Add or update a company record and deactivate tenancy

To add or update a company record and deactivate tenancy, follow these steps:

1. Log out, and then log on to Service Manager again as a System Administrator after you Enable multitenancy for Service Manager and UCMDB.

2. To add a company record into tenant, follow these steps:

   1. Go to System Administration > Base System Configuration > Companies. 
   2. Provide values for the fields as necessary.
   3. Select Yes in the Show Company in Multi-Company Lists field.

   4. Provide a value for the UCMDB Customer ID field.

      Note The UCMDB Customer ID must be a positive integer, not including 1.

   5. Click Add. A dialog box opens, asking “Do you want to synchronize with UCMDB and Release Control?”

      • If you select Yes, a company record synchronized with UCMDB and RC is added. On the Company Information page, you can see the read-only checkboxes of Synched with UCMDB and Synched with RC are selected.
      • If you select No, a company record is added but without being synchronized with UCMDB and RC. You can synchronize the record later.

      Note

      • Each added company record has a unique Customer ID. A new company record given an existing Customer ID cannot be successfully added.
      • The company information synchronized with RC includes Customer ID and Company Code. Once synchronized, the Company Code of the record becomes read-only.
      • If you selected Yes and RC failed to synchronize the record due to some reasons, you can see the Synched with RC check box is unselected on the Company Information page. To synchronize the record to RC, you need to update and save the record.

3. To update a company record, follow these steps:

   1. Search the company record list and select a record you want to update. 
   2. Update the company information as necessary.
   3. If you want to enable multitenancy for this company record, make sure to select Yes in the Show Company in Multi-Company Lists field.

   4. Click Save. The result could be one of the following:

      • If both Synched with UCMDB and Synched with RC are unselected, a dialog box opens, asking “Do you want to synchronize with UCMDB and Release Control?” Click Yes. The record is then automatically synchronized with UCMDB and RC.
      • If Synched with UCMDB is selected while Synched with RC is unselected, no dialog box opens. The record is automatically synchronized with RC if it is not successfully synchronized with RC yet.
      • If both Synched with UCMDB and Synched with RC are selected, the record is repeatedly synchronized to RC and no dialog box opens. You can see the modification you made to the record in Service Manager. In this case, since the Company Code is read-only, the record is not updated in RC.

      Note

      • To synchronize a record with RC, it is mandatory to click Yes in the Question dialog box.
      • You can view the synchronizing results of company data in a log file. For the location of the file, go to Tailoring > Integration Manager and select the SMtoRC integration. The Log File Directory field on the Integration Instance Information page indicates the location of the log file.
      • It may take some time before you can see the check boxes selected, as it takes time to implement a schedule.

4. To deactivate a company’s tenancy, follow these steps:

   1. Search the company record list and select a company record you want to deactivate. 
   2. Select No in the Show Company in Multi-Company Lists field.
   3. Click Save.
   4. Click Yes in the question dialog box.

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Related tasks

Enable multitenancy for Service Manager and UCMDB
Re-synchronize a company record with RC