Setting up your organizational structure

Article:HOWTO64080  |  Created: 2011-12-20  |  Updated: 2011-12-20  |  Article URL http://www.symantec.com/docs/HOWTO64080
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How To


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Setting up your organizational structure

Organizational configuration item types help you organize assets and configuration items into logical groups, associations, and relationships. You use the organizational configuration item types to create the structure of your organization.

See About organizational configuration item types.

Symantec recommends that you add organizational configuration items first because many other configuration items are associated to them. When you create entries for assets and other configuration items, you can then associate these items with the organizational information that already exists.

Note that ideally you would enter all data for a configuration item at once and then move on to the next configuration item. However, when you create an organizational configuration item, it is often not possible. Organizational configuration items have associations with each other. When you create an organizational configuration item, you can specify all data, except the association data. You must create the associated configuration item, and then you can go back to the original configuration item and specify the association data. For example, if you have not created a cost center, you cannot specify a cost center for a department.

Table: Process for setting up your organizational structure

Step

Action

Description

Step 1

Create locations

When you set up your organizational structure in the Asset Management Suite, the first step is to create locations. The location organizational type lets you add geographical or physical locations into the Configuration Management Database (CMDB).

See Creating a location.

Step 2

Create cost centers

The cost center organizational type lets you add your company's cost centers into the CMDB.

Note that if you enter cost center data, and have not created a location, you cannot specify a location for a cost center.

See Creating a cost center.

Step 3

Create departments

The department organizational type lets you add your company's departments into the CMDB.

If you enter department data, and have not created a location and a cost center, you cannot create according associations for a department.

See Creating a department.

Step 4

(Optional) Update the organizational hierarchy manually

When you set up your organizational structure in the Symantec Management Console, the organizational items do not appear in the Organizational Views and Groups list until the organizational hierarchy gets updated. By default, the automatic update runs every 30 seconds and updates the organizational hierarchy.

If you have disabled the automatic updating of organizational hierarchy, you must use the Update Organizational Hierarchy task to manually refresh the hierarchy.

See Updating your organizational hierarchy manually.


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