Creating CIs for Support Representatives Automatically

You can use the Configuration Item Auto Create Agent in the Agents screen to create a CI for each support representative that is not already associated with a configuration item. This requires you to select a CI to use as a template for populating fields in the newly-created CIs.

1. Open the CMDB type associated with CI you’ll designate as a template and select Yes in the Use Associated Items field. Then select Support Representative 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 Support Representative records; any entries in custom fields and common fields will be taken from the configuration item 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.

4. To run the agent immediately and create the CIs on a one-time basis, click the Run Now button. To run the agent on an interval basis, select Yes in the Enable field in the Create Configuration Items for Support Reps section and at the top of the Configuration Item Auto Create Agent section. Then set the agent interval and save. Example