Integrate with CMDB

The article contains the following articles:
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The article contains the following articles:
This section explains how to integrate CA APM with CMDB Release 12.7 and CMDB that is included in CA Service Desk Manager Release 12.7.
CMDB is a comprehensive, integrated solution for managing the IT components and services in an enterprise and their relationships, in heterogeneous computing environments. CMDB lets you provide and store reliable, up-to-date information about assets, known as configuration items (CI), and their relationships with each other. These relationships form the basis for impact analysis, an important tool for controlling change within an organization.
CMDB integrates with CA APM in several areas, including the following areas:
The CA APM audit history records can include all of the changes that have been made to asset/CI records by CA Service Desk Manager, CMDB, and CA APM.
  • When CA Service Desk Manager and CMDB are installed, the asset/CI audit history records include any CA APM audit history records on the CMDB Versioning tab.
  • When you define an asset in CA APM, you can categorize and control the asset and CI records by selecting or clearing the Asset and CI check boxes. This flexibility is provided because CIs that CMDB creates may not be relevant to CA APM. Conversely, assets that CA APM creates may not be relevant to CMDB.
  • CA APM can extend the fields on an asset/CI within the context of
    asset families
    . The extended fields can be shared in CA APM. For example, a CA APM administrator can configure the Asset page and define an asset extended field to let users view and update a CI that is created in CA Service Desk Manager and CMDB.
  • You can define an event on a field that is shared with CMDB in CA APM and trigger the event in either CA APM or CMDB. For more information about managing events and notifications, see Events and Notifications for CA APM.
  • A CA Service Desk Manager and CMDB user can define a Management Data Repository (MDR) and allow the CMDB CI to launch the corresponding asset in CA APM.
How to Integrate CA APM and CMDB
When you integrate CA APM and CMDB, you integrate and delineate the assets that CA APM manages from the configuration items (CIs) that CMDB manages in a simple and concise manner. The CA APM users can move to a shared classification model for the assets and CIs. To integrate CA APM and CMDB, complete the following steps:
  1. Share asset and configuration item audit history records.
  2. Categorize the asset and configuration item records.
  3. Define an asset extended field.
  4. Define an event on a shared field.
  5. Define a Management Data Repository (MDR) from CA Service Desk Manager and CMDB.
Share Asset and Configuration Item Audit History Records
To integrate CA APM and CMDB, the CA APM audit history records can include all of the changes that were made to asset/CI records by CA Service Desk Manager, CMDB, and CA APM. In addition, when CA Service Desk Manager, CMDB, or both are installed, the asset/CI audit history records in CMDB (Versioning tab) includes any CA APM audit history records.
CMDB 11.2 and greater includes audit history records from CA APM. The audit history records are updated in both CMDB and CA APM when the CA Asset Portfolio Management - Event Service service is started. For more information, see Start the Services.
Categorize the Asset and Configuration Item Records
In this step to integrate CA APM and CMDB, you can categorize and control the asset and CI records when defining an asset in CA APM by selecting or clearing the Asset and CI check boxes. This flexibility is provided because CIs that CMDB creates may not be relevant to CA APM and conversely, assets that CA APM creates may not be relevant to CMDB.
Consider the following information when using these check boxes:
  • Default Values
    • All new asset records that CA APM creates are initially set both as an Asset only and Managed by CA APM. On the New Asset page in CA APM, the Asset check box is selected, the Managed by CA APM check box is selected, and the CI check box is not selected.
    • All asset records that CMDB creates (with or without CA Service Desk Manager) are initially set to CI only. On the CI pages in CMDB, the CI? column heading is set to Yes and the Asset? column heading is set to No.
    • Both CA APM and CMDB have the Asset and CI fields available on the New Asset and CI pages. However, the Managed by CA APM check box is only viewable in CA APM. The existing audit and security features for each product applies to these check boxes.
  • Appearance
    • The Asset and CI fields appear in CA APM and CMDB even when other CA Technologies products are installed. The Asset and CI fields do not appear in CA Service Desk Manager when CMDB is not installed.
    • The CA APM administrator can configure the user interface and move the Asset and CI fields to a new location, make the fields read-only, required, or optional, and hide the fields.
      For more information about configuring the user interface, see How to Configure the User Interface.
  • Viewing and Updating
    • CA CMDB
      • By default, the CMDB analyst and administrator can update the Asset and CI field values.
      • CMDB, by default, does not allow the Asset? value to be changed when the Asset? value is set to Yes.
    • CA APM
      • By default, CA APM sees asset and CI records.
      • The CA APM administrator can configure the user interface and move the Asset and CI check boxes to a new location, make the check boxes read-only, required, or optional, and hide the check boxes. After you select the CI check box and save the asset, the CI check box is not available and you cannot change the setting.
        We strongly recommend that you configure the CI check box in CA APM as read-only and restrict changes to the check box to only the CMDB analyst and administrator.
      • An asset in CA APM in which the Managed by CA APM check box is selected is always an asset. You cannot save an asset in CA APM in which the Managed by CA APM check box is selected without also selecting the Asset check box.
  • Searching
    • CMDB
      • The CMDB search initially displays, by default, all records. However, an option is provided to filter records.
        If CA Service Desk Manager is installed, the same default search rules apply.
