Review and update the equipment model details

Review and update the details for an equipment model that you imported into the ServiceNow AI Platform so that you can make sure that the information is correct. You can also manually create a new equipment model entity and then add details to it.

Before you begin

Import equipment model data to the ServiceNow AI Platform. To learn more, see Importing equipment model data.

Role required: cmdb_ot_isa_viewer, cmdb_ot_isa_editor, cmdb_ot_isa_admin.

About this task

If you have an assigned cmdb_ot_isa_viewer role, you can only view equipment model entities. If you have any of the other assigned cmdb_ot_isa roles, you can also edit equipment model entities.

Procedure

1. Navigate to All > Industrial Workspace Admin > Industrial Process Manager > Equipment Model Manager.
2. In the Equipment model view for field, select the site that you want to view the equipment model information for.
   You can search for a site by typing in the site name or its short code.
3. Review an existing equipment model entity, or create one.

   Task	Description
   Review and update an existing equipment model	In the selector pane, do the following actions: Expand the equipment model hierarchy. Click the entity that you want to view.
   Create an equipment model entity and populate the details	Click Create new entity. In the Create new entity form, fill in the details. To learn more, see Create an entity for a new equipment model. Click Save. Use the Equipment model view details form to enter the remaining details for the new equipment model entity.

4. On the form, review and update the fields.

   Table 1. Equipment model details form

   Field	Description
   Entity name	Name of the equipment model entity. Note: You can update the Entity name field after the equipment model entity is created. Updating this field also updates the tree component and site filter. For more information, see Update the entity name or parent of an equipment model entity.
   Parent	Name of the entity, if any, that is the parent to this equipment model entity. This field is empty for the top-level parent entity, which has no parent. The top-level parent entity is referred to as a site. Note: You can update the Parent field after the equipment model entity is created. Updating this field also updates the tree component and site filter. For more information, see Update the entity name or parent of an equipment model entity.
   Template	Equipment model template that is assigned to an equipment model entity you manually create. Note: You can't assign an equipment model template to an equipment model that you imported into the ServiceNow AI Platform® using the Integration Hub ETL or a third-party integration.
   Level	Hierarchical level that is assigned from the selected equipment model template for data sorting and structuring purposes. Examples are as follows: Site Industrial site. Area Area in an industrial site. Work Center Work center in an industrial site. Search for and select an equipment level to assign to the equipment model entity. To learn more, see Create hierarchical sorting levels for an equipment model template.
   Type	Name of the level type that is assigned to the equipment model template level. For example, Material Assembly or Production Cell for a Work Center level. To learn more, see Create equipment model level types.
   Short description	Short description of this equipment model entity and its purpose.
   Short Code	Short code that is assigned to this equipment model entity.
   Path	Concatenation of the short codes of this equipment model entity and all its parent entities. For example, ATL-B42-MQSTOR-Z1 is the concatenation of the following short codes: ATL short code for the Atlanta site. B42 short code for Building B42. MQSTORE short code for Model M and Q. Z1 short code for the Zone 1 transfer storage zone for Model M and Q.
   Location	Location of the equipment model entity. For example, Atlanta Building 64 would be the location for each associated equipment model that is located there. Search for and select the location to assign to the equipment model entity.
   Timezone	select the timezone that corresponds to the factory's physical location.
   Company	Name of the company that is associated with the equipment model entity. Search for and select a company to assign to the entity.
   Assigned to	Assigned user who operates and handles this equipment model entity. Search for and select the user to assign to the entity.
   Managed by	Name of the assigned person who owns and is responsible for managing this entity record. Search for and select the user to assign to the equipment model entity.
   Process criticality	Measure of how critical, or important, the equipment model entity is to the industrial process. Select the process criticality for the entity. For example: 1 - most critical. 2 - somewhat critical.
   Support Group	Name of the group that supports this equipment model entity. Search for and select the user group to assign to the equipment model entity.
   Managed by Group	Name of the assigned group that owns and is responsible for managing this entity record. Search for and select the user group to assign to the entity.
   Company	Name of the company that the equipment model entity belongs to. The core_company value is stored in the CMDB in the ServiceNow AI Platform as a reference.
   Operational status	Current operational status of the equipment model entity: Operational Entity that is fully operational in the production process. Non-Operational Entity that is non-operational in the production process. Not in use Entity that is operational but intentionally offline. You can use this value to designate which sites are included for licensing purposes. The sites marked as Not in use won't be visible in the Equipment Model Manager of the Industrial Workspace.

