Schedule a data certification task

Keep your business applications inventory up-to-date by certifying the data in the business applications table periodically. Keeping your business application data current helps you to assess your business applications precisely as there are indicators that are dependent on these business applications.

Before you begin

Role required: sn_apm.apm_admin

About this task

As a system administrator with the APM admin role, you can create and assign the data certification tasks to the system owners for them to certify the business applications data. You also require certification_filter_admin role to set filter to those fields that require certification.

Inventory of business applications is created one time. But the data on a business applications table are highly dynamic and keep changing over time. Hence, it is imperative to keep the data complete, accurate, and current. Data certification is a platform feature that helps you to keep the data up-to-date.

The Application Portfolio Management (com.snc.apm) plugin installs the Data Certification (snc.certification_v2) plugin and requires no separate subscription.

The following preconfigured certification schedules are available for the system administrator to schedule data certification tasks. The certification schedule generates a set of certification tasks based on set conditions.

• Business Application Certification On Demand / Business Application Certification Quarterly: Certifies the data in the Business Application [cmdb_ci_business_app] table. Use Business Application Certification On Demand to schedule as and when required, and Business Application Certification Quarterly for every quarter. Use either of the schedules as per the specified time interval or on demand.
• Application Service Software Model Certification On Demand: Certifies the software model and full version fields in the Application Service Software Model [sn_apm_tpm_service_software_model] table.
• Software Product Lifecycle Internal Source Certification on Demand: Certifies the full version field in the Custom Software Product Life cycle [sam_custom_sw_product_lifecycle] table.

Procedure

1. Navigate to All > Application Portfolio Management > Administration > Certification Schedules.
2. Click New to create a new record of certification schedule.

   You can also click the preconfigured certification schedules to review the record and update the details, if necessary.

   For field information, see Certification Schedule form.

3. Click Submit.
4. Click Update to save the changes or Execute Now to execute the schedule.

   When you click Execute Now, a certification instance is created and as a system administrator you can view it in the Certification Instances related list. You can also track the certification instance and the percentage of its completion.

   Related certification tasks (to verify and certify the data of a business application record) are created in the Certification Tasks related list and is assigned to the application owner. As a system administrator you can also track the data certification progress assigned to the application owner.

   When a certification task is newly assigned, reassigned, or is about to expire, you can notify the task owners about the pending status of the task at hand by an email.

   Preconfigured email notifications such as APM DC task assignment, APM DC task reassign, and APM DC task expiry are available that you can trigger depending on the certification task when you execute a schedule by clicking Execute Now.

   These email notifications are inactive by default, which you must activate by setting it to true.

5. To activate the email notifications, navigate to Service Creator > Notifications.
6. Click open the APM related notification record.
7. Enable the Active check box to activate the email notification.

What to do next

You can review the certification tasks and update them if necessary.

• View and update the application certifications
  A certification instance is a collection of certification tasks to execute a certification schedule. Review the application tasks that you created and update them if necessary.
• Certify data in business applications table
  As an application owner with the certification role you can view the certification tasks assigned to you and certify the required fields. You can also update the data in the fields and then certify them.