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Use a pattern for horizontal discovery

Use a pattern for horizontal discovery

If you want to use a new pattern, or if you already have a pattern that you were using for top-down discovery, you can use the pattern for horizontal discovery with a few modifications to the relevant classifier.

Before you begin

Role required: discovery_admin

About this task

Warning: This procedure is intended for users who have not already run discovery with probes for the target CI type. If you already populated your CMDB with probe discovery and then switch to patterns, Discovery might create duplicate CIs. Follow this procedure only if you never ran Discovery with probes for the target CI type, such as Windows machines, or Citrix load balancers.

Procedure

  1. Verify that Discovery can use the pattern:
    1. Navigate to Pattern Designer > Discovery Patterns.
    2. Open the pattern. Application patterns that Service Mapping uses are indicated as type 1-Application.
    3. In the Identification Sections on the Basic tab, verify that there is at least one section that allows for an entry point type of TCP or All. If not, create one. See the Identification steps for creating a new pattern.
    4. Save the pattern.
  2. On the instance, create or modify the classification for the CI type you want to discover. Configure the classifier as follows:
    1. Navigate to Discovery Definition > CI Classification > {classification type}.
    2. Open the relevant classifier.
    3. Configure the classifier as follows:
      • Relationship type: Select Runs on::Runs (for process classifiers only)
      • Condition: Configure the same condition you defined in the pattern.
      • Triggers probes Related list: Add the Horizontal Pattern probe, and then add the pattern you are using to the Pattern column.
    See Create a Discovery CI classification for a description of the other fields on the classifier.

What to do next

Run the pattern in Debug mode to test it. When you are sure the pattern works, you can run discovery by setting up a discovery schedule or running an on-demand discovery. See Schedule horizontal discovery for more information.