Synchronize data using a technical service offering

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Synchronize group assignment attributes on entire CI classes and individual CIs that use a technical service offering.

    Before you begin

    Role required: itil and itil_admin

    About this task

    Directly set the Support group, Change group, or Managed by group attributes in a technology management offering. The settings are applied to CIs that are associated with the technology management offering.

    In addition to the method described in this procedure, you can use the CI Class Manager to set any CI property value. If the Support group, Change group, or Managed by group value is set in the technology management offering, the value specified by the technology management offering takes precedence. For more information, see CI Class Manager.

    Procedure

    1. Navigate to All > Configuration > CMDB Groups and create a new CMDB group.
      See CMDB groups for details.
    2. Navigate to All > Configuration > Dynamic CI Groups.
    3. Create a new Dynamic CI group and associate it with the CMDB group that you created.

      CMDB: Create Dynamic CI group.

      See Manage Technical Services domain of the CSDM framework for more information on Dynamic CI groups.

    4. Navigate to All > CSDM > Technical Service Offering and create a new technical service offering.
      See Manage Technical Services domain of the CSDM framework for more information on technical service offerings.
    5. Navigate to the CI Relationships table and select New and enter the following values:
      • Parent: Select the technical service offering you created.
      • Child: Select the Dynamic CI group you created.

      Create the relationship between the TSO and Dynamic CI group.
    6. Select Submit.
      You have created a relationship between the technical service offering and the Dynamic CI group.
    7. Navigate to All > CSDM > Technical Service Offering and open the technical service offering that you created.
    8. Enter values in the following fields:
      • Support group
      • Change group
      • Managed by group

      Create Technical Service Offering.
    9. Right-click the header and select Save.
      A message confirms that data synchronization has been enabled for the fields.
    10. The values that you specified are applied to the related Dynamic CI group and all associated CIs.

      If a new CI is added to the class, the data will be synchronized only after the scheduled CSDM Data Sync job is completed. If you need to synchronize the data immediately, navigate to Scheduled Jobs > CSDM Data Sync and select Execute.