How to create new policy type and workflow for CMDB Data Manager

[victor21]

Hi Listers,

Does anyone know how to create a new policy type with corresponding flow for CMDB Data Manager?

This use case is to be able to create policies that will do something (delete, archive, send notification) with relationships of retired CIs.

I know this can be done in a different number of ways but my concept is to include the actions under "CMDB Data Management" umbrella.

Any suggestions or documentation link will be appreciated.

Thanks & regards,

//Victor

[Community Alums]

Hi @victor21 ,

As per your requirement, OOTB you cannot do it as it requires a complete customization.

To start with the "Policy Type" field is a choice field and based on the choices selected the view changes and fill the rest of the information in cmdb data manager.

For example if you want to create a new policy , you can a following error, if the required fields are not selected :

While creating the policies we have the below Policy types 

• Archive 
• Delete 
• Retire 
• Attestation 
• Delete CMDB Related Entry 

The above Policy Types are good to be created with the Class of "Configuration Items", but if changing the class to "Business Application" it only works for the policy type "Attestation" and the rest would have the above error as its not supported .

[victor21]

Okay - I figured it out!

1. Create the new policy type in "cmdb_policy_type"
2. Create a category in "sys_hub_category" for the subflow(s) that will be implementing the new policy type
3. Create an entry in "cmdb_policy_type_categories" to specify what flow category will be available for the new policy type
4. Create the appropriate subflow(s) under the category declared in step 2.

Regards,

//Victor

[victor21]

Unfortunately that is not all - I still need to figure out how to prepare the scheduled job to run the policy :(.

Insight into "SNC.CMDBDataManagerScriptableApis" will be a great help.

Regards,

//Victor

[Gabriel Moreir2]

Have you figured it out or completely gave up and built something from scratch (typically the best option to start with without even trying OOB half-baked solutions)?