Create or edit containment service rule metadata

Create containment service rule metadata for CIs to assist in correctly identifying dependent CIs during the business discovery process and service mapping. Discovery calls the identification API that applies business metadata rules.

Before you begin

Role required: admin

About this task

A containment rule is a relationship definition between two CIs, structured as: CIType1 RelationshipType CIType2. The first CI type that you add becomes the top level CI of a containment rules group which is a chain of containment rules. The entire set of containment rules is organized as groups according to top-level CIs.

To create a containment rules group for a new CI type, you need to first add the CI type as CI Type1 of the relationship. To add a child containment rule for a CI type that exists, you need to select that CI type, and define the second portion of the relationship rule which is the relationship type and CI Type2.

To each rule within a containment rules group you can add inbound or outbound endpoints, which are noted by blue up and down arrows. After adding an endpoint, you can not add a containment rule in that branch of the containment rules hierarchy.

Procedure

  1. Use the CI Class Manager:
    1. Navigate to Configuration > CI Class Manager.
    2. Select a class from the Class Hierarchy.
    3. In the sidebar on the right, check Advanced. Click Metadata Rules Editor in the Correctness group.
  2. Or, navigate to Configuration > Identification/Reconciliation > Metadata Rules Editor.
  3. Click Add New Rule at the top of the Containment Rules list.
  4. In the Add Top-Level Containment Rule dialog box, select the Configuration Item Type for which you want to create the top-level rule.
  5. Complete the following steps to select a top-level containment rule and add a child rule.
    1. Click the green '+' icon.
    2. Complete the form.
      Field Description
      Configuration Item Type The CI for the rule.
      Relationship Type The relationship type for the rule.
      Reverse Relationship Direction A check box to use the reverse relationship in the rule.
    3. Click Create.
  6. Complete the following steps to select a child rule and add an endpoint
    1. Click the blue "+" icon.
    2. Complete the form.
      Field Description
      Endpoint Type The type of endpoint.
      Inbound or Outbound The direction of the endpoint.
    3. Click Create.