Update the CMDB for associated configuration items

The Normal change workflow contains an optional CMDB Update phase. If a Normal change affects some configuration items (CIs), after the deployment of the change, you need to update the Configuration Management Database (CMDB) for the affected CIs.

This CMDB Update process works as follows:

1. When the change is in a phase prior to Deployment (for example, the Build and Test phase), you specify the proposed changes for the affected CIs of the change.
   1. Click Change Management > Search Changes.
   2. Locate the Normal change by performing a search.
   3. In the Affected Configuration Item field on the Change Details tab, specify the affected CIs of the change if you have not already done so.

   4. On the Associated CIs tab, click Add Attributes/Relationships.

      A wizard opens, asking you to select which CIs you want to update with this change.

   5. Select one CI from the list.

      A list of modification options is displayed. By default, the Set Attribute Name and Values option is selected.

   6. Select an option. For example, select the default option: Set Attribute Name and Values.

      Note The subsequent steps are based on the default option. The steps for other options are similar.

   7. Specify a new value for an attribute of the selected CI.
      1. Click Add New Field.
      2. In the Field in field, select an attribute.
      3. In the Value box that appears, enter a new value for the attribute.

      4. Click Next.

         The attribute name and its new value appears in the attribute list. To remove an attribute from the list, click the attribute row and click Remove Field.

   8. Repeat the previous step to specify new values for more attributes, and then click Finish.

      You are returned to the Associated CIs tab, where the selected CIs and attributes are listed, along with the old and new values of the attributes. Each of the listed item has a Status of Proposed.

2. Let the change go through the Deployment Authorization phase and advance to the Deployment phase.

   On the Associated CIs tab, each planned attribute/relationship moves from the Proposed status to Planned.

3. When the change has been implemented, do the following in the change record:
   1. On the Associated CIs tab, click each attribute or relationship item and manually change their status from Planned to Implemented.
   2. Click Save Changes.

4. Click Request CMDB Update from the task bar in the change record.

   The change record moves to the CMDB Update phase.

5. Let the change go through the rest of the phases in the change workflow until it has reached the phase immediately before Closure.
6. On the Associated CIs tab of the change record, do the following:

   1. Click each attribute or relationship item, and change their status from Implemented to Validated.

      Note If the attribute or relationship modification is not physically completed, change the status from Implemented to Validation Failed or Canceled. Be aware that you cannot close the change unless each of the attribute or relationship modifications is in either the Validated or the Canceled status.

   2. Click Save Changes.
7. Complete any required fields in the change, and then do the following to close the change:
   1. Click Close, select a closure code and enter your closure comments.

   2. Click Finish.

      The change is closed. Additionally, on the Associated CIs tab, the attribute or relationship items are changed to the Processed status.

8. Verify that the affected CIs of the change are automatically updated with the proposed changes.
   1. Go to Configuration Management > Resources > Search CIs.
   2. Locate each affected CI of the change by performing a search.
   3. If you selected Set Attribute Name and Values previously, open the CI Changes section. The attribute value change should be listed in the Historic Attribute Changes subsection with a status of processed, and the change record is listed as a Linked Record. Locate the CI attribute field, which has changed to the new value.
   4. If you selected Set Relationship previously, open the Relationship Changes section. The Historic Relationship Changes subsection should display a relationship that has been added for the change, and the change record is listed as a Linked Record. Go to the Relationships section of the change record, where you should see the new relationship that was created for this change.

Now, you have completed CMDB Update for the change. Next, you need to review and close the change. For details, see Review and close a change.

Related topics

Change Management workflows and user tasks

Review and close a change