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Discovery

Lifecycle and processes

States and transitions for discovery sources, runs, deviations and tombstone candidates, SLA handling, and the end-to-end sequence for each persona.

This page is the reference for the states Discovery moves things through: sources on their safety ladder, the outcome of each run, deviations from detection to decision, and CIs that are no longer seen. It closes with the typical sequence for each persona.

Source commissioning states

StateMeaningMoved byAllowed next states
DisabledRegistered, stages nothing.Source managerConnection test
Connection testProves connectivity; results are not applied.Source managerObserve only, quarantine, disabled
Observe onlyStages evidence within the approved scope; no CMDB change.Source managerQuarantine, active, paused, disabled
ActiveObserves for production; writing still needs production-apply activation.Source managerQuarantine, paused, disabled
PausedRuns are refused as paused.Source managerConnection test, observe only, active, quarantine, disabled
QuarantineStopped because a run broke the approved scope, or by an operator.System or source managerConnection test, disabled

The source manager is anyone holding discovery.source.manage. The UI offers Connection test, Approve observe-only and Pause source. Moving a source to active is supported by the service but has no button yet, and production-apply activation has a service and API but no screen yet — see Availability.

Run outcomes

OutcomeMeaningCounts for absence?
RunningThe pull is in progress.No
SucceededComplete, successful run.Yes, if the source is active and the run enumerated the whole estate
PartialSome pages or records could not be read.No
FailedThe pull failed; the run is closed rather than left running.No
QuarantinedRefused at start because scope, manifest, fields or data classes differ from the approval.No
CappedWould have exceeded the approved change cap; nothing was written.No
PausedRefused because the source is paused.No

Runs with outcome failed, partial, quarantined, capped or paused can be retried, up to three attempts in total. Runs in connection test are not applied and do not count for absence; observe-only runs never count either.

Deviation lifecycle

StateMeaningWho moves itAllowed next states
OpenA new disagreement between CMDB and observation.Created by the apply sweepAcknowledged, resolved, dismissed
AcknowledgedSomeone has taken it on.Deviation managerResolved, dismissed
ResolvedDecided: accept observed value or keep CMDB value, with reason.Deviation managerNone (terminal)
DismissedNot a deviation (false alarm), with reason.Deviation managerNone (terminal)

The deviation manager is anyone holding discovery.deviation.manage. Terminal states cannot be reopened. If the systems still disagree, the next run records a new deviation with its own detection time, so breach history and MTTR cannot be reset.

Tombstone candidate lifecycle

StepWhat happens
AccruingSuccessful runs that do not see the CI raise the absence streak.
ProposedThe streak reached the grace and no other origin sees the CI. The candidate appears under Absent CIs.
RetiredA person confirmed the absence. The CI moves to the retired lifecycle state; nothing is deleted.
KeptA person decided the absence was a source artefact. The CI stays as it is.

The grace is 5 runs by default and for scanners, and 3 for Intune. A change of scope, manifest or field list resets the streak. Deciding a candidate needs discovery.tombstone.decide.

SLA, escalation and notification

Each deviation gets a due date from its reason. Targets are wall-clock hours from detection:

ReasonSeverityReview target
Governance attribute contradictedHigh1 day
Ambiguous or split identityHigh2 days
Class mismatchMedium3 days
Stale authorityMedium5 days
Unranked source, no observationsLow14 days
Production apply not activatedLow30 days

The daily SLA sweep latches SLA breached on overdue deviations and records one audit event per breach. You find breaching deviations with the Breaching SLA only filter. Failed and partial imports are also raised on the System health page so operators see them outside Discovery.

Background schedule

JobSchedule
Integration pollEvery 5 minutes (tick); 6 hours by default for scanners
Discovery apply sweepHourly at minute 47
Deviation SLA sweepDaily at 02:15
Verification stalenessDaily at 02:15
Feed mirror syncDaily at 04:00

End-to-end process per persona

PersonaTypical sequence
Tenant administratorEnable discovery_sources → add the integration and store its credential → acknowledge residency → test the connection → grant cmdb_admin to the discovery owners.
CMDB administrator (onboarding)Connection test → approve observe-only with scope and caps → watch the run ledger → check the review inbox volume → move to active → activate production apply once a second origin confirms CIs.
CMDB administrator (daily)Review inbox → deviation queue (breaching first) → absent CIs → topology links → source health.
CI ownerReceives deviations for their CIs; resolves with the CMDB administrator or updates the CI record.
AuditorOpens the attestation → reads the denominator policy and both windows → checks single-sourced justifications → checks open deviations and MTTR → requests the sealed artifact.

Current limitations along these sequences:

  • Store its credential: credentials are stored encrypted, but the integrations screen does not yet offer a field to enter them.
  • Move to active: supported by the service, no button yet.
  • Activate production apply: service and API only, no screen yet. Independent confirmations are not yet written by the sweep.
  • Review inbox: software, CPE and lifecycle items are listed but cannot yet be decided in the UI; topology links can.

The step-by-step procedures are in Guides for administrators and Guides for CMDB reviewers and auditors.