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Define vRealize® Subcategory Classification

If you are using CSM 8.1.0 or greater, use Table Management in the CSM Desktop Client to define the vRealize® SubCategory classification. When you define the classification, you select the VM Specifics Form so that the appropriate form displays when the classification is selected. You can also select a default Team and the option of using an Approval , if necessary.

Note: If you are using a version of CSM earlier than 8.1.0, use the Group Map Editor to point the Request VM SubCategory to the VM Specifics Form and VM Action Request SubCategory to the VM Action Specifics Form.

Note: This functionality is only available if you have applied the Orchestration Pack for VMWare vRealize® Automation™. For more information, refer to the mApp Solution Tech Notes documentation.

To define the SubCategory classification:

  1. Open the Table Management interface.
  2. In the Type drop-down, select Incident SubCategory.
  3. In the Grid, select the Cloud Services/Virtual Machines (VM)/Request VM classification.

    The Subcategory form opens.

    vRealize SubCategory Form (Request VM)

    1. In the Specifics Name field, select Specifics - VM.
    2. (Optional) In the Default Team field, select the Team that should be assigned the Incident by default when the classification is used.
    3. (Optional) Select the Approval Required check box to initiate the defined Approval process when the classification is used.

  4. In the Grid, select the Cloud Services/Virtual Machines (VM)/Request VM classification.

    The Subcategory form opens.

    vRealize SubCategory Form (VM Action Request)

    1. In the Specifics Name field, select Specifics - VM Action.
    2. (Optional) In the Default Team field, select the Team that should be assigned the Incident by default when the classification is used.
    3. (Optional) Select the Approval Required check box to initiate the defined Approval process when the classification is used.

  5. Close the Table Management interface.

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