Create model categories

You can add custom model categories for your instance.

Before you begin

Role required: model_manager

About this task

When you create model categories, keep the following in mind:
  • The base system provides a model category for each CI class in the CMDB. As you create cmdb_ci classes, create a corresponding row in the model category table for the model table to be used.
  • If you select an Asset class on any existing model category, the system automatically creates assets for all configuration items associated with the model category, if configured to do so. If an asset is not created automatically, you can create the asset manually. After an asset class is selected for a model category, the asset class cannot be changed.
  • The Allow pre-allocated, Allow in bundle, and Allow as master options are only available if an asset class is specified for the model category.
  • If you select Consumable or Software License for the asset class, the Allow in bundle option is available, but not Allow pre-allocation or Allow as master.
  • When a CI is created from a model category that requires asset tracking, the system automatically creates an asset record for the asset class specified in the model category. It then links that asset record to the CI. If a model is specified, the model category of the CI is determined by a combination of the CI class and the list of categories supported by the model. Asset tracking is specified on the model record.
  • When an asset is created from a model category that requires CI tracking, the system automatically creates a CI record of the class specified by the category and links it to the asset.
  • The Model Categories list (Product Catalog > Product Model > Model Categories) shows all the CI classes and what asset class is generated on the asset side.

Procedure

  1. Navigate to Product Catalog > Product Model > Model Categories and click New.
  2. Complete the form.
    Table 1. Model Category fields
    Field Description
    Name A descriptive name for this category.
    CI class If a CI class is needed, it must be specified when you create the model category. The CI class cannot be added to the model category later.
    Asset class Default options and any new asset classes you have created. Setting the asset class triggers the creation of assets depending on the model category selected. An asset class can be added to the model category later, but cannot be changed after it is added. If you select Consumable or Software License, the CI class field becomes read-only because consumables and software licenses do not create CIs. If you specify a CI class and then select Consumable or Software License, the CI class field is changed to None automatically.
    • Asset: An item that can be tracked individually.
    • Consumable: An asset not tracked individually, such as keyboards.
    • Hardware: A physical piece of computer equipment, such as a laptop or server.
    • Software License: A legal statement defining the uses of software, such as the number of installations allowed or the terms of distribution.
    Allow pre-allocation Add and track items in this category as pre-allocated assets.
    Allow in bundle Use items in this category in bundles.
    Allow as master Use items in this category as the master component in a bundle.
    Enforce CI verification Prevents the system from automatically creating assets in a specific model category when CIs are added manually or found with Discovery. This option enables an administrator to review and verify new CIs before adding them as assets. For example, an administrator can prevent contractors' computers that are discovered as CIs by Help the Help Desk from being added to the asset portfolio.
  3. Click Submit.