Creating CIs for Customers Automatically

Follow these steps to automatically create a CI for each Customer Profile record 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 select Customer in the Documents to Use as Associated Items field. Example

   

2. On the CI used 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 Customer Profile 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 Configuration Management | Agents screen, click on the Configuration Item Template link and select the CI to use as a template. Example

   

4. 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 Customers section and at the top of the Configuration Item Auto Create Agent section. Then set the agent interval and save. Example