Creating a reconciliation Identify activity
An Identify activity identifies CIs in one or more datasets based on the Identification rulesets contained in it.
Identify activities connect an Identification ruleset with an import dataset. This enables the qualified CIs to be identified by searching for matching attribute values in the dataset defined in each identification rule.
- Consider indexing attributes used in identification rules. Consult your DBA to determine what indexes would help you.
- After your initial data load into BMC.ASSET, perform an Identify activity on the data, selecting the Generate IDs option to assign unique Reconciliation IDs to production dataset instances with an ID of 0. This makes sure that your production data has an identity the first time it is identified against another dataset.
Before you begin
- Check whether you can use a Standard Job.
- Make sure identifying attributes are defined as keys so the database can find CIs quickly in the Identify activity.
- Make sure all Identification attributes are non-NULL and unique as much as possible before running a reconciliation job.
To create a reconciliation Identify activity
- In the Reconciliation console, click Create Job or open an existing reconciliation job. See Creating and editing a customized reconciliation job.
- In the Activities area, click New to define a new Identify activity.
- For Type, select Identify.
- Complete the following fields:
Type a unique name. The name cannot contain any characters that are not allowed in file names for the operating system of your server. For example, on a Windows server, your job name cannot contain the following characters: \ / : * ? " < > |.
Select a namespace using the controls with the Namespace field. Only classes in the selected namespaces can participate in the activity. For more information, see Dynamic dataset and qualification values in event-driven reconciliation jobs.
Select Active. You can later disable the activity by changing this to Inactive.
Continue on Error
Define whether the job continues if the activity has an error.
Checked — A job containing this activity continues to run if an error occurs in this activity.
Unchecked — A job containing this activity terminates if an error occurs in this activity
Specify in what order you want this activity to run relative to other activities in a job. For example, if this activity has a value of 2 it runs before an activity with a value of 3. The sequence can be 0 to 1000, inclusive.
Use all classes and instances
Select to run an unqualified Identify activity so that all classes and instances are included. To restrict the classes and instances, remove the check.
Select the dataset to use with the Generate IDs feature. This setting does not affect the Identify Against dataset selected in the Identification rules.
For the selected Production Dataset, define how to handle any instances that have not been identified (or have a Reconciliation ID of 0).
Checked — Unidentified instances in the selected Product Dataset are assigned a nonzero Reconciliation ID.
Unchecked — Unidentified instances in the selected Product Dataset are not assigned a nonzero Reconciliation ID. These instances retain a Reconciliation ID of 0.
Defines whether to use explicit Identification rulesets for each class.
Yes — Requires that an Identification ruleset be specified for every class and subclass.
No — Applies the Identification ruleset for a class to all of its subclasses. You can still specify individual rulesets for any class.
- If you did not select Use standard rules for participating datasets for the job, create an Identification ruleset. To create a ruleset, see Creating an Identification ruleset for reconciliation.
- If you selected Use standard rules for participating datasets, you do not need to create an Identification ruleset. For more information, see Standard identification and precedence rules for reconciliation jobs.
- To select a source dataset and, if applicable, relate it to an Identification ruleset, click Add Dataset Identification Group Association. For more information, see Relating datasets and Identification rulesets for reconciliation.
- To save the activity, click Done.