Set up Infrastructure Management Templates

1. Open the Management Templates & Aspects pane:

   Click Administration > Monitoring > Management Templates & Aspects.

2. Click Configuration Folders > Infrastructure Management > Infrastructure Management Templates.

For more information about deploying Infrastructure Management Templates, see Task 4a: Identifying and Deploying Infrastructure Management Template.

1. Open the Automatic Assignment Rules window:

   Click Administration > Monitoring > Automatic Assignment Rules.

   The screen consists of the Auto-Assignment Rules pane at the top, and a parameter list at the bottom.

2. Click New Assignment in the toolbar of the Auto-Assignment Rules pane and select the appropriate option. The Create Auto-Assignment Rule wizard appears.
3. In the Select Target View tab, select an Infrastructure view containing the CIs for which you want to create an automatic assignment, and click Next.

4. In the Select Item to Assign tab, click the Infrastructure management template or aspect that you want to automatically assign to all CIs with a CI type appearing in the selected view.

   The latest version of the management template or aspect that you want to assign is selected by default. Click Next.

5. In the Required Parameters tab, all mandatory parameters are listed in the management template that do not yet have a value. As they are mandatory, however, all listed parameters must be given a value before the management template can be deployed.

   If all required values are specified, you can choose one of the following actions:

   • Click Finish to assign the configuration object to the selected CI and close the wizard or dialog.

   • Click Next to go to Parameter Summary tab, where you can override the default value of any parameter, including those that are not required.

     Note To access the Configure Options tab, click Next in this step, and Next again in theParameter Summary tab.

     To change a parameter, double-click it, or select it in the list and click Edit.

   • For standard parameters, the Edit Parameter dialog opens.

     Click Value, specify the value, and then click OK.

   • For instance parameters, the Edit Instance Parameter dialog opens.

     Add instance values, and then for each instance value, specify dependent parameter values. After you specify the instances and dependent parameter values, click OK.

6. (Optional). In the Parameter Summary tab, specify a value for each parameter that needs to be monitored against a different value than the default value.

   To change a parameter, double-click it, or select it in the list and click Edit.

   • For standard parameters, the Edit Parameter dialog opens.

     Click Value, specify the value, and then click OK.

   • For instance parameters, the Edit Instance Parameter dialog opens.

     Add instance values, and then for each instance value, specify dependent parameter values. After you specify the instances and dependent parameter values, click OK.

     Click Next to go to the Configure Options tab, or Finish to save the assignment and close the wizard.

7. (Optional). In the Configure Options tab, clear the Enable Assignment(s) check box if you do not want to activate the assignment rule immediately.

   You can activate automatic assignment rules later using the Automatic Assignment Rules pane at:

   ClickAdministration > Monitoring > Automatic Assignment Rules

8. Click Finish to save the changes and close the wizard. The assignment rule is added to the list of auto-assignment rules.

An assignment may trigger an event to be sent to OMi if one of the following situations applies:

• A deployment job fails.
• An auto-assignment fails.

• An auto-assignment succeeds. This behavior can be configured in the Infrastructure Settings.

You can check if the automatic assignment rule successfully created the expected assignments as follows:

1. Open the Assignments & Tuning pane:

   ClickAdministration > Monitoring > Assignments & Tuning

2. In the Browse Views tab, select the view you identified when creating your automatic assignment rule.
3. Expand the view, and select a node that corresponds to the root CI type of the assigned item. Assignments created as a result of Automatic Assignment Rules are shown in the list of assignments at the top of the right pane, and have the value Auto-Assignment in the column Assigned By.

You can consider the following options for tuning the assignment:

• Use the Auto-Assignment Rules pane to tune the parameter values for all assignments triggered by the automatic assignment rule.
• Use the Assignments pane to tune, redeploy, delete, and enable or disable individual assignments.

1. Select the Management Template you want to create the report for.

2. Click Generate Assignment Report in the Management Templates & Aspects pane.

   The pre-configured Assignment Report is displayed.

You can display additional types of reports from the Assignments & Tuning pane.