Configuring Data monitoring rules by using CMDB Governor to detect quality issues

Configuration items (CIs) need to have consistent and accurate details to be managed well in the asset management lifecycle.  Inconsistent or inaccurate details affect the further processing of CIs, including automation, reporting, and governance. Use Data Monitor as a part of CMDB Governor to identify CIs with missing or inconsistent details. Date monitoring rules include filters to narrow down specific criteria and can be scheduled to run daily, weekly, or monthly. When a rule runs, it displays all CIs that match the defined conditions, allowing you to review the results and take appropriate corrective actions.

BMC HelixGPT-enabled Insights provides a summary of the issue and provides the best action recommendation to resolve the inconsistent CI records, saving you the effort of analysis.

To access Data monitoring rules, from Asset Console, click Asset Automation Console, and then click Data Monitor. The Data monitoring rules are displayed in the following image:

 

You can enabled additional columns from the Visible columns filter.
Click Filter to narrow your search for finding rules based on column names.

​​​​Viewing the insights of a Data monitoring rule

If BMC Helix ITSM is integrated with BMC HelixGPT, Insights summarizes the issue and provides the best action recommendation to resolve the inconsistent CI records. Insights tracks the CI through its source, normalization, and reconciliation paths to identify the root cause of the issue. It then identifies whether the incorrect CI record resulted from a failed job run, a misconfigured rule, or a manual update.

Select the rule from the table, and then click , and then click View insights.
The Insights chat panel displays the following information:

• Analysis and summary of the issue
• Potential root cause of the issue
• Recommendation actions to resolve the issue

For more information related to the prompt, see Out-of-the-box skills in Automated Asset Assignment.

Before you begin

• To create a Data monitoring rule, you must have the Asset admin permission. For more details, see Asset Management user roles and permissions.

• To view insights about Data monitoring rules, make sure the following configurations are completed:

  • BMC Helix ITSM is integrated with BMC HelixGPT.
    For more details, see Configuring settings to use Agentic AI capabilities.
  • The CMDB-2297 feature flag is enabled in BMC Helix Innovation Studio.
    For more details, see To enable insights about data monitoring rules.

To enable the Data monitoring capability

The Data monitoring capability is enabled by default.

1. Log in to BMC Helix Innovation Studio. 
2. Open the Feature Descriptor form by using the URL: 
   https://<HostName>/helix/index.html#/com.bmc.arsys.rx.innovationstudio/record/edit-data/Feature Descriptor
3. To search for the feature flag, in the Search field, type CMDB-1523.
4. Click the record.
5. In the Edit record form, click  in the IsEnabled field.
6. Click Save.

To enable insights about a Data monitoring rule

1. Log in to BMC Helix Innovation Studio. 
2. Open the Feature Descriptor form by using the URL: 
   https://<HostName>/helix/index.html#/com.bmc.arsys.rx.innovationstudio/record/edit-data/Feature Descriptor
3. Type CMDB-2297 ​​​in the Search field to search for the feature flag.
4. Click the record.
   The Edit record form is displayed.
5. Click  in the IsEnabled field.
6. Click Save.

To create and manage a Data monitoring rule

You cannot perform any operation on a rule while it is running.

1. On Asset Console, click Asset Automation Console, and then click Data Monitor.
2. Click New monitoring rule.
   
3. Enter the name and description of the Data monitoring rule. 
4. From the Class list, select the asset class to which your rule applies.
5. From the Frequency list, select one of the following values:
   • Daily: The rule runs daily at a predefined time.
   • Weekly: The rule runs weekly on a predefined day.
   • Monthly: The rule runs monthly on a specific date.
6. Select a priority for the rule.
7. In Criteria, click Add an expression.
   
8. In the Edit expression window, enter an expression for the criteria.
   For example, NAME != $NULL$
9. Click OK, and then click Save.
10. (Optional) To edit a rule, select the rule from the table, and then click  and then click Edit.
11. (Optional) To delete a rule, select the rule from the table and then click Delete.
12. (Optional) To disable a rule, select the rule from the table and then click Disable.
    When you disable a rule, it transitions to the Inactive status, and it does not run.  When you enable a rule, it reverts to the Active status.
13. (Optional) To run a rule manually, select the rule from the table, and click  and then click Run now.
    Each run of a Data monitoring rule displays up to 50 CIs with inconsistent or incomplete details. We recommend that you resolve these issues before rerunning the rule to view the next set of CIs with such issues.
    When you run a Data monitoring rule, if it does not display any CIs, we recommend that you broaden the rule filters.
    For example, the Laptop monitor rule is configured with a filter to identify the laptops that have wrong or incomplete identification numbers, and are manufactured by Calbro, Inc. When the rule is run, it does not display any results because the organization does not have laptops manufactured by Calbro, Inc. He edits the filter to include the laptops from other manufacturers as well.

To export a Data monitoring rule

You can download Data monitoring rules to a .CSV file for offline analysis.

1. On Asset Console, click Asset Automation Console, and then click Data Monitor.
2. Select the rule from the table, and then select one of the following options:
   • Export all rows: To export all Data monitoring rules in the table.
   • Export selected row: To export the selected Data monitoring rule.
     (Optional) Alternatively, select a rule from the table and click Export all rows.
     

To view the results of a Data monitoring rule

After a Data monitoring rule runs successfully, you can view the list of CIs that match the rule's criteria.
Use Filter to narrow your search for finding CIs based on column names. You can download the CI list in .CSV file for offline analysis.

1. On Asset Console, click Asset Automation Console, and then click Data Monitor.
2. Select the rule from the table, and then click  , and then click View results.
   The Rule results window is displayed with the following details:

   Column	Description
   CI Name	Displays all CIs that match the criteria defined in the rule.
   CI ID	Displays the unique CI identification number.
   Class	Displays the class of the CI that is configured in the Data monitoring rule.
   Status	Displays the status of the CI.

   

3. Click a CI to view more details in BMC Helix CMDB and investigate further.
   For more details, see Searching and viewing CIs and relationships in CMDB Explorer.