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Define discovery steps

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Define discovery steps

For each Identification Section and Connection Section entry that you added to the discovery pattern, define discovery steps. These steps are the basis for discovery.

Before you begin

Role required: pd_admin

About this task

You can choose to define these steps immediately after adding an Identification or Connection section, or you can choose to do it after adding all Identification and Connection sections.

Define an operation for every step. The type of operation dictates which parameters and variables need to be configured.


  1. On the pattern form, click the relevant entry in the Identification Sections or Connectivity Sections. Connectivity Sections is for Service Mapping only.

    The Pattern Designer opens showing the Steps tree on the left.

    If no discovery steps have been identified for this pattern, the Untitled Step appears in the Steps tree in the left pane of the window.

    Untitled step in Pattern Designer
  2. To add a new step:
    • Click Add a step above button to add a step above the current step.
    • Click Add a step below button to add a step blow the current step.
  3. Select an operation from the list and then fill in the fields that appear for the operation.
    Operation Objective
    Change User

    Use operating system credentials instead of the default administrative credentials.

    Create Connection Provide information about outgoing connections. This is for the connectivity section of a pattern that applies to Service Mapping only.
    Filter Table Filter a table according to specified criteria.
    Find Matching URL Find the best match for a URL in a list of URLs.
    Get Registry Key Query for registry keys.
    Get Process Search for a process according to specified criteria.
    LDAP Query Query an LDAP directory.
    Library Reference Combine a number of steps to be executed as a group.
    Match Match a condition and stop running the pattern if a condition is not met.
    Merge Table Merge two tables.
    Parse Command Output Extract information from the output of the command.
    Parse File Extract information from a file.
    Parse a URL Break down a URL into its components.
    Parse Variable Extract information from a variable.
    HTTP Get Call Extract information from devices using HTTP protocol.
    Cloud Rest Call Extract information from cloud computing devices like Microsoft Azure or Amazon Web Services
    Create Relation/Reference

    Create relationships and references between CIs that were discovered within the pattern.

    Put File

    Transfer a file to a remote system.

    Run an SSH script file Run composite commands or sequences of commands on Unix-based hosts.
    Set a parameter value Set the value of a parameter.
    SNMP Query Execute an SNMP query.
    Transform Table Add computed columns to an existing table.
    Unchange User Switch back to the default administrative credentials.
    Union Tables Append two tables that share the same format.
    WMI Method Invocation Execute a method using WMI (Windows Management Instrumentation).
    WMI Query Execute a WMI query.
    If there are custom operations, which do not come with the base system, you can select a custom operation. For more information, see Customize pattern operations.
  4. Specify the following discovery step settings.
    Field Description
    Precondition Select this check box to add a specific criteria to the step. If the step is always performed as defined, leave this setting unchecked.

    For more than one condition, consider defining a step for each condition rather than multiple conditions.

    For more information, see Make a step conditional.
    CI Attributes Table that is automatically populated with CI attribute variables that are generated when you add a CI type.

    This table does not support Container or Tabular variables.

    You can use shortcuts to enter values as described in Enter values and variables in patterns.

    All variables are notated with a $ prefix and constants are formatted within double quotes.

    For more information, see Pattern variables.
    Temporary Variables Table that is automatically populated with temporary variables that are generated when you define a discovery pattern.

    You can add or remove variables from the Temporary Variables table.

    You can use shortcuts to enter values as described in Enter values and variables in patterns.

    All variables are notated with a $ prefix and constants are formatted within double quotes.

    For more information, see Pattern variables.
  5. To add comments to any step, click the comment icon (The Add comment button), add the text in the comment text and click Post.
    The comment icon changes to indicate that there is a comment associated with this pattern step: The Comment button.
  6. If in Debug mode, test the step by clicking Test and checking that the operation brings the result you expected.
  7. To delete a step from the section, select the step and click the trash can icon.
  8. After you define all steps, click Save.
  9. On the pattern record, click Activate to make that pattern available for use.

What to do next

Click Debug to access the additional actions and to browse to and open source files rather than looking them up separately.