Registering Configuration Item
According to the ITIL "Any component or other service asset that needs to be managed in order to deliver an IT service".
This feature provides a variety of actions, such as including, changing, and deleting a configuration item.
Before getting started
To register the configuration item, it is necessary;
To register previously a Service Level Agreement (General) of "Availability" type;
Also register a location, employee, group, contract, configuration item type; and
At least one main configuration item if it is necessary to create another related configuration item.
Procedure
- Access the main menu Processes > Configuration Management > CMDB;
- Click on the last icon of the first line of the screen and then on "Create new device";
- It will appear on the registration screen, with the configuration item tabs to be configured;
- Complete the fields provided in the tabs.
- For the "General" tab, we have to inform:
Field | Description |
|---|---|
Identification* | An identification for the CI you're creating |
Name* | The name of the CI |
Contract | It is possible to record the contracts and vendor information for the CI |
Family | It is possible to inform the family of the CI |
Class | Inform the class of the CI |
Version | It is possible to say what is the version of CI you are creating |
Serial Number* | Identify the serial number of the CI |
Unit | It is possible to search for the unit you want for the CI |
Location* | The location of the CI |
Expiration Date | A data when the CI will expire |
Media | You can search for the media you've created |
Type of Configuration Item* | You can search for the type of CI that best fits it |
Status* | Here you have a series of options for the CI, depending on the status you chose, when you're editing the CI, the tool will block the edition. For example, when you're editing the CI and choose the status "Destroyed", the edition will no longer be possible |
Fixed Assets | You can inform the fixed assets for the CI |
Service Criticality* | Here you can set the level of criticality for the service CI |
Period of Criticality* | Configure the service criticality period |
Impact* | You can set the degree of impact |
Urgency* | You can set the degree of urgency |
Employee | You can set the employees for the CI using a searching box |
Group* | You can select the group you want for this CI |
Change | You can search for the number of a change for the CI |
Type of Assignment* | You can select between group and user |
Assignment* | You can assign the CI through a search box |
Service Level Agreement | You can search for an SLA title |
Calendar | You can search for the description of a calendar |
TimeZone | You can search a timezone by its name |
Cost by the hour of unavailability | You can set the cost about the hours the CI is unavailable |
Configuration Item Parent | You can inform a parent CI for this one |
Additional Information | Here you can automatically import or report manual, information about the CI, for example, assets acquired from a merged organization and assets absorbed into a consolidated organization |
Remote Access | Here you can set the port and password required for remote access to a CI |
6. On the "Knowledge" tab, we have the option to add knowledge direct from the Knowledge Base.
When clicking on "Add Knowledge", it will appear to search for the knowledge you want to link to the CI you are creating and a list of documents already created.
To search for specific knowledge, here are the filters available: Title, Content, Published (Yes/No/All), and Situation.
💠Did you know?
With the creation of Knowledge, it is possible to store electronic and digital versions of physical documentation and asset documentation.

7. On the "Financial" tab, you will have all information about apportionments (Service, Business Unit, Result Center, Account, Projects, and Activities). Here you can edit it to add a new cost-related.
Creating new Apportionment
- Access the main menu Processes > Financial Management > Financial item;
- Complete the fields available on the Information tab:
🖊 Note: The system performs a hierarchical service-based costing model by the distribution of the cost model created in the financial process "Financial Item" and "Financial Cost Calculation" respecting the cost of each CI and making the distribution based on the cost model.
Field | Description |
|---|---|
Type* | Cost/Expense, Budget, Revenue |
Classification* | (Capex, Opex, Fixed, Direct, Unit Cost, Indirect, Variable, Assessment) |
Forecast | It is available Only for the Revenue and Costs/Expense Category (Used to simulate financial forecasts) |
Budget Account | Specific Account linked to this item |
Forecast Financial Item | It is possible to search for a title of the forecast financial item |
Due Date* | The date that will expire it |
Category* | The category for this |
Contract | Select a contract to be linked to it |
Cycle* | It is the financial Method, for example, Yearly, Monthly or Quarter |
Subcycle* | Depends on the Cycle |
Code | Freetext to create or insert financial code |
Title* | Title of this Financial Item |
Status* | It will be always be created as "Pending" |
Description | The description about your financial item |
- On the Values and Apportionments tab, complete:
Field | Description |
|---|---|
Entry type | There are two types: Value - if you set value, after the "Select services", it will be presented a list with the service and its values; Accounting for activities performed - for this option, after Select the activities, it will be presented the list with the activity you selected, as well as its information and description |
Expected value* | It is possible to establish a number for the value expected |
Main value* | Set a number for the main value |
Additional* | Set the number for the additional |
Final value* | Set a number for the value end |
Apportionment | Here we have the option to set all the apportionments types |
- Click on save.
8. On the "Capacity" tab, it is possible to indicate the capacity/performance indicators that will be linked to these Configuration Items.
9. On the "Demand" tab, it is possible to search for a Demand to link in the Configuration Item.
10. On the "Warranties" tab, it will be possible to set a time for the warranty of the Configuration Item. By clicking on "Add warranty", it will present a screen to configure it, they are:
Field | Description |
|---|---|
Provider* | It is possible to search for a provider by its Name/Company Name or Individual Taxpayer's Registry/Corporate Taxpayer's ID |
Start Date* | When the warranty starts to count |
End Date* | When this warranty will have an end |
Fields with (*) are mandatory
💠Did you know?
Once you are on the CMDB screen, on the right side of the screen, in the bottom, that is a box to identify the warranty of the CI you have registered on the Warranties tab.
11. Click on "Save".
Comparing Versions of CI
- Access the main menu Processes > Configuration Management > CMDB;
- On the CMDB screen, select a CI you want.
- At the top of the screen, after the magnifier icon, click to see the options available.
- Click on "Inventory status". The screen with all the options for status will appear, for example, inventoried, ignored, in execution, and others. Select one of the statuses.
- After selecting the status, by clicking on one of the items, it will be possible to compare and verify the discrepancy between the previous versions of the item.
Verifying Processes linked to the CI
Once created the CI, you can access it through the CI screen and link it to other processes of the tool.
Item | Description |
|---|---|
Relationship | It will present the relationships with other processes |
Request | It will present all requests related to the configuration item |
Incidents | It will show all incidents related to the configuration item |
Problems | It will present all the problems related to the configuration item |
Changes | It will present all changes related to the configuration item, it is possible that the configuration item can only be changed with a linked change, to activate this rule go to Parameters> Number 85 and the tool will facilitate the prevention of changes in a configuration item without that has change |
Releases | It will present all releases related to the configuration item |
Knowledge | It will present all the knowledge related to the configuration item |
Events | It will show all events related to the configuration item |
Financial | It will present all finances related to the configuration item |
Capacity | It will present all the capabilities related to the configuration item |
Demand | It will present all the demands related to the configuration item |
We also have the information about:
Item | Description |
|---|---|
Warranties | It will present all warranties of this configuration item |
Impacted Services | It will present all impacted services of this configuration item |
Remote Access | It will present all remote access of this configuration item |
Attachments | To attach documents to the CI |
History | It will present all history of this configuration item |
Configuring Capacity Attributes
- In the general settings of the configuration item, there is an option to enable the use of capacity indicators in that CI.
- To configure capacity attributes, click on the "Capacity" item, located in the list of CI attributes (accessible on the left side of the screen).
- Click on the icon for editing (the pencil icon), in notification enable/disable the notifications for changes in capacity attributes. In the item forecast, indicate in percentage the level for sending notification relating to the capacity described