Reconciliation


When multiple service providers contribute data about your company's assets or configuration items (CIs), duplicates with conflicting details can occur, such as the same asset being stored as multiple entries with varying attributes. These inconsistencies can lead to errors in reporting and decision-making.

The reconciliation process resolves these conflicts by merging data into a single, accurate, and complete "golden dataset." This reliable dataset serves as a reference for applications like ITSM, ensuring consistent and precise monitoring and reporting of your infrastructure.

You can choose several methods for starting a reconciliation job, including manual, scheduled, continuous jobs, API, or a run process workflow.

The reconciliation engine performs the following important reconciliation activities:

Activity

Description

Identify

Identifies CIs that are the same entity in two or more datasets.

Merge

Merges CI attributes from a source dataset to a production dataset to create the most comprehensive information in a single configuration item (CI).

Reconciliation is also used for the following activities:

Activity

Description

Compare

Compares instances in two datasets and produces a report. 

Copy

Copies instances from one dataset to another.

Delete

Deletes instances from one or more datasets. 
This activity does not delete the dataset itself. 

Purge

Deletes instances that have been marked as deleted from one or more datasets.

Execute

Executes multiple reconciliation jobs in a sequence.

The following image represents a high-level overview of reconciliation of the same CI that is discovered by two different datasources:

reconciliaiton overview.jpg

Structure of a reconciliation job

image2018-11-9_9-24-21.png

The reconciliation job is a container for reconciliation activities, and each activity consists of different components. The primary activities are identification and merging. A reconciliation job can have one or more activities, each defining one or more datasets and rules for that activity. In addition, you can use a qualification set to restrict the instances participating in a reconciliation activity.

Jobs can use standard or customized rules. Standard rules use defaults for the Identify and Merge activities and automate the creation of reconciliation jobs. You can also create custom jobs that include other activities.

Identification activities to match instances


image2018-11-9_9-27-21.png
You can set an identification rule that the names of two different CIs from different datasets should be equal to Computer_1. When the rule finds a match, those instances are tagged with the same reconciliation ID. The reconciliation ID from the target dataset is copied into the source dataset.

These two CIs are considered as different instances of the same item when they have the same reconciliation ID. After CIs are recognized as different instances of the same item, they are now ready for merging based on which dataset is considered to have the most reliable information.

In another example, a rule intended to identify computer system instances might specify that the IP addresses of all be equal. When the rules find a match, it tags the matching instances with the same reconciliation identity.

You can also manually identify instances in an Identify activity.

Important

An instance must be identified before it can be compared or merged.

Merge activities to merge datasets into a reconciled target dataset

image2018-11-6_15-41-41.png

Consider a merge operation involving data from three different datasets. Each attribute from each dataset is given a different precedence value based on how reliable that dataset is considered. The higher the value, the higher the priority that attribute from that dataset has over the others. Finally, the data that is added to the production dataset has the most reliable data merged from all sources. This data is the production data that other applications can access for various ITIL processes and activities.


 

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