Traversal Rules for Application Services form completion

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Traversal Rules for Application Services Form Completion

    The Traversal Rules for Application Services form is essential for editing or adding CI relationships during the tag-based discovery process. Completing this form allows you to effectively manage CI relationships, which is crucial for maintaining an accurate configuration management database (CMDB).

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    Key Features

    • Create New CI Relationships: Use the form to select existing CI relationships or create new ones by defining the Parent Type, Relationship Type, and Child Type.
    • Edit Existing CI Relationships: Modify preconfigured relationships by selecting the desired record and updating the necessary fields.
    • Reverse Traversal: Enable reverse traversal to start discovery from the child CI, enhancing the flexibility of your discovery process.
    • Active Traversal Rules: Control which rules participate in tag-based discovery by selecting the Active checkbox.
    • Order of Rules: Assign order numbers to rules to ensure they are executed in the correct sequence during discovery.

    Key Outcomes

    By effectively completing the Traversal Rules for Application Services form, you can:

    • Add or modify CI relationships accurately, ensuring your CMDB reflects the current state of your infrastructure.
    • Prevent errors during discovery by managing the active rules and their execution order.
    • Maximize the efficiency of your tag-based discovery process, leading to better resource management and visibility.

    To edit an existing CI relationship or add a new CI relationship during the tag-based discovery process, complete the Traversal Rules for Application Services form.

    Field Description
    Rule Definition
    To create a new CI relationship:
    1. Select New.
    2. Select the Lookup using list icon and to view the available CI Relationship Type Rule Definitions.

      Continue as follows, depending on your situation:

      • If you see a CI relationship that you want to use:
        1. Select that relationship.
        2. Select Submit. The new CI relationship is added to the CI Relationship Type Rule Definitions [cmdb_rel_type_rule_definitions_list] table.
      • If you don’t see the desired CI relationship:
        1. Select New in the CI Relationship Type Rule Definitions window.
        2. Select the CI Class from the Parent Type list.
        3. Begin entering the relationship in the Relationship Type field and select the appropriate relationship type from the list.
        4. Select the CI Class from the Child Type list.
        5. Select Submit.
        6. Select Submit on the Traversal Rules for Application Services - New Record form. The new CI relationship is added to the CI Relationship Type Rule Definitions [cmdb_rel_type_rule_definitions_list] table.
    To edit a preconfigured CI relationship:
    1. Select the preconfigured CI relationship in the Parent Type column.
    2. Select the Preview this record icon , then select Open Record.
    3. Modify the Parent Type, Relationship Type, or Child Type as needed.
    4. Select Update.
    For example, to discover Linux servers hosting storage devices, select the following values:
    • Parent Type: Linux Server [cmdb_ci_linux_server]
    • Relationship Type: Contains::Contained by
    • Child Type: Storage Device [cmdb_ci_storage_device]
    Is reverse Select this check box to traverse a CI relationship starting from the child CI instead of the parent CI.

    Using the previous example, select this check box to begin with the storage devices and find the Linux servers that host these specific storage devices.
    Used By Select only Service by Tags.
    Note:
    Don’t select Service Recomputation. This selection helps prevent editing any existing traversal rules or adding new ones and produces an error message.
    Active Select this check box to use this traversal rule in the tag-based discovery.

    Alternatively, clear this check box to exclude this traversal rule from the tag-based discovery.

    Note:
    By default, you can have only five traversal rules participating in tag-based discovery. To change the maximum number of traversal rules, edit the value for the svc_by_tags.max.traversal.rules.active property in the System Property [sys_properties] table.
    Order Enter a number for the order. The system uses traversal rules for discovery in sequence from low order to high.
    Note:
    When configuring traversal rules with dependencies, verify that prerequisite rules are executed before dependent ones by assigning them a lower-order number.