CMDB Configuration
The configuration of the CMDB (Configuration Management DataBase) is only available for GlobalSUITE – Service Management. This option allows you to define each one of the options which are needed for the creation of the CMDB and the IT Service Management System.
The customization of the CMDB is performed on the two tabs that are initially displayed when still not set anything from the CMDB. These are the two tabs:
General: It allows the customization of "Types of Relations" and the automatic or manual control for the "Incidents and Problems”and the “RFC”
Fields: It allows you to customize all fields or attributes you want to register in the CMDB.
Below is specified the functionality 'General' of the CMDB configuration:
Types of Relations: It sets the types of relations that may have the Configuration Items created in the CMDB section. To add or remove relations have to click on the 'New' and 'Remove' buttons. On the other hand, you can change the color of that relationship by selecting the specific row and clicking on the 'Change Color' button. The colors are shown in 'Relations Chart' of GlobalSUITE®.
Control of Incidents and Problems: GlobalSUITE enables control of incidents and problems of each of the Configuration Items:
Automatic: (Recommended option) All records of incidents and problems that are registered in GlobalSUITE whose configuration items affected are selected in the same incident or problem, will be automatically linked. So as to check the information of a CI, you can display all incidents and problems you have been involved.
Manual: When the "Manual" control is selected, GlobalSUITE enables a text field on the Configuration Item form where you can specify the identifiers (IDs) of incidents and problems that the Configuration Item have been involved. This configuration is typically used when the organization does not use incident management of GlobalSUITE, because it performs the record in another system but it needs to establish this link between Configuration Items and incidents and problems with which it is related.
Control of RFCS: GlobalSUITE enables that the control of RFC of the Configuration Items will be as follows:
Automatic: (Recommended option) All records of RFCs that are registered in GlobalSUITE whose configuration items affected are selected in the same RFC, will be automatically linked. Such a way to check the information of a CI, you can display all RFCs you have been involved.
Manual: When the "Manual" control is selected, GlobalSUITE enables a text field on the Configuration Item form where you can specify the identifiers (IDs) of RFC on which the Configuration Item have been involved. This configuration is typically used when the organization does not use RFC management of GlobalSUITE, because it performs the record in another system but it needs to establish this link between Configuration Items and RFCs with which it is related.
Below is specified the functionality 'Fields' of the CMDB configuration:
Initially this option is empty, and if you want to keep the default configuration that GlobalSUITE provides and it must be maintained. If, however, you want to customize the information on each configuration item, the first thing you must do it is to click on the Restore button. IMPORTANT: Each time you click on the "Restore" button GlobalSUITE will return to the settings that the CMDB provides by default, so if you had already made a customization previously, this will be replaced by the original settings and you cannot recover the customizations made. The first time you click on the "Restore" button the platform automatically loads 3 sections in the left table that includes the CI information in the original configuration: "Item Data", "Item Configuration" and "Additional Data ". In addition, after clicking the "Restore" button you can also view that the tabs on the "CMDB" option have been expanded ("General" and "Fields" options) with "Sections" and "Categories" tabs.
In the "Fields" tab you may click on any section to customize the fields that will contain each one of them. By clicking on the section, GlobalSUITE displays on the right side of the window a whole list of fields. By clicking on the field you can view the information on it according to the type of field. Below it’s displayed the information that can be found in the different fields, depending on the field, there will be more or less information.
Spanish name: Lets you set the label in the Spanish language that will have this field in the form of Configuration Item. This label is displayed when the user has configured the Spanish language in its profile.
English name: Lets you set the label in the English language that will have this field in the form of Configuration Item. This label is displayed when the user has configured the English language in its profile.
Main: This field is only available in the INPUT type. It allows you to set what the main field of CI's which is displayed in the rest of the solution and related to the CMDB. It is only allowed to mark one field as Main/Principal.
Obligatory: If this box is marked for the selected field when you record information of a CI, the field cannot be empty so you must complete the field before clicking on the "Save" button of the Configuration item form.
Visible in table: If this box is checked for the selected field, this field can be displayed in the initial table of the CMDB where all the list of CI's are shown.
Type: It gives information on the type of the item. This field is just informative. GlobalSUITE comes with a set of fields in each type that are created by default, you cannot change the type of a field already created.
Order: It displays a number that corresponds to the order in which the field is displayed in the Configuration Item form within the selected section. This field is just informative. To change the order of the field you must select the form header of the field and drag the field to the required position.
Options: There is a table to indicate the different options that allow the user to select the field of the Configuration Item form. It’s only available in the fields of SELECT type.
To create new additional fields for each of the sections, you have to create the section on which you want to create the field and then select the field type in the drop-down menu: "Fields" and click on the "Add" button. The types of fields to be included are:
TEXT: It allows you to create a text field whose display area will be multiple lines of text.
INPUT: It allows you to create a text field whose display area will be a line of text.
DATE: It allows you to create a date field
SELECT: It allows to create a field with multiple options to select one of them.
CHECK: It lets you create a field with a box to check or uncheck the option
The 'Sections' tab of the configuration of the CMDB can create and add new sections to Configuration Item form, additionally the 3 sections which are by default in GlobalSUITE. These are the options available in this window:
New: It allows the user to create a section.
Remove: It allows the user to remove a section previously created. You have to select the section and click on the "Remove" button.
Move up: It changes the order in which the section is displayed in the Configuration Item form. You have to select the section and then click on the "Move up" button the number of times you want for placing the section in the desired order.
Move down: It changes the order in which the section is displayed in the Configuration Item form. You have to select the section and then click on the "Move down" button the number of times you want for placing the section in the desired order.
The table with the information is composed of 3 columns which are detailed below:
Name ES: It allows you to set the label for the section in Spanish.
Name EN: It allows you to set the label for the section in English.
Extended: It allows you to configure the sections you want to be deployed by default to access the Configuration Item form (Option: Yes), and the sections that you want to be collapsed, showing only the name of the section and being necessary to click on the name to display the fields included in this section (Option: No).
The tab 'Categories' allows the user to configure the fields that contain each one of the categories and/or classes of configuration items in the CMDB.
NOTE: If a category has all fields unchecked, it will use the fields of the parent category or from the company. The required fields (in bold) are also included in all categories. To customize the fields in a particular category, you have to select the category and mark the required fields. Remember, if there is no field that has been marked, GlobalSUITE will take the fields of the parent category by default. It’s not necessary to mark the fields of all categories, you have to mark those categories who want to customize solely. If you want to recover the configuration by default, you can click on the "Clean All" button that will remove all the particularities the user has been detailed in the categories.