This section provides information to a change administrator about Change templates and Change template selection rules.
Change templates are used to populate data during creation of change record. Templates expedite the creation of change record by populating missing or required data.
To configure change templates,ensure that you have the following permissions:
For information about configuring change templates, see Configuring change templates in the BMC Remedy IT Service Management Suite 9.1 online documentation.
BMC Remedy Change Management provides several templates to create a change record. However, it is a tedious process to choose a correct template during creation of a change record. A template selection rule defines the criteria to search a relevant template. Rules enable you to apply the right template by filtering for a template with the best match to your input criteria. The template is then applied to the change record.
In BMC Change Automation, the template selection configuration UI enables you to create, update, delete, and search these template selection rules.
Defining a template selection rule is optional.
However, BMC recommends that you define rules with different criteria that suit your business needs. This will expedite the process of template application and eventually creation of change record.
Template selection rules are beneficial when an external system sends a request to create a change record. The external system is unaware of the change templates, so based on the input criteria sent by the external system, a relevant rule is searched and a corresponding template is applied to the change record.
A change admin defines these rules by using the template selection configuration UI. For information about configuring template rules, see Managing change template selection rules.
The following attributes are considered for searching change template selection rules |
---|
Change Management attributes
Other attributes (used for customization or for mapping external system attributes)
|
You can facilitate searching of a rule that is the best match against given search criteria by providing a sort order for that rule.
Note
If the sort order is not defined correctly, the correct rule might not be searched and the right template might not get applied.
Consider a scenario where you have defined the following rules:
Rule Name | Company | Class | Impact | Urgency | Template Name | Sort order |
---|---|---|---|---|---|---|
Automation Rule 4 | Calbro Services | Standard | 4-Minor/Localized | 3-Medium | Calbro Services Standard-Medium | 400 |
Automation Rule 3 | Calbro Services | Standard | 4-Minor/Localized | Calbro Services Standard-Minor | 300 | |
Automation Rule 2 | Calbro Services | Standard | Calbro Services Standard | 200 | ||
Automation Rule 1 | Calbro Services | Calbro Services template | 100 |
If a request contains the following input:
The "Calbro Services Standard- Medium" template corresponding to Automation Rule 4 is applied to the change record. This template is applied because Automation Rule 4 has high sort order and has the best match against input criteria.
If a request contains the following input:
The "Calbro Services template" template corresponding to Automation Rule 1 is applied to the change record. This template is applied because Automation Rule 1 has low sort order and the rule is generic.