Working with Change Category Hierarchies


Overview

Tasks

Included with

Tivoli Change Management administration

Overview

Working with change category hierarchies

Occasionally, you may need to modify your change categories to reflect changes that occur within your organization. You can use the Change Category Manager dialog box to copy, move, and delete the change categories of your change category hierarchy.

Tasks

Copying a change category

You can copy a change category that you want to use in another place in the change category hierarchy.

To copy a change category:

  1. From the Configuration menu, choose Change Categories.
    Result: The Change Category dialog box appears.
  2. Select the change category to copy.
  3. From the Edit menu, choose Copy.
    Result: The code and description of the copied change category appears, appended with _Copyn where n equals the number of the copy in the Category Code and Description boxes.
  4. Do one of the following:
    • Type a unique category code and description for the change category in the Category Code and Description boxes.
    • Go to step 5.
  5. Do one of the following:
    • To paste the change category as a child node, select the parent node, then choose Paste.
    • To paste the change category as a root node, choose Paste to Root.
      Result: The change category appears in the Category Hierarchy area.
Moving a change category You can move a section of the change category hierarchy using a cut-and-paste process.

For example, suppose you add a category called Printer Installation at the root level, then later decide to make it a child of the Hardware Installation category. You can cut and paste to remove Printer Installation from the root level and then add it as a child of Hardware Installation.

To move a section of the hierarchy from the selected category down:

  1. From the Configuration menu, choose Change Categories.
    Result: The Change Category dialog box appears.
  2. From the Change Category Manager dialog box, select the highest level category in the section you want to move.
  3. From the Edit menu, choose Cut to temporarily remove the selected category and its child categories.
    Result: A Caution message appears.
  4. Choose Yes.
  5. Select the new parent category for the section that you cut.
  6. Choose Paste.
    Result: The cut section is pasted into the selected category.
    Note: Choose the Paste to Root command instead of Paste if you want to insert the nodes at the root level. You can only use Paste once before cutting or duplicating another category because Tivoli Change Management does not support having multiple parent categories for a single child category. For example, you cannot cut a category, paste it, and then paste it again under a different category.
  7. If you close the Change Category Manager dialog box before pasting a change category you cut, a Caution message appears.
  8. Do one of the following:
    • Choose Yes to close the Change Category Manager dialog box and lose the ability to paste the category you cut.
    • Choose No to close the Change Category Manager dialog box and restore the category to its pre-cut position in the hierarchy.
    • Choose Cancel to display the Change Category Manager dialog box so you can paste the category you cut.
Deleting a change category You can delete a change category you no longer need, by using the Edit command from the Change Category Manager dialog box. You can remove change categories from the hierarchy as follows:
  • Edit Cut removes the location from the hierarchy, but maintains the database record. The node can be reattached to the hierarchy by choosing Paste.
  • Edit Delete removes the node from the hierarchy and deletes its database record.

Caution: Deleting a change category permanently removes it from the hierarchy. If the category is being used, referential integrity constraints prevent the category from being removed from the database table.

To delete a change category from the hierarchy:

  1. From the Configuration menu, choose Change Categories.
    Result: The Change Category Manager dialog box appears.
  2. From the Change Category Manager dialog box, select the change category to delete.
  3. Note: If you delete a change category that has child categories, the child categories remain in the database, but are no longer associated with the parent category.
  4. Choose Delete.
    Result: The Delete Record message appears.
  5. Choose OK.
    Result: The selected category is deleted.