Adding and removing baseline members

Before you activate a baseline, you must add CIs as members of the baseline. When a CI is a member of a baseline, it is included in the benchmark taken when you activate the baseline, and it is used in comparisons. You can also remove members from a baseline. Adding members to a baseline is sometimes called populating the baseline.

Before you begin

There are several ways to add members to a baseline. You can use different methods for different baselines, and you can use more than one method to add members to a single baseline. The best method to use depends on your reason for creating the baseline and the set of CIs that you want to include.

In each of the methods described here, you select member CIs from a list of CIs. In a multi-customer environment, the lists of CIs from which you can choose member CIs are filtered to include only those CIs associated with customers with whose data you are authorized to work.

New Row button: Use this method to add a single CI to your baseline, typically a CI whose name you know. This method is useful when you want to populate a baseline with CIs that are related to a particular CI. You can add the particular CI first, then use other methods to add related CIs. If you plan to add all the CIs that were promoted as children of a particular CI, that CI must be a top-level CI.

The other methods use the Select CIs drop-down list, which appears in the lower left corner of the application, below the list of member CIs. To use these methods, click the drop-down list and choose one of these options:

From All Available CIs: Use this method to choose from a list of all available configuration items. You can filter the list using the CI Number, the associated Actual CI Number, or several other options.
From Collections: Use this method to choose from a list of all CIs that are members of collections. CIs that are members of collections and are already included in this baseline will not appear in the list. This method is useful if you have already created collections to group CIs by asset, location, site, or other criteria.
From Other Baselines: Use this method to choose from a list of all CIs that are members of other CI baselines. This method is useful if you want to create a baseline that contains a subset of the CIs included in an existing baseline, or if you want to combine two or more existing baselines into a single baseline.
Related to Member CI: Use this method to choose from a list of all CIs that are related to a CI that is already a member of your baseline. You might have added the CI using any of the other methods, particularly by using the New Row button or selecting from all available CIs.
From CI Children of Member CI: Use this method to choose from a list of all CIs that were promoted as children of a top-level CI that is already a member of your baseline. You might have added the CI using any of the other methods, particularly by using the New Row button or selecting from all available CIs.

Procedure

Click Go to > IT Infrastructure > CI Baselines to open the CI Baselines application.
Open the baseline to which you want to add members.
Use any of the methods described here to add member CIs to your baseline.
Some of these methods search the CMDB for information about CIs. Depending on the number of CIs, this can take several minutes. When you choose one of these methods, a system message will appear asking if you want to continue. Click Yes to proceed.
If you want to remove a member, click the trash can icon on that CI's row in the table of members. When you remove a CI from a baseline, it does not delete the CI. The CI still exists but is no longer a member of the baseline.

What to do next

When you have finished adding and removing members, you can save the baseline. Be sure you have given the baseline a descriptive name before you save it; you cannot change the name after the baseline has been saved. Do not activate the baseline until you have finished populating it and you are ready to take a benchmark of the current attributes and relationships.

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