Deactivating Configuration Items

Deactivating Configuration Items


Deactivating RMM Configuration Items

RMM Configuration Items should always be removed via the RMM portal. This will cause them to automatically be deactivated in Autotask. 

Once they are deactivated in AT, Roberta receives an alert in Slack and will sync the item one last time from IT Glue so it deactivates.

Warning
Do not manually deactivate configuration items (called "configurations") in IT Glue. This is done via Sync.

Deactivating Non-RMM Configuration Items

Non-RMM Config items should always be deactivated in Autotask. 


Info
Once they are deactivated in AT, you will need to run a sync on the item from IT Glue so IT Glue will update the item status to Inactive. (This is a bug in IT Glue. Once an item is deactivated in AT, IT Glue will no longer sync the item in the auto-sync so the item will remain active in IT Glue. It has to be manually synced from the item itself.)


Warning

Do NOT manually deactivate configuration items (called "configurations") in IT Glue. This is done via the Sync.

Info
It isn't necessary to archive the configuration item in IT Glue if it's been deactivated, but it doesn't hurt to do.  (Items that can't be deactivated (such as passwords) should always be archived if no longer valid or in use.) 

    • Related Articles

    • Configuration Items in Autotask

      CREATING A CONFIGURATION ITEM This is only for hardware that is not covered by an RMM agreement. RMM config items are auto-synced from RMM. We should never manually create config items for them. Go to the Account. Click New. Under drop-down choose ...

    • Items Tech Must Bring Onsite

      1. Laptop 2. Spare Ethernet cable at least 6' long (preferably more than one) 3. USB flash drive 4. External USB hard drive with min 500GB of free space.

    • How to View an Account's Site Configuration in AT

       Open the account and click the hamburger menu then >Activity: There’s a microscopic link called Site Configuration. Click it: 

    • Payroll Items on QuickBooks P & L Statement

    • Voice Mail Configuration and Procedures

      Incoming Voice Mail Procedures Voice mails go to Slack in the #voicemails channel. Voice mails should be listened to within 30 minutes after receipt. Dispatch time is based on customer service level and severity of issue. If you handle a voice mail, ...