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.

Searching for CIs

In BMC Helix ITSM: Asset Management, you can search for CIs by using the application console. You can search for the CIs by using any of the following methods:

  • Predefined searches
  • Search for the CIs by using the Search form.
  • Create and save your own custom searches by using advanced qualifications.


Related topic


Searching for records in the application consoles Open link

You can also use the advanced CI search to perform a search of the BMC Helix CMDB, based on CI type. You can refine the search by providing more specific search criteria from a set of selection fields.

When you search a Computer System CI class, the advanced search feature displays a further set of search criteria that you can use to conduct searches at the component level. For example, you can search for all computer systems running a specific patch or for all computer systems running Microsoft Windows 2000.

After you finish performing your search, the results appear in an on-screen table. You can than generate and print a high-level report of one or more of the CIs found during the search.

Important

In the Advanced CI search dialog box, you cannot search for CI records that have the status as Delete. To view a list of CIs with status as Delete, on the Asset Management console, select Filter by > Defined Searches > By Computer by Status > Delete.

CIs with status as Delete are displayed when:

  • You search the asset form
  • You select Application Administration Console > Custom Configuration > Asset Management > Advanced Options > CI Deletion. 

You can create a search query from BMC CMDB to build complex searches. You can specify multiple classes and attributes, and group search conditions. For example, you can search for all computer systems in Houston or London that are running Microsoft Windows XP.


To perform an advanced CI search

  1. In the navigation pane of the Asset Management console, select Functions > Manage CIs.
  2. In the Select a CI Type dialog box, click Advanced Search.
  3. In the Select CI type area, select the appropriate sub-class, and then select the required CI type from the list.
    For example, if you want to search for a LAN Endpoint, expand the Access Point menu item, and select LAN Endpoint.
  4. Click Search to find all the items that match the selected CI type, or you can narrow the search by providing more specific search criteria. Continue with step 4 if you are providing more specific search criteria; otherwise, go to step 5.

    Best practice

    Broad searches can take a long time to complete. They can also create performance issues for your system. We recommend that you provide a more specific search criteria.

  5. (Optional) In the Search Criteria for ciType area, provide the search criteria and click Search.
  6. In the CI Search Results area, select the required CI and perform the following steps:
    • Click View to view the details of the CI.
    • Click Explore CI to view the details of the CI in CMDB Explorer. For more information, see  Searching and viewing CIs and relationships in CMDB Explorer Open link .
    • Click CI Report to view a high-level report of the CI.

To create a graph query to search for a CI

To create a graph query to search for a CI, you must first go to Asset Management console and select Functions > Advanced CI Search and then perform the following steps in the CMDB Dashboard:

  1. In the CMDB Dashboard UI, select New Query from the list of search queries. 

    The New Query window is displayed.
  2. Drag and drop classes into the right pane.
  3. Add relationships between those classes in accordance with the query qualifications. 
    To add a relationship, click the triangular icon below the source class. 
    Move your mouse and extend the arrow from the source class to the destination class, and click the destination class.

    The Select relationship between classes dialog box is displayed.
  4. Select the relation type between the source and destination classes. 
    Only valid relationship types are available for selection in the list.

  5. Specify the cardinality information:
    By default, the Required check box is selected. 
    In this example, the query returns results only if a computer system has an application running on it. 

    1. (Optional) Select the Minimum value. 
      By default, the minimum value is 1. 
      You can change it to any other value.

    2. (Optional) Select the Maximum value.
      The default value is '*' (unrestricted). 
      Select the Specify Value check box and specify a maximum value. 
      For example, if you specify the minimum value as 2 and maximum value as 4, the query returns computer systems that have at least two applications and up to four applications running on them.
      For more information on Cardinality, see Cardinality.

    3. (Optional) To set the impact direction for the relationship, turn on the Set Impact toggle key and select an impact direction.
    4. Save the details.
  6. (Optional) You can include additional qualifications for a class by clicking Edit Class Qualification 
    In this example, for a computer system class, you must include a qualification that assigns a Payroll value to the Department attribute. 


    The Qualification Builder opens.


    Use the qualification builder to add a qualification. 
    For more information, see Qualification Builder overview

  7. Repeat steps 2 to 10 to add the remaining classes and create relationships. In this example, you must add the Patch class.
    The complete query is shown in the following figure.

  8. When you finish creating the query, test your query by clicking Validate and search.
    Validate and search is enabled only after you create a relationship between at least two classes. 
    If the search results do not provide any results, you can change the dataset on which you are searching.

  9. Specify a category under which you want to save the query, a name and a description for the query.

  10. (Optional)To save the query as a personal query, turn on the Is Personal  toggle key.
    By default, the query is saved as a shared query.
  11. To save the changes, click Save query.

To modify your application preferences

  1. From the navigation pane of the Asset Management console, choose Functions > Application Preferences.
  2. Update the form as appropriate. 
    The following table describes the settings available on the form. 

    Application preference settings

    Setting

    Description

    Preferences for

    This is a read-only field that identifies the user.

    Default Home Page

    Select the console that should appear as your home page when you log in to the BMC Remedy Action Request System (BMC Remedy AR System) server. For example, if you want the Asset Management console to appear as your homme page, select Asset Management Console.

    Company

    Select the default company to be displayed in the Company field. The Company field is located in the More Filters section on the application console.

    Show

    Not applicable to BMC Asset Management

    Confirm on Submit

    Not applicable to BMC Asset Management

    Console Page

    CI Type

    Select the default configuration item (CI) type to be displayed.
    Clear this value to view all CI types.

    Status

    Select the default status to be displayed.

    Clear this value to view the status of all CIs.

    Role

    Filter the application table by assignment role using one of the following selections (this filter works in conjunction with the other filters available for the table):

    • Approved By — Show only CIs for which the approver is you or your group.
    • Created By — Show only CIs that were created by you or your group.
    • Managed by — Show only CIs managed by you or your group.
    • Owned By — Show only CIs owned by you or your group.
    • Supported By — Show only CIs supported by you or your group.
    • Used By — Show only CIs used by you or your group.
    • All — Show all CIs in the system.

    Individual/Group Name

    Filter the CIs table based on the group or individual entered in this field.

    Show Related

    Filter the CI Relationships table based on the option selected in this field.

    Region, Site Group, Site, Floor, RoomFilter CIs based on the selected location details.

    Form

    Tab Views

    You can choose whether to show the following panels:

    • Show Contracts
    • Show Financials

    Overview Console

    You can choose whether to show CI unavailability and purchase requisitions. You can also select CI unavailability and purchase requisition statuses on the Overview console.

  3. Click Save.
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