Edit a CI

1. In order to edit a CI, you must find the CI through the search page. Refer to CMDB Search for details on locating CIs.
2. Once you have located a CI, select the Results tab. The Results page is displayed.
3. Click on the CI you wish to edit to highlight it.
4. Click on the Details button. The Details view of the CI page is displayed in a new window.
5. Click on the Edit button to open the CI page in Edit mode.
6. Perform your edits. CI pages are organized into tabs. The fields in the tabs correspond to the Attributes associated with the CI Type. Built-in fields for CI pages are Service Request Template, Import Lock, and Status:
   • Service Request Template—Select a Service Request template to link to this CI (only displayed if the CI Type is a service).
   • Import Lock—Check the box to enable the import lock. Import Lock locks the CI when CI data is being imported. This means that the data for that particular CI is not overwritten or updated by an import.
   • Status—Enter the status of the CI.
   • Timestamp Override—When a CI page is created or edited, a timestamp is entered into the CI history for the time and date at which the create or edit took place. The administrator can override the timestamp by entering a different date and/or time in this field. To enter the date or time, click the clock icon and select the date and time from the pop-up, then click the GO button on the pop-up.
   • Fill in the fields on the various tabs. CI fields, like Issue fields, can be mandatory or optional. Tabs that contain mandatory fields are in red. If you try to submit a CI before you have completed all of the mandatory fields, a pop-up window will be displayed and the CI is not submitted.
   • Attachments—You can attach files to the CI. Select the Attachments tab and click the Attach File button to attach a file to a CI. When you click the Attach File button, a pop-up window is displayed to enable you to enter a path to the file or browse for the file on your computer using the Browse button. File attachments are not accepted until the CI is saved. When you edit a file, you have the option to replace or delete a file attachment.
     In addition to the Built-in fields already described, there is a checkbox on each CI page for Import Lock. Import Lock locks the CI when CI data is being imported. This means that the data for that particular CI is not overwritten or updated by an import.
7. If BMC FootPrints Asset Core is enabled, the Action button is displayed in the upper right corner of the page in both the Edit and Details views. For complete information on the Action button, refer to Action Button.
8. Click the Save button to save the edited CI.

File attachments

On the Edit CI page, you can optionally attach one or more files from your local or network drive(s).

To attach a file:

1. On the Edit CI page, select the Attachments tab and then click the “Attach File” button. This brings up a small window entitled “Upload Attachment”.
2. Click the “Browse” button to browse your local machine and/or network drives for the file.

3. When you find the file, highlight it and click “Open”. The file name and path now appears in the File Attachment window.

   Warning

   Important

   The CMDB Administrator may have set a limit for the size of file attachments – this information appears in the file Attachment window. If the file is too large, you will receive an error message. Please attach a smaller file.

4. Click the GO button to upload the file. When the upload is finished, the file name will appear in the “Edit CI” form.

5. To attach additional files, repeat steps 1-4 for each file to be attached.
   CI attachments are displayed in a grid format showing the size of the attachment, the date on which it was attached, a link to download the attachment, and a link to delete the attachment.

   Warning

   Important

   You can continue to work on the CI while the file is uploading, but you must wait until the upload is complete to submit the CI.

Visualization

The visualization function displays a graphical representation of CI relationships (using Java). The main portion of the display shows the CI relationships. The right side of the display contains a summary of the current CI's attributes. If you click on a CI in the display, that CI's attributes are displayed in the summary. Use the mouse-wheel to increase or decrease the size of the visualization. The Visualizations tab has the following controls:

• Connectivity Filter—Click up or down arrow to display the next level of relationships.  For example, if you move the slide to the "2" setting, CIs related to CIs related to the current are displayed.
• Exclude CI Types—Check a box next to CI types you want excluded from the visualization. You can check multiple boxes. Click in the checkbox a second time to remove the checkmark and display those CI types in the visualization.
  • Count—Displays a count of the excluded CI Types.
• Exclude Relationships—Check a box next to relationships you want excluded from the visualization. You can check multiple boxes. Click in the checkbox a second time to remove the checkmark and display those relationships in the visualization.
  • Upstream and Downstream—Upstream and Downstream filter on the relationship direction. Only CIs connected by a relationship having the direction specified are excluded. Direction is determined with respect to the current CI.
• Expand View—Clicking this button expands the view of the visualization in a new browser window.