This documentation supports the 21.05 version of BMC Helix CMDB.

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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.


Reconciliation_process_overview

Related topics

Learning about reconciliation

Transferring data from external data sources to CMDB

Managing consistency of CMDB data by using normalization

BMC Community blog about Helix Support Focus on CMDB Reconciliation Open link


TaskReference
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 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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