Rules - Configuration items
Rules - Configuration items in the CMDB section play a role to automate the management of Configuration Items (CI). These mechanisms trigger predefined actions in response to specific CI events. A variety of actions can be assigned to rules from the CMDB > Actions - Configuration items section.
More about Configuration Items: Go >
More about actions: Go >
It is crucial to design rules that are simple and thoughtful, with unambiguous names indicating their function or application. It's also important to describe each rule in detail to make it easy to understand its purpose and operation, which provides transparency and management efficiency, and makes the IT team's job easier.
New rule
To add a new rule, go to CMDB > Rules - Configuration items, and then click the “New rule” button.
Filling in the rule
Next, in the “New rule definition” window, fill in the desired fields and click the “Save” button.
| 1 | Rule activation - Checking the “Active” option activates the rule. |
| 2 | Name - This is used to identify the rule. |
| 3 | Description - Allows you to understand the purpose of the rule. |
| 4 | Trigger event - Select the event that will trigger the rule, for example, “Adding a new configuration item” (Optional). |
| 5 | Schedule (tasks) - Specify when the rule should be activated (Optional). More regarding schedules: Go > |
| 6 | Position - Specify the order of rule execution if there are more rules. |
| 7 | Starting rule - Optional setting of the rule to be the trigger for the current rule. |
Specifying the rule action/condition
After creating a rule, the user will be taken to the rule creation window. Rules in Oxari work on an “if-then” basis, where certain conditions (if) trigger certain actions (this). In this case, the triggering event is “Register new service”. To assign an action or condition to the event, click on the tile in question.
Assigning a condition
After clicking on the tile, two options will be usable “Assign action on TRUE” and “Assign condition on TRUE”. To add a condition to a rule, click the “Assign condition on TRUE” button.
Assigning an action
After clicking on the tile, two options will be possible to use “Assign action for TRUE” and “Assign condition for TRUE”. To add an action to a rule, click the “Assign action for TRUE” button.
In the process of defining rules in the Oxari system, the user can proceed to assign an action. There are two options available:
| 1 | “New” - Allows you to create a new action that will be executed when the condition is met. |
| 2 | “Search” - Allows you to select actions that have already been defined in the section Resource Management > Actions. More about actions: Go > |
In the example under discussion, a new action is created. To create a new action, the user should select “New” and proceed to the process of configuring this action.
Then, in the “Select action” window, select the desired action and click the “Select” button.
In this step, name the action and click the “Save” button.
The given action has been added to the rule. It may happen that it is not immediately visible, in which case you should refresh the page.
Once a new action is created, it becomes available in the CMDB > Actions - Configuration items section and can be reused in various rules. To use an already existing action, in the “Assign action” window, simply select “Search”, find the desired action in the list and confirm the selection by clicking “Save”. This allows you to effectively use the action in different scenarios without having to create it again.
Editing/deleting actions and conditions
To edit or delete actions and conditions, simply go to CMDB > Rules - Configuration items. Then, to see more options for a rule, click the “Details” button next to the selected rule.
In the details of the rule, select the desired action/condition by clicking on the tile of the corresponding action/condition. The edit/delete options will be visible in the upper right corner.
Editing/deleting a rule
To edit or delete rules, go to CMDB > Rules - Configuration items. Hover over the desired rule. Edit/delete buttons will be displayed.
Activating/Deactivating a rule
Each rule can be activated or deactivated. To activate/deactivate a rule, go to CMDB > Rules - Configuration items. Hover over the desired rule and click the edit button.
Then, in the edit window, click on the “Active” checkbox (the checked box means that the rule will be Active), finally click the “Save” button.
Testing a rule
To test rules, go to CMDB > Rules - Configuration items. Hover over the desired rule. A button to perform the test is displayed.
Only rules with an assigned schedule can be tested.
