Managing models

Models enable you to standardize key attribute values, such as model and manufacturer, in CIs and assets. When users select a model for a CI or asset, the model name and other attributes values that are specified in the selected model are applied to a CI or asset. Models are also applied to data that is imported from other sources. As a result, data is more likely to be consistent, making it easier to locate key information, analyze data, and generate relevant reports.

This topic contains the following information applicable to BMC Remedyforce CMDB 2.0:

• • Overview of models
  • Best practices for creating models
  • To create or edit a model
  • To synchronize updated model attributes with linked CIs and assets
  • To inactivate or delete a model
  • To customize fields that are displayed on the Model form
  • To customize columns that are displayed in the Models list view
  • Related topics

See this video (10:23) for an overview of models and to understand how to create and use models in BMC Remedyforce.

 https://youtu.be/BldMm7y13tI

Overview of models

While creating CIs and assets in BMC Remedyforce CMDB, users have to manually enter the required attribute data. Also, when importing CIs and assets from other data sources, attribute values that are created might not be consistent. Applying models to CIs and assets (whether created manually or imported from other data sources) restricts the creation of inconsistent attribute values in BMC Remdyforce CMDB.

For example, say that a specific laptop model is provisioned to the HR team members as per your company policy. System administrators can create a model record for that specific laptop model. In addition, say that a specific IT staff member provides support for that laptop model. While creating the laptop model record, system administrators can also select the Supported By attribute and specify the name of the IT staff. When a laptop CI or asset is provisioned for an HR team member, users can apply this model to the CI or asset. In this case, the Supported By attribute is also automatically populated with the IT staff member that is specified in the model record.

To create models in BMC Remedyforce, system administrators can use the Model form (Remedyforce Administration > Configure CMDB 2.0 > Models). The model records are stored in the Model object and can be applied to CIs and assets by using the Model Name attribute (data type: Lookup) in the Instance Editor.

System administrators can also generate models based on unique values in the Model attribute in CIs and assets in BMC Remedyforce CMDB. The generated models are automatically linked to the corresponding CIs or assets, but only if the Model Name attribute (date type: Lookup) in these instances is not already populated.

For information about applying models while importing CIs and assets from other data sources, see Applying-models-while-importing-CIs-and-assets.

Best practices for creating models

Before you start creating models, BMC recommends that you consider the following points:

• Identify all models that are used in your IT environment, such as laptops, desktops, routers, storage devices, and printers. For each identified model, create model records with the accurate model name and manufacturer. You can also specify other attribute values that you want to standardize in CIs and assets to which a model record is applied.
• Users cannot create instances of abstract classes, such as BMC_Mobile or BMC_System. Therefore, do not create models for abstract classes.

• When you select a class for a model, the model is available to users for instances of the selected class and its child classes. Consider the following points while selecting the class for models:

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  The following figure provides an example of the instances for which a model is available (in the Instance Editor) based on the class for which the model was created.
  

  
  

To create or edit a model

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure CMDB 2.0 tile, and from the menu, select Models.
3. On the Models tab, perform one of the following actions:
   • To create a new model, click New.
   • From the Models list view, click the model that you want to edit.

4. In the Model form, type a unique model name and the description, and specify the following details:

5. (Optional) In the Set Attributes section, select the attribute values that you want to populate when users select this model for a CI or asset in the Instance Editor.
   

   Consider the following points when you select attributes for a model:

   • Attributes of the Formula, Date, Date/Time, and Text Area (Rich) data type are not supported.
   • If you select an attribute of the the Picklist (Multi-Select) data type, you can select only a single value for the attribute.
   • You can configure values for all supported attributes from the selected class, including attributes that are inherited from parent classes.
     
   • Based on the data type of the selected attribute, the input type of the second field also changes.
     For example, if you select the Supported By attribute, this field displays a list that allows you to select the user who is responsible for supporting the CI or asset. 
   • The Manufacturer Name and Model Manufacturer attributes are not available for selection in the Set Attributes section. Instead, if you enter a value in the Manufacturer field of the model, the Manufacturer Name attribute and the value you have specified is displayed in the Set Attributes section.
6. Click Save.

To synchronize updated model attributes with linked CIs and assets

If you edit a model that has already been applied to CIs or assets, your changes to the model attributes are not automatically applied to the linked CIs and assets. Only your changes to the Model Name and Manufacturer fields are applied to the linked CIs and assets.

To synchronize your updates to the attributes defined in a model with linked CIs and assets, click the Sync Asset and CI Instances icon on the Model form.

To verify if your updates to the model attributes have been applied to the linked CIs and assets, expand the Supporting Information: Linked Configuration Items and Assets section of the Model form. From the Instance Name column, click a CI or asset instance to view its attributes in the Instance Editor, which is opened in a new browser tab or window.

From the Supporting Information: Linked Configuration Items and Assets section of the Model form, you can view CIs and assets that are linked to a model.To view CIs and assets that are linked to a model

To inactivate or delete a model

Based on your requirements, you can either inactivate or delete a model that is no longer available in your company. To perform either action, you must navigate to Remedyforce Administration > Configure CMDB 2.0 > Models.

To customize fields that are displayed on the Model form

The fields displayed on the Model form are defined in the Model Form field set of the Model object. Based on your requirements, you can customize fields that are displayed on the Model form.

1. Navigate to the required path: 
   • For Salesforce Classic, go to Setup > Build > Create > Objects.
   • For Salesforce Lightning, go to Setup > Platform Tools > Objects and Fields > Object Manager.
2. In the Label column, click the Model object name.
3. In the Field Sets section, in the Action column for the Model Form field set, click Edit.

4. Perform one of the following actions based on your requirements:

   • Drag the fields that you want to add to the In the Field Set section.
     You can also add any custom fields that you have created in the Base Element object. However, fields of the Text Area (Rich) data type are not supported.
   • From the In the Field Set section, for the fields that you want to remove, click the Remove icon.

   Note

   The Model Name, Class Type, and CMDB Class fields are always displayed on the Model form and are not available in the Model Form field set.

5. Click Save.

To customize columns that are displayed in the Models list view

The columns that are displayed in the Models list view are defined in the Column Headers field set of the Model object. Based on your requirements, you can customize columns that are displayed in the Models list view. The Normalized With Model column in the Model list view enables you to easily identify the models that have been normalized as aliases of other models. For more information, see Normalizing-data.

1. Navigate to the required path: 
   • For Salesforce Classic, go to Setup > Build > Create > Objects.
   • For Salesforce Lightning, go to Setup > Platform Tools > Objects and Fields > Object Manager.
2. In the Label column, click the Model object name.
3. In the Field Sets section, in the Action column for the Column Headers field set, click Edit.
4. Perform one of the following actions based on your requirements:
   • Drag the fields that you want to add to the In the Field Set section.
     You can also add any custom fields that you have created in the Base Element object.
   • From the In the Field Set section, for the fields that you want to remove, click the Remove icon.
5. Click Save.

Related topics

Creating-and-updating-assets

Creating-and-updating-configuration-items

Editing-multiple-configuration-items-and-assets