Has anyone had success with CMDB data manager policies?

[Tobias]

Hi, 

Has anyone had success using CMDB data manager policies?

I.e. archiving CI's, so CI's have life cycle stage status = retire, and afterwards these CI's are archived. 

In my PDI I can manage to get the CI's retired, but for some reason nothing happens when executing 'archive' job. No approval task is generated in 'open tasks' on CMDB data manager view. 

/Tobias 

[Tony Branton]

Hi Tobias,

In your Data Manager Archive policy, are you seeing the retired CIs on the preview screen?  If not, then you'll need to adjust the condition filter to ensure the CIs are picked up by the policy. I like to include "Life Cycle Stage is End of Life" in archive and delete policies just to be sure.

For completeness, also check the following:

• In the Policy:
• Needs Review - set to true if you want tasks to be approved before archiving/deleting CIs
• For the CIs
• Managed by Group is set to a valid group record containing valid users who are assigned the data_manager_user role (data_manager_admin is also valid)

If you are seeing the CIs when you preview the policy, be aware that policies are evaluated on a daily basis by a scheduled job (CMDB Data Manager Archive/Delete Policy Processor).  Provided you have access, you can execute this job manually to evaluate the policy instead of waiting for 3am (default schedule time).

Hope this helps - let me know if you're still having problems.

[Tobias]

Hi Tony, 

Thanks for clarifying. As you have mentioned the issue seems to be with manually executing the scheduled jobs. I do have access to these but it was as if nothing happened. However, since yesterday my archive policy does seem to have archived a selected group of CI's - so something is working. 

I'll give it a shot with having review tasks created. 

[Lisa West]

Did you have success archiving?  I have a policy and it creates a task, the task gets approved and closed but the archive does not occur. Are there some pointers to what needs to be set so that the archive will occur?

[Tobias]

Hi @Lisa West 

On our instance there is a job running every full hour (like 09:00) which does the archiving (this is not the one found in 'Scheduled jobs' - this job creates the task for approval). So maybe waiting is a solution. 

Approving the task and setting state 'work in progress' does the trick on my end - system then moves state to close complete (San Diego). Waiting for full hour then moves the CI to archive. 

We had an archive destroy rule deleting the records from archive table, but if they aren't even being removed/archived then that wouldn't be the problem. 

/Tobias