---
sourceDocument: Xanadu Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/operational-technology

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Use CMDB groups to add OT context to IT CIs

# Use CMDB groups to add OT context to IT CIs {#ariaid-title1}

* Release version: Xanadu
* 
* Updated December 31, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Use Configuration Management Database (CMDB) groups to group IT configuration items (CIs) based on additional information, like installed software. Then you can add Operational Technology (OT) context to the IT CIs.

## Before you begin

Role required: admin

## About this task

Using CMDB groups doesn't change the class of the IT CI. It instead adds OT entity records to the IT CI, which captures the OT context.  
Note:  
Follow these general guidelines:

1. Ensure the filter conditions on the CMDB Group returns unique set of CI records every time. For example, adding a filter condition such as OT device details is EMPTY ensures that only records without OT device details are considered.
2. Make sure the indexed fields are used as part of the filter criteria conditions. Ensure that the data set does not exceed 10,000 records to avoid performance related issues.  
   Note:  
   The CMDB Group API doesn't support retrieving records exceeding 10,000 or the limit defined by the following properties.
   * glide.cmdb.query.max_results_limit
   * glide.cmdb.group.max_ci_limit
   {#use-cmdb-groups-it-ot-conversion__ul_obm_2zp_c2c}To address this, these properties need to be adjusted to allow for larger query results if the CMDB query contains more records than the current limits permit.
3. Make sure to create an Automated IT to OT Bulk Conversion (sn_automated_it_ot_bulk_conversion) record per CMDB Group to have filtering at a group level and define respective OT entity default values.
4. Validate the data in the OT Entity Default Configuration tab. OT entity records are created using these default values.
{#use-cmdb-groups-it-ot-conversion__ol_ats_zg4_sdc}

## Procedure

1. Define a CMDB group with the required filter criteria that identifies the right IT CIs..  
   For more information, see [CMDB groups](https://www.servicenow.com/docs/access?context=cmdb-groups&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US).
2. Create an Automated IT to OT Bulk Conversion (sn_automated_it_ot_bulk_conversion) record associated with the CMDB group.  
   Creating this record adds OT context to IT CIs through the OT entity details.

   For more information about how to create an Automated IT to OT Bulk Conversion record, see [Automatically convert your IT records to OT devices](https://servicenow-prod.fluidtopics.net/bVTjmz7R~6kHXO2hUPxmSg "Create a scheduled job that automatically converts your IT hardware to Operational Technology (OT) devices by using the Bulk Update Ruleset for Reassigning IT to OT feature. This scheduled job adds OT entity details to all the IT hardware that you want to convert at once.").
3. To create a record in sn_automated_it_ot_bulk_conversion_m2m_cmdb_group, complete the following actions.  
   1. Navigate to AllIndustrial Workspace AdminOT Manager AdminAutomated IT OT Bulk Conversion - Using CMDB groups.
   2. Select New.
   3. In the Automated IT to OT Bulk Conversion field, select the record created in step 2.
   4. In the CMDB Group field, select the CMDB created in step 1.
   5. Select Submit.
   {#use-cmdb-groups-it-ot-conversion__ol_hk3_cnt_wdc}  
   The record associates the CMDB group with the Automated IT to OT Bulk Conversion record.

   For example, if you want to add OT entity details for all computers that have a specific HISTORIAN software
   installed, we need to create a CMDB Group that matches this filter critieria. Then create a scheduled job and link it to the CMDB Group for computers that have HISTORIAN software installed.

*[\>]: and then