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Version: 11.1

Service Configuration

Introduction​

During device discovery, Resolve Insights collects information about the services running on each device. To help you more easily identify and work with those services, both in Insights and your CMDB, Insights allows you to create service configuration records.

The service configuration record has options to give the service a human-readable name, assign it a role, and determine if the service needs to be synchronized with a CMDB.

Insights comes with a large set of predefined service configuration records for industry-standard services. Services outside this list are categorized as "Other." You can create your own service configuration records to accommodate them.

Variable Service Names​

For a subset of the predefined services, such as Oracle and other database processes, Insights varies the service name to show additional information, such as the Oracle instance. In those cases, the service name that you see in the device details and that is pushed to CMDB will not match the service name from the service configuration record. Consider using Adding a CMDB Record to prevent any misdetection of the service in your CMDB.

Create a Service​

For services that Insights was unable to find a predefined service configuration match, you can create your own service configurations:

  1. Navigate to Organization Settings > Service Configuration.

  2. Click + Add Configuration

  3. Select Service configuration type

  4. Enter search string field. By default, the search is looking for an exact, case-insensitive match inside the service string. Click the Use Regular Expression checkbox to search inside the service string using a regular expression.

    note

    The search string cannot exceed 900 symbols.

  5. Click Preview Matched Process to see the filtered list of services and devices matching your search string.

  6. Enter the Service name that you want to appear as in Insights and, if you select so, in your CMDB. Optionally, select an existing service configuration record from the drop-down list to redefine it.

  7. Enter the Role for the newly created service or enter a new name to create and assign your own custom role. A single role can be assigned to multiple service configuration records.

  8. Enable Push to CMDB if you want this service to be synchronized to your CMDB together with the services' device. The synchronization will happen at the next discovery run.

  9. Click Create

The configuration is added to the list of service configurations. You can delete or edit it (for example to stop pushing it to CMDB).

Add a CMDB Service​

This information only applies to predefined services. Custom services cannot have variable service names.

For services with variable service names, you might want to push the exact service name to your CMDB to prevent misdetection of the service in your CMDB.

Take these steps to create a service name record in your CMDB:

  1. Navigate to Organization Settings > Service Configuration.
  2. Click + Add Configuration
  3. Select CMDB Service configuration type
  4. Enter the Role for the service
  5. Enter the Service name as it appears in your device details.
  6. Enable Push to CMDB if you want to push the record to your CMDB immediately after creation.
  7. Click Create.

The CMDB record appears in the table. You can delete or edit it (for example, to stop pushing it to CMDB).

As long as Push to CMDB is checked, any changes to the record are automatically pushed to your CMDB.

Unchecking the box does not automatically delete the record from CMDB.

Edit a Service or CMDB Service​

You can edit the details of the service configuration record that you have created. Predefined service records cannot be edited.

  1. Navigate to Organization Settings > Service Configuration.
  2. Click the edit icon under Actions in the row of the record that you want to edit.
    The Edit Configuration dialog box for the selected record is displayed.
  3. Make the desired changes to the fields.
  4. Click Submit.

Delete a Service or CMDB Service​

You can delete service configuration records that you have created. Predefined service records cannot be deleted.

  1. Navigate to Organization Settings > Service Configuration.
  2. Take one of the following actions:
    • To delete a single record, click the Delete (trashbin) icon under the Actions column in the row of the record that you want to delete.
    • To delete multiple records, check the boxes in the rows of all the records that you want to delete and then click the Delete button.