Note

 

This documentation supports the 20.19.01 version of Remedyforce.

To view the latest or an earlier version, select the version from the Product version menu.

Enabling CI management

BMC Remedyforce Configuration Management Database (CMDB) 2.0 enables you to store information about the configuration items (CIs) and assets in your environment. A CI is any component in your IT infrastructure that enables you to deliver a business service to your users (for example, business processes and LAN endpoints). Based on your requirements, you can enable or disable CI management in BMC Remedyforce CMDB.

When CI management is enabled, out-of-the-box CI classes are available in BMC Remedyforce CMDB. On the Remedyforce CMDB tab, users can view, create, update, and delete instances of the out-of-the-box and custom CI classes based on their access level. System administrators can create and manage CI classes, enable attribute history tracking for CI classes, and create models for CI classes. For information about the out-of-the-box CI classes, see BMC Helix Remedyforce CMDB Common Data Model.

The following diagram and table outline the steps that you must perform to enable and configure CI management in BMC Remedyforce CMDB.

StepDetails

1. Enable CI management in BMC Remedyforce CMDB.

To enable CI management:

    1. Click the Remedyforce Administration tab.
    2. On the Home page, click the Configure CMDB 2.0 tile, and from the menu, select General CMDB Settings.
    3. On the General CMDB Settings tab, select the Enable Configuration Item (CI) Management check box.
    4. Click Save.
2. Review the out-of-the-box CI classes that are available in BMC Remedyforce CMDB.

Review the out-of-the-box CI classes, their position in the class hierarchy, and their attributes. For more information, see BMC Helix Remedyforce CMDB Common Data Model.

If the out-of-the-box CI classes do not meet your requirements, create new CI classes. For more information, see Managing CMDB classes.

3. Review the out-of-the-box attributes that are available for CI classes.

Review the out-of-the-box attributes that are available for CI classes. For more information, see BMC Helix Remedyforce CMDB Common Data Model.

To customize attributes for CI classes, perform the following actions:

  • Create a custom attribute.
    Add the custom attribute to the appropriate field set in the Base Element object. To make a custom attribute available for all classes, add that attribute to the Base Element field set.
  • Remove an attribute that you do not want to display in the Instance Editor.
For more information, see Adding or removing fields on the Instance Editor in CMDB 2.0.
4. Customize columns displayed in the CMDB list views on the Remedyforce CMDB tab.

To customize columns in out-of-the-box list views, create a customized list view for the appropriate CI class. For more information, see Customizing CMDB list views in CMDB.

5. Configure the appropriate CI Management View for users.

Assign the appropriate CI management view to users to control what they can view and manage on the Remedyforce CMDB tab.

For more information, see Managing Remedyforce CMDB user permissions.

Note

If you do not want to use BMC Remedyforce CMDB 2.0 to manage your company's CIs, you can clear the Enable Configuration Item (CI) Management check box (Remedyforce Administration > Configure CMDB 2.0 > General CMDB Settings). No additional steps are required to disable CI management.

When you disable CI management, the out-of-the-box and custom CI classes are no longer available in BMC Remedyforce CMDB. System administrators can also no longer create and manage CI classes, enable attribute history tracking for CI classes, or create models for CI classes.

Related topics

Asset and CI management

Configuring BMC Remedyforce CMDB 2.0

Enabling asset management

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