CI Relationships

Contents
casm173
HID_ReactivateCIRelationship
Contents
CA SDM provides a list of predefined relationship types that help you describe a relationship, or an association between configuration items. How the relationship is expressed depends on which configuration item is the focus. For example, a provider supports a dependent configuration item, but the dependent is supported by the provider. These are different expressions of the same relationship. The relationship type label that you see depends on whether you are viewing a provider-to-dependent or a dependent-to-provider relationship.
CIs in the CMDB can be related to other CIs. For example, a computer as a configuration item can result in additional configuration items, such as a printer and a monitor. The CI Relationship List displays sets of related CIs. For information about the relationship types that CMDB provides, see CMDB Technical Reference.
The CI relationships have the following characteristics:
  • The
    relationship type
    defines how two configuration items are related.
  • Hierarchical relationship types are paired as
    provider/dependent
    . For example, A (provider)
    hosts
    B; B (dependent)
    is hosted by
    A.
  • Nonhierarchical relationship types are defined as
    peer-to-peer
    . For example,
    is connected to
    , which is the same in either direction.
You can do the following relationship functions by using the CMDB Relationships tab:
  • View Active or Inactive relationships by searching on the Active? field.
  • From the CI Relationship List, click any link for a relationship to launch its CI Relationship Detail page.
Create a Relationship Type
You can create a relationship type, and can make it available to create or update relationships.
Follow these steps:
  1. On the Administration tab, expand the CMDB folder from the left pane, click CI Relationship Types.
    The CI Relationship Type List appears in the right pane.
  2. Click Create New.
    The Create New CI Relationship Type page appears.
  3. Complete the following fields:
    • Provider to Dependent Label
      Describes the relationship from the provider to the dependent. This is the name that appears in the list of relationship types. For example, "services" or "manages" is a Provider to Dependent relationship.
    • Dependent to Provider Label
      Describes the relationship from the dependent to the provider. This is the name that appears in the list of relationship types. For example, "is serviced by" or "is managed by" is a Dependent to Provider relationship.
    • Peer-to-Peer?
      Specifies that the relationship does not have a provider CI and dependent CI but instead consists of two equal CIs. For example, "connects to" and "fails over" are Peer-to-Peer relationships.
    • Active?
      Makes the relationship type available for selection in configuration item relationships and lists.
  4. Click Save.
    The relationship type is created and you can use it to create or update relationships.
Create a CI Relationship
You can add a CI relationship by starting from a focal configuration item. To launch a CI Relationship Detail page from the list, click any link in a relationship row. The Create New button allows you to create a new relationship from the CI detail.
The Impact Explorer button lets you view related providers and dependents using a search. The default search retrieves immediate providers one level deep. The related CIs are listed with the Relationship type with these additional fields:
  • Family
  • Contact
Follow these steps:
  1. Select Search, Configuration Items on the menu bar of the Scoreboard.
    The Configuration Item Search page appears.
  2. (Optional) Complete the filter fields to limit the search to the configuration items of interest and click Search.
    The Configuration Item List page displays the items that match your search criteria.
  3. Select the Configuration Item to edit.
    The Configuration Item Detail page appears.
  4. Select the CMDB Relationships tab.
    The tab lists any existing relationships for this CI.
  5. Click Create New.
    The Create New Relationship page appears.
  6. Enter the required data for this relationship:
    • Tenant (if multi-tenancy is installed)
      The tenant level for this relationship.
    • Provider/Peer CI
      The configuration item that provides the relationship. Enter the configuration item name directly into this field. To select the configuration item from a list, click the search icon.
    • Relationship Type
      Use the Relationship Type Search and List to select relationship type.
    • Dependent/Peer CI
      The dependent configuration item in this relationship. Enter the configuration item name directly into this field. To select the configuration item from a list, click the search icon. This field is required.
    • Symbol
      (Optional) The unique identifier for this relationship. Assign a symbol that makes the relationship easily recognizable from the list.
    • Description
      (Optional) A detailed description of the relationship. You can also use this field to describe the repositories that are assigned in the relationship.
