Create or edit a CI reconciliation rule

A reconciliation rule specifies the attributes that a data source is authorized to update for a given table and prevents unauthorized data sources from overwriting the attributes' values. If an attribute does not have any reconciliation rules created for it, data sources are allowed to overwrite each other's updates to the attribute's value.

Before you begin

Role required: admin, or itil_admin (on top of itil)

About this task

Note: Users with the itil role have read access to the CI identification rules.

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 Reconciliation Definitions from the Correctness group.
  2. Or, navigate to Configuration > Identification/Reconciliation > Reconciliations Definitions.
  3. Click New, and fill in the fields as appropriate.
    Table 1. Data Source Definition form
    Field Description
    Data source The data source that you are configuring this rule for.
    Applies to The table that the selected data source can update.
    Filter condition

    Conditions that the CI must meet, if you want to apply this rule to only specific CIs.

    For example, to apply this rule only to CIs that are associated with the Finance department, select this condition: [Department] [is] [Finance]

    Attributes

    Attributes that the data source is authorized to update. You can select attributes from the current class, or a parent class.

    To authorize the data source to update all table attributes, leave this field empty.

    Update with null Attributes that the data source can update with a null value. By default, authorized data sources cannot overwrite a non-null value with a null values. Attributes in this list, which are not in the Attributes list, are not included with the attributes that the data source can update with a null value.
    Domain Domain that the reconciliation rule is enforced in, if the Domain Support domain separation plugin is enabled.
    Active Check box to activate this reconciliation rule.
  4. Click Submit.