Configuration Management Agents

Statuses to Exclude

Select the statuses of the configuration items to exclude when CI searches on work items are performed.

Configuration Item Reminder Agent

The Configuration Item Reminder agent searches for warranty, maintenance, and lease expiration dates. If it is the specified number of days before the warranty, maintenance, or lease expiration date, it will send notifications according to the settings specified on the Notifications tab in the applicable Configuration Item Type screen.

To run the agent on an interval basis, select Yes in the Enabled field and then select the time at which the agent should run each day in the Time Agent Should Run Each Day field.

Configuration Item Auto Create Agent

The Configuration Item Auto Create agent creates CI records for assets, customers, customer groups, companies, support representatives, and/or support representative groups that do not have an association with a CI record. In each applicable section you’ll need to select an existing CI record to use as a template for populating the fields on the newly-created CI.

If you wish to create configuration items automatically on a one-time basis, you can select an existing CI record to use as a template and click the Run Now button to run the agent immediately.

If you wish to create configuration items automatically on an interval basis, click the Yes button to enable and schedule the agent by selecting the number of minutes in the interval for the agent to run. You can select Daily to run the agent every day at a specified start time.

Create Configuration Items for Assets

Default Configuration Item to Use as Template

Map Configuration Item Templates per Asset Type

This option enables you to create CI records for each asset that does not have an association with a CI record. See Creating CIs for Assets Automatically for more information on this process.

Click the Configuration Item to Use as Template link to select the name of an existing CI record to use as a template for populating fields on newly-created CIs. Note that the CMDB type for the selected CI must have Assets enabled in the Associated Items section. The CMDB type, description, and custom and optional fields on the selected CI will be included on the CI records created. The source listed on the CI will be "Auto Create". The asset name will be used for the CI name.

If creating configuration items for multiple asset types, you can click the Map Configuration Item Templates per Asset Type link to select a configuration item to use as a template for populating fields on records of each asset type.

Use the Run Now button to run the agent immediately on a one-time basis. To create configuration items automatically for assets on an interval basis, enable the Configuration Item Auto Create Agent and select Yes in the Enable field in this section.

Create Configuration Items for Customers

Configuration Item to Use as Template

This option enables you to create CI records for each customer that does not have an association with a CI record. See Creating CIs for Customers Automatically for more information on this process.

Click the Configuration Item to Use as Template link to select the name of an existing CI record to use as a template for populating fields on newly-created CIs. Note that the CMDB type for the selected CI must have Customers enabled in the Associated Items section. The CMDB type, description, and custom and optional fields on the selected CI will be included on the CI records created. The source listed on the CI will be "Auto Create". The customer name will be used for the CI name.

Use the Run Now button to run the agent immediately on a one-time basis. To create configuration items automatically for customers on an interval basis, enable the Configuration Item Auto Create Agent and select Yes in the Enable field in this section.

Create Configuration Items for Customer Groups

Configuration Item to Use as Template

Relationship of the Group to the Members

This option enables you to create CI records for each customer group and group member that does not have an associated CI. See Creating CIs for Customer Groups and Group Members for more information on this process.

You’ll need to select configuration items to be used as templates for populating fields in the newly-created customer CIs and customer group CIs; the CMDB type for the selected CIs must have Customer and Customer Group enabled in the Associated Items section. You’ll also need to select the relationship of the group to the group members; this relationship must exist on the Relationships tab in the CMDB type of the selected CIs. You’ll be able to use the relationships in both the Name and Corresponding Name columns on that tab.

Click the Configuration Item to Use as Template link in the Create Configuration Items for Customers section to select the name of an existing CI record to use as a template for populating fields on newly-created customer CIs, and then click the Configuration Item to Use as Template link in this section to select the name of an existing CI record to use as a template for populating fields on newly-created customer group CIs. The CMDB type, description, and custom and optional fields on the selected CIs will be included on the CI records created. The source listed on the CI will be "Auto Create". The customer name will be used for the CI name on customer CIs, and the customer group name will be used for the CI name on customer group CIs.

Use the Run Now button to run the agent immediately on a one-time basis. To create configuration items automatically for customer groups on an interval basis, enable the Configuration Item Auto Create Agent, select Yes in the Enable field in the Create Configuration Items for Customers section, and select Yes in the Enable field in this section.

Create Configuration Items for Companies

Configuration Item to Use as Template

This option enables you to create CI records for each company that does not have an association with a CI record. See Creating CIs for Companies Automatically for more information.

Click the Configuration Item to Use as Template link to select the name of an existing CI record to use as a template for populating fields on newly-created CIs. Note that the CMDB type for the selected CI must have Company enabled in the Associated Items section. The CMDB type, description, and custom and optional fields on the selected CI will be included on the CI records created. The source listed on the CI will be "Auto Create". The company name will be used for the CI name.

