Use > Configuration Management > Configuration Management workflows and user tasks > Plan CI relationship changes from a change record

Applies to User Roles:

Configuration Manager

Configuration Administrator

Configuration Auditor

Plan CI relationship changes from a change record

As of version 9.31, HPE Service Manager provides the ability to plan Configuration Item (CI) relationship changes from a change record of the Planned Change category. Two tables (dataModEventRel and dataModEventRelItem) were added to store the data modification events of relationship records and their downstream CIs. In addition, the same data modification event status change applies for both CI attributes and CI relationships. All changes are logged incrementally. For example, if a change plans to add one downstream CI to an existing relationship that already has two downstream CIs, only the new downstream CI is listed for tracking or approval.

To add a CI relationship to be changed in a Planned Change record, follow these steps:

  1. From Change Management, open a change record that is not approved.
  2. Click More > Set Expected States. Alternatively, open the Associated CIs section, and then click the Add Attributes/Relationships button.
  3. Select one CI that you want to modify, and then click Next.

    Note If the change record has only one affected CI, this step is automatically skipped; if the change record has no affected CIs, the Set Relationship option is not selectable in the next step.

    Caution You can select only one CI in this step; otherwise the Set Relationship option will not be selectable in the next step. This is because you can add relationships for only one CI at one time.

  4. Select Set Relationship, and then click Next.

    A new form opens. If the selected CI has existing relationships, two options are displayed: Add New Relationship and Update/Delete Existing Relationship; if the selected CI has no existing relationships, only the first option is displayed.

  5. Select Add New Relationship, and then click Next. The Relationship Definition form opens.
  6. Complete necessary fields on the Relationship Detail and Outage Dependency tabs, and then click Finish. See the following table for an example.

    Field Value
    Upstream CI CI1000800
    Relationship Name desk104connection101
    Relationship Type Physical
    Relationship Subtype Connects
    Downstream CIs adv-afr-desk-101
    Outage Dependency (selected)
    This Configuration Item will be considered down if 1 or more of the supporting configuration items are down

    A message similar to the following is displayed:

    Change Event for relationship "desk104connection101" linked to Change "C10002".

  7. Go to the Associated CIs section of the change record, and locate the new relationship in the CMDB relationships need to be changed for CIs in the list table. The new relationship has a status of Proposed.
  8. Click the link of the new relationship to view the relationship details.
  9. If needed, change the Status from Proposed to Canceled, and then save your change. If the Status is set to Canceled, the relationship changes are not processed.

    Note When the change record has been approved and moved to the implementation phase, the status of the new relationship (if not canceled) changes from Proposed to Planned, and the relationship changes then go through the rest of the change workflow. The change record cannot be closed until the CI relationship changes have been implemented and validated.

    Next, from the Relationship Changes sections of the upstream and downstream CI records you can view the new CI relationship, which has a link to the change record. In this example, the affected CIs are adv-afr-desk-104 and adv-afr-desk-101, and the new relationship is desk104connection101.