Use Cases

Business Rule for CMDB

The CMDB (Configuration Management Database) module in Infraon platform is designed to maintain a structured repository of all configuration items (CIs) within an IT environment. These CIs can include assets such as laptops, servers, routers, and applications, along with their relationships and dependencies.

A Business Rule in Infraon defines an automation logic that performs actions when certain conditions are met. In the CMDB module, business rules can be applied to assets for activities such as:

• Auto-updating tags and properties

• Assigning ownership

• Enabling workflows based on asset data

• Triggering changes when predefined criteria are satisfied

Objective of This Use Case

This use case demonstrates how to automatically assign values to discovered assets (such as Asset Tag, Owner, and User Tag) based on their IP Address. This helps:

• Automatically categorize assets during discovery

• Assign ownership without manual intervention

• Maintain consistency in asset metadata

Scenario

An organization wants to automatically assign specific properties to all IT assets discovered within a certain IP address range. For example:

• Any device within the IP range 192.168.50.1 should be tagged as an HP asset.

• The technician Alex should be assigned as the asset owner.

• The asset should also be grouped under the DevOps user tag for better filtering and reporting.

Configuration Steps

Field	Value	Description
Module	CMDB	Selects the CMDB module to apply the rule to asset-level records.
Type	Set Value	Specifies that values will be auto-filled when the condition is met.
Rule Name	Auto-Tag HP Assets	A custom, descriptive name for the rule.
Description	[Optional]	Brief description for internal reference.
Is Enable	ON (Toggle Enabled)	Ensures the rule is active and will run automatically.

Rule Setup: When Condition

Field	Operator	Value	Description
IP Address	In Range	192.168.50.1	The condition checks if the asset IP matches this value (or falls within a range).

Then: Value Update To (Actions)

Field	Value to Set	Description
Asset Tag	HP	Automatically tags the asset with “HP” to classify it by vendor or type.
Owner/Technician	Alex	Assigns Abdul as the default technician or owner responsible for this asset.
User Tag	DevOps	Applies the DevOps tag for segmentation or automation.

You can add multiple conditions and actions using the "+" and "−" icons in the rule builder interface.

How It Works

Once the rule is enabled:

• Infraon continuously monitors assets being discovered or updated in the CMDB.

• If an asset's IP address matches the defined rule (192.168.50.1), the system automatically updates the configured fields (Asset Tag, Owner/Technician, User Tag).

• This ensures that the asset is properly categorized and assigned without manual input.

• Business Rules in the CMDB apply to all discovered or imported asset records.

• Multiple conditions can be added using logical AND.

• Values are updated only when the condition is matched during asset data sync, update, or manual addition.

Business Rule for Delegation Approval

Click here to view.

Business Rule for Model Year–Based End-of-Life

This use case explains how to automatically calculate and update the End of Life (EOL) date for assets using the Model Year field. It is useful when acquisition or purchase dates for existing assets are unavailable.

The business rule evaluates the asset category and applies a predefined lifecycle period to determine the expected EOL date.

Example Lifecycle Rules:

• Laptop → Model Year + 5 Years

• Desktop → Model Year + 7 Years

• Monitor → Model Year + 10 Years

If the Model Year is blank or if the End-of-Life value is manually entered, the automatic calculation will not be applied.

Why Use This Rule?

Use this rule to:

• Standardize lifecycle estimation across assets

• Automatically maintain End-of-Life values

• Reduce manual updates for large asset inventories

• Improve replacement planning and reporting

• Maintain activity history for EOL updates

Steps to Configure the Business Rule

• Navigate to Infraon Configuration → Infraon Automation → Business Rule.

• Click Add Business Rule.

In the Rule details section, enter the required information:

Add Rule | Basic Details

Label	Action	Description / Example
Rule Name	Enter value	Specify a name for the rule. Example: End of Life Auto-Update
Module	Select from the dropdown	Choose CMDB.
Type	Select from the dropdown	Choose Set Value.
Precedence	Select value	Define the execution priority if multiple rules exist.
Description	Enter text	Add a short summary of the rule purpose.
Is Enable	Toggle On	Enables the business rule.

Configure Rule | Add Rule

Under Rule Setup, define when the rule should execute.

Field	Action	Description / Example
When	Select field	Choose the asset category field such as Device Type.
Condition	Select operator	Example: Contains
Value	Enter value	Example: Laptop
And	Add condition	Add additional filters, such as Make contains Lenovo, if required.

Configure Value | Add Rule

Define which field should be updated automatically.

Field	Action	Description / Example
Then Value Update To	Select field	Choose End of Life.
Reference Field	Select field	Choose Model Year.
Add Years	Enter value	Example: 5 for Laptop assets.
Add Months	Enter value	Optional. Leave blank if not required.

Result

Once configured:

• Assets with a valid Model Year automatically receive an End-of-Life date.

• Updated values are visible in the Asset View page.

• The Model Year field is available in CSV Import, Export, and Bulk Edit.

• Changes are recorded in the Activity Log for traceability.