Define discovery steps for discovery patterns

Add steps to a pattern to instruct what the pattern sequences of commands that Discovery uses to discover devices and applications.

Before you begin

Role required: discovery_admin

About this task

Procedure

  1. Navigate to Discovery > Discovery Patterns.
  2. Open a pattern or create a new one.
  3. Click Manage Pattern.

    The Pattern Designer opens. If no discovery steps have been identified for this pattern, an _Untitled_Step_ node appears in the Operational Step tree in the left pane of the window.

    Figure 1. Pattern designer
    Pattern designer
  4. [Optional] Click Debug to access the additional actions, and you can browse to and open information source files rather than looking them up separately.
  5. Right-click a step in the left pane and select Add Step Before or Add Step After.
  6. From the Operation list, select an operation, and then fill in the fields that appear.
    Operation Objective
    Change user Use operating system credentials instead of the default administrative credentials.
    Filter table Filter a table according to specified criteria.
    Find matching URL Find the best match for a URL in a list of URLs.
    Get process Search for a process according to specified criteria.
    Get registry key Query for registry keys.
    LDAP query Query an LDAP directory.
    Library reference Combine a number of steps to be executed as a group.
    Match Terminate if a condition is not met.
    Merge table Merge two tables.
    Parse URL Break down a URL into its components.
    Parse command output Extract information from the output of the command.
    Parse file Extract information from a file.
    Parse variable Extract information from a variable.
    Put file Transfer a file to a remote system
    Relation and/or reference Create relationships and references between CIs being discovered within the pattern
    SNMP query Execute an SNMP query.
    Set variable Set the value of a variable.
    Transform table Add computed columns to an existing table.
    Unchange user Switch back to the default administrative credentials.
    Union table Append two tables that share the same format.
    WMI method invocation Execute a method using WMI (Windows Management Instrumentation).
    WMI query Execute a WMI query.
  7. Specify these discovery step settings.
    Field Description
    Set Precondition
    Figure 2. Setting a precondition
    Setting a precondition
    Check box to perform the step on specific criteria. If the step is always performed as defined, leave this setting unchecked.

    For more than one condition, consider defining a step for each condition rather than multiple conditions.

    For more information, see Make a step conditional.
    Temporary Variables
    Figure 3. Temporary variables
    Temporary variables
    Table that is automatically populated with temporary variables that are generated when you define a discovery pattern.

    You can add or remove variables from the Temporary Variables table.

    You can use shortcuts to enter values as described in Useful shortcuts in Pattern Designer.

    All variables are notated with a $ prefix and constants are formatted within double quotes.

    For more information, see Pattern variables.
    CI Attributes
    Figure 4. CI attributes
    CI attributes
    Table that is automatically populated with CI attribute variables that are generated when you create a CI type.

    This table does not support Container or Tabular variables.

    You can use shortcuts to enter values as described in Useful shortcuts in Pattern Designer.

    All variables are notated with a $ prefix and constants are formatted within double quotes.

    For more information, see Pattern variables.
  8. Continue to add steps as needed.
  9. To delete a step from the section, right-click this step and select Delete Step.
  10. After you define all steps, click Save.
  11. To allow Discovery to use the updated identification or connectivity section, click Activate.