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Create a CI

To create a CI:

1. Select the Create CI button in the CMDB toolbar. The Create a New CI page is displayed.
2. From the drop-down field, select the CI Type under which the CI falls. For example, if you are creating a router, select "Router" from the drop-down.
3. Click the Next button. The Create New page is displayed.
4. CI pages are organized into tabs and the fields in those tabs correspond to the Attributes associated with the CI Type. Built-in fields for CI pages are Service Request Template, Import Lock, and Status:
5. Service Request Template—Select a Service Request template to link to this CI (only displayed if the CI Type is a service).
6. Import Lock—Check the box to enable the import lock. Import Lock locks the CI when CI data is being imported. This means that the data for that particular CI is not overwritten or updated by an import.
7. Status—Enter the status of the CI.
8. Timestamp Override—When a CI page is created or edited, a timestamp is entered into the CI history for the time and date at which the create or edit took place. The administrator can override the timestamp by entering a different date and/or time in this field. To enter the date or time, click the clock icon and select the date and time from the pop-up, then click the GO button on the pop-up. This function must be enabled on the Administration | Miscellaneous Options page by the administrator in order for it to be available to agents.
9. Fill in the fields on the various tabs. CI fields, like Issue fields, can be mandatory or optional. Tabs that contain mandatory fields are in red. If you try to submit a CI before you have completed all of the mandatory fields, a pop-up window will be displayed and the CI is not submitted.
10. Attachments—You can attach files to the CI. Select the Attachments tab and click the Attach File button to attach a file to a CI. Full details on attachments are below in the section titled File Attachments.
11. Click the Save button to create the CI.

File Attachments

On the Create CI page, you can optionally attach one or more files from your local or network drive(s).

To attach a file:

1. On the Create CI page, select the Attachments tab and then click the “Attach File” button. This brings up a small window entitled “Upload Attachment”.
2. Click the “Browse” button to browse your local machine and/or network drives for the file.
3. When you find the file, highlight it and click “Open”. The file name and path now appears in the File Attachment window

NOTE

The CMDB Administrator may have set a limit for the size of file attachments – this information appears in the file Attachment window. If the file is too large, you will receive an error message. Please attach a smaller file.

4. Click the GO button to upload the file. When the upload is finished, the file name will appear in the “Create CI” form.
5. To attach additional files, repeat steps 1-4 for each file to be attached.

NOTE

You can continue to work on the CI while the file is uploading, but you must wait until the upload is complete to submit the CI.