Create a CI identification rule
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- UpdatedAug 1, 2024
- 8 minutes to read
- Xanadu
- Configuration Management
Create a CI identification rule
Identification rules are used to uniquely identify CIs in the CMDB, as part of Identification and Reconciliation (IRE) processes. Each CMDB class can be associated with a single identification rule.
Before you begin
You can update a CI identification rule only at the class level that the rule is defined for. You can't update a derived rule.
Role required: itil has read access, itil_admin (on top of itil) has full access.
About this task
In a CI identification rule, specify a CI identifier, and identifier entries and related entries that uniquely identify the CI.
- Identification rules
- General guidelines for using CMDB Identification
- Explore predefined identification rules:
- Navigate to .
- Select Hierarchy and then search and select, for example, the Hardware class.
- In the Hardware bar, expand Class Info and select Identification Rule.
- Examine all the sections and tiles with the settings of the Hardware class identification rule.
Procedure
Example
For example, the pre-defined Hardware Rule applies to the Hardware [cmdb_ci_hardware] table. It has an identifier entry with the criterion attribute Serial Number, Serial Number Type and its Search on table field is set to Serial Number.
The following payload snippet adds a CI to the cmdb_ci_linux_server class, that is a child of the Hardware class. It also shows how you can add related items in the payload for which you should create Related Entries on the CI Identifier page for the Hardware [cmdb_ci_hardware] table:
When the Hardware Rule is applied, the Serial Number [cmdb_serial_number] table is searched for a match with the values specified within the lookup
key. Unless Enforce exact
count match (Lookup) is checked, it is not necessary for every lookup key to return a match, as long as there is at least one match. If all matches reference the same CI, then that CI is considered to be the
existing CI record. If no match is found, then the identification search continues to the next rule entry. If after all the rules are exhausted without finding a match, a new CI record is created in the database.
What to do next
Related Content
- Create an identification inclusion rule
Narrow the scope of CIs that are included in the identification process by creating an identification inclusion rule.
- General guidelines for using CMDB Identification
Review the following general guidelines for using CMDB Identification effectively.