Edit CI Properties

Click on the tab you would like information for:

Also on this page: Available Fields for the CI Form

General Details

The General Details tab allows you to enter and view details about your CI.Use this page to keep track of any CI information that is relevant to your network map.

Because CIs can vary so greatly in type, the CI form allows you to create unique views for each CI Type and Sub Type. For example, a cell phone CI might have a drop-down list related to cell phone manufacturer, whereas a CI for a computer monitor might have an integer field with the monitor's size in inches.

In order to customize this form, click the design form icon. To learn more about designing different views, go here.

Note: The user who appears in the Owner field will be able to select this CI when submitting a service record from the End-User Portal if your Submit Incident form contains the Main CI field.

CI Relations

Here you can view and create relations between the current CI and the other CIs in your network.

To see more details for the destination CI, you may click on its name.

To add CI relations:

1. Select the relationship type you would like from the drop-down list.
2. Click Add destination CIs. This opens the "Select a CI" window.
3. Use the various filters to find the CIs you would like to attach. You can use the Show All option to show all CIs visible using the currently active filters.
4. Click the tick box at the left end of each row that you would like to add. You can also click Toggle All to select all items that are currently visible.
5. Click the Select button, found at the very bottom of the list. The "Select a CI" window closes and the relationships are created.

Note : If you have a lot of CIs and have clicked Show All, you might need to scroll down to find the Select button.

Help Desk

Here you can view a list of all the Service Records connected to this CI. For a service record to appear under this CI's Incidents tab, the SR must be connected to that CI. This can be done using the Main CI field on the SR form.

If you would like SysAid to automatically attach incidents to CIs, go to Settings > CMDB > Import Settings and check the box Automatically attach SR to the CI of its asset. After enabling this setting, any time an end user submits a service record with an attached asset, SysAid will attach the incident to the CI of that asset as well.

CI Relations Graph

The CI Relations Graph shows you the connections between the currently viewed CI and other CIs on your network. Using the drop-down list, you can choose to view CI relationships affecting the CI, affected by the CI, or in both directions.

You may also use the Relation Type Filter to show only certain types of relationships in the graph. For example, if you want to see only software installed on a workstation, you would create a filter that shows only CIs connected by the Installed on/Contains SW relationship.

History

Here you can view a complete history of all changes made to the CI. Click on a version number to open a snapshot of how that CI looked in that version.

Related Items

Under this tab you can create and manage relationships between this CI and other items on your Service Desk.

To manually add a new relationship:

1. Select the type of item you would like to add using the Add a new link, of type drop-down list.
2. Choose the dependencey type of the linked item.
3. Click Add. This opens a list of items of the selected type.
4. From the list, select one or more items using the check boxes at the left end of the rows.
5. Click Select to save the selected items. This closes the list and attaches the items.

To remove linked items:

1. Select one or more linked items using the check boxes.
2. Click Delete from the list actions.

Note that linking to an SR here does not cause the SR to be listed on the Incidents tab. Only service records that list a CI as their Main CI appear on the Incidents tab.

Available fields for the CI form