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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are Configuration Items?</strong></p><p><strong>- Linking Assets and Services</strong></p><p><strong>- Configuration Item Types</strong></p><p data-pasted="true"><strong>- Creating CI Types</strong></p><p data-pasted="true"><strong>- Creating CIs from an existing CMDB (v2.248+)</strong></p><p><strong>- Owning Relationships</strong></p><p data-pasted="true"><strong>- Viewing CIs on a Ticket</strong></p><p><strong>- Environments and </strong><strong>Maintenance Windows</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What are Configuration Items?</span></strong></p><p data-pasted="true">A Configuration Item (CI) is any component that needs to be managed, track, or map relationships against.</p><p><br></p><ul><li>Hardware (servers, laptops, network devices)</li><li>Software (applications, licences)</li><li>Services ("Email Service," "Payroll Application")</li></ul><p><br></p><p data-pasted="true">Each CI can map what else is dependent on it, helping to access change risk or support major incident management by seeing what is linked to a failing component.</p><p><br></p><p><strong><span style="font-size: 14pt;">Linking Assets and Services</span></strong></p><p data-pasted="true">CIs can be used to manage assets and services as a single entity. This allows examples such as a server (typically an asset) that also constitutes a monitored service that can be managed as one record instead of two separate ones.</p><p><br></p><p>Navigate to Configuration > Asset Management > General Settings, and enable "Allow automatic linking of Assets and Services".</p><p><br></p><p data-pasted="true">If using access control for either assets or services, access control will be enabled for the other entity upon enabling.</p><p><br></p><ul data-pasted="true"><li>Configuration > Asset Management > General Settings > "Asset Permission Type"</li><li>Configuration > Services > "Service Permission Type".</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ4M2Y1N2Y5LTk0ZjYtNGRiYi1iNzYxLWY3MDI5YWFiZjllMCJ9.7NoNYw0HmqkPnEmHLKCX9Dwg4FPrAGdYSjzZNPB12aA" class="fr-fic fr-fil fr-dib" width="1087" height="306"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling linked asset-service relationships</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Configuration Item Types</span></strong></p><p>When asset-service linking is enabled, four CI types can be set against an asset type. Creating assets that use these options will automatically create linked services and pre-set most of the related configuration.</p><style>
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</style><p> </p><table class="styled-table grid" style="width: 100%;"><colgroup><col style="width: 23.6034%;"></colgroup> <colgroup><col style="width: 18.9944%;"></colgroup><colgroup><col style="width: 19.1341%;"></colgroup><colgroup><col style="width: 19.1341%;"></colgroup><colgroup><col style="width: 19.1341%;"></colgroup><tbody><tr style="height: 51px;"><td style="text-align: center; background-color: rgb(0, 204, 248);"><br></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><span style="color: rgb(255, 255, 255);" data-pasted="true"><span style="font-size: 12pt;"><strong>Portfolio</strong></span></span><br></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><div style="text-align: center;" data-pasted="true"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Service</span></strong></div></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong data-pasted="true"><span style="color: rgb(255, 255, 255); font-size: 12pt;">Business Application</span></strong><br></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong data-pasted="true"><span style="color: rgb(255, 255, 255); font-size: 12pt;">Business Application Instance</span></strong><br></td></tr><tr><td>Level</td><td style="text-align: center;">1</td><td style="text-align: center;">2</td><td style="text-align: center;">3</td><td style="text-align: center;">4</td></tr><tr><td>Sits Under/"Owned by"</td><td style="text-align: center;">N/A</td><td style="text-align: center;">Portfolio (not dependant on)</td><td style="text-align: center;">Service</td><td style="text-align: center;">Business Application</td></tr><tr><td>Explanation</td><td style="text-align: center;">An overall grouping of Services by ownership, department or investment area.</td><td style="text-align: center;">The outcome the user consumes.</td><td style="text-align: center;">An application that supports the provision of a Service.</td><td style="text-align: center;">A specific deployment of the Business Application.</td></tr><tr><td>Use</td><td style="text-align: center;">General reporting, budgeting and governance. Not part of the dependency chain. Allows the asset to be set in the "Owning Portfolio" field.</td><td style="text-align: center;">The "what" a user consumes. Supported by several Business Applications working together.</td><td style="text-align: center;">The "how" the user consumes that "what" (service). What needs to be maintained behind the scenes to deliver the Service.