Using Service Discovery › How to Create Automatic Relationship Policies › Define the Relationship and Source CI Criteria

Define the Relationship and Source CI Criteria

The Source Criteria page lets you define the relationship type and the source CI criteria.

Follow these steps:

Note: Page fields marked with an asterisk (*) are required.

1. Select a USM relationship type from the Relationship Type drop-down list.

   Once you select a relationship type, the Relationship Type field becomes read-only in subsequent pages and the relationship expression builds as you select the target and match expression.

2. Select the class (USM type) of the source CI from the Class drop-down list in the Source pane.

   Consider the following:

   • The Attribute drop-down list displays a subset of the USM properties available for the selected type. Certain attributes such as MdrProduct attributes and date/time data types are not supported and do not appear in the drop-down.
   • When you select a USM type, all available derived types in the USM hierarchy are also included. For example, when you select the ComputerSystem type, its child type VirtualSystem is automatically included in the policy.
   • For USM property definitions, see the USM Schema Documentation that is provided on the CA SOI Bookshelf.
3. (Optional) Select a USM attribute, comparison type, and attribute value for the expression. If you want to add all CIs of the selected type without adding attribute criteria, skip to Step 6.

   Note: For attribute values, mouseover the field and a tooltip displays the data type required.

4. Click Add.

   The criteria are added to the expression, which appears in the logic tree and as an expression in the field at the bottom of the page.

5. (Optional) Repeat Steps 2 - 4 to add additional criteria and logic.

   Note: For more information about using advanced logic with multiple source criteria, click the Hints link.

6. Click Next.