How to Consume Federated Policy Data from Configuration Manager

This workflow provides a brief overview of the steps to be performed in UCMDB, in order to consume federated data from Configuration Manager.

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Create an Integration Point to Federate Policy Compliance Data

In the Integration Studio, create a new integration point.

Set the following adapter properties:

Field	Description
Adapter	Click the button and select CMPolicyAdapter.
Credentials ID	Do the following: Click the button. Select Generic DB Protocol (SQL) and click OK. Click the button to add the credentials to connect to the Configuration Manager database. These should be the same credentials that were provided during the installation of Configuration Manager. When finished, click OK.
DB Name/SID	The database name or schema ID.
DB Type	Specify Oracle or MSSQL, as required.
Hostname/IP	Provide the host name or IP address of the Configuration Manager database.
Integration Name	Enter a name for the new integration point.
Port	Enter the port number that is used for communication with the Configuration Manager database.

Click Test Connection to make sure that you have configured the integration point correctly.
Click OK to save the integration point.
Select the Policy and PolicyResults CI types in the Supported and Selected CI Types tree.
Click the button to save the integration point.

For further details about creating integration points, see the section about the Integration Studio in the HPE Universal CMDB Data Flow Management Guide.

Create Policy Reports Based on CIs in a View or Custom TQL query

Create an integration point as described in , if one does not already exist.
In UCMDB, create a new view with a custom TQL query, or copy an existing view.

Note When using a custom TQL query, make sure you take into account the limitations of the data capacity when using federation. You should filter the CIs in the TQL query to take this limitation into account. For details, see
For each configuration item that you want to associate with a policy, attach the Policy CI type and the selected CI to the PolicyResult CI type, using composition and aggregation links accordingly. The cardinality should be 0..* if you also want to obtain results for CIs that do not have associated policy information. An example is shown below:
Specify the Configuration Manager integration point that you defined to be the data source that provides the policy and policy result data.
Set the hierarchy. An example is shown below:
Add properties for the Policy CI type to the report layout: An example is shown below:
Add properties for the PolicyResult CI type to the report layout. An example is shown below:
If desired, you can schedule these reports to be created periodically. For details, see the HPE Universal CMDB Data Flow Management Guide.

For details about creating reports, see the section about reports in the HPE Universal CMDB Modeling Guide.

Create summary policy reports based on the CIs in a view or a custom TQL query

Create an integration point as described in , if one does not already exist.
In UCMDB, create a new view or copy an existing view.

Note When using a custom TQL query, make sure you take into account the limitations of the data capacity when using federation. You should filter the CIs in the TQL query to take this limitation into account. For details, see .
For each configuration item that you want to associate with a policy, attach the Policy CI type and the selected CI to the PolicyResult CI type, using composition and aggregation links accordingly. The cardinality should be 0..* if you also want to obtain results for CIs that do not have associated policy information. An example is shown below:
Specify the Configuration Manager integration point that you defined to be the data source that provides the policy and policy result data.
Set the hierarchy. An example is shown below:
Create an aggregation function for the Policy CI type. An example is shown below:
Add properties for the Policy CI type to the report layout. An example is shown below:
Add properties for the ConfigurationItem CI type to the report layout. An example is shown below:
Change the report format to a bar chart. An example is shown below:
If desired, you can schedule these reports to be created periodically. For details, see HPE Universal CMDB Data Flow Management Guide.