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Editing multiple configuration items and assets

In the Remedyforce CMDB, classes and their corresponding configuration items (CIs) and assets are displayed based on the CI and asset management configurations and the CMDB user permission assigned to you for CI Management View and Asset Management View. For more information, see Overview of the Remedyforce CMDB tab. The CIs and assets represent records in the Remedyforce CMDB. On the Remedyforce CMDB tab, you can edit multiple CIs and assets of a class based on the following permissions assigned to you by the system administrator:

  • Object permission of the class
  • Remedyforce CMDB user permission

The following table lists the required permissions for editing multiple CIs and assets of a class:

GoalObject permission of the classRemedyforce CMDB user permissionReference information
To edit multiple CIs of the classEdit

Update and Delete or Update for CI Management View
To edit multiple assets classUpdate and Delete or Update for Asset Management View
To edit multiple CIs and assets of the classUpdate and Delete or Update for CI Management View and Asset Management View

Note

If you do not have the required permissions to edit  multiple CIs and assets, the Multiple Instance Editor  toolbar icon on the Remedyforce CMDB tab is disabled.

For CIs, or assets, or both CIs and assets, you can edit the editable fields in the General and Specifications tabs of the Instance Editor.

For Rule Based Asset classes, fields of the superclass based on which the rules criteria have been set are not editable. For example, if a Rule Based Asset class A has been created by applying the rule criteria Model Name = B, while editing multiple assets of A, the Model Name field is not editable.

To update multiple CMDB instances for a class

  1. Click the Remedyforce CMDB tab.
  2. Perform one of the following actions:
    • If only CI management is enabled, in the left panel of Remedyforce CMDB tab, click the required CI class.
    • If only asset management is enabled, in the left panel of Remedyforce CMDB tabclick the required asset class.
    • If the system administrator has enabled both CI and IT asset management, the top of the left panel of Remedyforce CMDB displays the CI, Asset, and All tabs.
      Click on the required tab:
      • CI tab–Displays the CI and CI and Asset classes. When you select a class on the left pane, the right pane displays the related instances, which could be of the type CI or CI/Asset.
      • Asset tab–Displays the asset, Rule Based Asset, and CI and Asset classes. When you select a class on the left pane, the right pane displays the related instances, which could be of the type Asset or CI/Asset.
      • All tab–Displays the available CI, asset, Rule Based Asset, and CI and Asset classes. When you select a class on the left pane, the right pane displays the related instances, which could be of the type CI, Asset, CI/Asset.
  3. In the left navigation pane, click the class for which you want to update the instances.
  4. Click Multiple Instance Editor.

    For the custom CMDB classes, Multiple Instance Editor is enabled. However, for the out-of-the-box CMDB classes, it is enabled or disabled based on your permission to edit the specific class:

    • If you have the permission to edit the selected out-of-the-box CMDB class, Multiple Instance Editor is enabled. Otherwise, it is disabled.

    • If you have the permission to edit the selected out-of-the-box CMDB class (parent class), but do not have the permission to edit any of its subclasses (child classes), Multiple Instance Editor is disabled.

    • If you do not have the permission to edit the selected out-of-the-box CMDB class (parent class), but have the permission to edit any of its subclasses (child classes), Multiple Instance Editor is disabled for the parent class and is enabled for those child classes for which you have the edit permissions.

    • If both CI and IT asset management are enabled, to be able to edit multiple CMDB instance of the instance type CI/Asset from the All tab of the Remedyforce CMDB tab, you must have the Update and Delete or Update CMDB user permission for both CI Management View and Asset Management View. Otherwise,Multiple Instance Editor is disabled.
  5. (Optional) To update a specific field value for multiple instances, perform the following actions:
    1. From the Filter list, select the field you want to update. For example, Class ID.

      Note

      In the Multiple Instance Editor, you can only update date in the Date/Time field. You cannot update time.

    2. In the Value field, enter the value for the field selected in the Filter list.
    3. Click Search .
  6. In the list view, click the field for the instance that you want to update.

  7. Specify the appropriate value for the field.

    Note

    If you select a model in the Model Name field, the other attribute values that are defined in the selected model are also applied to the CI or asset. However, the updated attribute values are only displayed when you view the CIs or assets in the list view or in the Instance Editor.

  8. Repeat steps 5 (which is optional) and 6 for all fields that you want to update.
  9. To save all your instance updates, click Save .

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