Using Service Discovery › How to Create Unmanaged Relationship Policies › Define the Relationship Criteria

Define the Relationship Criteria

The Relationship Criteria page lets you define the name of the unmanaged relationship policy and filtering criteria that you want to use to discover an unmanaged relationship. The page also lets you specify the type of managed relationship that you want to create after discovering the unmanaged relationship.

Follow these steps:

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

1. Specify a name for the policy in the Policy Name field. Ensure that the policy name is different from the existing policy names.
2. Select the Reverse the created relationships option if you want the source and target CIs to swap their positions in the created managed relationship. This implies that the source CI in the unmanaged relationship becomes the target CI in the created managed relationship; similarly, the target CI becomes the source CI.

   For example, consider a scenario where a connector publishes unmanaged relationships IsHostedBy. These relationships have virtual systems as source CIs and VMWare hosts as target CIs. The service you are populating must have reversed semantic IsHostFor, where the sources are VMWare hosts and targets are virtual systems. In such scenarios, enable the Reverse the created relationships option to reverse the source CI and target CI positions in the managed relationships.

   Note: In a typical scenario, an unmanaged relationship policy creates a managed copy of the discovered unmanaged relationship. The created managed relationship has the same semantic (if the Same as Discovered option is used in Step 3), source CI, and target CI as the original unmanaged relationship. However, if you want to swap the source and target CIs positions in the created managed relationship, use this option.

3. Select a USM relationship type from the Create Relationship of Type drop-down list.

   This value specifies the type of managed relationship that you want to create for the discovered unmanaged relationship.

   Important! Select Same as Discovered if you want to create a managed relationship of the same type as the discovered relationship.

   For USM property definitions, see the USM Schema Documentation that is provided on the CA SOI Bookshelf.

4. Select the relationship type that you want to discover for identifying the unmanaged relationships.

   Note: Select at least one option; you cannot leave this field blank.

5. Use the Add Selected arrow key to move the selected type from Available Types to Selected Types.
6. Click Next.