</td><td style="text-align: center;">Separates PROD, DEV, etc. Allows for change management procedures to change dependant on the instance. Every Business Application must have a PROD Business Application Instance.</td></tr><tr><td>Example</td><td style="text-align: center;">HR and Payroll</td><td style="text-align: center;">Payroll Service</td><td style="text-align: center;">Sage Payroll</td><td style="text-align: center;">Sage Payroll - Dev</td></tr></tbody></table><p><br></p><p data-pasted="true">The chart below shows an example hierarchy CIs may use, following this standard flow. You may notice an additional layer at the bottom for the infrastructure the Business Application Instances run off of. These should be stored as regular assets, but can be added to the asset relationships in the standard way outlined <a href="https://www.usehalo.com/guides/956" target="_blank" rel="noopener noreferrer"><strong>here</strong></a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE4NWQ4NmRiLWMyMGMtNGU3ZC1iNGM5LTdmYmFlNzQ5NTllMyJ9.yU3YheDtTVczrgojDoYDAtQn9ku7YLV2Dq9J2-RuC4I" width="833" style="width: 835px; height: 712.126px;" height="712" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 2. CI hierarchy example</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating CI Types</span></strong></p><p data-pasted="true">CIs can be either be a Service or a Business Application, not both. Enabling one will make the other read-only automatically, and this classification cannot be edited once saved.</p><p><br></p><p data-pasted="true">Navigate to Configuration > Asset Management > Asset Types. Within an asset type, you can enable "Is Service" or "Is Business Application". </p><p><br></p><p><strong><span style="font-size: 12pt;">Services</span></strong></p><p>Creating an asset type for services first, enable "Is Service". This will prompt selection of a "Service Category". Services linked to this asset type will be added to this service category.</p><p><br></p><p data-pasted="true">Creating an asset of this type auto-creates a linked service that inherits these fields.</p><p><br></p><ul><li data-pasted="true">Asset Tag to Service Name (the service name can be overridden using the "Portal Display Name" field)</li><li>Business Owner</li><li>Technical Owner</li><li>Criticality</li><li>Notes</li><li>Related Articles</li><li>Related Assets</li></ul><p><br></p><p data-pasted="true">Asset types can also be related to individual services. Services set in the "Related Services" field will be inherited by assets of that asset type, including ones not inter-linked with services.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMyN2JiNzM4LTM0OGEtNGM0Yi1iZTAxLTc1OTVkNGNjMmI1MCJ9.zhkq8zd9P1cH0URGzchupASmtym43g2MUf-MeKtNAwQ" class="fr-fic fr-fil fr-dib" width="1084" height="1062"></p><p><strong><span style="font-size: 10pt;">Fig 3. Asset type for services</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Business Application</span></strong></p><p>Following the same process to create an asset type for Business Applications, enable "Is Business Application". This will prompt selection of the "Service Category" field again. Services linked to this asset type will be added to this service category.</p><p><br></p><p data-pasted="true">Creating an asset of this type auto-creates a linked service that inherits the same fields as listed previously, with the addition of the below also being enabled.</p><p><br></p><ul><li>Is a Monitored Service (Track Service Status)</li><li>Show in Service Catalogue for End-Users</li><li>Allow Subscribers to log Incidents</li></ul><p><br></p><p><strong><span style="font-size: 12pt;">Business Application Instances</span></strong></p><p>An asset type needs to be created for Business Application Instances next, which can then be linked to the above primary setting or assets created manually. Enable "Is Business Application Instance" on this one.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAxMTE3ZDg3LThmMjMtNDk4Zi04NTAyLTQ2OTg0ZGNmNTc1YyJ9.ChCuoqLglOF2656Qmu9LE9DQoewYYrsIvyHU37-V6ic" class="fr-fic fr-fil fr-dib" width="1018" height="1063"></p><p><strong><span style="font-size: 10pt;">Fig 4. Asset type for Business Application Instances</span></strong></p><p><br></p><p data-pasted="true">Business Applications have the option to "Automatically create a primary instance". This shows a list of asset types that "Is Business Application Instance" is enabled for. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlmZjQ4MTJjLWU1MTItNGNiMC1iMWFhLWVmYjA1NThiMjgyZCJ9.yzvEF2rOd3Q_vr2huBvrPqUOwQVX4NEeyigAMLvoVSw" width="1078" height="1060" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 5. Asset type for Business Applications</span></strong></p><p><br></p><p>If this is set, a field to enter a "Primary Instance Name" will show when creating assets of this Business Application type. This will create a Business Application Instance with that name, and its values copied from the Business Application. They will also be automatically linked via the "Owning Business Application" field.