Create and Delete Configuration Items
You can add new Configuration Items (CIs) one at a time, or you can import them using a CSV file.
Create a Configuration Item manually
- Go to Service Desk > Config Management.
- Select the appropriate category (and then sub-category, if desired), or create a new one.
- Click Create New Config Item.
- Use the tabs to fill in the details as follows:
- Details tab – Enter a name and additional details about the item. Click add more details to add additional text fields, as desired.
Note: Any attributes added under Manage Attributes will appear in this section.
- Discussion tab – Use this tab to track any comments for changes or updates made to the CI, or just to track the general history of the item (for example, you might make a comment if it's a server that was updated to comply with security requirements). This tab should always be updated whenever changes are made to the CI in the future.
Note: Account admins can click Delete to permanently remove a technician and/or customer comment.
- Relationships tab – Use the drop-down menus to define the relationships this Configuration Item has to others in your CMDB. Click Add Another to add additional links.
- Details tab – Enter a name and additional details about the item. Click add more details to add additional text fields, as desired.
- Click Save when finished.
Upload multiple Configuration Items (via CSV)
You can import multiple Configuration Items into a single category (sub-categories not included) by creating and uploading a CSV that contains the appropriate fields (i.e., "Name: string," "Description: text").
Note: Items can only be imported into a single category at a time, so you'll need to create a separate CSV file for each category that you want to upload items into.
- Go to Service Desk > Config Management.
- Select the category, or create a new one.
- Click Import into this category in the right navigation.
- Use the "CSV Setup" tips in the right-navigation to create your CSV file(s). You can also click the download sample csv link (or the Export this Category to CSV link on the previous page) to download a form with correct format pre-populated.
Note: TIP: Try using queries in your existing Access database to create CSV files of your existing data.
- Click Browse, select your CSV file and click Upload.
- On the Confirm Config Items page, you can review the results and spot any errors under the "Status" column. Click Save to add the Configuration Items.
Delete a Configuration Item
Note: Once deleted, the data will no longer be accessible within your account, however, the data remains stored within our system.
- Go to Service Desk > Config Management.
- Click the Configuration Item's category, then select the item.
- At the bottom of the page, click Delete Config Item.
- Click OK when prompted.
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Article last updated: 27 September, 2022
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