Managing Configuration Items › Configuration Audit and Control Facility (CACF) › Example: Upgrade Laptops in Your Organization

Example: Upgrade Laptops in Your Organization

In this example, an Asset Manager wants to upgrade all laptops from Windows XP to Windows 7 in your organization. The Configuration Administrator creates a verification policy for the Product Version attribute to filter all laptops with the Windows XP operating system. The Configuration Administrator creates a Managed Attribute definition with the Use Discovered Value status, reviews Managed States, and creates a verification policy. CA SDM receives updates to the CMDB from CA Configuration Automation from laptops that require an operating system update and the Asset Management team completes the upgrades.

Follow these steps:

1. Create the following managed attribute:
   • Enter product_version as the Attribute Name.
   • Enter Product Version as the Attribute Label.
   • Select Use Discovered Value from the Initial Status drop-down list.
   • Enter a label and description for details about the managed attribute.
2. Create the following verification policy:
   • Enter a sequence that you base on other policies in your organization.

     For example, you enter 101.

   • Enter Windows* XP* as the CI Name Pattern.
   • Enter Workstation as the Class Pattern.
   • (Optional) Enter a Location Pattern if you want to associate the policy with a specific office in your organization.
   • Select Allow Update Only if Matches Change Specification from the Update Behavior drop-down list.
   • Select Yes from the Create Incident drop-down list.
3. Create a Change Order and change specifications that specify Windows 7 for the Product Version managed attribute for each of the laptop CIs.
4. Move the Change Order to Implementation in Progress status and wait for your Asset Management team to start the upgrades.
5. When the implementations complete, move the Change Order to Verification in Progress.

   CA Configuration Automation discovers laptop information and imports the data in the CMDB.

6. View the open CACF Incidents list for any variances that CACF detected.
7. Select one of the Incidents and review the details about the laptop that CA Configuration Automation discovered.
8. Click Create Change Order and associate the CI with the ticket, and specify change specifications for Product Version for the outstanding changes.

   Wait until discovery verifies that all remaining changes completed.

9. Repeat Steps 6-8 as necessary for any new Incidents that CACF creates.