Select CIs in Universal CMDB and add the CIs to a request

To select the desired CIs in Universal CMDB to add to the request:

1. Log on to OpenText PPM.

2. From the main menu bar, select Demand Management > Create Request.

3. Create a request using a request type that includes the Universal CMDB Impact Analysis field group.

4. In the Impacted Configuration Items section of the new request, click Select Configuration Items.

   The CI selector applet from Universal CMDB launches, with Browse and Search tabs.

   Note: If you integrated OpenText PPM with Universal CMDB version 10.00, every time the CI selector applet from Universal CMDB launches, it is loaded with a new session cookie even if you set your browser to save session cookies.

5. Use the tabs to select the desired CIs for the request.

   • To use the Browse tab, select a view such as Network Topology from the View list.

     Expand the view as desired. You can select multiple items in the tree by using Ctrl + click or Shift + click.

   • To use the Search tab, complete the Search for field to limit the search results, and select a CI Type. Click the search icon for the CI Name field and select items as needed. You can select multiple items by using Ctrl + click or Shift + click.

6. Click OK to add the selected CIs to the request, under the Impacted Configuration Items heading in the Universal CMDB Impact Analysis section. The added CIs are shaded in color. Duplicate CIs are not added.

   For each CI, data appears in the CI Name and CI ID columns. If you selected CIs using the Browse tab in the Universal CMDB applet, data also appears for the View Name, View Type, View Tree Name, and View TQL Name columns. Data does not appear for these columns if you selected CIs using the Search tab, because the same CI can exist in multiple views.

   If adding the CIs to the request would exceed the maximum number allowed by the UCMDB_MAX_CI_NUMBER parameter in the server.conf file, none of the selected CIs are added.

   When you select and add CIs in Universal CMDB to the OpenText PPM request, the CIs are never changed or deleted in Universal CMDB.

7. As necessary, click the Delete icon to the left of any CI you want to delete.

   The Delete icon becomes an undo icon to allow you to undo the pending deletion.

8. After the desired CIs are listed in the request, click Submit (or Save for an existing request) to add the list of CIs to the request.