    • Source Repository
      (Optional) A detailed description of the relationship. You can also use this field to describe the repositories that are assigned in the relationship.
    • Cost
      (Optional) The dollar value of the relationship between the configuration items.
  7. Click Save.
    The CI relationship is saved and the CMDB Relationships tab displays the new relationship.
Manage a CI Relationship
The Configuration Item Relationship page provides all necessary settings in one location to simplify the CI relationship process.
You can use the page to do the following functions:
  • Toggle the provider/dependent relationship between two CIs.
    Click Reverse to switch the Provider CI and Dependent CI for the relationship. The focal CI changes. If the reversed relationship is not valid, clicking Reverse clears the Relationship field.
  • Set the Optional fields such as Symbol, Description, and Cost.
    Click Optional to set optional fields.
    If a Symbol is not supplied, a unique Symbol is automatically generated with prefix
    cmdb bmhier:
    and a unique number when the relationship is created.
    If your installation is integrated with CA Network and Systems Management (CA NSM), you must specify the CA NSM repository and cost.
Inactivate a CI Relationship
There are two ways to inactive a relationship. Consider a process depending on your organization needs.
Process 1: By setting the CI relationship status to Inactive.
Follow these steps:
  1. Navigate to the CI Detail page, click the CMDB Relationships tab, and click Edit.
    The CMDB Relationships tab displays in Edit mode.
  2. Choose a relationship and click any link on its row.
    The CI Relationship Detail page displays.
  3. Click Edit.
  4. Set the Active? attribute to Inactive. Click Save.
    The relationship is made Inactive. On the CI Relationship Detail page, the “Active?” attribute displays the Inactive attribute value.
Process 2: Using GRLoader to submit XML
Follow these steps:
  1. Write XML that uses a Relation tag to identify the following parameters:
    • Provider CI
    • Dependent CI
    • Relationship type
  2. Set the delete_flag to true (or yes or 1).
  3. Submit the XML.
    The CI Relationship is deleted.
For more information about GRLoader, see the General Resource Loader topic.
Example: Delete a CI Relationship Using GRLoader
In the following XML example, the "connects to" relationship between ci_1 and ci_2 is deleted.
<GRLoader> <relation> <dependent> <name>ci_2</name> </dependent> <type>connects to</type> <provider> <name>ci_1</name> </provider> <delete_flag>true</delete_flag> </relation> </GRLoader>
Reactivate a CI Relationship
There are two ways to reactivate a CI relationship. Consider a process depending on your organization needs.
Process 1: Reactivate a deleted CI relationship
Follow these steps:
  1. Navigate to the CI Detail page.
    The CI Detail page displays in Read-Only mode.
  2. Click Edit.
    The CI Detail page displays in Edit mode.
  3. Click the CMDB Relationships tab.
  4. To open a CI Relationship Detail page, click any link on a row.
  5. Click Edit.
    The Update CI Relationship page appears.
  6. Change the Active? attribute to “Active”. Click Save.
    The relationship is reactivated.
Process 2: Reactivate using GRLoader to submit XML
Follow these steps:
  1. Write XML that uses a relation tag to identify the following parameters:
    • Relationship type
    • Dependent CI
    • Provider CI
  2. Set the delete_flag to false (or no or 0).
  3. Submit the XML.
    The CI Relationship is reactivated.
For more information about GRLoader, see the General Resource Loader topic.
Example: Reactivate a CI Relationship
In the following XML example, the "connects to" relationship between ci_1 and ci_2 is reactivated.
<GRLoader> <relation> <dependent> <name>ci_2</name> </dependent> <type>connects to</type> <provider> <name>ci_1</name> </provider> <delete_flag>false</delete_flag> </relation> </GRLoader>
CI Relationship History and Comparison
The Versioning tab displays CI relationships and lets you do the following actions:
  • View the relationship history for any CI in the CMDB. Changes that are made to a relationship are logged automatically when the relationship is created, updated, or deleted. You can view all current and historical relationships for a CI.
    Relationships that are created with previous versions of CMDB do not have audit history information.
  • Compare the relationships at any snapshot or milestone.