Setting up escalations for computer promotion

You can automate promotion of computers to IT assets using escalations. When you set up the escalation process, you first set default values in the Computers application. Then, in the Escalations application, you specify which instances to promote and when to perform escalations.

Before you begin

Before you can promote computers to assets using an escalation, you must define promotion default values to use for scheduled escalations in the Computers application. When you define the promotion defaults, you must provide default values for site ID and classification. If a default site is not set, promotion will fail. A classification must be provided so that the asset generated will be classified as an IT asset.

Procedure

  1. In the Computers application, configure a set of promotion defaults, which are used for every asset created.
  2. In the Escalations application, open the PROMOTECOMP escalation.
  3. In the Condition field, specify a WHERE clause for the escalation, selecting only the instances that you want to promote. The default clause is provided to help ensure that parent instances are promoted before child instances. If you have parent and child instances, use the default clause as a basis for creating a clause appropriate for your business needs. The default clause promotes both computers and partitions. If you do not want to promote partitions, see the instructions for excluding partitions.
  4. In the Schedule field in the Escalations application, define an appropriate schedule for the escalation.
  5. Optional: In some cases, authorized assets that are created through escalations might be deleted. To ensure that the escalation promotes those instances again, expand the row in the Escalation Points section and select the Repeat check box.
  6. To activate the escalation, from the Select Action menu, select Activate/Deactivate Escalation.

What to do next

After the escalation runs, check the log for errors. By default, the promotion logging is set to INFO and results in a log with a name in the form machineName_MXServer>_AssetPromotion.log. If there is a lack of unique information on the instances, it might be necessary to capture the logs or the PROMOTED reconciliation links in order to determine which assets were promoted from which instances.


Feedback