You create the links between authorized CIs and actual CIs in the Configuration Items
application.
About this task
You can optionally run preview mode before creating the links. When you use this mode,
links are identified and listed, but they are not created. Check the links carefully to ensure that
they are correct. This is particularly valuable when you plan to link a large number of CIs. If
links are made incorrectly, you can change the selection criteria for which CIs you want to link or
you can change naming rules to achieve the desired links.You must specify an e-mail address to
receive a summary of the links that have been made, or would have been made if you specified preview
mode. In order to send e-mail notifications, you must have an SMTP server set up, and an e-mail
address must be defined for the administrative
user.
Procedure
- Click .
- Display and select the authorized CI records that you want to link.
You can
link any combination of CI types at once, top level or non-top level.
- Choose the Link to Actual CI action.
- In the Link to Actual CI window:
- Optional: Complete the Notify E-mail Address field
to indicate where a summary of the links is sent.
- Optional: To see a list of linkages that are identified without the links
being made, check Preview Linking.
- Optional: To run in background mode, check Run in Background
Mode.
(No messages will appear and you are able to perform other
tasks.)
- Optional: To view the current naming rules, click View Naming
Rules.
- Click OK.
- If running in preview mode, review the e-mail summary that is sent, listing the
links that have been identified. Ensure that the links are correct before you proceed. If the
preview shows incorrect links, you can review naming rules to make sure they are configured
correctly.
- To perform the linking, choose the Link to Actual CIs action.
(Note that Preview Linking should be cleared, by default.)