Creating CIs for Assets Automatically

Follow these steps to automatically create a CI for each asset that is not already associated with a CI.

1. This process requires you to select a CI to use as a template for populating fields in the newly-created CIs. In the Feature Basics screen, open the CMDB type associated with that CI and select Yes in the Use Associated Items field. Then Asset in the Documents to Use as Associated Items field. Example

   

2. On the CI you’ll use as a template, make entries that you wish to be included on the newly-created CIs. Note that only the names of the newly-created CIs will be taken from the associated Asset records; any entries in custom fields and common fields such as Owner, Location, Maintenance, Warranty, Comments, and Groups will be taken from the CI used as a template. Example

   

3. On the Agents |  Configuration Management tab, click on the Configuration Item to Use as a Template link and select the CI to use as a template. Example

   

4. If creating CIs for multiple asset types, click the Map Configuration Item Templates per Asset Type link to select a CI for each applicable asset type. In this example, CIs will be created for all asset records with the type of Laptop, and the Barry White Workstation CI will be used as a template. CIs will be created for all asset records with a type of Server, and the Application Server CI will be used as a template.

   

5. To run the agent immediately and create the CIs on a one-time basis, click the Run Now button next to the Configuration Item to Use as a Template link. To run the agent on an interval basis, select Yes in the Enable field in the Create Configuration Items for Assets section and at the top of the Configuration Item Auto Create Agent section. Then set the agent interval and save. Example