Creating a link rule

Use the Link Rules application to create a link rule that links CIs to assets.

About this task

You can create link rule records from the List tab or from the Link Rule tab in the application. A link rule is a required component of a reconciliation task; it establishes the basis of the comparison by identifying the top-level object and attribute in Data Set 1 to link to a specific attribute of the top-level object in Data Set 2. In this case Data Set 1 is CIs, and Data Set 2 is assets.

Complete the following steps to create a link rule.

Procedure

  1. On the navigation bar in Control Desk, click Go To > Administration > Reconciliation > Link Rules.
  2. On the toolbar in the Link Rules application, click New Link Rule.
  3. In the Link field, type the name that you want to assign to the link rule, for example ASSET2DPA_SERIALNUM. 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. If appropriate, in the (... field (open parenthesis), enter an open parenthesis.
  8. In the Data Set 1 Attribute field, click Select Value and select the attribute appropriate for the CI. The value selected populates the Data Set 1 Attribute field, and the application displays the title of the attribute in the Data Set 1 Attribute Title field.
  9. In the Data Set 2 Attribute field, click Select Value and select the asset attribute that corresponds to the attribute you selected for the CI. The value selected populates the Data Set 2 Attribute field, and the application displays the title of the attribute in the Data Set 2 Attribute Title field.
  10. If appropriate, in the ...) field (close parenthesis), enter a close parenthesis.
  11. If appropriate, create additional clauses to define the link rule for CI-to-asset linking.
  12. When you have entered all clauses, click Save Link Rule.

What to do next

Now, you can define the reconciliation task for the asset to deployed asset link.


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