Basic CMDB Automation Examples

Ownership Alert

Alert when production assets don't have an owner assigned.

Query - Servers without owners:

objectType = "Server"
AND Environment = "Production"
AND "Managed By" IS EMPTY
AND Status = "Operational"

Query - Applications without owners:

objectType = "Application"
AND Environment = "Production"
AND "Managed By" IS EMPTY
AND Status = "Operational"

Email Template:

Inactive Owner Alert

Find assets owned by people who are no longer active.

Step 1: Find inactive people

objectType = "Person" AND Active = "Inactive"

Step 2: For each inactive person, find their assets

objectType = "Server" AND "Managed By" = "{{person_key}}"

objectType = "Application" AND "Managed By" = "{{person_key}}"

Email Template:

Application Without Server

Find applications that aren't linked to any server.

Query:

objectType = "Application"
AND "Runs On" IS EMPTY
AND Status = "Operational"

Why This Matters:

• Can't be included in impact analysis
• Won't appear in server dependency views
• May indicate outdated or unused apps

Stale Server Alert

Find servers that haven't been updated in 90+ days.

Query:

objectType = "Server"
AND Status = "Operational"
AND updated < now(-90d)

Recommended Actions:

1. Verify server still exists (ping, console access)
2. If exists: Update any changed attributes
3. If decommissioned: Change Status to "Non-Operational"
4. If unknown: Contact the owner

Person Status Change Workflow

Alert when a person is marked inactive, prompting asset reassignment.

Trigger:

Object updated - Person - Active changed to "Inactive"

Email Template:

Server Status Change Impact

Notify application owners when their server's status changes.

Trigger:

Object updated - Server - Status changed

Step 1: Find affected applications

objectType = "Application" AND "Runs On" = "{{updated_server_key}}"

Conditional Messages:

Weekly Data Quality Summary

Send a weekly summary of CMDB health metrics.

Metrics to Calculate:

-- Total Records
objectType = "Person"        -- Count
objectType = "Server"        -- Count
objectType = "Application"   -- Count

-- Servers with owners
objectType = "Server" AND Environment = "Production" AND "Managed By" IS NOT EMPTY

-- Apps with servers
objectType = "Application" AND "Runs On" IS NOT EMPTY AND Status = "Operational"

Score Calculation:

Score =
  (owned_prod_servers / total_prod_servers * 25) +
  (linked_apps / total_apps * 25) +
  (stale_count == 0 ? 25 : max(0, 25 - stale_count * 2)) +
  (inactive_owners_with_assets == 0 ? 25 : 0)