Exploring CMDB Workspace

Learn more about CMDB Workspace, its different views, and its benefits when using key CMDB features such as CMDB Health, CMDB Data Manager, and CMDB 360.

CMDB Workspace overview

The CMDB Workspace is an efficient, central, and modernized way for you to work. Use CMDB Workspace to search and explore the CMDB, examine health and recent activity, and access various CMDB dashboards and tools to support tasks in your organization.

General interaction and additional information

• CMDB Workspace leverages many Performance Analytics capabilities and features, such as indicator sources. Throughout the CMDB Workspace views, you can select the various cards to drill down to Performance Analytics KPI Details panes that show trends for the associated data. On a KPI Details pane, you can modify different settings to change the scope of the data. You can also select Show Records to list the records associated with the chart.
• Lists throughout the CMDB Workspace have a filter icon that you can select to show the filter definition used for the list.
• You can open your Configurable Workspace experience in UI Builder to access and edit your CMDB Workspace experience.
• See List of workspaces for a list of all Workspaces that ServiceNow® provides.
• CMDB Workspace doesn't support domain separation.

CI details

When you drill down to CI details, how those details appear depends on system settings:

CI Form

By default, the system property sn_cmdb_ws.explore_ci.record.enabled is set to true, enabling the experience of the CI Form feature for viewing CI details. Using CI Form, you're navigated to a centralized location with a comprehensive set of CI details organized by sections. Use the forms provided by CI Form to examine and edit CI attributes, relationships, tags, services and offerings, CMDB Health and CMDB 360 data associated with the CI, related lists, and activities. When updating CIs in CI Form, IRE rules are applied to avoid potential issues such as duplicate CIs.

For more information, see:

• Components installed with CMDB Workspace: sn_cmdb_ws.explore_ci.record.enabled system property.
• Manage CI details using CI Form in CMDB Workspace.

CI details pane

If sn_cmdb_ws.explore_ci.record.enabled is set to false, then the CI details pane is used for viewing CI details. When you drill down to a CI record in CMDB Workspace views and pages, the following details for the CI appear:

• CI Timeline - Last 14 days: A timeline of CI activities such as change requests.
  Note:

  A CI timeline in CMDB Workspace fails to load when the number of any of the following activities exceeds its threshold:

  • History: 200
  • Incidents: 100
  • Requests: 50
  • Total Events: 200

  Select the Open CI Timeline link in the error message to open the CI timeline in the base system, which shows activities for the CI, up to the specified threshold numbers.

• CI Health: A summary of the health of the CI, showing related items such as critical incidents, incomplete attributes, and stale relationships for the CI.

  Role requirement: sn_cmdb_user or itil (for accessing incidents).

• Details: CI attributes, grouped into categories such as Key attributes, Asset attributes, Discovery attributes, Operational attributes, and More attributes.
  Note:

  Use the CMDB - Workspace form view for a CI class to configure which attributes appear.
• Activity: An activity stream to track what's changed in the CI record.
• Infrastructure Relationships: List of the infrastructure CIs related to the CI.
• Service Relationships: List of business applications, service offerings, and application services that the CI may be related to.

On the CI details pane, you can:

• Select Open Dependency View to open the Dependency Views map and display a graphic infrastructure view of the specific CI record.
• Select View CMDB 360 Data to show CMDB 360 details at the CI attribute level for the specific CI record.

• Select Save to save any changes made to attributes for the CI record.

• Select the More Actions icon (...) for additional functions:
  • Select Create Change to create a new change request for the CI record.
  • Select Create Incident to create a new incident for the CI record.
  • Select Delete to delete the CI record.

UI activity	Additional requirements
CI Details Accessible to: CMDB Admin, CMDB Editor, CMDB User
CI Health Accessible to: Incidents card: sn_incident_read to view Change requests card: sn_change_read to view For remaining cards: At least sn_cmdb_user	itil
Related Open Changes Accessible to: CMDB Admin, CMDB Editor, CMDB User	sn_change_read role
Related Incidents Accessible to: CMDB Admin, CMDB Editor, CMDB User	sn_incident_read role
Related Alerts Accessible to: CMDB Admin, CMDB Editor, CMDB User	Event Management (com.glideapp.itom.snac) plugin evt_mgmt_user role Set up Event Management
Related Application Services Accessible to: CMDB Admin, CMDB Editor, CMDB User	app_service_user role
View CMDB 360 Data Accessible to: CMDB Admin, CMDB Editor, CMDB User	Enable and configure CMDB 360
Save Accessible to: CMDB Admin
More Actions/Delete Accessible to: CMDB Admin

Shared pages

For information about the shared pages, see the Dev site as follows:

• CI Service Relationships
• CI Infrastructure Relationships

What to explore next

To learn more about configuring and using CMDB Workspace, see:

• CMDB views:
  • Home view in CMDB Workspace
  • My Work view in CMDB Workspace
  • CMDB 360 view in CMDB Workspace
  • Insights view in CMDB Workspace
  • Management view in CMDB Workspace
  • SGC Central view in CMDB Workspace (if installed)
• Configuring CMDB Workspace
• Resume a disabled Cloud vs Non-cloud resources scheduled job
• Edit a related table from CMDB performance insights
• Edit a scheduled data import from CMDB performance insights
• Components installed with CMDB Workspace

• Home view in CMDB Workspace
  Home view is the default view in CMDB Workspace. It shows important tasks that you should tend to, various counts for activities in CMDB such as new CIs, CMDB Health aggregations, and various charts. The Home view also provides several links with immediate access to key CMDB tools.
• My Work view in CMDB Workspace
  Use the My Work view in CMDB Workspace to manage your tasks. Tasks in this view are related to data compliance such as attestation, certification, and other life-cycle tasks.
• CMDB 360 view in CMDB Workspace
  The CMDB 360 dashboard provides aggregations and analysis of CMDB 360 data. CMDB 360 collects data about all the discovery sources reporting attribute values for CIs. Use the CMDB 360 view in CMDB Workspace to track activities and identify potential issues of discovery sources. You can also create your own queries and associated schedules and reports to explore CMDB 360 data.
• Insights view in CMDB Workspace
  Use the Insights view in CMDB Workspace to see and increase the level of adoption of key CMDB features and application services to improve the overall health of the CMDB. Explore how tools and features can maximize the health and efficiency of your CMDB and use direct links to install and start using features immediately.
• Management view in CMDB Workspace
  The Management view provides CMDB Admins with quick access to key management tools and deep insights into CMDB health and activities. The view provides details such as duplicate CIs and recent activities in the CMDB.
• Configuration identifiers framework
  Configuration identifiers provide a framework that lets you customize some behaviors of a CMDB Workspace feature, enabling different settings for that feature, on different workspaces. Most importantly, you can use this customization framework when integrating a CMDB Workspace feature into another workspace.