CMDB (Configuration Management Database)
You can configure your system in order to manage the CMDB in the way that suits your organization best.
Virtually every part of the functionality provided through the CMDB module is configurable to provide immense flexibility to accommodate your organization’s requirements depending on your business processes.
The CMDB refers to the collection of services you provide and the configuration items, people, organizations, locations, agreements, cost centers, and contracts supporting these services.
The Users supported by your Service Desk (that is, the people who contact the Service Desk with problems) can vary. They may be linked to different organizations, be located at different sites, belong to different departments, use different CMDB items, require different levels of support, have specific network IDs, and so on. ASM Core enables you to record all of this information.
You can also give certain analysts in your Service Desk responsibility for particular contracts, and define separate agreements for different Users, organizations and external suppliers.
To consider:
What services do you want to create for your organization?
What type of configuration items do you want to record: hardware, software?
How many components of these do you want to record, for example: PC, screen, keyboard, cards in the PC?
Who are your Users (internal staff, external Users)?
Which organizations do you support (if any)?
To configure the CMDB, take the following steps:
Once the CMDB has been configured, you can then add and manage your CMDB entities (such as your Configuration Items, Services, Software Products and Inventory, People, Organizations, and Contracts).
Configuring CMDB Settings
The System Administration window is displayed. In the Explorer pane expand CMDB.
Select the option you require to configure your CMDB, referring to the list below for descriptions of what each option contains:
CMDB Settings
To enable configuration of the global settings for the CMDB module. These settings can be used to define options for items in the CMDBcontaining configuration items, Users, organizations, contracts, agreements, services and external suppliers.
CMDB Service Levels
To define the items that will appear in the Service Level list on the CMDB entity Details windows (such as the Configuration Item Details, or Organization Details window).
CMDB Item Attributes
To define categories of information related to CMDB Items which are not recorded in the main details window.
CMDB Item Classes
To enable CMDB items to be profiled or categorized according to their function in an organization, for example, Sales, or Marketing.
CMDB Item Criticality
To define the items that will appear in the Criticality list in the CMDB Item Details window
CMDB Item Physical Statuses
To enable you to define the items that will appear in the Status list in each of the CMDB Item Details window
CMDB Item Stakeholder Roles
To define roles for stakeholders linked to CMDB items.
CMDB Item Types
To enable creation and management of CMDB Item Types. These are required when creating new CMDB items.
CMDB Link Status
To define options available in the Link Status list. Creating a link between CMDB items, and assigning link status, provides information such as whether the link is active or frozen.
CMDB Link Types
To define the types of links that can be used to link CMDB items, specifying which CMDB item types may be linked, as well as the type of relationship the two items can have.
Contract Attributes
To define categories of information related to Contracts which are not recorded in the main details window.
Contract Stakeholder Roles
To define roles for stakeholders linked to contracts.
Contract Support Type
To define the type of support that is offered with a contract.
Contract Types
To define different contract types in order to create different profiles.
Cost Center Category
To define categories of cost centers.
Cost Center Stakeholder Roles
To define roles for stakeholders linked to cost centers.
Custom CMDB Profile 1, Custom CMDB Profile 2, Custom CMDB Profile 3
Custom CMDB Profiles are types of extension fields (additional fields used by analysts to record non-standard information about a CMDB item)
Person Attributes
To define categories of information related to Person Details which are not recorded in the main details window.
Person Profile
To define the items available for selection in the Profile lists on the Person Details window. These fields can be used to indicate the area in which the User or analyst is involved, such as Sales, or Systems.
Person Stakeholder Roles
To define roles for stakeholders linked to people.
External Contact Type
To define external contact types. When analysts add people and designate them as External Contacts, the additional field, External Contact Type, appears on the Person Details window
User VIP Status
To define VIP statuses which can then be assigned to Users in the Person Details window. The VIP status indicates to a support analyst that a call they are handling has been logged by a VIP User.
Disposal Methods
To define methods of disposal of CMDB items. Analysts can select a disposal method when specifying the CMDB item details.
Financial Status
To define financial statuses which can be used when adding financial information to the CMDB item details.
Financial Category
To define financial categories which can be used when adding financial information to the CMDB item details.
Freeze Status
To define freeze status types which Analysts can use when freezing or unfreezing a CMDB item.
Link Manufacturer To Model Type
To enable model types to be linked to specific manufacturers. When Analysts are completing CMDB item details, they can select a manufacturer and then have a list of available models.
Location Attributes
To define categories of information related to Locations which are not recorded in the main details window.
Location Stakeholder Roles
To define roles for stakeholders linked to locations.
Manufacturers
To define the entries within the manufacturer type list
Model Types
To define the entries within the model list.
Organization Attributes
To define categories of information related to Organizations which are not recorded in the main details window.
Organization Stakeholder Roles
To define roles for stakeholders linked to organizations.
Organization Profiles
To define values in the Organization Profile field. Analysts can profile an organization by making a selection from this list when specifying the organization details
External Supplier Status
To define the entries within the External Supplier Status list
Purchase Method
To define purchase methods, that is, describe the ways CMDB items can be purchased. Analysts can select a purchase method when specifying the CMDB item details.
Service Link Types
To define the relationships between a service and another entity such as a person or agreement. For example, an SLA might have a link type of Legal Contract, while an organization might have a link type of Minimum Agreed Service. Analysts can select a service link type when linking a service to an agreement or location.
Service Portfolio Statuses
To define the values that are displayed in the Portfolio Status drop-down list in the Criticality and Status section of the Service, Service Action and Service Bundle Details in the CMDB Item Details window.
Service Cost Types
To define a service cost type (for example, Pay Per Use, Subscription, or No Charge Back) which can be assigned to the service entity.
Service Period
To define a Service Period to specify the length of time the service will be available.
Subscriber Group Stakeholder Roles
To define roles for stakeholders linked to subscriber groups.
Asset Management - Asset Lifecycle Status
To define the options that appear in the Asset Lifecycle Status list on the Inventory or Software Product Details window. These options allow analysts to define the Lifecycle Status of a particular inventory or software license. For example: Available, In Design, or Decommissioned.
Asset Management - License Type
To define the options analysts can select in the License Type field, for example: Per Person, Enterprise.
Asset Management - Transaction Status
To define the list of transaction statuses in the Transaction Status list, for each type of transaction or “asset pool”.
Self Service Portal Display Categories
To define the Self Service Portal display categories that appear in the Self Service Portal Display Category list on the Service, Service Action, and Service Bundles Details in ASM Core, and when a user browses the Service Request Catalog in Self Service Portal.
