Manage Lifecycle Manager resources

Add-on product: Lifecycle Manager extends Itential Platform with stateful orchestration capabilities. It requires Itential Platform as a prerequisite. View platform overview

Create and manage resources that represent infrastructure entities in your environment.

What are resources?

Resources in Lifecycle Manager represent any infrastructure entity that Itential Platform can manage: network devices, cloud instances, code repositories, or services.

From the Resources view, you can:

  • Define resource models using JSON Schema
  • Create instances of resources
  • Build and execute actions against instances
  • Edit resource metadata

Before you begin

Before creating resources, review:

Create a resource

To create a new resource:

1

Open the create dialog

Click Create Resource + on the Lifecycle Manager home page

2

Enter resource details

Provide a name and optional description

3

Save the resource

Click Create to open the resource in a new view

Open an existing resource

To open a resource:

1

Expand the resources menu

Click Resources in the side navigation menu

2

Select a resource

Click the resource name from the expanded list

Tip: Use the search bar at the top of the accordion menu to filter resources by name. Alternatively, click the Search icon in the toolbar to use the Collections view.

Understand resource tabs

The Resource view organizes functions across four tabs:

TabPurpose
ModelDefine the resource model in JSON Schema format (default view)
ActionsCreate workflows that manage instance properties
InstancesCreate instances and execute actions
Instance GroupsOrganize instances and execute bulk actions

Click tab names at the top of the view to navigate between them.

Define resource models

Resource models specify which properties instances can have. Define models using JSON Schema on the Model tab.

Model tab elements

ElementPurpose
Menu button (top right)Edit metadata, export JSON, or delete resource
Save buttonSave model changes
JSON Schema editorEdit the model with search, copy, and theme controls

Model syntax

New resources include this template:

1{
2 "$id": "resource-name",
3 "description": "Schema defining the possible values within instances",
4 "type": "object",
5 "required": [],
6 "additionalProperties": true,
7 "properties": {}
8}
KeywordDescription
$idResource model name
descriptionModel description
typeData type (always object)
requiredArray of required property names
additionalPropertiesWhether undefined properties are allowed
propertiesObject defining manageable properties

Add properties as keys in the properties object. Add required properties to the required array.

Example: Define a switch model

To create a resource model for network switches:

1

Identify required properties

Decide which properties instances should have:

  • hostname (required string)
  • ipv4 (required IPv4 address string)
  • vendor (optional string)
2

Add properties to the model

1 "properties": {
2 "hostname": {
3 "type": "string"
4 },
5 "ipv4": {
6 "type": "string",
7 "format": "ipv4"
8 },
9 "vendor": {
10 "type": "string"
11 }
12 }
3

Specify required properties

1 "required": ["hostname", "ipv4"]
4

Save the model

Click Save to apply changes

Complete model:

1{
2 "$id": "org-switch",
3 "description": "Schema defining switch properties",
4 "type": "object",
5 "required": ["hostname", "ipv4"],
6 "additionalProperties": true,
7 "properties": {
8 "hostname": {
9 "type": "string"
10 },
11 "ipv4": {
12 "type": "string",
13 "format": "ipv4"
14 },
15 "vendor": {
16 "type": "string"
17 }
18 }
19}

Create instances

Instances represent individual occurrences of a resource. For example, each switch in your network would be a separate instance.

Instances tab elements

ElementPurpose
Menu buttonEdit metadata, export, or delete resource
ToolbarCreate, import, export instances, or create groups
Filter barFilter the instance table
Instance tableView all instances
Instance side panelRun actions, view properties, or check history

Example: Create a switch instance

To create an instance:

1

Open the instance dialog

Click + New Instance on the Instances tab

2

Configure the instance

  • Enter a name and description (optional)
  • Select a create action (use default Create if unsure)
  • Enter property values (required fields are marked)
3

Save the instance

Click Save to add the instance to the table

Import and export instances

Import instances

To import instances from JSON files:

1

Open the import dialog

Click the Import icon on the Instances tab

2

Select files

Browse and select one or more JSON files

3

Import instances

Click Import to validate and add instances

Import requirements:

  • Instance data must conform to the resource model schema
  • Instance names must be unique within the resource

Successfully imported instances show “Import” in the Last Action column and History tab.

