You can synchronize the asset class, configuration item (CI) class, and the install base class fields by using the model categories form in the Customer Service Management (CSM) application. This synchronization enables the data to flow between the forms.

Overview

By mapping the install base class, configuration item class, and asset class fields, you can enable the same information to be reflected on both the install base item and the asset. This mapping creates a bi-directional synchronization. You can update any one of the Location, Install date, Consumer, Account fields on the install base item form to create a synchronization between the forms. For information on the different fields on the install base form, see Create an install base item.
Note: You must update the Consumer and Account fields from the install base item to create a synchronization with the asset form. Updating the fields on the asset form won’t create a synchronization.

Install Base class

The Install Base class on the model category form only displays the tables that are inherited from the install base table [sn_install_base_item_characteristic]. If the install base table has no extensions, that means that no options are displayed in the Install Base Class list. You can create a synchronization between an install base record and an existing associated record by using the sample migration script.

var ibClasses = []; //If the list is empty, system will fetch model categories for all Install base item classes
var assetIBIntegrationUtil = new sn_install_base.AssetIBIntegrationUtils();
assetIBIntegrationUtil.syncExistingInstallBaseRecordsToAsset(ibClasses)