Use the Run Now button to run the agent immediately on a one-time basis. To create configuration items automatically for companies on an interval basis, enable the Configuration Item Auto Create Agent and select Yes in the Enable field in this section.

Create Configuration Items for Support Reps

Configuration Item to Use as Template

This option enables you to create CI records for each support representative that does not have an association with a CI record. See Creating CIs for Support Representatives Automatically for more information.

Click the Configuration Item to Use as Template link to select the name of an existing CI record to use as a template for populating fields on newly-created CIs. Note that the CMDB type for the selected CI must have Support Representative enabled in the Associated Items section. The CMDB type, description, and custom and optional fields on the selected CI will be included on the CI records created. The source listed on the CI will be "Auto Create". The support representative name will be used for the CI name.

Use the Run Now button to run the agent immediately on a one-time basis. To create configuration items automatically for support representatives on an interval basis, enable the Configuration Item Auto Create Agent and select Yes in the Enable field in this section.

Create Configuration Items for Support Rep Groups

Configuration Item to Use as Template

Relationship of the Group to the Members

This option enables you to create CI records for each support representative group and group member that does not have an associated CI. See Creating CIs for Support Rep Groups and Group Members for more information.

You’ll need to select configuration items to be used as templates for populating fields in the newly-created support representative CIs and support representative group CIs; the CMDB type for the selected CIs must have Support Representative and Support Representative Group enabled in the Associated Items section. You’ll also need to select the relationship of the group to the group members; this relationship must exist on the Relationships tab in the CMDB type of the selected CIs. You’ll be able to use the relationships in both the Name and Corresponding Name columns on that tab.

Click the Configuration Item to Use as Template link in the Create Configuration Items for Support Representatives section to select the name of an existing CI record to use as a template for populating fields on newly-created support representative CIs, and then click the Configuration Item to Use as Template link in this section to select the name of an existing CI record to use as a template for populating fields on newly-created support representative group CIs. The CMDB type, description, and custom and optional fields on the selected CIs will be included on the CI records created. The source listed on the CI will be "Auto Create". The support representative name will be used for the CI name on support representative CIs, and the support representative group name will be used for the CI name on support representative group CIs.

Use the Run Now button to run the agent immediately on a one-time basis. To create configuration items automatically for support representative groups on an interval basis, enable the Configuration Item Auto Create Agent, select Yes in the Enable field in the Create Configuration Items for Support Representatives section, and select Yes in the Enable field in this section.

Group Membership Synchronization Agent

Select Yes to enable the options for synchronizing the relationships between configuration items, and then schedule the agent by selecting the number of minutes in the interval for the agent to run.

Sync Relationships for Customer Groups

Configuration Item to Use as Template for Group Members

Relationship of the Group to the Members

Select Yes to synchronize the relationships between customer group members. If a CI record does not exist for a group member, one will be created; click the Configuration Item to Use as Template for Group Members link to select a CI record to use as a template. (Note that the CMDB type for the configuration item must have customer groups enabled for associated items.) The CMDB type, description, and custom and optional fields on the selected CI will be included on the CI records created. The source listed on the CI will be "Auto Create". The customer group name will be used for the CI name. See Synchronizing Customer Group Relationships for more information.

In the Relationship of the Group to the Members field, select the predefined relationship to assign to the CI records associated with group members. Note that relationship(s) chosen for synchronization will not be available for assignment to any other configuration item or group.

Use the Enable field to integrate on an interval basis; use the Run Now button to run the agent immediately. You can select Daily to run the agent every day at a specified start time.

Sync Relationships for Support Rep Groups

Configuration Item to Use as Template for Group Members

Relationship of the Group to the Members

Select Yes to synchronize the relationships between support representative group members. If a CI record does not exist for a group member, one will be created; click the Configuration Item to Use as Template for Group Members link to select a CI record to use as a template for populating the fields in the records created. (Note that the CMDB type for the configuration item must have support representative groups enabled for associated items.) The CMDB type, description, and custom and optional fields on the selected CI will be included on the CI records created. The source listed on the CI will be "Auto Create". The support representative group name will be used for the CI name. See Synchronizing Support Representative Group Relationships for more information.

In the Relationship of the Group to the Members field, select the predefined relationship to assign to the CI records associated with group members. Note that relationship(s) chosen for synchronization will not be available for assignment to any other configuration item or group.

Use the Enable field to integrate on an interval basis; use the Run Now button to run the agent immediately. You can select Daily to run the agent every day at a specified start time.