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Update a Reconciliation Rule

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

You can update the information for a reconciliation rule.

If you modify the asset matching criteria associated with a reconciliation rule, the Hardware Reconciliation Engine reprocesses reconciled assets using the new criteria the next time the engine processes the rule.

To update a reconciliation rule

  1. Click Administration, Reconciliation Management.
  2. On the left, click Reconciliation Rule Search.
  3. Search to find the list of available reconciliation rules.
  4. Click the reconciliation rule that you want to update.
  5. Enter the new information for the reconciliation rule.

    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.

  6. Click Save.

    The reconciliation rule is updated.

Note: After a reconciliation rule is saved, if you want to change the matched fields in an asset matching criterion to different fields, delete the criterion and create a new one.