Discover CIs identified as generic applications

Service Mapping identifies application configuration items (CIs) that it failed to properly discover as generic applications. Correctly identify generic applications by creating a simplified discovery pattern from a business service map, rather than creating a fully functional pattern from scratch using the Pattern Designer.

Before you begin

Make sure that you understand what discovery process classification is.

Request information about the CI discovered as generic application from the business service owner.

Role required: pd_admin

About this task

In Service Mapping and Discovery, devices and applications are referred to as configuration items (CIs).

As part of creating a simplified pattern for complete and proper application CI discovery, you create these necessary articles:
CI type

Every application and host in your organization must have a corresponding configuration item (CI) type which allows Service Mapping and Discovery to discover and process this application correctly. A CI type (or class) contains several important definitions that apply to all CIs belonging to it. Preconfigured CI types form a hierarchy where child CI types inherit their parents properties.

Define the CI type name and label for Service Mapping to create a child CI type for the application [cmdb_ci_appl] CI type. For more information about CI types, see Create CI types for Service Mapping and Discovery.

Process classification

Service Mapping relies on process information collected and classified by Discovery to run relevant patterns to discover an application CI. During the horizontal discovery process, Discovery checks if the attributes of the processes running by the application match classification criteria you define. When a match is found, Discovery uses the existing Application Rule identifier to check if the application CI is new or if it already exists in the CMDB. Then Discovery either updates an existing record or creates a new record for this application CI in the CMDB.

Prior to starting the top-down discovery of an application CI, Service Mapping checks its process classification in the CMDB. It then runs only those patterns that are relevant for this application CI.

Create process classification by defining the classification criteria based on preconfigured process attributes. The new process classification is added to the Process Classification [discovery_classy_proc] table. To learn about process classification, refer to Discovery classifiers.

Pattern
A pattern is a sequence of steps whose purpose is to detect attributes of a CI and its outbound connections. When you create a simplified pattern for a generic application, Service Mapping assigns the new simplified pattern to the CI type you define as part of this process. The default name for the pattern starts with "ga_".
Association of an icon with this CI type
Each CI type is associated with an icon. When a CI is discovered and classified as belonging to a CI type, the map displays the associated icon to visualize this CI.

Procedure

  1. Navigate to Service Mapping > Services > Business Services.
  2. Click View Map next to the required business service.
  3. (Optional) Click Edit to be in Edit mode.

    When you click Edit, the Discovery Messages section appears below the map.
  4. On the map, right-click the relevant generic application CI.

    The CI Type attribute in the Application pane is Generic Application.

    In the base system, the map displays generic application CIs with the gear icon.


    Generic applications displayed on the map
  5. Select Create pattern for this generic application.
  6. Define the CI type for the application.
    Field Description
    Label CI type name. For example, Citrix Licensing Server.
    Name

    The table name containing data for this CI type. For example, cmdb_ci_app_license_server.

    Use a name that is consistent with existing CI type names. Typically, application CI type names start from "cmdb_ci_app".

    Icon Select the name of the existing icon to represent this application on maps.
  7. Create the process classification for this CI by defining classification criteria for identifying the process that the generic application is running.
    In the base system, there are two conditions based on the running process name and the running process command. The values are filled in by the latest process discovery.
    1. Select the CI attribute from the list.
      The attributes in the list are from the Running Process [cmdb_running_process] table.
    2. Select an operator from the list.
      If you select Is Empty, the second field is rendered irrelevant and disappears.
    3. Specify the value to match.
      The value field displays a dynamically generated suggestion from the latest process discovery.
    4. To add a dependent condition, click OR or AND.
      Note: If the value in the first condition is not unique like Java.exe, use additional conditions to narrow down the results.

      Define classification criteria using the condition builder.
      For example, to discover a Citrix Licensing server, use the following classification criteria: the process name Imadmin.exe with the command C:\Program Files (x86)\Citrix\Licensing\LS\lmadmin.exe.
    5. To add a top-level condition, click New Criteria.
  8. Click Create.
    Once Service Mapping finished creating the CI type, the pattern, and the process classification, it resumes discovery of the CI initially identified as a generic application.
  9. Verify that Service Mapping discovered the CI as you expected.

    Example of the correctly discovered application.
    Notice that Service Mapping uses the name of the process for the CI label on the map.

What to do next

If Service Mapping still has not discovered the CI as you expected, fine-tune the match and classification criteria for the process classifier and configure advanced classification parameters.

If you are familiar with modifying patterns in the Pattern Designer, you can also enrich the simplified pattern by defining operations that discover more properties for the CI.

You may configure Discovery to use a different identifier. For more information, see Discovery identifiers.