Sync Rules

Sync rules define the data to be synced from assets, users, or software installations to CMDB. The synced data is populated as CIs in CMDB and linked to the corresponding asset, user, or software.

You can perform various actions on CIs and their relationships based on the synced data. Any changes made to data in the asset, user, or software installation will be reflected in the corresponding CI and vice-versa.

Sync rules will not be applied while importing assets, workstations, mobile devices, and asset components.

Role Required: SDAdmin

Create Sync Rule

Go to Setup > Customization > CMDB > Sync Rules and click New Sync Rule.

Fill out the form using the pointers below:

Field	Description
Name	Enter the name of the sync rule.
Description	Describe the sync rule purpose and usage.
CI Type	Select the destination CI type where the data from the source module is synced.
Sync with	Select the source module from where the data is fetched and synced as CIs. You can sync data from: Assets Users Software Installations Only Managed Software of software installations can be converted as CIs using sync rules.
Applies to	Select the asset or user type where the sync rule is applied. This field is not applicable while syncing software installations as CIs.
Status	Enable or disable the sync rule. Disabled sync rules cannot be executed using Run Through option.
Actions	Define actions to be performed when the sync rule is applicable: Create CI Create asset from CIs Map fields between CI and records in other modules Create relationships Delete CI Delete asset

Click Save.

You can create multiple sync rules for a particular CI Type. However, if the source is Assets, then only one rule per asset type is allowed.

Sync rules are automatically applied when the asset, user, or software installation is added, updated, or deleted. You can also manually apply sync rules using the Run Through option.

Sync Rule Actions

Create CI from [x]

Create/link new CIs based on the specified condition. The CI will be created from the configured asset, software installation, or user.

Specify the condition to apply the sync rule:
- Based on conditions - Define the criteria to apply the sync rule by selecting the column, operator, and value. Use the Add icon to define multiple criteria.
- Without condition - Apply sync rule to all records in the selected module.
Enable Configure default values to create CI to create CI with all details in the source module record. You can also add custom values to various CI fields by mapping them.

Create [asset] from CIs

Create/link an asset from CIs based on the specified condition. The CI data will be auto-populated in the asset, you can also map fields to populate data.

This action is applicable only when the sync rule is configured for assets.

Specify the condition to apply the sync rule:
- Based on conditions - Define the criteria to apply the sync rule by selecting the column, operator, and value. Use the Add icon to define multiple criteria.
- Without condition - Apply sync rule to all CIs in the selected CI type.
Enable Configure default values to create [asset] to create assets with all details in the CI. You can also add custom values to various asset fields by mapping them.

Map [x] Fields

Map the asset, software installation, or user fields with the selected CI type fields.

Select a field in the source module.
Select a corresponding CI Type field.

Only fields of the same type can be mapped.

You can map multiple fields. To add new fields to a CI Type or to know more, click here.

Changes to Assets/ Software Installation field values will be reflected in the corresponding CIs and vice-versa. If CI Type has unique fields, then they should be mapped with the fields in Assets/ Software Installation records.

If the mapped field is non-editable, then it will not be synced.

Create Relationships

Define relationships between the CI with other CIs based on asset, user, or software installation fields.

Select the relationship type by using predefined or custom relationship types.
Select the destination CI type
Select the relevant asset/ software installation field.
Click to define multiple relationships.

The associated asset, user, or software installation must already be a CI.

Delete CI

Delete the CI when the corresponding asset, user, or software installation is removed.

Delete [asset]

Delete asset when the corresponding CI is removed.

This action is applicable only when the sync rule is configured for assets.

List View Operations

Click to edit or delete sync rules. To bulk-delete, select the sync rules and click Delete on the toolbar.
Click Organize to set the order in which sync rules will be executed. Use and to reorder the rules and click Save.
Click and select Run Through to execute a sync rule manually. You cannot execute sync rules manually.

You can enable or disable existing sync rules using the toggle button under the Status column in the Sync Rules tab.