Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
|
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Configuration Management workflows and user tasks
- Delete a configuration item (CI) type
- Modify a configuration item (CI) type
- Create a new configuration item (CI) type
- Update Configuration Management policies
- Evaluate the need for a Configuration Management System (CMS) data model update
- Create a new configuration item (CI)
- Create a new model
- Validate a configuration creation change task
- View the audit history of a configuration item
- Plan CI relationship changes from a change record
- Modify a configuration item
- View component reliability
- View component availability
- View the availability plan of a business service
- Create a new configuration report
- Review a modification to a configuration item
- Conduct a configuration audit
- Check related configurations
- Delete a master data record
- Update a master data record
- Add a master data record
- Validate data sets
- Master data records
- View scheduled maintenance for a configuration item
- Service life cycle management
- Configuration item actual states
- Set the expected state of a configuration item
- Configuration items
Applies to User Roles:
Configuration Administrator
Validate data sets
User roles: System Administrator, Configuration Administrator
Note In ITIL best practices, a Configuration Administrator manages master data. In Service Manager, however, only a System Administrator has rights to master data, because the master data is shared by all Service Manager applications. You may need to contact a System Administrator to implement master data changes or to request permission to perform this function.
If you receive a request from a trusted source to manually reconcile master data in the Configuration Management system (CMS), you must first validate the data sets before implementing the changes.
Master data is often provided by functions outside of Information Technology, such as Human Resource Management, Finance, and Facilities, and requests to change the data can come from different sources. For example, requests can be generated via Change Management as a Request for Change or via Request Management as the result of a new quote. Examples of master data are company records, which include contact information and preferences about the companies you work with or vendor records, which contain manufacturer and retail vendor/supplier information.
Note Service Manager can automatically update master data if your system is integrated with other applications, such as Universal CMDB.
To validate data sets:
- Confirm that the format and content of the data sets adhere to your company's defined specifications.
- If the data sets meet the defined specifications, implement the changes to the master data records in Service Manager.
- If the data sets do not meet the defined specifications, contact the requestor for additional information.
Related topics
Add a master data record
Update a master data record
Delete a master data record
Check related configurations
