CMDB Sync Rules

CMDB sync rules enable you to populate assets, departments, service categories, software installations, support groups, and users as CIs in ServiceDesk Plus.

Using sync rules, you can define which entity and what data to be synced from it. Any changes made to the data in the entities will be reflected in the corresponding CI and vice-versa.

Sync rules will be applied when the synced entities are added, updated and deleted.

To create a sync rule,

Go to Admin > Customization > CMDB > Sync Rules, and click New.
Configure the fields using these pointers.

Field	Explanation
Source Module	Select the type of entity you want to sync. For example, Asset.
Product Type	If you choose Asset as the source module, you can further refine your selection by selecting a product type. For example, Server
Destination CI Type	Select the CI under which you wish to sync the assets. For example, Server.
Description	Enter the sync rule purpose and usage. For example, "Syncing Server from asset to Server in CMDB".
Status	Enable or disable the sync rule. Disabled sync rules cannot be used for sync.
Filter Asset and create CIs	You can further refine the source module selected using this option. Choose the column, criteria, and value. Filter the module selected based on certain criteria. Use the or icons to manage multiple criteria. You can choose between the AND and OR operations to define the subcriteria. For example: Asset State │ is │In Use, In Store
Map Asset Type fields CI Type fields	Map the CI Type field to the entity field. Only the mapped field information will be synced. For example, Serial Number (CI Type field) - Serial Number (Asset field) Only fields of the same type can be mapped.
Create relationship form Asset	Define relationships between the CIs based on the asset, user, software installation, and other entity 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. For example, Relationship Type: Owned by Destination CI Type: Department Asset Field: Department The associated asset, user, or software installation will automatically be created as a CI if it is not already a CI.
Delete CI when linked asset is deleted	Enable this field to delete the CI when the synced entity is deleted.
Create drop-down option if it does not exist	Enable this option to add the entity fields to relevant picklists in CMDB.

The following image displays the sync rule configurations for Server:

Sync rules are automatically applied when the synced entities are added, updated, and deleted. You can also manually apply sync rules using the Run Through option in the sync rule list view.

Sync Rules List View Actions:

Filter the sync rules by the source module and destination CI Type by using the filters available.
Enable or disable a sync rule using the toggle under the Status column.
Edit or delete a sync rule by clicking against it.
- To delete multiple sync rules at once, select the sync rules using the checkboxes, and click .
Change the order in which sync rules will be executed.
- Click Reorder and select the source module in the drop-down.
- Drag the sync rules using or change the sequence by entering the number in the field.

Sync rules will execute in order only if they have a single source and multiple destinations. If there is only one destination for the source, only that specific sync rule will be executed.

Click > Run Through against a sync rule to execute a sync rule instantly.