To edit CIs and relationships

You can edit CIs and relationships by using the following methods:

  • Quick Edit: Edit Name, Short Description, relationship impact direction.
  • Edit Instance: Edit all attributes of a CI and relationship.

Quick Edit

View the following animated graphic to learn how to edit a CI:

View the following animated graphic to learn how to edit a relationship:

If you make the changes in the user sandbox, after editing, review and promote the changes.

Edit Instance

Perform the following steps to edit a CI:

  1. On the CMDB dashboard, use Quick Search to search for the CI that you want to view in CMDB Explorer. 
  2. On the search results page, click the CI that you want to view in the CMDB Explorer.
    To view only a CI or view a CI and its relationships in Explorer, see Searching and viewing CIs and relationships in the CMDB Explorer.
    The CI opens in the default, view-only mode.
  3. Switch to edit mode using the Edit Mode toggle switch. 

    To view the parent and children relationships of a CI, right-click the CI, select Expand, and select one of the following options:

    • Expand Parent
    • Expand Children
    • Expand Both

  4. Right-click the CI and click Edit Instance.

    The CI opens in its class form in Mid Tier if BMC Helix ITSM is not installed. If BMC Helix ITSM is installed, the CI opens in the AST form. For example, if you edit a database CI where BMC Helix ITSM is not installed, the BMC.CORE:BMC_DataBase class form is displayed. If BMC Helix ITSM installed and you edit a database CI on that server, AST:DataBase form is displayed.
    The BMC_Databse class form is as shown in the following figure.

4. If prompted, login to Mid Tier.
    If you are already logged into BMC Helix CMDB using Mid Tier, or your organization uses BMC Helix Single Sign-On, you are not prompted to login.

BMC_Database form in Mid Tier

5. Modify the attribute values as needed.  

Warning

Do not edit the InstanceId or ReconciliationIdentity attributes. BMC Helix CMDB workflow requires that these values remain unchanged.

6. Click Save and then Close to save the changes and close the form. 
    After the Mid Tier URL is closed, you must refresh the CMDB dashboard to reflect the changes made to the CI.