Modify a configuration item (CI) type

User roles: Configuration Administrator, Tools Administrator

When a Change Coordinator creates a task that requests an update to the Configuration Management System (CMS) data model, the Configuration Manager reviews the task to make sure the change is required. If the Configuration Manager determines that the CMS data model must be updated to modify the definition of an existing CI type, it is the task of the Configuration Administrator or Tools Administrator to modify the CI type in Service Manager.

To modify a CI type, follow these steps:

1. Find the task that requests the modification of an existing CI type in your To Do Queue, and then double-click the record to open it. If you do not see the task in your To Do Queue, click Change Management > Search Tasks. Use search or advanced search to find one or more records.
2. Review the task instructions regarding modification of the existing CI type.
3. Click Configuration Management > Resources > CI Types to access CI type records.
4. Use search or advanced search to find one or more records.
5. Click the CI type you want to modify and view it in the Manage CI Types form.
6. Create or modify the definition of the CI type. For example, you may want to add or change the CI subtypes or attribute definitions.
7. Click Save.
8. After the new CI type is modified, return to the task record and update it with the following information:
   • CI data
   • Actual start date
   • Actual end date
9. Close the task. To do this, follow these steps:
   1. Click Close.
   2. Select a Closure Code and then type a comment in the Closure Comment field.

   3. Click Finish. Service Manager sets the task state to Closed.

10. Determine whether the Configuration Management policies require an update:
    • If an update to the Configuration Management policies is required, contact the CMS or Tools Administrator to request implementation.
    • If no update to the Configuration Management policies is required, no further action is required.

Related topics

Example: Search for a record

Create a new configuration item (CI) type
Delete a configuration item (CI) type
Update Configuration Management policies