Managing External Resources

You can view and manage data from your external resources in the Federated CMDB or from the external Resource search window.

You can manage external resources from either the:

• External Resource Search window. From here, you can search for external resources.

• Federated CMDB Administration window - after you have configured the Federated CMDB and run scans. This window displays the external resources detected by the scan. The Federated CMDB Administration window provides a generic interface between the ASM Core CMDB and the external technologies with which your system is integrated. The resources managed by an organization through external applications and technologies are represented as CMDB entities in ASM Core (such as configuration items, or people). From here you can:

  • Link CMDB Items to external resources

  • Import newly discovered resources/users as CMDB Items/People

  • Search for CMDB Items in an external resource repository.

Managing Imported Resources

Before you start

You must have Federated CMDB selected in the Admin tab of your General Access Security Role.

1. Select ≡ > Admin > Federated CMDB.

   The Federated CMDB Administration window appears.

2. From the left pane, specify the search criteria to view the required external resources:

Imported Resources	Select to view all the resources imported in the last scan. This view also displays the definitive resource records (cached replicas) of the resources that were imported into ASM Core from previous scans. From this window, you can select one or more resources and exclude them. Excluded resources are not included when the system performs a cached search. You can filter these records further using the options at the bottom of the pane. You may need to scroll down to see them all. Active Select this option to view external resources that have become active since the previous scan. If you do not select this option, the Inactive option is selected automatically. One of these options is always selected. Inactive Select this option to view external resources that have become inactive since the last scan. If you do not select this option, the Active option is selected automatically. One of these options is always selected. Linked to CMDB Items Select this option to view imported or excluded resources that are linked to CMDB items. Not Linked to CMDB Items Select this option to view imported or excluded resources that are not linked to CMDB items From this view you can: View the details of an external resource Select one or more resources and exclude them
Excluded Resources	Select to view all the excluded definitive resource records. These are external resources that have been discovered, but have not been imported into the CMDB. Excluded resources are displayed in a tabular format. You can choose to include resources that have been previously excluded. You can filter these records further using the options at the bottom of the pane. You may need to scroll down to see them all. Active Select this option to view external resources that have become active since the previous scan. If you do not select this option, the Inactive option is selected automatically. One of these options is always selected. Inactive Select this option to view external resources that have become inactive since the last scan. If you do not select this option, the Active option is selected automatically. One of these options is always selected. Linked to CMDB Items Select this option to view imported or excluded resources that are linked to CMDB items. Not Linked to CMDB Items Select this option to view imported or excluded resources that are not linked to CMDB items From this view you can: View the details of an external resource Select one or more excluded resources and include them
Pending Imports	Select to view resources that have not been imported yet, including resources that have been updated since the last scan. You can choose to discard the updates and retain the resource in the CMDB in its earlier state. From this view you can: View the details of a pending resource Import a pending resource Discard the updates and retain the resource in the CMDB in its earlier state Selecting a resource in this view displays it in the Pending External Resource window. You can import a pending resource from the Pending External Resource window or the Federated CMDB Administration window.
Activated Resources	Select to view updates to definitive resource records that have been detected where the resource mapping has been configured to add resources to the activated resources list. Activated resources are those that were discovered in a previous scan, and were found to be inactive at that time. From this view you can: View the details of an activated resource Acknowledge or discard updates Select one or more resources and exclude them. (Excluded resources are not included when the system performs a cached search.) Selecting a resource in this view opens the resources in the External Resource window.
Deactivated Resources	Select to view updates to definitive resource records that have been detected where the resource mapping has been configured to add resources to the deactivated resources list. Deactivated resources are those resources that were detected as being active in an earlier scan, and are now inactive. From this view you can: View the details of a deactivated resource Acknowledge or discard updates Select one or more resources and exclude them. (Excluded resources are not included when the system performs a cached search.) Selecting a resource in this view opens the resources in the External Resource window.
Discrepancy Reports	Select to view all the outstanding CMDB reports for each CMDB Item linked to a resource, or Person linked to a directory server user. It highlights the differences between the CMDB item and the imported resource, or the Person and the imported user. From this view you can: View the details of a discrepancy report Discard the changes Apply the changes to linked CMDB records Selecting a report from this view opens the CMDB Item Details window, or Person Details window, depending on whether you select a network discovery tool or directory server resource, open at the Discrepancy Report window.
Synchronization Log	Select to view all the errors and warnings reported from a scheduled scan run on the selected source. The synchronization log can be filtered by the Date From and Date To, allowing you to specify the time period of integration activity. From this view you can: View the details of a log entry Clear a log entry

