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View and edit class definitions and metadata

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View and edit class definitions and metadata

Use the CI Class Manager as a central location to explore the CMDB class hierarchy, CI table definitions, and class CIs. View the details of each table such as its label and fields, relationships, and all related metadata definitions.

About this task

The CI Class Manager displays the entire CMDB class hierarchy in a tree-view format, consolidating class definitions into a central location. It lets you display metadata information for a class, such as reconciliation rules, mandatory and recommended fields, and audit templates. You can also select a specific class to view, to modify, or to extend its definition to create a derived class. For each table, you can directly access CMDB Health settings and rules such as datasource precedence rules, orphan scorecard, and certificate template defined for the table class.

For more information about extending a class and how attributes are derived from a parent class in that process, see Table extension and classes.


  1. Navigate to Configuration > CI Class Manager.
  2. Click Hierarchy to expand the CI Classes list and then select a class to display details for.
  3. On the class navigation bar, expand the following items to display further details for the class.
    • Class Info:
      • Basic Info: Displays details for the selected class, such as the display and table name, description, and class icon. Lets you edit some of the class definitions, and prevents editing of some details such as the table name.

        Role requirement: itil for reading, and itil_admin and personalize_dictionary for writing.

      • Columns: Displays and lets you edit and add table columns. For description of the different columns in the list view, see Dictionary entry form.

        Role requirement: itil_admin and personalize_dictionary for writing, and personalize_dictionary for reading.

        To add a column:
        1. Click the Added tab and scroll to the bottom of the list.
        2. Click the + sign, enter details for each new class column. Set Identification to true to designate a column as a CI identifier for class identification.
        3. Click Save, and fix any errors that appear.
      • Identification and Reconciliation: Display and let you edit, create, and delete identification and inclusion rules, reconciliation, data precedence, and data refresh rules for the class.

        See CMDB Identification and Reconciliation for more information.

        Role requirement: itil for reading, and itil_admin (on top of itil) for writing.

      • Dependencies: Displays and lets you edit, create, and delete hosting and containment relationships for the class. See Dependent relationship rules for more information.

        Role requirement: itil for reading and itil_admin (on top of itil) for writing.

    • Relationships: Displays a diagram of all suggested relationships and all dependent relationships (hosting and containment rules) for the class. See Suggested CI relationships for more information.

      Role requirement: itil

    • Health: Lets you review and configure CMDB Health-related system properties, scorecards, and rules and settings for all CMDB health KPI and metrics, at the class level. See CMDB Health for information about enabling and configuring CMDB Health, and displaying health reports.

      Role required: Itil for reading and itll_admin (on top of itil) for writing.

    • CI List: Displays the CIs of the selected class. Lets you create CIs of the selected class and perform other operations such as delete.

      Role required: Itil for reading. Writing requirements follow the selected table settings.