Create a new CI in CMDB Workspace, while applying Identification and Reconciliation Engine (IRE) processes and other requirements for the CI's class. IRE identification rules enforce the new CI to be unique and to comply with other class requirements.

About this task

Creating specialty CIs such as an application service, isn't supported in this experience. Typically, such CIs aren't discoverable and you must create them manually using specific wizards, such as the Application service wizard.

You can access the Create CI experience in either of the following ways:
  • Selecting the Create CI quick link on the Home view of CMDB Workspace which lets you then select a class for the new CI.
  • Drilling down a class group bar in the CI Summary tab on the CI overview tile, in which case the class you are drilling down from becomes the class for the new CI. This option is available only if you drill down a class that isn't excluded for the Create CI experience. For information about excluding classes for the Create CI experience in CMDB Workspace, see Limit the class list for a new CI being created in a workspace.

As you progress through the procedure, fields appear dynamically according to your selections and entries on the current or previous pages.

To manually create a new CI without applying IRE processes (Core UI), see Populating the CMDB. For more information about mandatory attributes, IRE processes, dependent CIs, and the CI relationship editor (Core UI), see:

Before you begin

Configure any customizations to the create CI experience before creating new CIs:
If you want additional actions to be performed after creating a CI, such as creating a record that references the new CI, implement the ManualCreateCIExtPoint extension point:
  • In the getAppId() function, add the sys_id of the application containing the workspace from the UX Application [sys_ux_page_registry] table.
  • In the postInsertCI() function, define the additional actions you want to perform.
Your extension point implementation runs after a new CI is created in the application specified in getAppId(). You can create additional implementations as needed for additional applications. For more information about extension points, see Using extension points to extend application functionality.

Role required: cmdb_manual_ci_ire_access (contained in the sn_cmdb_editor role by default)

Procedure

  1. Navigate to Workspaces > CMDB Workspace.
  2. On the Home view of CMDB Workspace, use one of the following options:
    • Select the Create CI quick link, and then:
      1. On the Select class page, select the class for the new CI from the Class drop-down list. Classes without a valid identification rule are grayed out in the list and you can't select them.
      2. Select Continue.
    • On the CI overview tile, select the CI Summary tab, and then:
      1. Select the group bar with the class that you want to create the new CI in.
      2. Scroll down to the list view for the class group, and select the class in which you want to create the new CI.
      3. On the class list view page, select the Create CI button.
        Note: If you selected a class that is excluded from the Create CI experience, the New button appears. Select New to manually create a new CI without applying IRE processes (Core UI).

    Continue to fill out the rest of the Create a new CI pages as described in the following steps.

  3. Required attributes:
    Configure attributes that are either mandatory for the new CI's class, or which the identification rule for the new CI's class requires. Also, if the new CI is a dependent CI, configure the dependency relationship.

    • In the Dependent-upon CI section, select a CI that the new CI depends on.

      Dependent-upon class: Select the class of the dependent-upon CI.

      Dependent-upon CI: Select the search icon and in the Dependent-upon CI dialog box, select a CI by selecting its link in the Name column.

    • In the Identifier entries section, select criterion attributes and set their values to uniquely identify the CI.

      Criterion attributes: In the drop-down list, select one or more criterion attributes sets. This drop-down list omits criterion attributes that are based on the Product instance identifier attribute.

    • In the criterion attribute fields section scroll down the page if needed and enter values for the criterion attributes fields for the CI.

    Select Continue. If the new CI is detected as a duplicate of an existing CI, then the CI already exists dialog box appears. Select Review existing CI and then decide whether to change the existing or the new CI to prevent the duplication and to continue creating the CI.

  4. Additional attributes:

    Enter values for attributes that your administrator is requesting in addition to the required attributes from previous pages.

    Select Continue.

  5. Relationship definition:
    Review any existing relationships and decide whether to add a relationship for the new CI. For dependent CIs, a dependent relationship was already created in an earlier step.
    1. Select Add.

    2. On the Add relationships page, select a Relationship type.

      The Parent/Child notations in each relationship type denotes whether the new CI will have the role of a child or a parent in the new relationship.

    3. In the Configuration Item list, select the CIs that the new CI will have the relationship with. Whichever parent/child role you selected for the new CI, the selected CIs will have the other role.
    4. Select Add.
    Note: Creating relationships to the User and the Group tables is supported, however, those relationships aren't processed by IRE.

    On the Relationship definition page, select Continue.

  6. Review:
    Review all the details of the new CI. Select Create to approve and create the new CI, or Back to change definitions.
  7. In the New CI created dialog box, select Done to exit the operation, Review new CI to open the form view for the new CI, or Create another CI.

Result

In the new CI:
  • Discovery source is set to Manual via IRE.
  • Operational status is set to Design until the new CI is fully configured and ready to be used. You can modify the CI's status, for example, to Operational if appropriate.

In the new CI, Discovery source is set to Manual via IRE.

What to do next

You can view the new CI or other CIs, in the CI Form in CMDB Workspace. For more information about using the CI Form, see Manage CI details in CI Form.