Identification and reconciliation components and process

The CMDB identification and reconciliation functionality is supported by identification rules, reconciliation rules, de-duplication tasks, and reclassification tasks.

Components of Identification and Reconciliation

Identification is the process of uniquely identifying CIs, to determine if the CI already exists in the CMDB or if it is a newly discovered CI that must be added to the CMDB. The process relies on identification rules.
Reconciliation is the process of reconciling CIs and CI attributes by allowing only designated authoritative data sources to write to the CMDB at the CI table and attribute level. The CMDB is updated in real time as records are being processed. There is no staging area to verify the reconciliation activities before they are committed. The process relies on reconciliation rules.
De-duplication tasks
If the instance encounters duplicate CIs during the identification and reconciliation process, it groups each set of duplicate CIs into a de-duplication task. Review the information in these tasks to see how it was determined that these CIs are duplicates.
Reclassification tasks
During the CI identification process, a matched CI might need to be upgraded, downgraded, or switched to another CI class. If automatic reclassification is disabled, then the system generates a reclassification task. Review the information in these tasks, and decide whether a manual reclassification of the CI is appropriate.

The Identification and Reconciliation APIs are a centralized set of APIs that can be used with different sources of data such as Discovery, Monitoring, or Import Sets. You can use it to enforce identification and reconciliation before data is stored in the CMDB. Data sources do not directly write to the CMDB. Instead, they call the APIs first to ensure that the data being written does not introduce inconsistencies.

Identification engine APIs are accessible in scoped apps. See Activate Configuration Management For Scoped Apps (CMDB) for information about how to activate the plugin, and how to script a scoped app to access those APIs.

Predefined identification and reconciliation rules are included for tables that are in the base instance. You can customize these rules for your organization. When a new table is created in the CMDB, it derives identification and reconciliation rules from its parent table if these rules exist. To apply identification and reconciliation rules to a new table, create the rules either at the child level or at its parent level.

Process flow of Identification and Reconciliation

Data flow from various data sources into the CMDB.