Export instances

Export multiple instances:

1

Select instances

Check rows in the instance table

2

Export selection

Click the Export icon in the toolbar

Downloaded file name: {resource-name}_exportedInstances.json

Export single instance:

Choose one method:

  • Click the vertical dot menu in the instance table row
  • Click Export in the instance properties side panel
  • Click Export on the Edit Instance Details page

Downloaded file name: {instance-name}.json

Exported files exclude the _id, modelId, and actionHistory fields.

Create actions

Actions use workflows to manage instance properties. For example, an action could update a virtual machine’s power state and record the change.

Actions tab elements

ElementPurpose
Menu buttonEdit metadata, export, or delete resource
ToolbarCreate, select all, or delete actions
Filter barFilter displayed actions
Action cardsView, edit, or delete actions

Action types

TypeDescription
CreateCreate new instances. Workflows are optional but useful for dynamic property assignment
UpdateModify instance properties. Requires a workflow to implement changes
DeleteRemove instances. Workflows are optional but useful for cleanup tasks

How actions work

Actions follow this workflow pattern:

Update and delete actions:

1

Receive instance data

Lifecycle Manager sends current properties in the instance job variable

2

Process in workflow

Workflow tasks read instance, make changes, and output to instance

3

Apply changes

Lifecycle Manager updates the instance with returned values

Create actions:

Create actions don’t receive instance as input (the instance doesn’t exist yet). If a workflow is attached, it must create and output the instance variable according to the resource model.

Transformations:

  • Pre-transformation: Receives instance and user inputs, outputs job variables to workflow
  • Post-transformation: Receives workflowOutputs and original instance, outputs updated instance

When no workflow is attached, users edit instance properties directly. This is the only case where direct editing is allowed.

Example: Update switch IP address

To create an update action:

1

Create the action

  • Click + New Action
  • Enter a name (for example, “change_ipv4”)
  • Select Update from Action Type
  • Click Save
2

Add a workflow

  • Click + Workflow
  • Select + Create New to open Studio
3

Design the workflow

  • Add tasks that receive the instance job variable
  • Update the ipv4 property
  • Output changes to the instance job variable
  • Save the workflow
4

Run the action

  • Navigate to the Instances tab
  • Select an instance
  • Click Run ► for the new action in the Actions panel
  • Verify completion and check the Properties tab

Organize instances with groups

Instance groups let you execute actions against multiple instances simultaneously.

Instance Groups tab elements

ElementPurpose
Menu buttonEdit metadata, export, or delete resource
ToolbarCreate or delete groups
Filter barFilter the group table
Instance group tableView all groups
Instance group side panelRun actions, view members, or check history

Group types

TypeDescription
ManualInstances are manually assigned. Membership is static
DynamicInstances are automatically assigned based on filters. Membership updates when instance properties change

Example: Create and use a group

To create a dynamic group:

1

Open the group dialog

Click + New Instance Group on the Instance Groups tab

2

Configure the group

  • Enter a name and description
  • Check Dynamic Group
  • Set filters (for example, name starts with “ec” for East Coast)
  • Click Apply Filter
3

Save the group

Click Save to create the group

To run an action against a group:

1

Open the group

Select the group from the instance group table

2

Select an action

Navigate to the Actions tab in the side panel

3

Run the action

  • Click Run ► for the desired action
  • Enter required properties in the JSON editor
  • Click Run ► to execute

Edit resource metadata

To modify resource metadata:

1

Open the metadata panel

Click the Menu button (top right), then select Metadata

2

Update fields

Edit name, description, or other metadata

3

Save changes

Click Save

Next steps