1. Having selected your filter options, click Search at the bottom of the left hand pane. The details are displayed in a browse table in the right hand pane. You can adjust the column widths if required.

2. Scroll through the entries, or select one or more and use the toolbar buttons to carry out further functions. To view an entry in detail, double click on it in the browse table.

Viewing External Resources

The External Resource window displays the details of a selected activated or deactivated external resource. When you select an activated or deactivated external resource, and double-click it, its details are displayed in the External Resource window.

The Pending External Resource window displays if you select a pending resource on the Federated CMDB Administration window, Pending Imports tab, and double-click it.

Display the External Resources window in either of the following ways:

• Search for the external resource.

• Use the Federated CMDB Administration window.

  Select ≡ > Admin > Federated CMDB.

  The Federated CMDB Administration window appears.

  In the left hand pane, select one of the following from the View drop-down list:

  • Imported Resources

  • Excluded Resources

  • Activated Resources

  • Deactivated Resources

  Select from the toolbar to display the External Resource window.

The External Resource window displays the following read-only attributes:

Resource	the resource’s alias
Type	the resource’s type
Unique ID	the unique ID assigned to the definitive resource record

The Info tab is selected by default and provides a read-only summary with the following information about the selected resource:

Source Details	Source Name of the Source Connector Name of the Connector
Resource Details	Mapping Name of the resource mapping Group Name of the resource mapping group Group Type Name of the Group Type Discovered At The date and time at which the resource was first discovered. Updated At The date and time at which the resource was updated. Timestamp The time at which a resource was updated in the third party application Status The status of the resource (this can be Active, Inactive, or New) Update Status The status of the resource as detected by a scheduled scan. It can be Active, Inactive, or None. None indicates that the scan has not detected any change in the external resource during the scan. Imported This indicates if a CMDB item has been created and linked to this external resource, and can be Yes or No. Included This is always Yes because only included resources are detected by a scan.
Matching	Match Status This describes the system’s ability to reconcile this external resource with an existing CMDB entity (such as a configuration item or person depending on whether this is for a directory server integration connector or a network discovery connector), using the defined criteria defined for the resource type. The Match Status for an external resource reflects the standing of the resource at the time of its discovery during the scan. It does not reflect the creation of, deletion of, or changes to a corresponding CMDB since that scan. These changes are not reflected until the next regulated scan of the source. The Match Status can be: N/A – no matching criteria has been defined for this resource type; therefore, no reconciliation has been performed on this external resource. Match – this resource has been matched to exactly one CMDB record. No Match – no CMDB record has been found to match this resource. Multiple – two or more CMDB records have been found to match this resource. Whenever an existing CMDB record is matched to an external resource, an informational event is recorded on the Integration Platform Activity Log. This indicates how the resource compares with the matching criteria specified in the resource type mapping, and can be NA, No Match, One Match, or Multiple Match. Alternate ID This is a secondary ID that can be used to specify a matching. Reconciliation ID This is used when the same resource is discovered by different discovery tools. For example, the Data Center Insight (DCI) third party connector is able to gather resources from both EMC Smarts SAM and ADM. The Reconciliation ID allows different instances of the same resource to be identified as the same resource
Other tabs on this window	Resource Use this tab to browse the properties and corresponding values for the resource object. Linked Items Use this tab to view linked CMDB items. Select a resource by clicking on it in the left hand pane. Discrepancy Reports Use this tab to view discrepancy reports between the external resource and the linked CMDB items or people.

