SSM
stores not only your configuration items (CIs), but the relationships between
them as well. Knowing about these relationships helps you understand what could
happen when an asset is modified. For example, your company's internal Wiki can
be hosted on Server A. A change to Server A could affect the Wiki.
Constraints can be defined to prevent relationships that do not make
sense, such as "Server runs on Software," from being created. An administrator
can select which parent and child CI types are allowed for each relationship
type. Validation checks ensure that the constraints are enforced when a
relationship is submitted or updated.
Note: No constraints are enforced if no parent and child CI types are
selected, or if all of them are selected.
In addition, relationships can be used to group CIs under one main CI.
For example, an IT service such as the ERP application can be defined as a CI,
which is made up of an application, database, server, and network components to
provide that IT service.
The
Relationship Explorer
displays relationships between active CIs. It graphically depicts the
relationships between the currently displayed item and other items. You can
view information about the related items from the graph. The
Relationship Explorer
is on the
Relationships tab for an active configuration
item, and on the
CI Relationships tab for items in the Incident,
Problem, and Changes applications.
Important: When a new version of CI replaces an existing CI,
the relationships are automatically transferred to the new version of the item.
Note:
- The arrows in the
Relationship Explorer
point from the primary (parent) CI to the related (child) CI. The primary CI is
the item that was specified as such when creating the relationship. By default,
the item from which you are creating the relationship is considered the primary
CI.
- The current node is highlighted in orange. Click
Back to return to the previous node.
- Each Relationship Type is displayed in the same line color on the
graph.
- By default, the
Visualize check box is selected when you add a
new relationship type to the
Relationship Types auxiliary table. If this check box is
cleared, CIs that are related by this relationship type do not appear in the
Relationship Explorer.
Navigating Relationships
The
Relationship Explorer
displays the relationships between CIs in a graphical format. The parent of the
primary CI is always shown. By default, five levels of children from the
primary CI are shown, but you can change this using the
Rollup level slider. Each CI is represented by
an icon that is associated with the CI category (for details, see
Associating an Icon with a CI
Category).
You can do the following to navigate relationships:
- Display the details of a CI:
- Click a CI to view its details. The values of fields from the
Details tab on the CI item are displayed.
The
Related items section at the bottom of
the
Item Details window contains links to
reports containing the Incidents, Changes, and Problems items that are
associated with this CI.
Note: These reports match the default reports shown on the
RFCs,
Incidents, and
Problems tabs on a CI item. The default
reports will open from this window, even if the tabs were modified to point to
a different report.
- Focus the graph on another item by clicking its icon. This centers
the graph on that item. To restore the original focus, click the refresh icon.
- Change the number of child relationship levels to display by moving
the
Rollup level slider.
Adding a Relationship
- Open the active CI.
- Click the
CI Relationships tab and then click
Add Relationship.
- A Submit form to the
Relationships auxiliary table in the CMS process app is
displayed. The current CI is automatically selected as the Primary CI.
- Select the
Relationship Type and the
Related CI.
- Click
OK to submit the form.
Removing or Modifying a
Relationship
- Open the active CI.
- Click the
CI Relationships tab.
- If necessary, expand the
Relationship Maintenance section. A report
containing the primary relationships associated with the CI is displayed.
- In the report, click the relationship you want to modify or delete.
The relationship opens in a new window.
- Use the applicable options to
Update or
Delete the relationship.
Adding, Updating, or Deleting a
Relationship Type
- Open the
Relationship Types auxiliary table in the CMS process app by
clicking your user avatar and selecting
Manage Data or by running a report against the
table.
- Update the Relationship Type and use the applicable options to add,
update, or delete a relationship type.
Note: If you select no values or all values in the
Parent Types Allowed and
Child Types Allowed fields, then any
relationship can be defined, even one that does not make sense, such as "Laptop
runs on Document."
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