This documentation supports the 20.02 version of BMC CMDB.To view an earlier version, select the version from the Product version menu.

Editing CIs and relationships in BMC CMDB Explorer

Changes to configuration items (CIs) and their relationships are reflected in BMC CMDB instances automatically after discovery, normalization, and reconciliation processes have completed. However, you can also edit instances manually.

For example, if you reassign a computer system to a new employee, you might want to update the instance for that CI in BMC CMDB to show the new owner.

Important

We recommend that you do not directly edit instances in the production (BMC.ASSET dataset). It is reserved for production use only. When you right-click an instance and click Edit Instance, the sandbox dataset opens. You must edit the CI in the sandbox dataset.

When you open a CI for editing, the AST form opens only if the following three conditions are fulfilled:

  • If BMC ITSM is installed
  • If the SHR:SchemaName form, the attribute HasAssetUI has the value Yes
  • If the CI is present in the BMC.ASSET dataset

Related topics

Working-with-CIs-and-relationships

Searching-and-viewing-CIs-and-relationships-in-CMDB-Explorer

Before you begin

An administrator must set the default web path to the Mid Tier server before you can edit a CI.

For details, see Configuring-the-default-web-path-of-the-Mid-Tier-server-in-AR-System-Administration-Console.

To edit a CI

  1. On the CMDB Dashboard, use Quick Search to search for the CI that you want to view in Explorer. 

SearchCI_1.png

2. On the search results page, click the CI that you want to view in the CMDB Explorer.
To learn how to view only a CI or view a CI and its relationships in Explorer, see Searching-and-viewing-CIs-and-relationships-in-CMDB-Explorer.
The CI opens in the Explorer. The default view shown is a view-only mode, in which you can only view the CIs in the Explorer.  You can edit a CI only in the edit mode. 
Switch to edit mode using the Edit Mode toggle switch. 

3. Right-click the CI and click Edit Instance. 

CI_EditInstance.png

    The CI opens in its class form in Mid Tier. For example, if you edit a database CI, the BMC.CORE:BMC_DataBase class form is displayed.
    The BMC_Databse class form is as shown in the following figure.

4. If prompted, login to Mid Tier.
    If you are already logged into BMC CMDB using Mid Tier, or your organization uses Remedy Single Sign-On, you are not prompted to login.

BMC_Database form in Mid Tier

Edit_OldUI.png

5. Modify the attribute values as needed.  

Warning

Do not edit the InstanceId or ReconciliationIdentity attributes. BMC CMDB workflow requires that these values remain unchanged.

6. Click Save and then Close to save the changes and close the form. 
    After the Mid Tier URL is closed, you must refresh the CMDB Dashboard to reflect the changes made to the CI.


To edit the relationship between two CIs

To edit the relationship between two CIs in CMDB Explorer, perform the following steps :

  1. Search for the CI that you want to edit on the CMDB Dashboard. 

SearchCI_1.png

2. On the search results page, click the CI that you want to view in the CMDB Explorer.
    The CI opens in the Explorer. You can edit a CI only in the edit mode. 
    Switch to edit mode using the Edit Mode toggle switch.

3. Right-click the CI and click Edit Relationship. 
CI_EditRelationships.png

     The CI relationship opens in its class form in Mid Tier as shown in the following figure.
4.  If prompted, login to Mid Tier.
     If you are already logged into BMC CMDB using Mid Tier or your organization uses Remedy Single Sign-On, you are not prompted to login.

CI Relationship form in Mid Tier
CI_EditRelationships_1.png

5. Modify the values as needed, and then click Save.  

6. Click Close to close the form. 

    After the Mid Tier URL is closed, you must refresh the CMDB Dashboard to reflect the changes made to the CI.


Where to go from here

After you edit a CI or its relationship in the Sandbox dataset, you must promote those changes to the production (BMC.Asset) dataset. Your edits in the Sandbox dataset are immediate. If you make a change that conflicts with an earlier change, your new change overwrites it. 

See Promotion-of-changes-from-a-Sandbox-dataset-to-production.

 

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