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Create data refresh rules

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Create data refresh rules

Specify data refresh rules to determine if a CI is stale for a specific data source. Such CIs can then be updated by a lower-priority authorized data source.

Before you begin

Role required: itil has read access, itil_admin (on top of itil) has full access.

About this task

Data refresh rules are used in conjunction with data source precedence rules and reconciliation rules to determine reconciliation steps for a CI. These rules determine if, when, and by which data source a CI can be updated.


  1. Navigate to Configuration > CI Class Manager.
  2. Click Hierarchy to display the CI Classes list. Select the class for which to create a data refresh rule.
  3. In the class navigation bar, expand Class Info and then click Reconciliation.
  4. In the Data Refresh Rules section, click Add to create a rule or select an existing rule to edit. Fill out the details in the Create Data Refresh Rules dialog box.
    Field Description
    Data source Data source of the class.
    Effective Duration The time period that is used for the staleness test.

    If the fields specified in the reconciliation rule for the CI's class were not updated by the specified data source within the specified time period — the CI is determined to be stale for that data source.

    If you enter a value with a prefix that is valid and a suffix that is not, such as 15 x — the valid portion of the value is used ('15'). If the entire value is invalid — the default value of 0 is used.

    Active Specifies that the rule is active.
  5. Click Save.