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Hi Everyone,

 

Welcome to our new CMDB Blog for the month of December 2019. We provided information about Class Manager and Atrium Integrator in the new CMDB UI, in our previous CMDB blog. Here is the link of the previous blog if you have missed it - Helix Support: Using new CMDB UI - Class Manager & Atrium Integrator

 

In this blog, we will provide detailed information about the new interface for Reconciliation. Below are the topics which we are going to cover:

  • Reconciliation Console Overview
  • Creating a new Reconciliation job
  • Managing Reconciliation Rules

 

 

Reconciliation Console Overview

 

How to access Reconciliation in new CMDB UI ?

 

Login to the new CMDB UI --> Dashboard and click on the “Manage Reconciliation” link under the ‘Jobs’ menu.

 

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Reconciliation Console Layout Details

 

- The Reconciliation Console shows the number of jobs along with the job run details.

- It displays information on the processed CIs and relationships. It also shows whether the CIs/relationships have any errors after processing or not.

- You can filter the jobs to be displayed by selecting the dataset above and/or the activity type.

 

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Creating a new Reconciliation job

 

- Click on the ‘Create Job’ button in the Reconciliation console.

- The example given is for a 'Reconciliation: Identification, Merge and Purge' job.

 

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- Enter the RE job name and select the activity to be created.

- The first activity to be created is ‘Identify’.

- Add a schedule for the job if needed.

 

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Enter the Identify activity details as given below and click on save.

- Provide an activity name and sequence number for the Identification activity.

- Enter the source and target dataset for the activity

- Provide a specific qualification if required.

 

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Create the ‘Merge’ activity by clicking on the ‘Add New’ button and enter the Merge activity details as given below.

- Provide an activity name and sequence number for the activity execution in the job.

- Select the source and target dataset for the Merge activity.

- Provide a specific qualification if required.

- Select a 'Dataset Merge Precedence Set'.

- The Merge Order is "By Class In Separate Transactions" by default.

- Choose whether the Merge Activity should do a Full Merge or a Delta Merge.

 

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Click on the ‘Add New’ button again to create the ‘Purge’ activity.

 

Enter the Purge activity details as given below and click on save.

- Provide an activity name and select a sequence for the Purge activity.

- Select the dataset from which the data should be purged.

- Provide a specific qualification if required.

 

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A new Test job will show as created in the RE job list.

 

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To start the 'Test Job', click on the job entry and click on 'Start Job'.

 

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Managing Reconciliation Rules

 

From the Dashboard go to Configurations --> ‘Manage Reconciliation Rules’ to access the RE rules like Identification Rules, Qualification Rules and Precedence Rules.

 

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Managing Identification Rules

 

- To access the identification rules, click on Manage Reconciliation Rules à Identification rules.

- The rules are given class-wise and the class list is given on the left hand side.

- Once any class is selected, one can toggle between the Standard and Custom rules for that class.

- Next to each rule, there is an edit/delete button.

 

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Managing Qualification Rules

 

- To access the Qualification Rules, click on Manage Reconciliation Rules à Qualification rules.

- There is a button each for adding a Qualification Ruleset and a Qualification Rule.

 

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Managing Precedence Rules

 

- To access the Precedence Rules, click on Manage Reconciliation Rules à Precedence Exceptions.

- Select a Dataset Merge Precedence set to view it's details.

- On selecting a dataset, the Merge Ruleset for that dataset are shown.

- The tiebreaker value is also shown which can be changed as per the data update requirement based on precedences.

 

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Thank you for reading this blog