Cherwell Discovery and Inventory™ (CDI), formerly called Cherwell Asset Intelligence (CAI), is an add-on to Cherwell Service Management (CSM) that allows for agent-less scanning of IP-based assets on your network, with the overall goal of populating your Configuration Management Database (CMDB), and keeping it up to date. CDI integrates so that inventory data (ex: workstations, installed programs/software, installed services, disks, etc.) can be shared with and used within the CSM CMDB (as Configuration Item records).
How the Integration Works
Shared external data is either imported or linked. Both imported and linked data are accessed using an External Connection that you create; however:
Typically, CDI workstation data is imported into the Config-Computer Business Object, and all other data (installed programs/software, installed services, disks, etc.) is linked to using supporting Business Objects (either existing or new External Supporting Business Objects that you create). CSM provides several wizards to walk you through the steps to create the External Connection, create the External Business Object, and import/link the external data.
Note: CDI utilizes a normalized Microsoft SQL Server (MSSQL) database (data is spread across many tables). Before CSM can share data in a normalized External Database, you might need to create one or more database Views to collect, combine, and filter the information you are interested in sharing (importing/linking). You can create the Views in the CDI database or in the CSM database. If you choose to create Views in the CSM database, you might need to create a Linked Server.
When sharing data with an CDI Database, you will most likely want to:
Note: CSM provides the above default Business Objects with appropriate Fields, Relationships, Forms, and Grids for mapping/importing inventory data; however, you can also create new External Business Objects for the data, if needed. If you create additional Business Objects and/or Relationships, the settings should be set up similar to the default. See Edit Major External Business Object Properties, Edit Supporting External Business Object Properties, andEdit the Parent and Supporting Business Object Relationship Properties.
Steps to Integrate
Perform the following high-level steps to import/link CDI data. For detailed step-by-step instructions, refer to the Share data with an External Database section in our online help.
Note: Most steps are performed in CSM Administrator, within a Blueprint.
Note: You can create the Views in the CDI database or in the CSM database. (If you choose to create Views in a CSM Database, you or your onsite DBA might need to create a Linked Server in SQL.)
Use the CSM External Connection Wizard (CSM Administrator>Blueprint>Tools>External Connections) to create an External Connection. Typically:
The new connection is shown in the External Connections window.
Use the CSM External Data Wizard (CSM Administrator>Blueprint>"Business Object">Map to external Data) to map the data. Typically:
Use the External Data Import Wizard (CSM Administrator>Database>Import External Data) to import the data. Typically:
Use the Relationship Editor (CSM Administrator>Blueprint>"Business Object">Edit Relationships) to edit Relationships.
Customer.FullName = ConfigurationItem.PrimaryUserFullName.
Config-ComputerAssetTag = ComputerID.
ComputerID is used for:
Use the Form Editor to add Form Controls to the Form that show (and allow editing) of the values in the fields; use the Grid Editor to define which fields are displayed as columns in the the Business Object Grid.