Manage Documents

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Documents

There are several types of documents in iTop. All of them can be managed from the “Documents” menu in the “Configuration Management” section:

Document File

A File Document is used to upload documentation that can be shared accross multiple objects in the CMDB. Once a document (in any format: Word, PDF, Spreadsheet, etc.) has been uploaded into iTop, it can be “attached” to many different configuration items that share the same documentation. This is useful for processing instructions, technical documentation, etc. that need to be referenced from several places in the CMDB.

File Documents are stored inside the MySQL database so their maximum size is limited by:

• The maximum upload size configured on the web server

• The maximum size of a MySQL packet configured on the MySQL server

Document File Properties
 

Name	Type	Mandatory?
Name	Alphanumeric string	Yes
Organization	Foreign key to a(n) Organization	Yes
Status	Possible values: Draft, Obsolete, Published	No
Version	Alphanumeric string	No
Document type	Foreign key to a(n) Document Type	No
Description	Multiline character string	No
File	Any binary content (document)	Yes

Tabs

Tab	Description
CIs	All the configuration items linked to this document
Contracts	All the contracts linked to this document
Services	All the services linked to this document

Document Note
 

 

A Note is used to store a short text document. HTML formatting of Notes is supported using the WYSIWYG editor.

Document Note Properties

Name	Type	Mandatory?
Name	Alphanumeric string	Yes
Organization	Foreign key to a(n) Organization	Yes
Status	Possible values: Draft, Obsolete, Published	No
Version	Alphanumeric string	No
Document type	Foreign key to a(n) Document Type	No
Description	Multiline character string	No
Text	HTML string	Yes

Tabs

Tab	Description
CIs	All the configuration items linked to this document
Contracts	All the contracts linked to this document
Services	All the services linked to this document

Document Web
 

 

Web documents are used to store hyperlinks to external applications or documents. Think to them as “pointers” to external documents.

Document Web Properties

Name	Type	Mandatory?
Name	Alphanumeric string	Yes
Organization	Foreign key to a(n) Organization	Yes
Status	Possible values: Draft, Obsolete, Published	No
Version	Alphanumeric string	No
Description	Multiline character string	No
URL	Absolute or relative URL as a text string	No

Tabs

Tab	Description
CIs	All the configuration items linked to this document
Contracts	All the contracts linked to this document
Services	All the services linked to this document