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  Note This documentation supports the 20.16.01 version of BMC Remedyforce.To view the latest or an earlier version, select the version from the Product version menu.

Creating and updating assets

You can create and update an asset to represent a physical or logical entity in your environment that you want to track from a financial perspective. An asset has configurable attributes, such as location, status, and cost. Examples include computer systems, buildings, and software. To be able to create and update an asset, the system administrator must enable IT asset management, and assign you the required Remedyforce CMDB user permissions for Asset Management View. For more information, see Enabling-asset-management and Managing-Remedyforce-CMDB-user-permissions.

Note

You can also create instances of the type CI/Asset, which can be categorized as a CMDB record which is both a CI and an asset. To be able to create and update CI/Asset instances, the system administrator must enable both CI and asset management, and assign you the required Remedyforce CMDB user permissions for both CI Management View and Asset Management View.

To create or update an asset

Note

If you do not have the Create, Edit, and Delete permissions on the class of an asset, the New new_icon.gif and Save save_icon.gif toolbar icons on the Remedyforce CMDB tab are disabled. For more information, see Managing-permissions-for-CMDB-classes.

  1. Click the Remedyforce CMDB tab.

  2. In the left navigation pane of the Remedyforce CMDB tab list view page, select the class in which you want to create or update an asset.
    Classes and related CMDB instances (such as CIs, assets, and CIs and assets) are displayed on Remedyforce CMDB list view page depending on the CI and asset management configuration set by the system administrator and the CMDB user permissions assigned to you. For more information, see Overview-of-the-Remedyforce-CMDB-tab.

    Note

    You cannot create assets of the abstract classes. For more information about abstract classes, see BMC Remedyforce CMDB 2.0 architecture. 

  3. In the right panel of the Remedyforce CMDB tab, perform one of the following actions:
    • To create a new asset, click New.

    • To update an existing asset, select that asset on the right pane and click Edit Editing_instance.png.

      Note

      To access the Remedyforce CMDB tab, and create and update Asset and CI/Asset instances, the system administrator must assign you the required CMDB user permissions. For more information, see Managing-Remedyforce-CMDB-user-permissions.

  4. On the General tab of the Attributes section in the CMDB Instance Editor, enter the attribute values for the asset.
    The Class Name attribute indicates the class whose instance you are creating. For information about the other attributes on the tab, see Attributes on the General tab.

    Note

    For a Rule Based Asset class, fields of the superclass based on which the rules criteria have been set are automatically populated in the CMDB Instance Editor of the Rule Based Asset class, and are not editable. For example, if a Rule Based Asset class A has been created by applying the rule criteria Model Name = B, in the CMDB Instance Editor of A, the Model Name field is automatically populated with B and is not editable.

  5. (Optional) On the Specifications tab of the Attributes section, enter more attribute values for the asset.
    The Specifications tab contains attributes that are specific to the asset class. If you are creating an asset for the Base Element class, no attributes are displayed in the Specifications tab. For more information about the out-of-the-box attributes which are specific to a class, see BMC-Remedyforce-CMDB-Common-Data-Model.

  6. Click Save.
    The following attribute fields on the Attributes > General tab are automatically populated:

    • Created Date–This attribute is set to the date and time at which the instance is created.
    • Last Modified By–This attribute is set to the user who last modified the instance.
    • Last Modified Date–This attribute is set to the date and time at which the instance was last modified.

    The Class ID attribute is set to the ID of the class whose instance is being created.

  7. To return to the Remedyforce CMDB tab list view page, click Back CMDBBack_icon.gif.

Attributes on the General tab

The General tab contains attributes that are common across all the CMDB classes. However, your system administrator can add more attributes to the form. The following table describes the attributes that are available on the General tab by default.

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Updating the class of a CMDB instance

Updating the class name of a CMDB instance (CI, asset, or CI and asset) is not supported from the CMDB Instance Editor. In BMC Remedyforce CMDB 2.0, if you wish to update the class of a CMDB instance, you must perform one of the following actions:

  • If the number of CMDB instances are few, you must note the details of those CMDB instances, delete those CMDB instances, and create new CMDB instances of the required class with the details you have noted.
  • If the number of CMDB instances are high, you must first export those CMDB instances to a .csv file, update the class name on the .csv file, delete the existing CMDB instances on the Remedyforce CMDB, and import the CMDB instances from the .csv file to the Remedyforce CMDB using an import tool (for example, Data Loader). For more information about importing data using an import tool, see Importing-data-into-BMC-Remedyforce-using-data-import-tools-other-than-Pentaho-packages.

Related topics

Linking-supporting-information-to-an-asset

Managing-relationships-between-an-asset-and-other-CMDB-instances

Creating-services