Managing relationships with assets automatically

Automate the process of creating and removing relationships between assets and people, organizations, and support groups by using Asset automation. You can configure multiple rules and perform actions on the assets based on your specified criteria.

For example, you have a newly provisioned database where you need to create two relationships: a Managed by relationship with the Database Administration support group and a Supported by relationship with the Database Administration Level 2 support group. Traditionally, you would create these relationships manually. However, by creating an automation rule in Asset automation, the relationships for the database will already be included when the database is provisioned.

Related topics

Relating-people-organizations-and-groups-to-Assets

Automating-tasks-by-using-Asset-automation

Before you begin

To create an automation, you must have Asset admin permissions along with the Asset Automation Admin functional role.
To assign the Asset Automation Admin functional role to a user, see Asset Management user roles and permissions.

To create relationships with assets automatically

Important

You cannot edit automation rules after you save them. Make sure that you review the parameters carefully before you save a rule. 

  1. Go to Asset Console and click Asset automation console.
    image-2024-5-29_11-12-46.png
  2. Click Create automation.
  3. In Name, enter a name for the automation.
  4. In Criteria, select the Asset type for which you are configuring the automation. For example, Product.
  5. Click Add an expression.
    The Edit expression window opens.
  6. In the Edit expression window, enter an expression for the criteria.
    For example, ManufactureName = "Microsoft"  AND Model = "SQL Server"
    image-2024-3-26_10-57-20.png
  7. Click OK.
  8. From the Relationship type list, select Relate people. 1742811670837-720.png
  9. From the People type list, select the record type that you want to relate to the assets.
  10. Based on the record type that you selected, select a value from the available support groups, organizations, departments, and companies list.
  11. From the Role list, select the role that you want to assign to the relationship.  
    You can add multiple relationships that must be applied to the relevant assets.
  12. (Optional) Specify the attributes and values that you want to assign to the asset.
  13. Click Save.
  14. The automation is displayed in the list of automations in Draft state.
  15. After you review the rules for accuracy, select the automation, and click Enable.
    The status of the automation changes to Active.

To remove relationships from assets automatically

Important

You cannot edit automation rules after you save them. Make sure that you review the parameters carefully before you save a rule. 

  1. Go to Asset Console and click Asset automation console.
    image-2024-5-29_11-12-46.png
  2. Click Create automation.
  3. In Name, enter a name for the automation.
  4. In Criteria, select the Asset type for which you are configuring the automation. For example, Product.
  5. Click Add an expression.
    The Edit expression window opens.
  6. In the Edit expression window, enter an expression for the criteria.
    For example, ManufactureName = "Microsoft"  AND Model = "SQL Server"
    image-2024-3-26_10-57-20.png
  7. Click OK.
  8. From the Relationship type list, select Remove people relationships. 
  9. (Optional) Alternatively, select All people relationships from the Remove list to remove all existing people relationships, and save your changes.1742811784104-466.png
  10. From the People type list, select the record type that you want to relate to the assets.
  11. Based on the record type that you selected, select a value from the available support groups, organizations, departments, and companies list.
  12. From the Role list, select the role that you want to assign to the relationship.  
    You can add multiple relationships that must be applied to the relevant assets.
  13. Click Save.
  14. The automation is displayed in the list of automations in Draft state.
  15. After you review the rules for accuracy, select the automation, and click Enable.
    The status of the automation changes to Active.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*