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 to a configuration

By relating the CI records to an approved configuration, you can keep track of which CIs are deployed in the configuration.

Before you can relate CI records to a configuration, the configuration must:

  • Have items that correspond to the CI records
  • Be active and approved

Each CI can be deployed in only one configuration. You can relate multiple CIs to a configuration, but you can relate only one configuration to a CI. If you relate a CI to a configuration, the configuration replaces any existing configuration for the CI.

To relate a CI to a configuration

  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 to which you want to relate a CI, and click View.
  3. In the Configuration Information form, click the Related CIs tab, and click Add.
  4. In the message bar at the top of the screen, the following warning is displayed:
    If you relate a CI to a configuration, the configuration replaces any existing configuration for this CI.
  5. Click the X at the end of the message.
  6. In the Searching for Configuration Items dialog box, from the Search For list, select a CI type.
  7. Optionally, you can limit the search results by making additional selections, such as selecting a CI status.
  8. Click Search.
  9. Select the CIs that you want to relate to the configuration, and click Relate Selected CI.
  10. Click Save.
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