Types of Configuration Item groups

To search for Configuration Items (CIs), you can create a search query and the system returns a list of CIs that match your search criteria. You can use a list group to create a group of CIs. A wizard leads you through the process after you enter the applicable search criteria and the system generates a list of records for the search criteria.

You can save and edit this search to regenerate a list or group of CIs as one of the following types:

• List group: A static snapshot of all the CI records that appears when you save a list generated by your selected search criteria. Configuration Management saves enough information to reconstruct the list with the same components each time that you view the list. The list does not add new CI records or remove obsolete CI records.
• Query group: A dynamic list of CI records that appears when you save a query generated by your selected search criteria. Configuration Management saves the query to regenerate the list. Depending on the query parameters, the components can vary each time that you view the list. New CI records can appear; obsolete CI records can disappear from the generated list.

Create a configuration item group

To create a configuration item group, follow these steps:

1. Click Configuration Management > Resources > Search CIs.
2. Use search or advanced search to find one or more records. In the Type field list, select CI Group and then click Search.
3. From the record list, click More or the More Actions icon and then choose Create/Edit AdHoc CI Groups.
4. In the Manage Configuration Item Groups wizard, select Create Query group or Create List Group and then click Next.
5. Enter a group name and then click Next.
6. Select or deselect Display group record.
7. Click Finish.
8. Click Save & Exit.

Edit a configuration item group

To edit a configuration item group, follow these steps:

1. Click Configuration Management > Resources > Search CIs. The Search Configuration Item Records form opens.
2. In the Type field list, select CI Group. Use search or advanced search to find one or more records.
3. Select a CI group.
4. Click More or the More Actions icon.
5. Select Edit AdHoc CI Groups.
6. Select either Add Configuration Item to list or Remove Configuration Item from list and then click Next.
7. Choose a CI to add or remove.
8. Click Save.
9. Click OK.

View the members of a configuration item group

To view the members of a CI group, follow these steps:

1. Click Configuration Management > Search CIs.
2. Use search or advanced search to find one or more records. In the Type field list, select CI Group.
3. Select a CI group.
4. Click Show Members. Configuration Management generates a record list of current group members.
5. Select any record to view its details.
6. Click Save & Exit. 

View associated configuration item groups

To view associated configuration item groups, follow these steps:

1. Click Configuration Management > Search CIs.
2. Use search or advanced search to find one or more records. In the Type field list, select CI Group.
3. Select a CI group.
4. Click More or the More Actions icon and then choose Show Associated Groups.
5. Click Save & Exit.