Creating Multiple Configuration Items at Once

The Generate CI Wizard allows you to create multiple Configuration Items (CIs) in a single operation. Some planning is useful before starting the wizard.

Preparation

Before starting, ensure you have:

  • ✅ The total number of Configuration Items to be created.
  • ✅ A template that contains the correct default information.

⚠️ Once the wizard starts, it cannot be canceled. If the count is incorrect, you’ll need to delete and re-create the items manually.

Starting the CI Wizard

Go to:
Tools > More Tools > Generate CI Wizard

Generate CI Wizard in the Tools group

Step 1: Opening Screen

The opening screen

Click Next to begin.

Step 2: Total Numbers and Template

  1. Enter the total number of CIs you want to create.
  2. Select a template.

If the template requires additional values (e.g., location), click Modify Fields, then click Save and Close.

Enter total number and template

🟡 If required values are missing, a warning will appear. Fix the fields before continuing.

Step 3: Define Search Code

You can choose how the search codes are generated:

  • Functional ID of Generated CI
  • Sequence number with length

If using a sequence, enter the length (e.g., 3 → "001" to "999").
An example of the final search code will appear in the preview box.

Define the search code

Step 4: Confirm and Generate

Check the summary. If anything is wrong, use Back to revise.
Click Next to start generating. You cannot stop the process once started.

Confirm the generation of the CIs

A progress bar will display generation status.

Step 5: Completion and Reporting

After generation:

  • Click Report to view/print a summary.
  • Click Restart to run the wizard again.
  • Click Finish to exit.

CI Wizard report

Notes

  • Templates used in the wizard must be pre-configured and contain all necessary default data.
  • Use caution when selecting large counts to avoid performance delays.
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