Assigning customers to actual CIs using the cron task

About this task

To assign customers to actual CIs, complete the following steps:

Procedure

  1. List the customers whose actual CIs you are managing.
  2. Use the Actual CIs application or related reports to view a list of the actual CIs in your database:
  3. Determine which relationships/classifications that you want the task to identify as also belonging to the customer (this step might be easier to understand once you have understand setting up the cron task and its parameters, see Cron task for assigning customers to actual CIs):
    1. Using the Actual CI applications or related reports, select an Actual CI that has the attributes you have identified as belonging to the customer. Look at is related actual CIs to see which relationship type and related classifications you want the cron task to identify for the customer.
    2. Verify that the cron task parameter rules include the relationships and classifications you want to process. If not, change the XML content to specify the rules that are appropriate for your customers actual CI data.
  4. For each customer, identify an attribute, or a combination of attributes, whose values you can use to recognize CIs that belong to that customer.
  5. Code your XML values in the cron task parameters to reference the attributes you have identified for each customer. For detailed information on the cron task and its parameters, see Cron task for assigning customers to actual CIs.
  6. Run the cron task in preview mode:
    1. Code preview="true" so that the cron task will run in preview mode. Enter an email address to receive the results.
    2. Run the cron task:
      1. Use the Cron Task Setup application (Go To > System Configuration > Platform Configuration > Cron Task Setup) to create an instance of the cron task.
      2. Open the out-of-the-box cron task named ACTCICUSTMAP.
        Note: The user under whose authority the cron task runs must be authorized for the customer, or customers, being assigned. One way to do this is to run the cron task under the authority of a user who is authorized for all customers.
      3. Create an instance by clicking New Row. Set the correct values in the instance parameters as described below.
  7. Review the email or the output file in the resultsDirectory on your Control Desk for Service Providers server system that lists the results of the assigning process.
  8. Note which customers have the correct CIs assigned and which do not. For customers whose CIs are not properly assigned, choose a different attribute, or combine attributes using AND or OR logic.
  9. Repeat steps 5 through 8, using preview mode, until you get the desired results.
  10. When you are satisfied with the results, set preview="false" and schedule the cron task.
Parent topic: Assigning customers to actual CIs programmatically

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