Working with defined configurations

Opening the CMDB Editor

All tasks for managing the Configuration Management Database (CMDB) are accomplished with the CMDB Editor. To open the editor, locate the System Configuration tasks on the Action pane’s Configuration panel and click Launch CMDB Editor.

Adding a new configuration

NOTE: After adding defined configurations, you can run the Defined Configuration Report to have a listing of them for reference. For information on running reports, see the Reports book.

On the CMDB Editor, click Add above the Defined Configurations list. This adds a new configuration (temporarily named New Configuration n) to the database. Notice that the configuration's hierarchy has been started in the hierarchy panel. In the hierarchy, select New Configuration n to reveal fields on the Properties panel. Complete the fields (see Fields for configuring a defined configuration's profile). Finally, save the new configuration by clicking Save above the hierarchy.

You can now add configuration types to the defined configuration (see Working with configuration types) and associate device types with it (see Associating device types with defined configurations).

Editing a defined configuration

NOTE: You can edit a defined configuration only if it is not locked.

On the CMDB Editor, select on the Defined Configurations list the defined configuration you want to edit. The hierarchy shows the configuration and its configuration types. Select the defined configuration in the hierarchy to reveal its fields on the Properties panel. The only part of the configuration's profile that you can edit is its description. Change the description as needed, and click Save above the hierarchy.

If you need to edit any of the configuration types associated with the configuration, see Working with configuration types.

Deleting a defined configuration

You can delete any defined configuration, either unlocked or locked. For example, over time there may be locked defined configurations that are no longer needed.

On the CMDB Editor, select on the Defined Configurations list the defined configuration you want to delete. Click Delete above the list.

Locking a defined configuration

When you are satisfied with a defined configuration and ready to deploy ("publish") it, you should lock it in the database. Thereafter, it cannot be edited (although it can be deleted). Once locked, it cannot be unlocked.

NOTE: Locking a defined configuration also locks its associated configuration types.

Searching for configurations

From the main Questra IDM Application Suite window (that is, from outside of the CMDB Editor), you can quickly search for configurations. This feature is useful, for example, when you want to find configurations associated with a specific device type.

On the Navigation pane of the main window, click Search above the Groups panel to open the Search dialog. Select Configuration for Search for. Complete the desired fields. For a wildcard to represent any string or character, use *. Click Search to conduct the search.

NOTE: The Configuration search feature is currently for informational purposes only.