Service Owner Workspace Migration Dashboard

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Service Owner Workspace Migration Dashboard

    The Service Owner Workspace Migration Dashboard aids portfolio managers in transitioning from the legacy Service Portfolio Management structure to the enhanced application structure. As of the San Diego release, Service Owner Workspace is scheduled for deprecation, with new customers unable to access it, though existing customers continue to receive support. The dashboard allows users to identify deprecated services and orphaned offerings within the Service Portfolio Management taxonomy.

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    Key Features

    • Accessible to users with the serviceviewer and portfolioadmin roles, allowing for modifications by users with the portfolioadmin or serviceeditor roles.
    • Default display includes reports for all service portfolios with an interactive filter for viewing a single portfolio.
    • Reports indicate migration issues, with detailed information available by hovering over report graphics.
    • Dashboard navigation is found under Service Portfolio Management > Migration Dashboard.

    Key Outcomes

    The Migration Dashboard provides several reports that help identify and resolve migration issues:

    • Deprecated Operational Status Used for Offerings: Modify offerings by filling in the Phase and Status fields.
    • Deprecated Operational Status Used for Service: Update services by adjusting the Phase and Status fields.
    • Operational Services not in a Portfolio: Select a portfolio for unassociated services.
    • Orphaned Services in Catalog Phase: Assign a taxonomy node to orphaned services.
    • Deprecated Usage of Service Catalog Entry: Update links to the current structure.
    • Orphaned Service Offerings: Associate offerings with their parent services.
    • Cataloged Non-operational Offerings: Set the Phase to Catalog and Status to Operational.
    • Services in Catalog Phase without Offering: Link services to offerings to advance to Catalog phase.

    Each report provides actionable steps to ensure compliance with the Service Portfolio Management Foundation application, facilitating a smooth migration process.

    Service Owner Workspace provides a migration dashboard to support your transition from the legacy Service Portfolio Management structure to the enhanced application structure.

    Important:
    As of the San Diego release, Service Owner Workspace is in a planned deprecation. New customers can't find or activate Service Owner Workspace. ServiceNow® continues to support existing customers with Service Owner Workspace. For information on the product replacement and the deprecation process, see Service Owner Workspace.

    By viewing the Migration Dashboard, portfolio managers can quickly determine which existing services and offerings contain a deprecated structure or are considered orphaned in the enhanced Service Portfolio Management taxonomy structure.

    Users with the following assigned roles can view the Service Portfolio Management dashboard:
    • service_viewer
    • portfolio_admin

    Users with the portfolio_admin or service_editor role can modify services and service offerings to structurally comply with and migrate to the Service Portfolio Management Foundation application.

    By default, the dashboard displays reports for all existing service portfolios. An interactive filter enables you to choose a single portfolio to view. The dashboard reports are visible even if there are no service portfolios defined.

    Dashboard report categories display the number of related identified migration issues. If there are no migration issues identified for a report category, a 0 is shown.

    Access the dashboard by navigating to Service Portfolio Management > Migration Dashboard. To view detailed information, hover over any report graphic. All report graphs can be refreshed for the latest data.

    Migration issues are indicated when a number graphic greater than zero is indicated on the report. For these reports, hover over and click the number graphic. A list opens displaying the services or offerings that require modification to migrate to the Service Portfolio Management Enterprise structure.

    The following reports are available on the Migration Dashboard. If migration issues are indicated, refer to the report description and how to remedy the issue for migration.

    Migration Dashboard report Description and migration task
    Deprecated Operational Status Used for Offerings Indicates the number of existing service offerings using the deprecated singular status of Operational Status.

    Modify these offerings by filling in both the Phase and Status fields on the Service Offering form.

    Note:
    Status can be one of several choices, such as Design, Development, Build/Test/Release, Operational, and Retiring.

    Click Update.
    Deprecated Operational Status Used for Service Indicates the number of existing services using the deprecated singular status of Operational Status.

    Modify these services by filling in both the Phase and Status fields on the Service form.

    Note:
    Status can be one of several choices, such as Requirements, Definition, Analysis, Approved, and Chartered.

    Click Update.
    Operational Services not in a Portfolio Indicates the number of existing services not currently associated with a portfolio.

    Modify the Service form by selecting a portfolio in the Service portfolio field. Click Update.
    Orphaned Services in Catalog Phase Indicates the number of services in Catalog phase that do not have a parent taxonomy node.

    Modify the Service form by selecting a taxonomy node in the Taxonomy node field. Click Update.
    Deprecated Usage of Service Catalog Entry Indicates the number of services or offerings linked to a catalog item via the deprecated Service Catalog Entry(sc_cat_item_service) table.
    Orphaned Service Offerings Indicates the number of service offerings where the Parent field on the Service Offering form is not pointing to a parent service. Offerings must be children of a service.

    In the Parent field on the Service Offering form, search for and select the associated service. Click Update.
    Cataloged Non-operational Offerings Indicates the number of active catalog items connected to service offerings not in the catalog phase or with an operational status.

    Modify the Service Offering form Phase field to Catalog and the Status field to Operational. Click Update.
    Services in Catalog Phase without Offering Indicates the number of services in the Catalog phase without at least one associated service offering. An offering must be defined for a service to move into Catalog phase.

    To associate a service offering to a service, open a specific service offering associated with the cataloged service indicated in the Migration Dashboard. In the Parent field on the Service Offering form, search for and select the associated service. Click Update.