management, and so on.

  8. Click Relate.
    The Select Relationship Type dialog box is displayed.
  9. Select a value and click OK.
    The record that you related is displayed in the Current Relationships table of the CI record.

To view relationship details

  1. Open a computer system CI, as described in  Searching for records in the application consoles Open link .

  2. You can use the advanced search feature to locate a computer system with specific components.

  3. Click the Relationship Details tab.

    The left side of the tab contains a tree view, organized by CI category. The rest of the tab displays information about the related CIs.

  4. From the tree view, select the category of the CI that you want to view.
    The related CIs that belong to that category appear in the table.

  5. View either a detailed description or a summary of the related CI, as described in the following table:

    View

    Perform the following steps

    A detailed description of the related CI

    1. Select the related CI from the table.
    2. Click View.
      The CI information form refreshes with the details of the selected CI.

    A summary of the related CI

    1. In the tree view, expand the category of the related CI that you want to view.
      A list of the related components appears beneath the category heading.
    2. From the list, select the component that you want to view.
      The table is replaced with a view that contains high-level information about the component.

To create a record from the Relationships tab

  1. Open a CI, as described in  Searching for records in the application consoles Open link .
  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 Configuration item class and sub-class.
  4. Click Create.
    The dialog box or the form for the record type selected by you is displayed.
  5. From the Relationship list, select the relationship between the 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, specify the required fields, and click Save.


Best practice

When using the sandbox feature of Asset Management, you can create relationships for CIs in the Asset Console. When you create relationships for CIs in the Asset Console, 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, you must create them by 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 BMC Helix ITSM: 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.

To use a relationship quick action

You can use the Quick Action field to create new relationships or to modify relationships.

  1. Open a CI, as described in  Searching for records in the application consoles Open link .
  2. Click the Relationships tab.
  3. To view another related record type, select the appropriate type from the Show Related list, such as Incidents.
  4. Select a record.
  5. From the Quick Action list, select the action, and click Execute.
    You can perform the following actions in Quick Action.

    Quick Action

    Applicable record type

    Purpose

    Explore CI

    CI

    Explore the CI and its relationships to other CIs. For details, see Exploring CI relationships.

    Get Related Relationships

    • Incident
    • Problem
    • Known error
    • Solution database entry
    • Change request

    Pull relationships from the selected records to the current CI.

    Modify Relationship Type

    • Incident
    • Problem
    • Known error
    • Solution database entry
    • Change request

    Modify the relationship between the selected record and the current CI.

    Show Related Services

    CI

    See the list of business services that are affected by the selected CI.

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