Creating a custom reconciliation job

By creating a custom reconciliation job, you can use the custom identification rules and merge precedence exceptions.

Tip

For standard identification rules, you can set rules only at a class level regardless of the dataset.

For custom identification rules, although you can set the rule only at a class level, you can define multiple rules for the same class. These rules can be applied to different datasets through different reconciliation jobs. When you create a new custom reconciliation job and add an identification activity, you can select a specific custom rule that is defined for a class from the list of custom rules. The rule that is defined for the class is now associated to the dataset that is a member of the reconciliation job.

Related topics

Standard reconciliation jobs

Configuring-reconciliation-identification-rules

Before you begin

Important

When running standard reconciliation jobs, use standard identification and merge rules that are provided out of the box. When creating custom reconciliation jobs, create and use custom identification and merge rules. 

If you are migrating from an older version of BMC CMDB and if a custom job uses a standard rule, you must delete those jobs and recreate the custom job with custom rules.

After recreating the jobs, perform the migration tasks. 

To create a custom reconciliation job

  1. From CMDB Portal, select Jobs > Manage Reconciliation.
  2. Click Create Job and enter a job name.
  3. Select the appropriate settings for the job.
    To view the details of every setting, hover the cursor over each setting.
  4. To use custom rules for Identify and Merge activities, clear the Use Standard Rules for Dataset check box.
  5. Select Disable Progress Bar on UI During Job Execution for better job performance.
  6. To add an Identify activity, click Add activity > Identify and perform the following steps:
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  7. To add a Merge activity, click Add activity > Merge and perform the following steps:
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  8. To add Purge activity, click Add Activity > Purge and perform the following steps:
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  9. (Optional) Select a schedule for the job run frequency.
  10. Click Save.
  11. (Optional) To run the job immediately, open the job from All Job Run Activities and click Start Job.

The procedure for creating a customized reconciliation job is available through an interactive Self-help widget. From the Dashboard page, or from the Reconciliation component, click the Self-help widget, and then click Creating a Custom Reconciliation Job. The flow guides you with the steps that you must follow to create the job. 

 

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