Export New CI from Asset

Owned by Enterprise IT
Last updated: Apr 23, 2024 by Shilpa K (Deactivated)Version comment
3 min read

You can export the Assets from the SummitAI Asset Management module to SummitAI CMDB (Configuration Management Database) module by selecting one Asset at a time. All the mapped fields associated with the Asset are exported to the CI (Configuration Item). Based on the field mapping configuration for the selected template, the Asset details are automatically synchronized to the CI. The templates are configured on the CMDB MAPPING page (see: Configuring CMDB Mapping).

Note:

The Assets that are not mapped to any CI can be exported to the CMDB as a new CI.

Prerequisites

A template should be configured for the required Asset Category for exporting the Asset details to CMDB. For more information, see Configuring CMDB Mapping.

To Add New CIs by Exporting Asset Details:

  1. Select Asset > User > Manage Asset > Asset Inventory.

  2. On the ASSET INVENTORY page, under the SELECT THE ASSET TYPE section, select FIXED.

  3. On the FIXED ASSET page, the FILTERS pop-up page is displayed. Select the value for Status as CMDB Export and select the other required filter criteria. Click SUBMIT. For more information about fields on the FILTERS pop-up page, see Searching Assets.

  4. The list of Assets based filter criteria is displayed. Click the Asset ID to view the Asset details. For more information, see Viewing Asset Details.

  5. Select the check boxes corresponding to the Assets you want to export to CMDB. On the ACTIONS panel, click EXPORT TO CMDB.


    Figure:  FIXED ASSET page

  6. On the CMDB EXPORT page, select the template based on which you want to create a CI.
    The templates are configured and mapped to ease the CI creation process. Click SUBMIT. For information about the fields under the MAPPING TEMPLATE LIST, see the     Field Description.

Figure:  CMDB EXPORT page

Note:

Using these templates, you can only create the CIs.

 Field Description

The following table describes the fields of the MAPPING TEMPLATE LIST section:

Field

Description

Select

User can select the configured template. The new CI will be created based on the fields value configured in the selected template.

Template Name

Displays the name of the selected template.

Asset Category

Displays the name of the Asset Category, which is mapped to the selected template.

CMDB Classification

Displays the name of the CMDB Classification, which is mapped to the selected Template.

Import Type

Displays the type of import, which is mapped to the selected template.

Owner Workgroup

Displays the name of the Owner Workgroup, which is mapped to the selected template.

Owner

Displays the name of the Owner, which is mapped to the selected template.

Customer

Displays the name of the Customer, which is mapped to the selected template.

Criticality

Displays the Criticality, which is mapped to the selected template.

Store

Displays the name of the Store, which is mapped to the selected template.

Note

An error message ‘Invalid Field Or Drop down value: ...'  appears if the master value is not configured for one of the parameters. The system restricting users from creating any other fields that are not mapped to the pre-defined common master values due to multiple dependencies for different sources.