Managing Hardware Assets › How to Reconcile › Define a Reconciliation Rule

Define a Reconciliation Rule

Important! Verify that the user completing this task belongs to a role in which reconciliation management access is enabled.

Use a reconciliation rule to define the processing options and actions that the Hardware Reconciliation Engine performs. You can define one reconciliation rule for each tenant.

Note: Each tenant can have only one reconciliation rule. Therefore, if you make a rule inactive, the inactive rule is the only reconciliation rule that is associated with the tenant. If you want to change the reconciliation rule for a tenant, you can update the current reconciliation rule or delete the current reconciliation rule and define a new rule. If you delete a rule, all asset matching links between discovered and owned assets that are associated with the rule are also deleted.

To define a reconciliation rule

1. Click Administration, Reconciliation Management.
2. On the left, click New Reconciliation Rule.
3. If applicable, select the tenant that is associated with the reconciliation rule that you are defining.
4. Enter the reconciliation rule information and click Save.

   Note: Select the Inactive check box if you want to suspend reconciliation processing for an individual tenant. If you select the Inactive check box, the Hardware Reconciliation Engine does not process the rule (no asset matching or data updates occur for the rule). For example, you can make a rule inactive temporarily while you define normalization rules or troubleshoot asset matching errors. If you make an existing rule inactive and the discovered and owned assets were already matched, the matching links are saved.

   The Monitor Asset Updates and Match Assets check boxes are available for selection.

5. (Optional) Select the Monitor Asset Updates check box to define the reconciliation update options that you want the Hardware Reconciliation Engine to update automatically.

   The Update Options pane opens.

6. (Optional) Select the Match Assets check box to define the asset matching criteria that you want the Hardware Reconciliation Engine to apply.

   The Matching Rules pane opens.

   Note: If you do not define matching criteria, the Hardware Reconciliation Engine uses the default asset matching criterion, which matches the owned serial number to the discovered serial number.

7. Click Save.

   The new reconciliation rule is defined.