Adding a CI
You can add CI in multiple ways:
- Discovery: You can create a CI via agent-based or agentless discovery.
- Manually: You can create a CI manually using the Create New > Add CI option from the portal.
- Sync Rule: You can create a CI based on the sync rule configured in the Asset type. This sync rule will execute based on the Workflow.
To add a CI manually into the system,
- Click Create New + button and select the Add CI option. The following page appears.
- Enter the following details:
| Parameter | Description |
|---|---|
| Name | Enter the name of the CI. |
| CI Type | Select the type of CI. |
| Product | Select the desired product from the dropdown. Also, you can search for the required products. |
| Managed By Group | Select the desired group which will manage the particular CI. |
| Managed By | Select the desired name of the technician who will manage the CI. |
| Department | Select the desired department to which the CI belongs. |
| Location | Select the location of the CI. |
| CI Group | Select the group to which the CI belongs. |
| Used By | Select the name of the person who is going to use the CI. |
| Assignment Date | Select the date when the CI is handed over (assigned) to the user. |
| Status | Select the status of the CI. The options are: Operational, Non-Operational, In Maintenance, and Retired. |
| Impact | Select the impact of the CI. The options are: Low, On Users, On Department, and On Business. |
| Tags | Enter the tags for the CI. You can also add tags automatically using a Workflow. |
| Description | Enter a brief description about the CI. |
| Attachments | Attach any required documents or proofs along with the addition of the CI. Once attached, you can preview or even delete it using the respective icons. |
- Once done, click Add. The CI gets added and appears on the CI List page. By default, a CI starts with a prefix "CI". For example: CI-1.