Managing CMDB classes

Remedyforce CMDB contains a set of out-of-the-box CMDB classes that store information about the configuration items (CIs). CMDB classes contain a default set of attributes and each attribute corresponds to a field in the Base Element object. Depending on the CI information you want to store, you can customize the CMDB class attributes. In BMC Remedyforce CMDB 2.0, if the out-of-the-box CMDB classes do not meet your requirements to store information about a CI, you can add a custom CMDB class from the UI. You can add custom CMDB classes for the CI classes only, and not for CI relationship classes. You can manage out-of-the-box and custom CMDB classes from the CMDB Classes list view page.

The following topics contain information about managing CMDB classes:

• Before you begin
• To access the CMDB Classes list view page
• Adding a custom CMDB class
• To update an out-of-the-box or custom CMDB class

Before you begin

Before you can manage the attributes (field set and fields) of CMDB classes, you must have a remote site setting configured once. If no such setting exists, you must create one. Otherwise, you are required to perform additional manual steps to manage the CMDB class attributes.

To verify the remote site setting configuration

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Manage Objects tile, and from the menu select Create and Edit Objects.
   • If a remote site setting is already configured, the Object drop-down menu is displayed and you are ready to manage the attributes of your CMDB classes.
     
     We recommend that you reopen and close the Create and Edit Objects tab. For more information, see To reopen and close the Create and Edit Objects tab.
   • If no remote site setting is configured, the UI displays the following message:
     
     You must perform the following:
     1. Create the remote site setting configuration
     2. Reopen and close the Create and Edit Objects tab

To create the remote site setting configuration

1. From the Create and Edit Objects tab, perform the following actions:
   1. Copy the value provided for Remote Site URL.
   2. Click Salesforce Remote Site Settings.
2. On the All Remote Sites page, click New Remote Site.
3. In the Remote Site Name field, enter a name for the remote site.
4. In the Remote Site URL field, paste the URL that you copied.
5. Click Save.

To reopen and close the Create and Edit Objects tab

1. Click on the Remedyforce Administration tab.
2. On the Home page, click the Manage Objects tile, and from the menu, select Create and Edit Objects. 
3. Close the Create and Edit Objects tab.

To access the CMDB Classes list view page

You use the CMDB Classes list view page to manage the out-of-the-box and custom CMDB classes.

1. Click the Remedyforce Administration tab.

2. On the Home page, click the Application Settings tile, and from the menu, select CMDB Classes.
   
   

   Field descriptions

Adding a custom CMDB class

Adding a custom CMDB class involves the following tasks:

1. Add the class details
2. Add the class attributes

To add custom CMDB class details

1. On the CMDB Classes list view page, click .

2. Complete the following information for the custom CMDB class:
3. Click .

Add the custom CMDB class attributes

When the custom CMDB class record is saved in the adding custom CMDB class details procedure, the Manage Attributes section of the UI appears.

The Managed Attributes section displays the field set label and field set name for the custom CMDB class. When you add the field set to the class, ensure that the field set label and field set name are the same as displayed on the UI. The UI also displays the Field Set and Custom Fields links to add the custom CMDB class attributes.

Adding custom CMDB class attributes involves the following tasks:

To add a field set for a custom CMDB class

1. From the Manage Attributes section of the UI, click the Field Set link.
2. In the Field Set section of the Base Element object page that opens on a new tab, click New.
3. In the Field Set Label text box, enter the field set label that is displayed on the Manage Attributes section of the UI.
   In the Field Set Name text box, the field set name is automatically populated. Ensure that the field set name is the same as the one displayed in the Manage Attributes section of the UI.
4. In the Where is this used? text box, enter a brief description of where and how the field set is used.
5. Click Save.

To add fields for a custom CMDB class attributes

1. From the Manage Attributes section of the UI, click the Custom Fields link.
2. in the Custom Fields & Relationships section of the Base Element object that opens on a new tab, click New.
3. From the New Custom Field page, add custom fields for the class attributes.
   For more information, see Adding-or-removing-fields-on-the-Instance-Editor-in-CMDB-2-0.

To add fields to a field set for a custom CMDB class

1. From the Manage Attributes section of the UI, click the Field Set link.
2. In the Field Set section of the Base Element object page that opens on a new tab, navigate to the corresponding field label.
3. Click Edit.
4. From the object palette, drag the fields to the In the Field Set list.
5. Click Save.

To update an out-of-the-box or custom CMDB class

1. On the CMDB Classes list view page, click on the CMDB class you want to update.

2. Update the class details as follows:

3. (Optional) To replace both the default class icon and class impacted icon with custom images, click the Select Custom radio button.

   For more information, see the procedure about replacing the default class and class impacted icons.

4. To add custom fields for the class attributes, click the Custom Fields link.

   For more information, see the procedure for adding fields for the CMDB class attributes.

5. To update the field set of the class, perform the following actions:
   1. Click the Field Set link.
   2. In the Field Set section of the Base Element object page, click Edit for the corresponding field label, and then perform one or both of the following actions:
      • To add new fields, drag the fields from the object palette to the In the Field Set list.
      • To delete existing fields from the In the Field Set list, click  next to the fields.
   3. Click Save.
6. Click .