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

About this task

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

Procedure

  1. Navigate to Configuration > CI Class Manager.
  2. Click Hierarchy to open the CI Classes list. Then select a class for which to create a reconciliation rule.
  3. In the class navigation bar, expand Class Info and then click Reconciliation.
  4. In the Reconciliation Rules section, click Add to create a rule or select an existing rule to edit.
  5. Fill out the fields on the Rule Info tab, and then click Next.
    Field Description
    Source The data source that you are configuring this rule for.
    Active Check box to activate this reconciliation rule.
  6. Fill out the fields on the Attributes tab, and then click Next.
    Field Description
    Apply to All Attributes Authorizes the specified source to update all table attributes.
    Attributes

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

    Available only if Apply To All Attributes is false.

    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 value. 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.
  7. Fill out the fields on the Filter Condition tab if applicable.
    The Filter Condition tab appears only when you create or edit a reconciliation rule for an existing class. When creating a new class, this tab does not appear.
    Field Description
    Filter Condition

    Conditions that a CI must meet, in order for the rule to apply to that specific CI.

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

  8. Click Submit.

What to do next

Additional rules that affect reconciliation:
  1. Define or edit data source precedence rules
  2. Create data refresh rules