Create a Configuration Item

You create configuration items (CIs) to establish relationships and groupings of IT infrastructure components for configuration management and change control.

You use configuration items in multiple ways, including the following situations:

• deploy and manage software, hardware, IT services, and other assets

• create service requests, incidents, problems, work orders, changes, and releases

To create a configuration item:

1. Open the Configuration Items (SP) application and click New CI .

2. In the Configuration Item field, enter a name for the configuration item.

3. Enter a description in the CI Description field. To enter additional information, click Long Description .

4. Enter values as needed in the fields at the top of the tab.

• To base the configuration item on an actual CI, enter its value in the Actual CI field. If the Classification field is empty when you enter the Actual CI value, the system uses the classification and attributes from the Actual CI.

• Using other fields, you can associate the CI with an asset, location, item, service, or service group. Some associations preclude making other associations. For example, if you associate the CI with an asset, the Location, Item, and Service fields become read-only and you cannot associate the CI with them.

Similarly, the CI Location, Site, Organization, Item Set, Calendar, and Shift fields can be affected by other choices.

• If you want the CI to be owned by someone, enter a value in the CI Owner field.

• Optional: In the Classification field, associate the CI with a classification. Use the Detail Menu and select Classify to select a classification, or select Go To Classifications (SP) to open the Classifications application.

• Optional: Associate customers with the CI.

1. Click Show/Manage Customers next to the Primary Customer field.

2. Click Select Customers to select one or more customers from the list.

3. Click OK. By default, the first customer you associate with a CI becomes the primary customer.

When you associate a primary customer with a CI that has a classification, other attributes may become available. Below the Specifications table window, click Select Attributes to add the new attributes to the specification.

5. To enter attributes, click New Row. The Row Details opens.

Note: To enter attributes, the configuration item must be associated with a classification.

6. In the Attribute field, enter a value or click Select Value .

7. Fill in additional fields as needed. An asterisk (*) indicates a required field.

8. Click Save CI .

See Also

Edit a Configuration Item

Duplicate a Configuration Item

Delete a Configuration Item

Associate Customers with a Configuration Item