Creating qualification sets, include sets, and exclude sets

Each qualification, include, and exclude set that you create is saved in AR Systemdata forms.

Guidelines

Understand the following guidelines when you use Qualification and Exclude sets:

When creating or using a Qualification set

• The Delete Selected Class option is only available if there is more than one main class because a qualification must have at least one class. This option is always available for a related class, whether it is selected or not.
• The Add Attribute and Add Related Class options are not available until the class is selected.
• The Delete Selected Attribute option is always available, whether an attribute is selected or not.

When creating an Exclude set

• Use an exclude set when you want to include most attributes but not all in the comparison. You can specify which attributes to ignore by using an Exclude set.
• Using only an exclude set o specify the attributes to be displayed in the Drift Report, is equivalent to including all attributes but excluding what is specified.
• An exclude set takes precedence over an include set.
  For example, if you are using both an include set and an exclude set and the exact same attribute is specified in both, the result is that no attribute is selected.
• For an exclude set, selecting attributes is optional. If no attributes are selected for an exclude, then all attributes for the class are used in the comparison.

To create a qualification set

1. Select Authoring > Qualification Sets.

   The Qualification Sets List of Items is displayed. This is a library of previously created and saved qualifications sets that you can reuse.

   The Details pane displays information, such as the owner of the qualification set and what group can access or view the qualification.

   The Baseline, Target, and Job Membership pane shows which baseline, target, or snapshot job uses the qualification set.

2. Click Create.

   The Qualification Builder is displayed.

3. Enter a name and description for the qualification set.
4. Specify the access groups that can use this qualification set.
5. For Qualification Set, select from the following options:
   1. All Objects: All classes, CIs, and attributes in your snapshot job, baseline, or target source datasets are used.
   2. Custom Qualification Set: Specify the CIs you want to use in your source datasets based on the qualification.
      To create a custom qualification, follow these steps: 

1. 1. 1. Select a class.

         When a class is selected, other options are made available from the Select Action field, for example, Add Attribute and Add Related Class.

         The options displayed depend on the selection.

      2. From the Select Action field, select Add Attribute.
      3. Select an attribute, provide an operator, and enter a value.

      4. Add additional classes and attributes and related classes to your qualification.

         Important

         The following operators are used in a qualification set:

         • AND: Used between a class and its related classes and attributes.
         • OR: Used between the main classes in the qualification such as BMC_ComputerSystem and BMC_Application.

2. Click Save & Close.

   The new qualification set is displayed on the Qualification Sets List of Items pane. When you build a baseline, target, or snapshot job, you can apply this qualification.

Overview of Include and Exclude sets

The purpose of Include and Exclude options is different from that of a Qualification set. Qualification set applies at a CI level and is used to reduce the number of CIs in the baseline or target that are compared using a Comparison job. Include and exclude sets apply only to CI attribute level. Include and Exclude sets allow you to specify the attributes that should be included or excluded, thus filtering the number of attributes that are to be compared in a Comparison job.

Exclude Sets are much simpler than Include Sets. Any attribute selected in an Exclude Set is not displayed in the Drift Report, thus allowing you to filter the drift results to show only the important attributes. When a comparison job runs and compares the CIs in the baseline and target, excluded attributes are not compared.

To create an Include set

1. Select Authoring > Include Sets.

   

2. When the Include Set List of Items displays, click Create.

   The Qualification Builder for an include set appears.

   

3. In the Select Class Name field, select a class name.
4. Click Show to display the attributes for this class.
5. Select the attributes to include in the include set, overriding the default comparison operator and attribute value as needed.
6. Click Close to save the attributes.

7. Click Save & Close to save the include set.

   Your new include set appears in the Include Sets List of Items.

To create an Exclude set

1. Select Authoring > Exclude Sets.

2. When the Exclude Set List of Items displays, click Create.

   The Qualification Builder for an exclude set is displayed.

   

3. Select a class name.
4. Click Show, to see a list of all the attributes for the class.

5. Select the attributes to exclude, and then click Close.

   You can add additional classes to your exclude set with attributes selected for exclusion.

6. When finished, click Save & Close.