Step 1: Specifying top-level asset and CI classes

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Before you can create a CI-to-asset link, verify that a top-level class has been specified for both assets and CIs.

Before you begin

Before you can specify top-level classifications for IT assets and software, a classification structure for IT assets and configuration items must exist in the Classifications application. This step is generally performed by administrators as part of the post-installation configuration tasks.

About this task

It is likely that your administrator specified top-level IT asset and CI classifications after installation. Before you attempt to create an automated CI-to-asset linking process, check that the top-level classifications have been defined and that they are accurate. You must perform this step before you can create a link rule and use it to link CIs to IT assets.

The steps required to specify a top-level classification for IT assets and configuration items follow.

Procedure

  1. Click Open menu > Administration > Organizations.
  2. In the Organizations application, select the System Settings action.
  3. Check to see if a top-level IT asset class is specified. If it is not defined, to specify the top-level IT asset, complete the following steps:
    1. In the IT Options section in the Systems Settings window, in the IT Asset Top-Level Class field, click the Detail Menu and select Classify.

      If necessary, you can select Clear Classification to clear the value displayed and then click Classify.

    2. In the Classify window, select the top-level asset class for IT assets by clicking the blue square to the left of the classification name.

      The application closes the Classify dialog box and populates the IT Asset Top-Level Class field.

  4. Check to see if a top-level authorized CI class is specified. If it is not defined, to specify the top-level configuration item (CI) classification, complete the following steps:
    1. In the IT Options section in the Systems Settings window, in the authorized CI Top-Level Class field, click the Detail Menu and select Classify.
    2. In the Classify window, select the top-level class for configuration items by clicking the blue square to the left of the classification name.

      The application closes the Classify dialog box and populates the authorized CI Top-Level Class field.

  5. Click OK to save the settings and close the dialog box.

What to do next

Now you can create a link rule and a reconciliation task to use in the CI-to-asset link process.