Associating interested parties with a CI

An interested party is a person or a person group whom you want to notify when the CI has a scheduled outage or is otherwise involved in a Change, a release, or another process. For example, after you associate interested parties with a CI, you can set up notifications to these people or person groups when the CI has a scheduled outage during a planned Change process.

About this task

You use the CI Details tab of the Configuration Items application to list the people and person groups with whom to associate the CI. Each person or person group that you include must have an associated record in the People or Person Groups application. In the Roles application, you can define a linking among the CI, the interested party role, and each person or person group in the list. You can then attach a communication template to a process work order, such as a Change work order, to send e-mail notifications to interested parties for the affected CIs.

Procedure

  1. In the Configuration Items application, open the CI for which you want to define interested parties.
  2. Open the CI Details tab, locate the Interested parties table, and click New Row to define a person or person group as an interested party for this CI. After you define an interested party, you can click New Row to define each additional interested party that you want to add.
  3. In the Person or Person Group field, specify a person or person group that you want to add. The person or person group that you add must have a corresponding record in the People or Person Groups application. The person or person group must also have a valid e-mail address associated with it.
  4. (Optional) In the Type field, supply a value for the type of the interested party. The shipped product provides the Support and User types. If you want additional types defined, you can go to the Domains application and add the additional types to the CCIINTPARTYTYPE domain.
  5. (Optional) Type a description of the interested party in the Description field.
  6. When you have defined all of the people or person groups that you want as interested parties for the CI, click Save to save them to the CI record.
  7. In the Roles application (Go To > System Configuration > Platform Configuration), create a role that links the CI, the interested parties, and the type of work order for which you want to send notifications.
    This product ships with two predefined CI object relationships that can be used to build the roles. These object relationships are defined in the Database Configuration application:
    • CCICIINTERESTEDPARTYPERSON
    • CCICIINTERESTEDPARTYPERSONGROUP
    For more information on creating roles, click Help in the Roles application.
    For example, following are guidelines for creating these roles for use in your Change work orders:
    • You can name the role anything you want.
    • In the Type field, specify this value: A set of data related to the record.
    • Specify WOCHANGE in the Object field.
    • Depending on whether you want to send notifications to people or person groups, and for all CIs in a Change workorder or CIs that are targets of Change tasks, specify the value as follows:
      To send these notifications to these interested parties Specify this value
      Interested people for all of the CIs in a Change work order

      :ALLCI.CI.CCICIINTERESTEDPARTY.
                                    CCICIINTERESTEDPARTYPERSON.
                                                      PRIMARYEMAIL.emailaddress                

      Interested person groups for all of the CIs in a Change work order

      :ALLCI.CI.CCICIINTERESTEDPARTY.
                      CCICIINTERESTEDPARTYPERSONGROUP.
                                        ALLPEOPLEINPERSONGROUP.
                                                            PRIMARYEMAIL.emailaddress
      Interested people for the CIs targeted by a Change task

      :PMCHGTASKTARGETS.CI.CCICIINTERESTEDPARTY.
                             CCICIINTERESTEDPARTYPERSON.
                                               PRIMARYEMAIL.emailaddress                  
      Interested person groups for the CIs targeted by a Change task

      :PMCHGTASKTARGETS.CI.CCICIINTERESTEDPARTY.
                               CCICIINTERESTEDPARTYPERSONGROUP.
                                                  ALLPEOPLEINPERSONGROUP.
                                                             PRIMARYEMAIL.emailaddress
    • To be able to send e-mail notifications based on a role, ensure that you check E-mail when you create the role.

  8. Create a communication template for notifying interested parties when the CI is affected by a process, such as a Change work order (WOCHANGE), and attach the communication template to the appropriate action. For more information, see the online helps in the Communication Templates application.
Parent topic: Authorized configuration items

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