HOWTO: Using the Configuration Item Import Template - For Applications and Servers

IMPORTANT:  Use this template only when instructed by the CMDB team (mcollins33@partners.org). In many cases, best practice is to use the Propose New CI form to request entry of your CIs.

The attached file consists of a template that you can use to import multiple configuration items (CIs) into ServiceNow. CIs that are requested to be created must be managed by our Change Management process.

The bottom of the template CI_Import_Template.xls includes tabs to tailor the information to the type of CI, as needed: HW for hardware, Apps for applications, or CI-CI relationships for application-server relationships. See Example - Do Not Use for examples of each type of CI and other helpful information.

Initiate a request to import CIs into ServiceNow, as follows:

1. Complete the template, based on the type of CI. All fields are required.
2. Save the template onto your desktop.
3. Do one of the following:
   
   • If you have a role in ServiceNow (ITIL user):
     
     
     1. Use the navigation bar in ServiceNow to select Service Catalog from the Self-Service option.
     2. Under General Requests, select Application and Service-Related Requests. ServiceNow displays the associated request form.
     3. Complete the form as follows:
        
        
        • Configuration Item - ITSM Configuration Management
        • Location - Enter the location where you sit.
        • Category - Data Change
        • Subcategory - Leave blank
        • Assignment Group - ITSM Configuration Management - mgb
        • Description - Enter "See attached" or additional information.
     4. Attach the completed template to your ticket by clicking the paper clip icon in the upper right corner.
     5. Click Order Now and submit your request.

   • If you do not have a role in ServiceNow (non-ITIL user):
     
     
     1. From the IS Service Hub, click Make a Request.
     2. Under the Service Catalog section, click the link to submit a General Request.
     3. In the field entitled, "Please describe your issue or request below," add the following text: “Please create a request including the following. For Configuration Item, use ITSM Configuration Management. For Category, use Data Change. For Assignment Group, use ITSM Configuration Management – mgb. For Description, add See attached.”
     4. Add the completed template to your ticket by clicking Add attachments at the bottom of your screen.
        

     5. Click Upload and Encrypt.
     6. Click Submit.

Note:

• If you need to add a CI for a Change, be sure to indicate that in the Description (including the Change number). Use "CI Not Found" for the Change until this CI is added.
• If you add an application, you must also add or identify the associated server, servers, or infrastructure (if not already added), and vice versa.

Import Template Field Descriptions (use the attached template)

Support Level Guidelines

Attachments:

CI_Import_Template.xls

CI Import Template Example - Do Not Use