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Managing Hardware Assets › How to Reconcile › Asset Matching Criteria › Define Asset Matching Criteria

Define Asset Matching Criteria

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

Based on the matching criteria that you define for a reconciliation rule, the product attempts to match the owned and discovered assets. The Hardware Reconciliation Engine performs the asset reconciliation when the ownership field value matches the discovered field value.

To define asset matching criteria

  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 for which you want to define an asset matching criterion.

    The Reconciliation Rule Details page opens.

  5. Select the Match Assets check box to have the Hardware Reconciliation Engine apply asset matching criteria.

    The Matching Rules pane opens.

  6. Select the owned and discovered fields that you want to match and click Add Criteria.

    A new asset matching criteria record is added to the Matching Criteria section and a new trimming record is added to the Trimming section.

  7. Click the Edit Record icon next to the new criterion in the Matching Criteria section.
  8. Select the matching criterion options.
  9. (Optional) In the Trimming section, click the Edit Record icon and select trimming options for the asset matching criterion. For example, discovered computer names at one site have a three-character location code as a prefix, which is not in the owned asset computer name. You create a trimming record for the asset matching criterion that trims three characters from the left side of the discovered computer names.
  10. (Optional) Continue to add matching criteria to the reconciliation rule.
  11. Click Save.

    The new asset matching criteria are defined and the reconciliation rule is saved.

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.