CMDB
This option ‘CMDB’ (Configuration Management Data Base) is a functionality that allows you to do a complete management of the configuration on the company items. These items help to provide the services on offer.
CMDB
When you accede to the section ‘CMDB’, it shows a list with all the configuration items that have been stored in the Data base.
The columns which the platform shows by default they can be parameterized if you click on the right button on the row of the column 'Names'
These are the options that the platform allows:
New: It allows you to include a new item in the data base.
Remove: It allows you to remove one or several items stored in the data base. To do this, you have to select the row or rows and click on the button ‘Remove’
Copy Items: You may create a new item with all the attributes of the item selected previously, with the exception of the services and file that have been uploaded.
Import Data: GlobalSUITE enables to import data base of several customers in CSV format. The data are Postal Code, Fiscal Number, Corporate Name, City, Province, Country, Comment. These data are the same which are specified in the form. Once prepared the file, it must be selected through the option 'Examine' and indicate the separation way.
Relate Items with Assets:: It allows you to incorporate the configuration items desired in the option ‘Analysis/Item Inventory’ to do the risks analysis on these assets.
To do this, you have to select the configuration item on the right column and drag the item to the left column. The Assets list located on the left column is the same that will be shown in the section ‘Analysis/Inventory’.
In case you want to add a new asset to the list, you have to click on the button ‘New’. To remove a first level item, you have to select it and click on the button ‘Remove’. In case you want to remove a second level item, you have to select a row and drag it to the right column.
Relations chart: It allows you to view the relations of the item graphically.
In this option it’s possible to carry out the following actions:
New: It allows you to include a new configuration item in the graph.
To relate a new item with any of the items shown in the graph you have to select the desired item, you have to click on the right button , select ‘Insert relation’ and click on the item you want to relate.
In case you want to remove the relation among the two items, you have to select the item, click on the right button and select Remove relation and click on the item you want to remove on the right button.
If you want to remove the item definitely in the Data Base, you have to select it with the right button and click on ‘Remove Node’.
NOTE: Any modification done on the Relation Chart will be stored in the items list of the CMDB.
Filters: It allows you to do filters for visualizing the different relations of the item. First Level – It shows the item relations with those items. Second Level - it shows the relationships of the selected item with the most direct item and the recent relationships with their own, etc. The filter ‘Related’ shows all the item of the CMDB which are interlinked and the option ‘All’ shows the list of items of the CMDB which are related or not related.
Search: It allows you to search a configuration item on the graph.
Download: It allows you to download the item list and its attributes in an editable format (.xlsx)
Once placed the list of configuration item, GlobalSUITE allows you to describe the characteristics of the item when you select the proper row and it’s possible to define the following points:
Item Data
This section allows you to detail the specific information of the item that is selected on the table.
The form allows you to define each one of the fields which are detailed below:
Item name: It’s a descriptive name of the item. This name will be shown in the initial table of the CMDB.
Category:It shows the category or subcategory which the asset belongs. For defining the category or subcategory you have to click twice on the cell and it appears the following screen:
The platform allows the following options:
Associate: It allows you to associate a category/subcategory to the asset, you have to select the desired row and click on the button 'Associate'.
Disassociate: It offers the possibility of removing a category/subcategory of an asset, you have to select the desired row and click on the button 'Disassociate'.
Expand: It allows you to expand the list of categories/subcategories.
Collapse: It allows you to collapse the list of categories/subcategories.
Is it critical?: It allows you to define if an item is critical or not for providing the services included inside the scope. If the item is critical, you must perform a risk analysis of the item.
Owner: It indicates the resource which will manage the item. For selecting a resource you have to click on the red exclamation mark and it shows the following screen:
The platform allows the following options:
Associate employee: Once selected the desired resource on the lower table, it allows you to associate the employee to the CMDB item.
Clean field Employee: It offers the possibility of removing an association. For this task, you have to select the desired resource and click on the button 'Clean'.
Show: It allows you to carry out a filter of the employees list and it will show all the registered employees in the platform (filter by default).
Back: It offers the possibility of returning to the screen 'Item Data'.
Description: It allows you to add any additional note about the item.
Activated: If an item is activated in the CMDB, any change done it will generate a record in the section ‘Record’. In case that it will not be activated, the changes will not be stored in the CMDB.
Activation Date: It indicates the date on which the item was activated.
Under Change Management: It allows you to define if the item is involved in the process of Changes Management – this process is necessary in the standard ISO 20000.
Services: It allows you to identify the service (or services) which depend on the proper functioning of the item.
Version: It determines the item version.
Units: It indicates the units of the element.
Physical Location: It indicates the physical location where the item is situated.
Brand/Model: It allows you to identify the brand and specific model of the item.
Source/Supplier: It enables you to include the supplier/distributor which supplies the item.
Configuration: It allows you to identify the specific configuration of the item which it’s not included in the general fields.
Upload Parameterization/Setup: It enables you to upload a file with the specific configuration of the item in case you want to include something more in the previous field e. g. the established rules of the Firewall, etc.
Icon: It allows you to select an icon for identifying the item in the table of the CMDB.
Bill: It indicates the invoice number of the item.
Settings: It enables you to upload a file or invoice (bill) related with the items.
Item Relations
The tab ‘Item relations’ allows you to establish different relations among the items stored and the items activated in the CMDB too.
To add a new relation, you must press the 'Add' button, which opens a pop-up window to select the two elements to be related, one of which must be the element selected in the table.
You have to choose the type of relationship that will link both elements, and press the "Add" button, which will enter the new relationship in the table.
To remove a relation that have been created, you have to select the row or rows you want to delete and click on the button ‘Remove’.
If the user wants to download the item relations list, you have to click on the button ‘Download’ and you could have the file in an editable format (xlsx) or in PDF
NOTE: The item relations can be modified in the section Administration> Configuration> CMDB
Processes
The section ‘Processes’ shows specifically those processes which have been produced and they also shows the processes which have the select item as resource affected
For this task you have to establish the automatic control of the incidents, problems and changes in the section ‘Home/Settings’ and register the specific tickets in GlobalSUITE
Record
The section ‘Record’ shows a list with the changes which the item has suffered from the moment it was activated and it’s possible to carry out the following actions:
Remove: It allows you to remove a change that has been stored previously. For this task you have to select the row or rows and click on the button ‘Remove’
Download: It facilitates a file with the records in an editable format (.xlsx) or in PDF.
Reference line
The option ‘Reference lines’ allows the user to generate and store a file with the state of the configuration items in the exact moment of the creation. This option allows you to carry out a control of changes in the configuration item and items relations after the creation of RFC’s.
These are the following options that GlobalSUITE allows:
Add: When you click on the button ‘Add’ you accede to a form which allows you to define the following fields:
Date: It indicates the creation date of the reference line.
Name: It allows you to define a descriptive name of the reference line.
Description: It allows you to write any additional note about the reference line.
Rfcs:It allows you identify those change requests generated in the section ‘Management/Changes and Deliveries’ which have caused the creation of the reference line.
Configuration items: This table shows all the configuration items that are activated and stored.
To generate the reference line you have to select all the items on the top table or to select individually those items on which we want to generate the reference line
Once the values have been defined, you have to click on the button ‘Save’ and a new entry will be created in the table of Reference Lines.
Remove: It allows you to remove one or several reference lines already created. For this task you have to select the row or rows you want and click on the button ‘Remove’.
Download: It facilitates a file with the list of Reference lines in an editable format (.xlsx) or in PDF.