Create or edit metadata containment rule

Create metadata containment rule for CIs to assist in correctly identifying dependent CIs during the business discovery process and service mapping. Discovery calls the identification API that applies 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 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. Navigate to Configuration > CI Class Manager
  2. On the right, click Advanced, expand Correctness, and select CI Metadata Editor.
  3. Select the Metadata Information tab, and use the Containment Rules section.
  4. Click Add New Rule to add a top-level rule. Or, point to a rule for which you want to add a child rule and click the green '+' icon that appears on the right.
  5. Complete the Add Containment Rule to <class> form.
    Field Description
    Configuration Item Type The CI class that the rule applies to.
    Relationship Type The relationship type for the rule.
    Reverse Relationship Direction Enable to use the reverse relationship in the rule.
    Always include in Service Model Enable to always include the CIs of the specified class in the Service Map if their parent CI (based on the containment relationship) is present in the Service Map.
  6. Click Create.
  7. Add an endpoint to a child rule:
    1. Point to a child rule for which you want to add an endpoint.
    2. Click the blue "+" icon that appears on the right.
    3. Complete the Add Endpoint To <class> form.
      Field Description
      Endpoint Type The type of endpoint.
      Inbound or Outbound The direction of the endpoint.
    4. Click Create.