Filtering the root device node

The CMDB Sync page enables you to select the root device nodes to synchronize to the CMDB. All device nodes are synchronized unless a filter is applied. You apply a filter using the Device Filter tab of the CMDB Sync page.

After configuring a connection to the CMDB, the default view of the CMDB Sync page displays the Device Filter tab.
This tab uses the same three pane selection tool used in the Query Builder. It enables you to construct a filter which pushes just those devices with matching attribute values to the CMDB. The filter can be on simple attribute values, or attributes of a destination node reached by following a relationship, or logical combinations of the same. The filters are shown in map form in the filter builder.

Three pane selection tool

The three pane selection tool enables you to select an attribute to filter on, or follow relationships to other nodes from which you can select attributes to filter on. Relationships are displayed with a following right arrow (►). Scroll down the left hand pane and select the attribute that you require.

 Click here for a more comprehensive guide to using the three pane selector

Search in the left hand pane of the three pane selection tool for the attribute that you wish to select. You can scroll through the list or use the lookup tool beneath each pane. When you enter text into the lookup tool a drop down list of matches is displayed, from which you can select the attribute or relationship to use.

  • Clicking an attribute, for example Discovered OS Class, adds a Host: Discovered OS Class entry to the Query Viewer.
  • Clicking a relationship, for example Software Instance: Software Instances running on this host, displayed with a following right arrow (►), populates the next pane in the selection tool with the attributes and relationships of the destination node. Click an attribute here to add it to the Query Viewer.
  • Clicking a relationship in the second pane populates the third pane in the selection tool with the attributes and relationships of the destination node in the same way as before. Click an attribute here to add it to the Query Constructor.
  • Clicking a further relationship populates a fourth pane and scrolls the previous panes to the left, hiding the first pane. You can scroll back by clicking the arrow to the left of the selector panes.

Filter viewer

The filter viewer provides a map of the filter that you are constructing. You can evaluate conditions on an attribute or group of attributes using the following conditions:

  • All — True when ALL conditions are true.
  • Any — True when any of the conditions are true.
  • None — True when none of the conditions are true.

These conditions are selected using a drop down selector in the container which holds the attribute or attributes of interest. For example, in the following screen, two attributes have been selected from the first pane and are grouped with an All condition:
This screen illustrates two attributes selected from the first pane and grouped with an All condition.

In this example, the filter is still using the Discovered OS Class. A Software Instance filter has been added by scrolling down the list to Software Instance: Software Instances running on this host; when this is clicked, the second pane is populated with the attributes and relationships of Software Instances. The Name attribute has been added to the query viewer by scrolling down the second pane list and clicking Name.
This screen illustrates the Name atttribute added to the query viewer.

The filter means that only Windows Hosts running IIS are synchronized. All other Hosts are excluded from synchronization.

Example of creating a device filter

The following example shows how to use the filter builder to create a filter which will sync only those hosts in the organization that are web servers. I want to find all Windows hosts running IIS and all UNIX hosts running Apache.

  1. From the first pane of the filter builder, select Discovered OS Class from the list of host attributes.
    The Discovered OS Class attribute is added to the Filter Viewer.
  2. Enter "Windows" in the text entry field and leave the condition drop-down on contains word.
    We are initially looking for Microsoft Windows hosts running IIS and need to create a nesting level where this first test can be performed.
  3. Click the Add Condition icon in the Discovered OS Class row.
    A new container is added which will be used to supply the All, Any, or None condition to be evaluated.
    Before we add a Software Instance filter, we must verify that it is added in the correct place.
  4. Set the focus to the container which was just added by clicking in that container's area.
    When selected container is highlighted in yellow.
  5. To add the Software Instance filter, scroll down the first pane to Software Instance: Software Instances running on this host. Click this to populate the second pane with the attributes and relationships of Software Instances.
  6. From the second pane, select the Name attribute.
  7. Enter "IIS" in the text entry field and leave the condition drop-down on contains word.
    This screen illustrates the IIS text entry with a condition called contains word.
    We now have a filter for Windows hosts which are running IIS.
  8. Click Save to save the changes. We now need to find UNIX hosts running Apache.
  9. With the root of the Filter Viewer highlighted, select Discovered OS Class from the list of host attributes.
    The Discovered OS Class attribute is added to the Filter Viewer outside the section of the query completed above.
  10. Enter "UNIX" in the text entry field and leave the condition drop-down on contains word.
  11. Click the *Add Condition8 icon in the Discovered OS Class row.
    A new container is added which will be used to supply the All, Any, or None condition to be evaluated.
  12. Click the new container to select it.
    We now need to add the Software Instance filter.
  13. Scroll down the first pane to Software Instance: Software Instances running on this host and click this to populate the second pane with the attributes and relationships of Software Instances.
  14. From the second pane. select the Name attribute.
  15. Enter "Apache" in the text entry field and leave the condition drop-down on contains word.
  16. Change the root condition drop-down to Any, instead of All.
    This screen illustrates the root condition changed to Any.
  17. Click on Save to save the new filter.
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