Configuration Items

Configuration items (CIs) are the core records in CMDB. Every tracked asset — workstations, servers, network devices, mobile devices, printers, cloud resources, and software licenses — is a CI with a full set of standard and custom fields.

CI Types

CI types define the schema for different asset categories. Each type can have custom fields beyond the standard CI fields. Manage CI types in CMDB Admin.

Default CI Types

CMDB ships with system-managed CI types. You can also create custom types with fields specific to your environment.

Custom Fields

Each CI type can define additional attributes with these field types:

Field Type	Description
Text	Single-line text input
Textarea	Multi-line text input
Number	Numeric value
Boolean	Yes/no toggle
Date	Date picker
Select	Single choice from predefined options
Multiselect	Multiple choices from predefined options
URL	Clickable link
Password	Encrypted field — stored with HSM-backed AES-256-GCM encryption

⚠️Password Fields:

Password-type custom attributes are encrypted at rest with a per-CI encryption key (DEK) wrapped by an HSM-backed master key (KEK). These fields are never exposed in list views — you must explicitly reveal them, which is audit-logged.

Standard CI Fields

Every CI has these fields regardless of type:

Field	Description
Name	Descriptive name for the asset
CI Type	Category (Server, Workstation, etc.)
Company	Client organization this asset belongs to
Status	active, inactive, maintenance, decommissioned, planned
Criticality	critical, high, medium, low — affects Defend alert severity
Environment	production, staging, development, test, dr
Hostname	Network hostname
Primary IP	Primary IP address
Location	Physical or logical location
Vendor	Hardware manufacturer
Model	Hardware model
Serial Number	Manufacturer serial number
Asset Tag	Internal asset tag
Purchase Date	When the asset was purchased
Warranty Expires	Warranty expiration date
End of Life	Vendor end-of-life date
Technical Owner	Team member responsible for technical management
Business Owner	Team member responsible from a business perspective
Description	Free-text description
Tags	Searchable tags for categorization
RMM Device ID	Link to RMM-enrolled device (set automatically by discovery)

Creating a CI

1. Navigate to Config Items in the sidebar
2. Click Add Configuration Item
3. Select a CI Type — this determines which custom fields appear
4. Fill in the required fields: name, company, status
5. Add hardware, network, and ownership details as applicable
6. Complete any custom attributes for the selected type
7. Click Save

Searching and Filtering

The CI list supports:

• Text search — searches the name field (CONTAINS match)
• Status filter — show only CIs in a specific status
• CI Type filter — show only CIs of a specific type
• Criticality filter — show only CIs at a specific criticality level
• Company filter — show only CIs for a specific client

Results are paginated (up to 500 per page) with a hasMore indicator for additional pages.

Bulk Operations

Select multiple CIs in the list view to perform bulk actions:

• Bulk status change — move selected CIs to a new status
• Bulk criticality assignment — set criticality level for multiple assets at once
• Bulk tagging — add or remove tags from selected CIs
• Bulk delete — remove selected CIs (soft delete)

CI Detail View

Click any CI to open its detail page, which shows:

• Summary — all standard fields with inline editing
• Hardware — vendor, model, serial, asset tag, purchase/warranty dates
• Custom Attributes — type-specific fields (with reveal button for encrypted fields)
• Tags — editable tag list
• Related Documents — documents linked to this CI
• Relationships — other CIs this asset depends on or hosts
• Passwords — credentials associated with this CI
• Change History — audit log of all modifications

Lifecycle States

CIs progress through lifecycle states:

Status	Meaning
Planned	Asset is approved but not yet deployed
Active	Asset is in production use
Maintenance	Asset is temporarily offline for maintenance
Inactive	Asset is powered down or not in use but retained
Decommissioned	Asset has been permanently removed from service

💡

Use the Warranty Report to identify assets approaching end-of-life or warranty expiration. Plan replacements before warranties expire to avoid unbudgeted repairs.

Next Steps

• Flexible Assets — Custom asset types with user-defined schemas
• CI Relationships — Map dependencies between CIs
• Asset Criticality — Classify assets by business impact
• Lifecycle Management — Track assets from procurement to disposal