    • CA APM
      • The default asset search includes a drop-down list for Managed by CA APM, CI, and Asset. This flexibility is provided so that you can differentiate between assets and CIs.
  • Hardware Reconciliation
    Hardware reconciliation analyzes all asset and CI records. Searches provide a way to view any CIs that are related to discovered assets as the result of running hardware reconciliation. A CA APM user can view the exceptions and determine whether they want to select the Asset check box. As a result of selecting the Asset check box, the asset records are available in a CA APM asset search.
Define an Asset Extended Field
In this step to integrate CA APM and CMDB, CA APM can extend the fields on an asset within the context of
asset families
. The extended fields can be shared in CA APM. For example, a CA APM administrator can configure the Asset page and define an asset extended field to let users view and update a CI that is created in CA Service Desk Manager and CMDB.
These steps work only the first-time you complete the wizard and define the asset extended field. Before you define the extended field, verify that you have the following information from the usp_owned_resource table in CA CMDB for reference: table name, format (character, boolean, currency, date, decimal, or integer), field name, attribute name, and field size. After you complete the wizard, you can configure the extended field like any field in CA APM.
Example: Define an Asset Extended Field for Warranty Start Date
In this example, you define an asset extended field for Warranty Start Date. In CA Service Desk Manager/ CA CMDB on the Inventory tab, you view the label in the CI as Warranty Start Date. Next, you view the information for the associated nr_wrty_st_dt column from the usp_owned_resource table in CMDB. In this example, the nr_wrty_st_dt column format is integer, the field name is nr_wrty_st_dt, the attribute name is nr_wrty_st_dt, and the field size is 4. Record and enter this information exactly as it appears in the appropriate Format, Field Name, Attribute Name, and Field Size fields in the wizard. We also recommend that to avoid confusion, you use the same label for the CI (Warranty Start Date) on the Label field in the wizard.
To define an asset extended field
  1. Determine the CA Service Desk Manager and CMDB extension table name and database field name by reviewing the CA Service Desk Manager and CMDB schema files.
    For more information about the CA Service Desk Manager and CMDB schema files, see the CA Service Desk Manager and CMDB documentation.
  2. Log in to CA APM using login credentials in which you have permissions to define an extension.
  3. Click Asset, New Asset.
  4. On the left, click CONFIGURE: ON.
    The configuration of the page is enabled.
  5. In the Configuration Information area of the page, define and save a global configuration.
  6. Click Add Extension.
    A wizard appears.
  7. Follow the on-screen instructions to enter the information for the extended field.
  8. In the Type page of the wizard, complete the following steps:
    1. Select the Simple Field option.
    2. Select the part of the page on which the new field appears.
    3. Select the Across all extended types check box.
    4. Click Next.
  9. In the Fields page of the wizard, complete the following steps:
    Enter the column information from the usp_owned_resource table in CMDB. We also recommend that to avoid confusion, you use the same label for the CI on the Label field.
    1. Click Add Field.
    2. Enter the field label to appear on the page.
    3. Select the data format.
    4. Enter the database field name.
    5. Enter the attribute name.
    6. Enter the field size.
    7. (Optional) Enter a description for the field.
    8. Specify whether an entry for the field is required.
    9. Click the checkmark icon to save the field.
      The product displays the field information you enter.
    10. Click Next.
  10. In the Summary page of the wizard, review the field information and click Save and Exit.
  11. Verify that the field appears on the Asset page.
  12. Click Save Configuration.
    All users see the extended field on the page. You can define an event in CA APM and trigger the event in either CA APM or CMDB. For more information about managing events, see  Events and Notifications for CA APM.
Define an Event on a Shared Field
You can define an event in CA APM on any field that is shared between CA APM and CMDB. When the criteria for the event occurs by a change in CA Service Desk Manager/CMDB or CA APM, the event will complete and the notification will be sent. For example, you can define an event on the Asset page for the Contact field. If the event is a change event, the event can be completed when you change the Contact field in either the asset or the related configuration item (CI). Once the event has completed, a notification will be sent.
For more information about managing events and notifications, see  Events and Notifications for CA APM.
Define a Management Data Repository (MDR) from CA Service Desk Manager and CMDB
In this step to integrate CA APM and CMDB, a CA Service Desk Manager and CMDB user can define a Management Data Repository (MDR) and allow the CMDB CI to launch in context the corresponding asset in CA APM.
To define a MDR from CA Service Desk Manager and CMDB
  1. In the CA Service Desk Manager web interface, log in as an administrator.
  2. Select the Administration tab. From the Administration browser, select CMDB, MDR Management, MDR List.
  3. Click Create New.
    The MDR Provider definition appears.
  4. Enter the following required MDR provider information:
    • Button Name
      Specify
      ITAM
      as the button name.
    • MDR Name
      Specify
      ITAM
      as the MDR name.
    • MDR Class
      Specify
      GLOBAL
      as the MDR class.
    • Hostname
      Specify the CA APM server name by using the network address or the DNS name of the CA APM web server.
    The MDR provider form automatically populates the URL for Launch in Context field based on the information that you provide, so you do
    not
    enter a value for this field.
  5. Click Save.
    The CA APM MDR provider is defined.
  6. In CMDB, define a CI.
  7. Click the Attributes tab in the CI detail form.
  8. Click the ITAM button that you previously defined.
    The corresponding asset in CA APM appears.