Including External Resources

You can include resources that you may have excluded earlier.

1. Display the External Resources window in either of the following ways:

2. Search for the external resource.

   • Use the Federated CMDB Administration window.

     Select ≡ > Admin > Federated CMDB.

     The Federated CMDB Administration window appears.

     In the left hand pane, select Excluded Resources.

     Specify any further search criteria, and then select Search at the bottom of the pane.

     Select from the toolbar to display the External Resource window.

3. Select the resource you want to include.

4. Select the Include/Import Resources icon .

   The Include Resource window appears.

5. Select the action you wish to apply to the resource.

Restore	to bring the deleted CMDB item or person back into the system and restore the links between the CMDB record and the current resource
Take No Action	to include the resource without restoring the linked CMDB item or person
Alert me when this operation is complete	to receive notification when the action is complete

Click OK. The resource appears in the Included Resources view of the Federated CMDB Administration window.

Excluding External Resources

Excluding resources will permanantly exclude them from updating and import in future scans.

1. Display the window in one of the following ways.

2. Search for the external resource.

   • Use the Federated CMDB Administration window.

     Select ≡ > Admin > Federated CMDB.

     The Federated CMDB Administration window appears.

     In the left hand pane, select one of the following from the View drop-down list:

     • Imported Resources

     • Activated Resources

     • Deactivated Resources

     • Pending Imports

3. Select the resource you want to exclude.

4. Select the Exclude Resource icon.

   The Exclude Resource window appears.

5. Using the options, select an action for the resource.

Delete	to delete the linked CMDB items or people
Unlink from Resource	to remove the link between the selected resource and the linked CMDB items or people
Take No Action	to leave the links as they are

Click OK. The resource appears in the Excluded Resources view of the Federated CMDB Administration window.

Importing Pending Resources

You can choose to place all new resources and resource updates into Pending Imports and then review them to ensure you actually want to bring them in. If you enable this option on the Matching tab of the Resource mapping window, you will need to access the Federated CMDB and bring them in.

1. Display the External Resources/Pending Imports window in either of the following ways:

2. Search for the external resource.

   • Use the Federated CMDB Administration window.

     Select ≡ > Admin > Federated CMDB.

     The Federated CMDB Administration window appears.

     In the left hand pane, select Pending Imports from the View drop-down list. Complete other search criteria if appropriate and then select Search.

3. In the Pending Imports/External Resource view, select the resource.

4. To create and link a CMDB item, select the Import Resource icon. Or, to create and link to a person, click Import Person icon.

5. The Import Parameters dialog box appears. To select a different template from the one specified at the level of the mapping, select Override mapped template and select the CMDB entity type and template you want to use in the Import As and Using template fields. Select Alert me when this operation is complete to

6. Complete the CMDB Item Details or Person Details.

7. Select OK. This will import and try to link each selected external resource with one of the matching items discovered by the scan, if there is one that exists. This is determined by the value in the Match Status column for the external resource. If a matching item does not exist for the external resource, a new CDMB item is created.

If you import an external resource with a Match Status of “Multiple” (that is, two or more CMDB items matched the criteria of this resource type), a warning will display to say that this resource will be arbitrarily linked to only one of the selected CMDB records. You can click OK to continue, or Cancel.

A warning event is also inserted into the activity log, to indicate that multiple matches have been identified to the external resource.

Resources will not be linked to their matching CMDB items if these items are currently locked or frozen.

If the system has not been able to link any selected external resource to any CMDB items, a warning will display with the number of resources where linking to its matching CMDB item has been unsuccessful.

A warning event is also recorded into the activity log. Should this occur, you should refer to the activity log of the scan for further information.

Discarding a Pending Resource

1. Display the Pending Imports window in either of the following ways:

2. Search for the external resource.

   • Use the Federated CMDB Administration window.

