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Getting Started

This guide walks you through setting up The One CMDB and importing your first assets. By the end, you'll have configuration items tracked, documentation started, and integrations configured.

  1. Log in to Hub at your organization's URL
  2. Click CMDB in the Hub navigation bar or product switcher
  3. You'll land on the Dashboard showing summary statistics

Initial Setup Checklist​

Before importing assets, complete these configuration steps:

StepWhereWhat to Do
1. Configure CI typesCMDB AdminReview default CI types and add custom types with fields specific to your environment
2. Set up companiesCRM or PSAEnsure client companies exist — CIs are scoped to companies
3. Enable RMM syncDiscoveryTurn on RMM auto-discovery to automatically import enrolled devices
4. Initialize password vaultPassword VaultHSM encryption keys are provisioned automatically on first use
5. Create document templatesTemplatesSet up reusable templates for runbooks, SOPs, and network diagrams

Key Concepts​

Configuration Item (CI)​

A CI is any asset you want to track — a workstation, server, switch, printer, cloud resource, or software license. Each CI has:

  • Type — categorizes the CI (e.g., Workstation, Server, Network Device) with type-specific custom fields
  • Status — active, inactive, maintenance, decommissioned, or planned
  • Criticality — critical, high, medium, or low — affects Defend alert severity and PSA SLA routing
  • Environment — production, staging, development, test, or dr
  • Custom attributes — additional fields defined per CI type, including encrypted password fields

Flexible Assets​

Custom asset types with user-defined field schemas. Use these for anything that doesn't fit standard CI types — network diagrams, licensing agreements, vendor contacts, or client-specific documentation structures.

Relationships​

Dependencies between CIs. If a database server hosts an application that depends on a storage array, those relationships are tracked and visualized on the topology map. When an upstream CI goes down, you can instantly see what's affected.

PHI / PII Tags​

Tags on CIs that store Protected Health Information or Personally Identifiable Information. PHI-tagged assets receive elevated alert priority in Defend and appear in compliance reports.

Creating Your First CI​

  1. Navigate to Config Items in the sidebar
  2. Click Add Configuration Item
  3. Fill in the required fields:
    • Name — descriptive name (e.g., "DC01 - Primary Domain Controller")
    • CI Type — select from available types (Server, Workstation, etc.)
    • Company — the client this asset belongs to
    • Status — typically active for new assets
    • Criticality — how critical this asset is to operations
  4. Add optional details:
    • Hardware — vendor, model, serial number, asset tag
    • Network — hostname, primary IP, location
    • Ownership — technical owner and business owner
    • Lifecycle — purchase date, warranty expiration, end-of-life date
  5. Fill in any custom attributes defined for the selected CI type
  6. Add tags for additional categorization
  7. Click Save
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If you have RMM deployed, skip manual CI creation — enable auto-discovery instead. Devices will appear automatically and you can enrich them with criticality, ownership, and custom attributes.

Importing Assets from RMM​

If RMM is already deployed on client devices:

  1. Navigate to Discovery in the sidebar
  2. Toggle RMM Sync to enabled
  3. Set the Scan Interval (default: every 6 hours)
  4. Optionally enable Auto-Create CIs to skip manual approval
  5. Click Save Configuration
  6. Wait for the first sync cycle, or click Sync Now to trigger immediately
  7. Review discovered devices in the Discovery Results table
  8. For each pending device, choose Match to Existing CI or Create New CI

Discovery captures: hostname, IP addresses, MAC address, operating system, OS version, manufacturer, model, serial number, and installed software.

Importing from IT Glue​

If you're migrating from IT Glue:

  1. Export your data from IT Glue as JSON
  2. Navigate to Import / Export in the CMDB sidebar
  3. Click Import from IT Glue
  4. Upload your JSON file
  5. Review the import summary (configurations, flexible assets, documents)
  6. Confirm the import
⚠️Import Size:

IT Glue imports can contain thousands of records. Large imports may take several minutes to process. Do not navigate away during import.

Setting Up Your First Document​

  1. Navigate to Documents in the sidebar
  2. Click New Document
  3. Select a Document Type: wiki, runbook, sop, policy, diagram, or checklist
  4. Enter a Title and optionally link to a Company or CI
  5. Write content using the rich text editor
  6. Add tags for discoverability
  7. Click Save
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Use templates to standardize documentation. Create a template once under Templates, then use it as a starting point every time you document a new client environment.

Next Steps​