5. Review the associated equipment model data in the related list tabs as follows:

   Task	Description
   View the equipment model hierarchy	See View the equipment model hierarchy.
   Map the upstream production processes for the equipment model entity.	Click Upstream Process. To learn more, see Map the upstream production processes for the selected equipment model entity.
   Map the downstream production processes for the equipment model entity.	Click Downstream Process. To learn more, see Map the downstream production processes for the selected equipment model entity.
   View the child entities for the equipment model entity.	Click Child Entities. To learn more, see Review the child entities for the equipment model entity.
   View the OT devices that are associated with the current equipment model entity and its child entities.	Click Mapped OT Devices. To learn more, see Add OT devices that are associated with the selected equipment model entity. Note: By default, you cannot see OT control modules in this list.

6. When you finish reviewing and updating the equipment model details, do one of the following actions.

   Action	Description
   Save the updated equipment model entity	Click Save.
   Delete the equipment model entity	Click Delete.

What to do next

To view the roll up for OT data associated with the equipment model entity and its child entities, you can use the following related lists in the equipment model entity record. The roll up view represents the OT devices, OT incidents, OT changes, and so on that automate the entire hierarchy of an equipment model entity.

• Mapped OT Devices
• OT Incidents
• OT Change Requests
• Vulnerable Items
• Remediation Tasks

• Create an entity for a new equipment model
  Create an entity for a new equipment model. You do this task when you want to manually create a new equipment model entity directly in the ServiceNow AI Platform rather than import the equipment model data from an external source.
• View the equipment model hierarchy
  View a graphical representation of the hierarchical structure of the selected equipment model entity, and its relationships to other entities in the production process.
• View the equipment model OT device map
  View the graphical representation of the selected equipment model entity and its relationship to other Operational Technology (OT) devices in the production process.
• View the equipment model OT dependency map
  View the graphical representation of the hierarchical structure of the selected equipment model entity and its relationship with other entities and devices in the production process.
• Map the upstream production processes for the selected equipment model entity
  Use the upstream process to review upstream production processes for the selected equipment model entity. You can also create and map a new upstream production process for the equipment model entity.
• Map the downstream production processes for the selected equipment model entity
  Use the downstream process to review the downstream production processes for the selected equipment model entity. You can also create and map a new downstream production process for the equipment model entity.
• Review the child entities for the equipment model entity
  Review the child entities that are associated with the selected equipment model entity. You can review the relationships of the associated entities that are subordinate to a higher-level entity.
• Add OT devices that are associated with the selected equipment model entity
  Use OT devices to review the OT devices that are associated with the selected equipment model entity and its child entities. You can also select and associate other OT devices to the selected equipment model entity.
• Update the entity name or parent of an equipment model entity
  Update the entity name or parent fields in an equipment model entity record as needed to help keep your equipment model information up to date.
• Bulk edit a site's Operational Technology Vulnerability Response assignment group
  Use the bulk edit feature to update the Operational Technology Vulnerability Response (OT VR) assignment group field in multiple site records at once.
• Generate a location hierarchy
  When no locations exist, generate a complete location hierarchy for an ISA equipment model entity tree to establish location references that match the ISA hierarchy.
• Search for an equipment model entity
  Search for an equipment model entity in the Industrial Workspace so that you can find the entity more quickly and efficiently.
• View all OT devices by managed network
  View your Operational Technology (OT) devices by managed network on the ServiceNow AI Platform.
• Filter equipment model entities by operational status
  Filter how equipment model entities appear in the Equipment Model Manager on the Industrial Workspace using a system property. Filtering equipment model entities can help you organize the data shown on the Industrial Workspace.
• Favorite a child equipment model entity
  Favorite a child equipment model entity in the Equipment Model Manager of the Industrial Workspace so that you can access a tailored view of your favorites while working.