2.2.2 Create, browse, update, and delete configuration items

This section describes the use case of registering a testing environment created in CMDB upon receiving a request to create a testing environment.

[Create configuration items]

Create a configuration item for the created class.

1. From the main menu, select [CMDB] - [New].

2. When the [Add: Config Item] screen opens, click on "TestEnvironment" created in "Define configuration item classes and managed items" from the [List].

Note Note

Unlike other default classes, the English name of the registered class is displayed as is. The development of a custom translation file is required to translate this display, but this is not supported.

3. When the [Edit: Config Item: New] screen opens, enter the following information and click the [Save] button to create a configuration item.

(Table) Input details for creating configuration items

Field	Value	Remarks
Name	Development Team Testing Environment 001	-
Deployment State	Specify "Production".	-
Incident State	Specify "Operational".	-
Customer Company	Specify "1234 DevTeam".	Select from among the customers. The registered customer ID and name will appear. The provided department must be registered with OTOBO as a customer.
User	Hitachi Taro	Select from among the customer users. The last name, first name, and email address will be displayed. The customer user to be set up must be registered as a customer user in Ops I and must also belong to a customer.
FQDN	dev-test-001.dev.example.com	-
IP Address	10.0.0.100	-
Version	3.1.4	-
Edition	Specify "Premium".	Select from "Basic" and "Premium".
Size	Specify "Medium".	Select from "Small", "Medium", or "Large".
Provision Start Date	January 01, 2023	-
Provision End Date	Leave blank.	The + button is used to display and enter the input field when provision has actually ended.
Description	Performance testing environment for new functions.	-
Attachments	Not attached.	Attach files as needed.

[Browse configuration items]

To browse the created configuration items, from the main menu, click [CMDB] - [Overview], select the [Default] category, and then click the class [TestEnvironment]. You can also browse them by clicking [CMDB] - [Search] from the main menu, specifying “TestEnvironment” in the [Class] field, and clicking the [Run Search] button.

Note Note

Displaying user-created class configuration items in the "Assigned CIs" table in the Customer Information Center and Customer User Information Center is not supported.

[Update configuration items]

At the request of the client, we might make changes to the provided test environment, such as increasing the machine size. Such operational work requires updating the configuration items to match the actual situation. The following shows how to update the size of a configuration item created in “Create configuration items” from “Medium” to “Large”.

1. Display the list of configuration items of the "TestEnvironment" class by clicking [CMDB] - [Overview] or [CMDB] - [Search] in the main menu.

2. Click on the configuration item created in "Create configuration items".

3. When the Configuration Item Details screen opens, click [Edit] to display the [Edit: Config Item] screen, specify "Large" in [Size] and click the [Save] button.

The updated content can be viewed by clicking [History] on the detailed information screen of the configuration item. You can also confirm that the version field has been incremented.

In addition, if an update occurs to a field (for example, the provision period) that is not specified for version update, you can confirm the change in [History] but the version field will not be updated.

[Delete configuration items]

When the client requests termination processing when the usage of the test environment has finished, the appropriate processing must be performed on the configuration items along with the operational work to terminate the actual test environment. In such cases, it is recommended to change the status of the configuration items rather than delete them.

1. On the Configuration Item Details screen, click [Edit].

2. On the [Edit: Config Item] screen, set [Deployment State] to "Retired".

3. Click "+" for the provision end date to enter the end date and time, and click the [Save] button.

The change in [Deployment State] will cause the configuration item to be marked as used and will no longer appear in the [Overview: ITSM ConfigItem] screen. (It is displayed when searching from [CMDB] - [Search] in the main menu.)

However, it might be appropriate to delete a configuration item if, for example, you have created an unnecessary configuration item by mistake. In such a case, delete the configuration item from [Delete] on the detailed information screen of the target configuration item.