Creating the reconciliation task

Use the Reconciliation Tasks application to create a reconciliation task for the CI-to-asset link.

Before you begin

Before you create the reconciliation task for the CI-to-asset link, create the link rule that specifies how to link the CI to the asset. In this reconciliation task, you specify the link rule that you created for the reconciliation.

About this task

Complete the following steps to create a reconciliation task.

1. Click Open menu > Administration > Reconciliation > Reconciliation Tasks.
2. On the toolbar in the Reconciliation Tasks application, click New Reconciliation Task.
3. In the Reconciliation Task field, type the name that you want to assign to the reconciliation task, for example ASSET2CI_RECONTASK. This name must be unique.
4. Optional: In the Description field, type a brief description of the link rule.
5. In the Type of Reconciliation table window, in the Data Set 1 field, click Select Value and select CI.
6. In the Data Set 2 field, click Select Value and select ASSET.
7. In the Link Rules table window, click Select Link Rule and, from the Select Link Rule window, select the link rule that you created for linking CIs to IT assets.
8. To schedule execution of the reconciliation task, complete the following steps:
   1. In the Schedule field, click Set Schedule.
   2. In the Select Value window, set the schedule for executing the reconciliation task, and click OK.
   3. Select the Activate/Deactivate Reconciliation Task action.

      The application selects the Active field. The reconciliation task is executed on the schedule defined in the task. If necessary, you can deactivate the schedule using the same menu option.

9. Click Save Reconciliation Task.

What to do next

You can now create the relationship between the actual CI and the deployed asset.