Configuring a Request Type

The integration requires a request type with the Universal CMDB Impact Analysis field group. The ALM - Request for Change (RFC) request type provided with ALM includes this field group, which is enabled by default.

If necessary, you can add the Universal CMDB Impact Analysis field group to a different request type, as follows:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Demand Mgmt > Request Types.

    The Request Types Workbench opens.

  4. Select the request type to which you will add the Universal CMDB Impact Analysis field group.

  5. Open the request type and its request header type.

  6. Click Field Groups.

  7. In the Field Groups window, scroll down and select the check box to enable the Universal CMDB Impact Analysis field group.

  8. Click OK to add the Universal CMDB Impact Analysis field group to the request header type.

  9. Expand Universal CMDB Impact Analysis in the Prompt column on the Fields tab in the request header type.

  10. Select the CI List field, and click Edit.

  11. On the Attributes tab, select No for the Display Only option and select Yes for the Display option.

  12. Select the Security tab and edit field-level security for the CI List field as needed.

  13. Click OK to save and close the Edit window and click OK to save and close the Request Header Type window.

  14. Return to the request type, which now has the Universal CMDB Impact Analysis section, including the CI List field, based on the changes you made to the request header type.

  15. Use the Layout tab to reposition the Impacted Configuration Items section on the request type, as desired.

    Note: On the Status Dependencies tab for the CI List field, leave the Required, Reconfirm, and Clear options set to No.

    You can change the Visible and Editable options as desired.