Updating CMDB

In the out-of-box system, a "CMDB Update" phase is defined in the "Request Task with CMDB Update" request task workflow. This workflow is used by several out-of-box request task categories. When a request task in these task categories moves to the CMDB Update phase, users can update the CI information in a dedicated CMDB update form corresponding to the specific task category. After the CMDB update, the CI status in CMDB will be updated accordingly.

The following table describe the task categories that require CMDB update, the associated forms with the CI queries, and the corresponding CI status after CMDB update.

Task Category

Request Category

Associated form

CIs for CMDB update

CI Status after CMDB update

Purchase

Generic Request

rm.requestTask.CI.Creation.form

Lists the received CIs to be created

Reserved

Reservation

Generic Request

rm.requestTask.CI.Reservation.form

Pick up existing CIs from CMDB:

“istatus=’In Stock’ and owner=department name of requested.for in parent request”

Reserved

Installation

Generic Request

rm.requestTask.CI.Installation.form

Either use the CI list reserved by prior task, or pick up the existing CIs from CMDB: “istatus=’Reserved’ and owner=the department name of requested.for in parent request”

In Use

Uninstallation

Generic Request

rm.requestTask.CI.Uninstallation.form

Pick up existing CIs from CMDB:

“istatus=’In Use’ and owner=the department name of requested.for in parent request”

Retired

Purchase

Order

rm.requestTask.CI.Creation.form

Lists the received CIs to be created

In Stock

Note If the number of CIs to be updated is no more than 50, the CMDB update will be executed in foreground. To avoid potential performance issue, if the number of CIs is greater than 50, a background schedule record will be generated to update CMDB.

Related topics

Request Task workflows and user tasks

Create a request task

Create a request model