Associate a configuration item (CI) to a baseline

Applies to User roles: Configuration Manager

Configuration Administrator

A System Administrator must first create and authorize a baseline record before you can associate a configuration item (CI) to it. A CI can only be associated with one baseline record at a time.

Tip You can use Mass Update to associate multiple CIs to a baseline record.

To associate a CI to a baseline record, follow these steps:

  1. Click Configuration Management > Resources > Search CIs.

  2. Use search or advanced search to find one or more records.
  3. Select the CI record that you want to associate to a baseline record from the list of search results. Service Manager displays the details of the selected CI record.

  4. Open the Baseline section.
  5. From the Baseline field, click the Fill button. Service Manager opens a list of available, authorized baselines or displays an error message if you do not have any authorized baselines.

  6. Double-click the baseline record that you want to use to manage the CI. Service Manager displays the baseline name and attributes.

  7. Click Save. Service Manager associates the CI to the baseline record and compares the baseline record attributes to the CI attributes. If any of the CI attributes differ from the baseline attributes, Service Manager displays the warning "Configuration Item is out of compliance with Baseline."

Associate multiple configuration items (CIs) to a baseline

Applies to User roles: Configuration Manager

Configuration Administrator

A System Administrator must first create and authorize a baseline record before you can associate a configuration item (CI) to it. A CI can only be associated with one baseline record at a time.

To associate multiple CIs to a baseline record, follow these steps:

  1. Click Configuration Management > Search CIs.

  2. Use search or advanced search to find one or more records.
  3. Click Mass Update. Service Manager displays a list of fields you can update.

  4. Select the following mass update values.

    Caption Value
    Baseline <New baseline name>
    Baseline Version <New baseline version number>

    For <New baseline name>, type the name of the new baseline record that you want to manage the CIs.

    For <New baseline version number>, type the version number of the new baseline record that you want to manage the CIs. Do not add this field if you are not using baseline versions.

  5. Click Execute. Service Manager updates the CI records to use the new baseline name and version.