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How to Manage Procedures in Octopus

Modified: 2011/08/26 16:54 by pnarbonne - Categorized as: Special functions

Procedure Management within the CMDB

You can manage your procedures through CI type "Procedure". This CI type is part of Octopus original installation, but the actual article suggests a more specific way to manage efficiently your procedure using the CMDB.

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Step 1 : Planning a Procedure Structure

A good structure will ease procedure management and research. Examples below suggest types, but each customer has to define his. Establish a structure that is simple, and includes all types of procedures you may need to manage.

1. Identify which type of procedures you want to manage. Examples are :

Installations
Configurations
Architecture Designs
Application Designs
Database Designs
Processes
Templates
Others...

2. Identify attributes for each "Procedure" CI type. Examples are :

Description
Last Update
Owner (role)
Key Words
Others...

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Step 2 : Configuration of "Procedure" CI type

From Tools \ Reference Data Management, open CI \ Types
If "Procedure" Type exists, select it. If not, right-click on Types and click "Add"
CONFIGURATION Tab

Make sure that "Is a document" option is selected. If you want, check "Favorite" option in to display "Procedure" list with all other lists of ci in Configurations module.

RELATIONSHIPS Tab

Identify relationships supported by this CI type. When you create a procedure, only supported relationships will be accessible.

In Attributes Tab, add attributes you identified in Step 1.
In Categories Tab, add categories you identified in Step 1.

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Step 3 : Creation of "Procedures" CI"

From Configurations Module, click on "Create CI"
Enter information from drop down lists (if applicable), and give a name to the new CI (Note: the CI name must be unique)
Click "OK"

Complete missing information
Identify Main Contact, which could represent the procedure owner or the person responsible to update it (according to your internal context)

DOCUMENT Tab

A short procedure can be documented there

RELATIONSHIPS Tab

To establish relationship(s)between the procedure and other CI :

- Click on

- Search for the CI to link and specify relationship type

Click "OK", and repeat to add a relationship to another CI, if required

CONFIGURATION Tab

Complete the attribute information for this procedure

COSTS Tab

Enter the cost information, if this is pertinent for this procedure

REQUESTS Tab

You will see all requests from any type created using this CI

NOTE Tab

If needed

ATTACHED FILES

You can add a file, a link to a file, or an attachment from the content of the clipboard

HISTORY Tab

Keeps the modification history done on this CI

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Procedure Search

Select Configurations module and access to the Advanced Search. You can make a search based on multiple criteria.
An interesting search is by category. To do so, you have to select first the CI type in General Tab to be able to access category list for this CI type.