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM4OTVkMTM2LWNhZTQtNDc1Ni04YWYzLTNmYjBjNjk2NDM0NiJ9.2jwhj5WmtVYJHyS-ErIxrYy1ClYhMNW4JJhE73VRdqw" width="1693" style="width: 1695px; height: 676.956px;" height="677" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 6. Creating a primary Business Application Instance when creating a Business Application</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Portfolios</span></strong></p><p>The final asset type is for Portfolios. This is an additional level to group related services together, allowing for additional overview of risk, governance and ownership.</p><p><br></p><p>A downstream relationship is created with assets that have the "Owning Portfolio" set, for improved reporting and tracking.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFiZGZiMTRmLWJkOWMtNGE1MS04ZThiLWUyNDY4MzYxZDA2NSJ9.XuFNtNGWdLXM-EIYQSySPaXr3K4142U0RWQGLLJTSGQ" class="fr-fic fr-fil fr-dib" width="1078" height="1056"></p><p><strong><span style="font-size: 10pt;">Fig 7. Asset type for Portfolios</span></strong></p><p><br></p><p>Creating assets with these asset types will auto-link the created service. When viewing the asset, you can toggle between the CI view or Service view to see the configuration associated with both.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1N2Y2YTkyLTQzNzQtNDVkNS1hNDc2LWYxZWRhOWE2NDMyZSJ9.re21rhb-RWy1koOUCooWgTSLMydlM7X5Z_O9wzPnais" width="1697" style="width: 1699px; height: 474.57px;" height="475" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 8. Switching between service and CI view</span></strong></p><p><br></p><p data-pasted="true">A general "Use" can be set against the asset type for reporting purposes. This field will only show once values are added to the relevant lookup code (ID: 97/"Asset Type Use").</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMzMWM2OWEyLTVkZWItNGIyOC05M2MxLTAwNzM1ODY3NDg0MiJ9.1roj72zDFVPT-7m9Zr6H39ChcuykYW9EvMk6NsR_ZK4" width="1103" height="361" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 9. Use on an asset type</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating CIs from an existing CMDB (v2.248+)</span></strong></p><p>If the assets have already been imported/created, a new asset type needs to be created with the above configuration. The existing assets can then be moved into this asset type.</p><p><br></p><p>Upon doing so, a popup will show to confirm if the asset should have a new service created or if it should be linked to an existing one. If multiple assets are being moved at once, they will all have new services created.</p><p><br></p><p>If linking to an existing service, the fields shared between the asset and service (i.e. name, business owner, note) will both use the value from the asset.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIzZTdhZTAxLTI2ODctNDAwMC04MTZjLWM0YjUwZDIwNzJkOSJ9.lkJ2wEejjd1_BUD4w0Dt0NFZTiryUyU4vb_dH_WFDr8" class="fr-fic fr-fil fr-dib" width="716" height="337"></p><p><strong><span style="font-size: 10pt;">Fig 10. Linking existing asset to a Service CI type</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Owning Relationships</span></strong></p><p>Owning relationships can be set to reflect the CI relationship hierarchy.</p><p><br></p><p>Looking at this Business Application as the example, the "Owning Service" is set here.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE1ZTg4YmJhLTBiMmEtNDA5Ny04MTVhLTcxZWViNzAyNGNmZiJ9.g1l4Gasj9oQ5tEQ6jleR9fzvoTgW-bza-5CyoRYaC30" class="fr-fic fr-fil fr-dib" width="1477" height="727"></p><p><strong><span style="font-size: 10pt;">Fig 11. Owning Service on a CI</span></strong></p><p><br></p><p>This is reflected in the "Relationships" tab, where an upstream relationship is automatically set.</p><p><br></p><p>If alternatively viewing a "Business Application Instance", this field will instead be the "Owning Business Application", using the same relationship logic.</p><p><br></p><p><strong><em>Note: "Owning Service" can be set on the "Business Application" asset type. "Owning Business Application" is only set per CI.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdjNWI0ZGVlLTA3ZjgtNDQwNy04MGQ5LTdkZjU4ODU2MTM0MCJ9.Znj2suJNNQhSvGTNaWe1WjNLaW-UAw5AN8i1Ig7FSpU" class="fr-fic fr-fil fr-dib" width="1695" style="width: 1697px; height: 450.434px;" height="450"></p><p><strong><span style="font-size: 10pt;">Fig 12. Asset relationships with CI ownership</span></strong></p><p><br></p><p>If viewing the "Dependencies" tab, the ownership relationships are shown here. There are additional toggles on the right side to hide certain owning relationships from the diagram.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQyZGFhMGJlLWUxZjItNGMwZC04NDFhLTJkOGJiOTA3MjhkOSJ9.-V_5Bk27DafK_raRg_yeR0tcoVC_Yam-z05KhhljhDU" class="fr-fic fr-fil fr-dib" width="1694" style="width: 1696px; height: 798.965px;" height="799"></p><p><strong><span style="font-size: 10pt;">Fig 13. Asset dependency with CI ownership</span></strong></p><p><br></p><p>A general "Owning CI" can also be set on a CI, and will show any CI marked as a Service or Business Application Instance.