Managing CI Types

If you use the integration between the Configuration Management Systems and Asset Management process apps, you must follow these steps when you add, edit, or delete CI Types. This ensures CIs are correctly mapped to assets created from either process app.

  1. In SBM Composer, open the SSM - Configuration Management Systems process app.
  2. Select the Data Design tab, and then edit the Type field. On the Options tab, modify the types, including the prefixes for each type.
  3. Select Workflow Design.
  4. In the Rules area, select the export rule that applies to your type. For example, "Router" would typically apply to the "CMS - Export Hardware Rule."
  5. Select "Type" inside the rule, and then add or remove types to match the modifications you made in step 1.
  6. In the Rules area, select the rule that applies to your type. For example, "Router" would typically apply to the "CMS - Is Hardware Rule."
  7. Select "Type" inside the rule, and then add or remove types to match the modifications you made in step 1.
  8. If you added or removed types, select the "CMS - Restrict Post to AM Rule."
  9. Add types that you want posted to Asset Management or remove types that you do not want to post to Asset Management.
  10. Deploy your process app.