Asset Registration with CI

The system has an optional capability to automatically register asset records after verifying existing or created (for example, as a result of discovery) configuration item records. This feature may be valuable when asset records have not been previously created in the AMDB, but configuration item records have already existed in the system.

When the created records appear in the system, they are in the Storage stage and the Pending Verification state. The Storage stage label is colored red, as shown in the picture below. In the asset record, the Serial number is completed with the value of the same field of the CI record. Also, the following asset form fields are filled in: Category, Subcategory, and Nomenclature. These asset records require review by an ITAM administrator for their final validation. Until then, you cannot add them into the ITAM Demand records or any ITAM tasks.

The ITAM Administrator (user with the itam_admin role) verifies that the automatically created asset records should actually be accepted for accounting. If the asset records are valid, the ITAM administrator populates the form with the rest of the required accounting information and sets the asset record to the Available state with the Complete acceptance button.

If the validation proves that the asset record is not valid, the ITAM administrator can remove the asset's relation to the configuration item and delete the asset record using the UI-action Delete. The UI action is available in the burger menu for the ITAM administrator if:

• the asset record is not added to any ITAM task
• the asset is not reserved for am ITAM Demand
• there are no documents related to the asset
• the Corresponding CI field is empty.

tip

Role required: itam_admin.

Create asset records from configuration items

---

To enable the asset records creation for newly created CIs, do the following:

1. Set the itam.discover.asset.create_from_ci.enabled system property to true to enable creating asset records for new configuration items.

   The following conditions are mandatory for new asset records creation from the CIs:

   • There is a nomenclature record in any state, except Inactive, and in which:

     • the Automatic CI creation checkbox is selected
     • the Consignment checkbox is cleared
     • the Subcategory field value is the same as the value of the Class field in the related CI
     • the value of the CMDB model field is the same as the value of the Model field of the related CI.

   • The verified CI is not related to any asset record.

2. (optionally) In the itam.discover.asset.create_ci_filter property, configure additional filtering conditions for the existing records of the Configuration Items.

   Only existing configuration item records that meet these conditions will have corresponding asset records created after the Create Assets from existing CIs scheduled script is executed.

   When setting up the filter, you can use any fields of the CI record. By default, the filter includes the following condition:

   Updated at **AT OR AFTER** and State **IS NOT** Inactive

3. As an admin, run the Create Assets from existing CIs (record/sys_schedule_script/173460588511215108) scheduled script to initiate the CI discovering and creating asset records for the existing CIs that meet the conditions. The assets are created in the Pending verification state, Storage stage. The script is executed if the itam.discover.asset.create_from_ci.enabled property is set to true.

4. The ITAM administrator must review the records of the new assets and decide whether the asset record must be accounted. In this case, the ITAM administrator must fill in the required fields, and click Complete acceptance. The asset record enters the Available state and becomes available for the ITAM tasks and ITAM demands.