</p><p><br></p><p>Relationships can be restricted per asset type. If relationships are not disabled, a list of individual restrictions can be optionally added between asset type. If any relationships are added to either table, relationships not listed cannot be used.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU0NmVmOTBmLWUwYzEtNDQ1MS05YTIzLWE3NTJmYjk3YmFjNiJ9.9uw3ibwyO1ePs56KEkCPeNAqi7FQfeTNNs1Oxj1IB8A" class="fr-fic fr-fil fr-dib" width="1692" style="width: 1694px; height: 711.138px;" height="711"></p><p><strong><span style="font-size: 10pt;">Fig 14. Restricting asset relationships</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Viewing CIs on a Ticket</span></strong></p><p data-pasted="true">Linking an asset to a ticket auto-links its corresponding service and vice versa by default. This avoids linking duplicate asset and service records for the same underlying issue.</p><p><br></p><p>If it is preferred to treat the linked asset and service separately, disable "Auto-link related Assets and Services to Tickets" in Configuration > Asset Management > General Settings.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJjZjc3MTNmLTNlODEtNDJiMS04MjZlLWRkOTk4OTAwOGQ2OCJ9.67FbvmYDs77D1roYzYoODusB9r9srp4TpWfcORWAm88" width="1691" style="width: 1693px; height: 647.888px;" height="648" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 15. Linked asset-service showing on a change request</span></strong></p><p><br></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; font-family: Poppins, sans-serif, Roboto;">All directly related Services and Business Applications of the primary asset will be related to the ticket. When changing the primary asset or service, the automatic linking will be recalculated. Any additional services or assets that have been manually linked to the ticket will not be removed during this recalculation. </p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; font-family: Poppins, sans-serif, Roboto;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p data-pasted="true">The column profile used for the "Related CIs" tab can be overridden per ticket type via the "Column profile for the related CIs tab" option in the "Forms" tab. By default, columns for "Is Primary", "Manually Linked" and "Related CIs" (whether it is related to the Primary CI) will show.</p><p><br></p><p>This can be individually shown within separate fields if the "Related Services" and "Related Business Applications" fields are added to the ticket type.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ2ZGU3ZjM4LTA1M2YtNDkyZC1iZTQyLTg0Njg1ODIwYTdiOCJ9.AVXAp30sOA59ReU9HjSfVhrg756JWWRHLJQMBsW20aM" width="1693" style="width: 1695px; height: 836.911px;" height="837" class="fr-fic fr-dii"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 16. Related CIs tab</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Environments and Maintenance Windows</span></strong></p><p data-pasted="true">Maintenance windows can be set for CIs as part of the overall change management procedure.</p><p><br></p><p data-pasted="true">In Configuration > Asset Management > General Settings, select "Enable Environments". An "Environments" button will show to create your environment types.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1MWY3ZTVhLWUxYzMtNDk2MS04ZWRiLTc0YzRhNDZkNDI2ZCJ9.gYNBij3tP43mLqymtRXbzhuHv8svalLi-GSkEoilAY8" class="fr-fic fr-fil fr-dib" width="1087" height="306"></p><p><strong><span style="font-size: 10pt;">Fig 17. Enabling Environments</span></strong></p><p><br></p><p data-pasted="true">This allows you to set allowed multiple environment types against any asset whose asset type "Is Business Application".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcwYmRlZGE5LWU1OWUtNDgzNS1iYjg0LTY5MTAyNDJhMDNhMCJ9.--HaHuQ1GyEZmsDbH3fsA9_cztCz-ja2YS31_9Tszl4" class="fr-fic fr-fil fr-dib" width="1482" height="1002"></p><p><strong><span style="font-size: 10pt;">Fig 18. Allowed environment types on a Business Application</span></strong></p><p><br></p><p>Any asset with that asset set as the "Owning Business Application" must have one of those allowed environments set against it. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjYzJlOTg4LTQxM2ItNGM2Yi1iODNjLTczOGQyODUyNmEwZCJ9.104zZPaOMvm17Xpsk-EMZGqL98kcGuh1FwBHqyXrLzk" class="fr-fic fr-fil fr-dib" width="1479" height="966"></p><p><strong><span style="font-size: 10pt;">Fig 19. Environment type set on a Business Application Instance</span></strong></p><p><br></p><p data-pasted="true">When a change request is logged with start/end dates, the primary CI and upstream "Is a Service" relationships are checked against any set maintenance windows. If outside of a maintenance window, this can either prompt to confirm before logging, or optionally entirely block logging.</p><p><br></p><p>For the full run-through of this functionality, check out <a href="https://www.usehalo.com/guides/2700" target="_blank" rel="noopener noreferrer"><strong>this guide</strong></a>.</p>
