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Manage classes and collections#

Administrators configure the CMDB structure by opening Settings from the user menu (top right) and going to the CMDB Configuration section, which contains Collections, Classes, and Categories. This page covers day-to-day management actions on existing classes, collections, and categories, deleting them, removing assignments between them, and changing the class icon. For creating new structures, see Create custom classes and Creating custom categories. For the conceptual introduction, see Classes and Collections.

Rights#

To manage classes, collections, and categories you need the corresponding administration rights. Open Settings from the user menu and go to User management > Rights to configure them. See Rights and permissions.

Class management#

Go to Settings > CMDB Configuration > Classes (user menu → Settings → Classes) to open the class list.

The list groups classes into three sections:

  • All classes: every class in the instance.
  • Classes not assigned to any collection: classes that no collection currently includes.
  • Classes assigned to a collection: classes that appear in at least one collection.

Each class item shows tags with the names of the collections it belongs to.

Delete a class#

  1. Go to Settings > CMDB Configuration > Classes (user menu → Settings → Classes).
  2. Hover over the class you want to delete.
  3. Click the trash bin icon that appears on the row.

If the class is used by existing objects, a blocking dialog appears: "The class is used in {N} objects. Before deleting the class, please delete the objects." The class cannot be deleted until those objects are removed.

If the class is unused, a confirmation dialog appears. Click Delete to confirm. The class is removed and a success notification is shown.

Remove a category from a class#

  1. Open the class by clicking its name in the list.
  2. In the class details view, hover over the category you want to remove.
  3. Click the (X) button that appears on the category item.

The category is removed from this class and a success notification is shown. The category itself is not deleted, only its assignment to this class.

Set the class icon#

  1. Open the class by clicking its name in the list.
  2. In the class details view, double-click the icon field at the top.
  3. Select an icon from the dropdown.

The selection is applied immediately. The available icons are predefined.

Collection management#

Go to Settings > CMDB Configuration > Collections to open the collection list.

Delete a collection#

You can delete a collection either from the list view or from the collection details view.

From the list:

  1. Hover over the collection you want to delete.
  2. Click the trash bin icon that appears on the row.
  3. Click Delete in the confirmation dialog.

From the details view:

  1. Open the collection by clicking its name in the list.
  2. Click the meatballs button (⋮) at the top of the collection details.
  3. Select Delete.
  4. Click Delete in the confirmation dialog.

The collection is deleted and a success notification is shown.

Remove a class from a collection#

  1. Open the collection by clicking its name in the list.
  2. In the collection details view, hover over the class you want to remove.
  3. Click the (X) button that appears on the class item.

The class is removed from this collection. The class itself is not deleted, only its assignment to this collection.

Category management#

Go to Settings > CMDB Configuration > Categories to open the category list.

Standard categories cannot be deleted. Only custom categories can be removed.

Delete a custom category#

  1. Hover over the custom category you want to delete.
  2. Click the delete icon that appears on the row.
  3. Click Delete in the confirmation dialog.

Standard categories show no delete button when hovered.

Further readings#