How to Create Custom Package/Edit Package Wizard

  • KM03808012
  • 30-Apr-2021
  • 30-Apr-2021

Summary

This document shows How to Create Custom Package/Edit Package Wizard on Universal CMDB 2020.11

Question

This wizard enables you to create a package using existing resources or edit an existing package.

Answer

To access

Do one of the following:

  • Click the Create custom package sl new.png button on the Package Manager page to create a new package.
  • Select a package and click the Edit package sl edit.png button to edit an existing package.
Important information When editing an existing package, this feature is not a wizard, but a dialog box. The dialog box contains two tabs: the Package Properties tab and the Resource Selection tab.
Wizard map

The Create Custom Package/Edit Package Wizard contains:

Package Properties Page > Resource Selection Page > Selection Summary Page

Package Properties Page

This wizard page enables you to define the properties of the package.

 
Wizard map The Create Custom Package/Edit Package Wizard contains:

Package Properties Page > Resource Selection Page > Selection Summary Page

User interface elements are described below:

UI Element (A-Z) Description
Package Build Number The build number of the package.
Package Category A free text box for any notes you want to associate with the package.
Package Description A description of the package.
Package Name The name of the package.

Resource Selection Page

This wizard page enables you to add the required resources to the package. Select the required resources from the various resource types.

Important information You can make multiple selections from each resource type.
Wizard map

The Create Custom Package/Edit Package Wizard contains:

Package Properties Page > Resource Selection Page > Selection Summary Page

User interface elements are described below (unlabeled elements are shown in angle brackets):

UI Element (A-Z) Description
Automatically export dependencies of the checked resources (Create Custom Package Wizard only) Select this check box allows you to automatically export dependencies of the checked resources when creating a package.
sl package added.png Appears in the left pane. Indicates that a resource has been added to the package.
sl pack not added.png Appears in the left pane. Indicates that no resource has been added to the package.
<Resource types in the left pane>

Contains the resource types from which you can choose the required resources to add to the package.

For details of a list of the available resource types and their descriptions, see Resource Types.

Note A green dot appears on the resource type icon in the right pane, when one or more of its resources are selected to be included in the package.
<Resources in the right pane>

Select the resources you want to add to the package. You can select multiple resources.

Note
  • A green check appears to the right of a Configuration Item Types, Relationships, or Calculated Relationships when one or more of its children in the resource tree are included in the package.
  • A folder's check box has a sl square.png when only some of its resources are included in the package. (This does not apply to Configuration Item Types, Relationships, or Calculated Relationships.)
  • A folder's check box is selected when all its resources are included in the package. (This does not apply to Configuration Item Types, Relationships, or Calculated Relationships.)

Important information:

To add a calculated relationship to the package, select either the required calculated relationship together with one or more of its triplets, or the required triplets without selecting the calculated relationship itself.

  • If you select only specified triplets and not the calculated relationship, the triplets are added only if you already have an existing calculated relationship in the system.
  • If you select a calculated relationship together with one or more of its triplets, the property definitions of the calculated relationship are included in the package. If you already have a calculated relationship in the system, the property definitions of the existing calculated relationship are updated with the properties of the calculated relationship you are adding to the package.

For details on calculated relationships and triplets, see Using Calculated Relationships and Triplets Page.

Selection Summary Page

This wizard page enables you to view the resources to be included in the package.

Wizard map The Create Custom Package/Edit Package Wizard contains:

Package Properties Page > Resource Selection Page > Selection Summary Page

User interface elements are described below (unlabeled elements are shown in angle brackets):

UI Element (A-Z) Description
<Selected resources> Displays the resources that were selected to be part of the package.