     Select ≡ > Admin > Federated CMDB.

     The Federated CMDB Administration window appears.

     In the left hand pane, select Pending Imports from the View drop-down list. Complete other search criteria if appropriate and then select Search.

3. In the Pending Imports/External Resource view, select the resource.

4. Select the Discard icon.

5. The pending import is removed from the Pending Imports view.

Linking External Resources to Existing CMDB Records

You can link external resources to existing CMDB records from the following windows:

• External Resource window

• Pending External Resource window

1. Display the External Resources/Pending Imports window in either of the following ways:

2. Search for the external resource.

   • Use the Federated CMDB Administration window.

     Select ≡ > Admin > Federated CMDB.

     The Federated CMDB Administration window appears.

     In the left hand pane, select Pending Imports from the View drop-down list. Complete other search criteria if appropriate and then select Search.

3. Select the resource you want to link from the browse table.

4. From the External Resource window, select to link a CMDB Item or to link a person. From the Pending External Resource window, select the Link Resource icon. The Search window for the selected entity type appears. Search for the person or CMDB item and select the record(s) that you want to link to the resource.

Acknowledging or Discarding Updates

When viewing the list of activated or deactivated resources, you can either acknowledge or discard the updates made to the resource since the last scan. Acknowledging the update copies the property values of the resource to the corresponding CMDB record.

1. Display the window in either of the following ways:

2. Search for the external resource.

   • Use the Federated CMDB Administration window.

     Select ≡ > Admin > Federated CMDB.

     The Federated CMDB Administration window appears.

     In the left hand pane, select Activated Resources or Deactivated Resources from the View drop-down list. Complete other search criteria if appropriate and then select Search.

3. Select the resource from the browse table, and then select to acknowledge the update, or discard it.

For resources that have become active since the previous scan, you can either restore links to CMDB records that were linked to the resource when it was active or take no action on the linked CMDB records.

For resources that have been deactivated, you can either delete linked CMDB records, unlink the resource from linked CMDB records, or take no action on linked records.

The action to restore, delete, unlink or take no action on a link is only applied when none of the linked resources are still awaiting a status update.

Viewing and Managing Discrepancy Reports

A discrepancy report displays the difference between an external resource and linked CMDB records. A discrepancy report is generated whenever conflicts are detected between discovered external resource properties and mapped CMDB fields as a result of a scan.

This report can be used to detect:

• whether a request was completed successfully.

• whether an unauthorized change has been applied to the linked CMDB item.

The Discrepancy Reports view on the Federated CMDB Administration window enables you to view all the discrepancy reports generated for a specific connector, source and resource type.

1. Display the window in either of the following ways:

2. Search for the external resource.

   • Use the Federated CMDB Administration window.

     Select ≡ > Admin > Federated CMDB.

     The Federated CMDB Administration window appears.

     In the left hand pane, select Discrepancy Reports from the View drop-down list. Complete other search criteria if appropriate and then select Search.

3. Select one or more reports from the browse table, and then select the appropriate toolbar button too:

Select	To...
Apply Selected Changes icon	copy the value of the resource property to the CMDB record’s field
Discard Selected Changes icon	delete the discrepancy report item and not update the CMDB record’s field

1. To display the Discrepancy Reports window for a particular report, select the report and then select the Action icon.

2. The Discrepancy Reports window appears with the following details:

Resource	the name of the external resource
Resource Property	the property of the resource
Reported	the date and time the discrepancy was reported
CMDB Property	the property of the corresponding CMDB record
Resource Value	the value of the resource
Current CMDB Value	the current value of the corresponding CMDB record
Action	the last action taken to rectify the discrepancy

Click the list in the Action field and select:

Apply	copy the value of the resource property to the CMDB record’s field
Discard	delete the discrepancy report item and not update the CMDB record’s field
No Action	if no action is required

Select the Save icon to apply the changes.