Configuration Items (CIs) in the Asset Management Application

This introduction article will help Assets/CIs Application administrators to create relationships between assets and configuration items using the TDNext interface. To configure relationships, the user must have the Modify assets and configuration items permission in the TDNext interface. To create relationship types, the user must have admin access to the Assets/CIs Application in TDNext or access to the TDAdmin interface.

Overview

While physical hardware is captured as an asset in TeamDynamix, it is also possible to create additional Configuration Items (CIs). CIs can represent applications, business processes, and other items in your environment that require configuration and maintenance. It is also possible to create attributes that are associated with the CI Type. For example, an Application CI Type it could have an attribute named "Application Version."

Where to Find This

This feature appears in the TDNext and TDAdmin interfaces.

TDNext is where support staff can create, manage, and update configuration items, depending on their permissions.

TDAdmin is where administrators can manage settings for the Assets/CIs application and create configuration item attributes and types.

Navigate to configuration items following these paths:

  • TDNext > application menu > Assets/CIs > Configuration Items (in the left navigation menu)
  • TDAdmin > Applications > [Assets/CIs application] > Configuration Items

Using Configuration Items

Creating a Configuration Item Type

Before creating a new CI, you first need to create a configuration item type.

To create a new configuration item type:

  1. In TDAdmin, navigate to Applications > [Asset/CIs Application] > Configuration Item Types.
  2. Click the New button.
  3. Enter the Name of the configuration item type.
  4. Leave the checkbox set to Active.
  5. Click Save.

You can also set up custom attributes for configuration items to track custom information about configuration items, aside from what is available in the standard fields. Learn more about creating custom CI attributes.

Creating a New Configuration Item

At this point, the CI type and associated attributes will be available, and a new configuration item can be created.

To create a new CI:

  1. In TDNext, open the Assets/CIs Application.
  2. Click the + Configuration Item button and choose a configuration item form.
  3. Fill in the required fields for the configuration item form.
  4. Click Save.

For information on modifying the fields on the CI form, or creating a new form, view our article on asset forms, which also applies to CIs.

Configuration Item Relationships

Creating a Relationship Type

After the CI has been created, relationships can be defined to link CIs to other CIs and Assets. Before creating a relationship, you will need to create a relationship type:

  1. In TDAdmin, navigate to Applications > [Asset/CIs Application] > Configuration Item Relationship Types.
  2. Click the New button.
  3. Enter a Relationship Description. This describes the relationship from the perspective of the parent CI, such as “powers”, or “supports”.
  4. Enter a Reverse Description. This describes the relationship from the perspective of the child CI, such as “is powered by” or “is supported by”.
  5. Keep the Is Active box checked.
  6. Check the Operational Dependency box if one of the CIs in the relationship is dependent on the other to remain operational.
  7. Click Save.

Creating a Relationship

Once a relationship type has been created, you can create a relationship between assets and CIs.

To create a relationship:

  1. In TDNext, open the Asset Application.
  2. On the left navigation menu, click Configuration Items.
  3. Click on the name of one of the assets or CIs you would like to link.
  4. Click on the Relationships tab.
  5. Click +Add Relationship.
  6. Choose the Assets/CIs Application where the child asset or CI is located.
  7. Choose the Relationship Type that describes the relationship of the current asset or CI to the other.
  8. On the Item(s) field, click the magnifying glass to open a list of configuration items.
  9. Check the box next to any configuration items you would like to link, then click Insert Checked.
  10. Click Add.
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Details

Article ID: 11259
Created
Wed 2/17/16 12:04 PM
Modified
Mon 9/13/21 3:23 PM