Merging duplicate CIs by reconciling data from multiple sources
The reconciliation process helps create a reliable and robust production data set in the CMDB. In the first part of this process, the normalization process standardizes information about the discovered configuration items (CIs). Then, the reconciliation process identifies and merges duplicate CIs.
Best practice
We recommend that you reconcile only CIs that have been normalized or that do not require normalization. To reconcile the appropriate CIs, enable the Process Normalized CIs Only option in the Create Job or Edit Job window.
Task | Reference |
---|---|
Define the precedence value for a dataset in a merge activity. | Creating precedence sets and associations for reconciliation merge activities |
Understand the rules that precedence values follow. | Precedence for reconciliation |
Create rules to limit the number of instances that a reconciliation activity processes. | Creating qualification rules for reconciliation activities |
Create a set of prioritized rules that define how CI instances in different data sets are identified as the same entity. | Configuring reconciliation custom identification rules |
Understand the guidelines for an effective reconciliation process. | Reconciliation best practices |
Create a reconciliation job that uses all the defined precedences, qualification rules, and identification rules to run the reconciliation process. | Creating a reconciliation job |
Use the IgnoreMultiMatchedInstance option to avoid processing the same CIs in multiple reconciliation identification job runs. | Ignoring Multimatched CIs during reconciliation |
Manage the precedence values for datasets with NULL values. | NULL values in reconciliation merge activities |
Understand conventions to build qualification rules for reconciliation. | Qualification conventions for reconciliation activities |
Identify instances by using the identification activity in a reconciliation job. | Identification activities to match instances across datasets |
Understand the merge activity settings. | Default merge settings |
Define a qualification rule by using the Qualification Builder. | Using the Qualification Builder |
Manage and filter reconciliation jobs by viewing the status, activities in the job, datasets, and job run history. | Monitoring a reconciliation job |
Run a reconciliation job with an active link, filter, or an escalation. | Run process workflow action to perform event-driven reconciliation |
Understand namespaces for classes in a reconciliation job. | Namespaces and reconciliation |
Use the compare activity in a reconciliation job to compare differences in datasets. | Identifying changes to CIs by using the Compare activity |
Use the execute activity in a reconciliation job to run other reconciliation jobs in a sequence. | Running reconciliation jobs in a sequence by using the Execute activity |
Reconciliation engine permissions
To configure the reconciliation engine, you must have the following permissions:
- CMDB RE User
- CMDB RE Definitions Admin
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