Scenario I: Linking CIs to assets with a link rule

This scenario for linking configuration items (CIs) to assets uses a link rule to match a configuration item to an authorized IT asset.

To link CIs to assets with a link rule, complete the following steps:

  1. Specify top-level classes for CIs and for IT assets.
  2. Specify system properties for the reconciliation.
  3. Configure the reconciliation. Configuring the reconciliation includes the following tasks:
    • Creating a link rule
    • Creating a reconciliation task
  4. Specify the relationship between the CI (Configuration Item) table in the database and the reconciliation link that was established during the reconciliation process.
  5. Configure the escalation that adds the asset number of the linked asset to the CI. Configuring the escalation includes the following tasks:
    • Creating the action that specifies how to add the asset number
    • Creating the escalation that schedules and performs the action