Managing Organizations

Organizations are used within ASM Core to identify the functional unit (e.g. company or department) to which a User belongs. Alternatively, it may be used as an external supplier.

You can link parent organizations to child organization is ASM. You can then link organizations to locations.

Organizations can be created automatically through a Resolution Rule placed in an LDAP, CSV or other integration where ASM checks if the organization exists and if it does not, ASM will add it and automatically create the requisite links to locations and people. For more imformation on importing organizations see Integration. For more information on resolution rules, see this section.

Adding an Organization

Before you start

You must have Organization New selected in the Organizations tab of your Configuration Management security role.

1. Select New. From the submenu, select Organizations.

   The Organization Details window appears.

2. Complete the details.

   You may need to expand some of the sections by clicking on the section title.

3. In the Organization Details, define the organization.

   Organization	Type the name of the organization. You can use up to 40 characters.
   Service Level	Select a service level for the organization. Service Levels are defined in the CMDB Service Levels window in System Administration and can be used as a criterion for choosing the service level agreement to apply to the organization. Agreements are used to calculate escalation and agreement breach times. Your administrator may have configured other information (such as specific Users or organizations) to calculate agreements instead of service levels.
   Parent Org	Select the organization to link as a parent organization. Type the organization’s name. The parent organization can be linked to another parent.
   External Supplier	Select to designate the organization as an external supplier. This enables you to view the Agreements and External Contacts linked to the External Supplier and add the External Supplier Details. You must have External Supplier New selected in the Organizations tab of your Configuration Management security role to specify an organization as an External Supplier is set by your security role. Checking this box activates the Agreements, External Contacts, CMDB and Contracts tabs in the linking panel at the bottom of the window. You may need to scroll down to see these.
   Org. Profile	To apply an organization profile, select one from the drop-down list. Organization profiles are defined in the Organization Profiles window in system administration.
4. You can upload an image

5. Add details if needed

6. If the organization is an external supplier you can complete the following fields: Company Registration No., External Service Level, External Supplier status and other details that may have been added through Screen Designer.

7. Link the organization to stakeholders and other CMDB entities.

8. If the organization is an external supplier, you can use the following tabs to view linked items:

   Agreements	Select this tab to view Underpinning Contracts (UC) linked to this organization. You can use this view to see all the Agreements (that is, the Underpinning Contracts) linked to the external supplier.
   External Contacts	Select this tab to view External Contacts specified for this organization (that is, the Organization selected in the Person Details). You can view all External Contacts linked to the External Supplier organization, search for and add external contacts, or edit the details of a linked External Contact. Select New to search and link an external contact. Only this tab allows you to link people flagged as external contacts to the current organization.
   CMDB	Select this tab to view CMDB items linked to this organization.
   Contracts	Select this tab to view contracts linked to this organization.
9. Carry out any further tasks using the options in the Organization Details Explorer options.

10. Select Ok to save the details, or Save New to save, close and add a new organization.

Organization Details Explorer Options

The Explorer pane appears on the left-hand side of the Organization Details window. It contains options or links to other windows and functionality that relate to the organization.

The following options are available:

Select	To...
Data	attach a file. This appears within the Data group
Audit	view an audit trail of the changes made to the details of the organization. This appears within the Data group if Auditing is enabled.
Organization Link	view the links associated with the organization in a graphic display. This appears within the Links group
Federated CMDB	View the raw data that was used to create the record

Searching for an Organization

1. Select Search. From the submenu, select Organizations .

2. The Organization Search window appears, with the Organization Search Criteria pane on the left.

3. From the Options section in the Search Criteria pane, select the CMDB item type(s) you wish to search for and then specify other filter options.

Organization	Select this option to search for all organizations. Deselect if you wish to restrict your search to external suppliers.
External Supplier	Select this option to include external suppliers in the search results.
Active	Select to search for currently active CMDB items.
Deleted	Select to search for deleted CMDB items.
Partition	From the list, select a partition to filter the organizations by the partition in which they were created. You can select any partition to which you have access. This option is only available if you have access to more than one partition.
Include Deleted Field Values	Select to include deleted values for those fields. You can then base your search on deleted field values. For example, if your system administrator deleted a location, you can still search for an organization using this location.
Organization Name	Select to specify the organization name. A % symbol is automatically displayed, and leaving this in the field will include all names in the search. Alternatively, key in some or all of the letters in the name, followed by the % symbol. For example, S% will return all names with S.
Location	Search by the organization's location. You can either specify a location or use the Q/D button.

4. To add more fields to your search criteria, select at the top of the Search Criteria pane and configure your search criteria.

5. Select Search to begin the search.

6. Alternatively, you can select Add New to create a new organization or Clear Form to start a new search.

7. The results are displayed in a browse table located in the right hand pane. As well as the standard buttons, you can select any of the following:

8. To view a specific organization's details, select it on the table and then select the Action icon.

Updating an Organization

1. Display the Organization Details window if it is not already visible on screen, by searching for the organization.

2. Select the Action/Edit icon to view the details in edit mode if necessary.

3. Make the required updates to the details.

4. Update the links if necessary.

5. Use the options in the explorer pane to make any further changes.

6. Select Ok to save the changes and close the window, or Save New to save and close the window and open a new details window.

7. Complete the Change Reasons, if prompted to do so.

Deleting an Organization

1. Search for the organization.

2. Select it on the search results browse table and then select the Delete icon.

3. To view the organization details before deleting, select the Action/Edit icon. The Organization Details window appears in review mode. Then select the Delete icon from this window when you are confident that this is the organization you want to delete.

4. In the warning message, select Yes to proceed with deleting the item, specifying the Change Reasons if prompted to do so.

Restoring a Deleted Organization

You can restore organizations that have been deleted in error.

1. Search for the organization you want to restore, remembering to select Deleted in the Options section on the search criteria pane.

2. From the search results, select the deleted item and then select the UnDelete icon .

3. The details window appears in review mode, with a banner across the top stating that the item is deleted. You cannot edit the details for the CMDB item since it has been recorded in the CMDB as deleted.

4. From the banner across the top of the details, select the Undelete link on the right hand side.

5. In the warning message, select Yes to confirm the Restore, providing Change Reasons if prompted to do so.

6. Select Ok at the bottom of the window to save the changes and close the window.

7. The search details will still be displayed. Deselect Deleted and then select to update the results and confirm that the item no longer appears as deleted.