Management view in CMDB Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Management View in CMDB Workspace

    The Management view in CMDB Workspace provides CMDB Admins with essential tools and insights into the health and activities of the Configuration Management Database (CMDB). It enables quick access to critical information, such as duplicate Configuration Items (CIs) and recent CMDB activities.

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    To access this view, navigate to Workspaces > CMDB Workspace and select Management from the menu bar. An access role of sncmdbadmin is required.

    Key Features

    • CMDB Data Manager: Displays cards for Rejected CIs, Excluded CIs, Draft Policies, and CI Correctness metrics, helping in monitoring CI health against data integrity rules.
    • Recent Activity Trends: Shows 7-day charts for recent CI and Application Service activities, including counts of new and updated CIs and services.
    • Management Tools: Provides links to dashboards, tools, and list views organized by categories. Some links may be conditionally available based on roles and installed applications.
    • Optimize: Tools for viewing and configuring CMDB health dashboards and remediation tasks, requiring specific roles for access.
    • Visualize: Offers Dependency Views for graphic infrastructure representation and Query Builder for creating complex queries across multiple CMDB classes.
    • Create: Options for creating new Technical Services, with a role requirement of serviceadmin.

    Key Outcomes

    Utilizing the Management view enables CMDB Admins to effectively monitor and manage the health of the CMDB, streamline the de-duplication process, and ensure data integrity. This ultimately supports better decision-making and enhances operational efficiency within the organization.

    The Management view provides CMDB Admins with quick access to key management tools and deep insights into CMDB health and activities. The view provides and details such as duplicate CIs and recent activities in the CMDB.

    Access

    Role requirement: sn_cmdb_admin (CMDB Admin)

    To access the Management view, navigate to Workspaces > CMDB Workspace and then select Management in the CMDB Workspace menu bar.

    CMDB Data Manager

    The following cards show details about CIs and policies associated with CMDB Data Manager:
    Rejected CIs
    CIs set as rejected during a review of attestation tasks.
    Excluded CIs
    CIs set as excluded from CMDB Data Manager policies.
    Draft policies
    Draft Data Manager policies that were created but not published.

    CI Correctness

    Cards in this section show health state for the sub metrics of the CMDB Health correctness KPI. Counts are based on testing CIs against pre-defined data integrity rules such as:You can set the time interval used in calculations for these counts.

    For more information about the correctness KPI, and the duplicate, orphan, and stale sub metrics, see CMDB Health KPIs and metrics.

    Recent activity trends

    The following cards show recent activities in the CMDB:
    Recent CI Activity
    A 7-day chart showing metrics related to CIs such as the number of new CIs and updated CIs.
    Recent Application Service Activity

    A 7-day chart showing metrics related to Application Services such as the total number of Application Services, new and updated Application Services, and the number of Application Services with outages.

    Management tools

    Provides links that you can use to access CMDB dashboards, tools, and list views. The links are grouped by categories as described below.
    Note:
    Some links are conditionally available based on installation of applications, active plugins, and your assigned role. For a link that doesn't appear, make sure that all the requirements for the link are met.
    Manage:

    • CI Class Manager: Centrally view, create, or edit class definitions and class settings for Identification and Reconciliation (IRE) and for CMDB Health.

      Additional role requirement: itil or personalize_dictionary.

    • Data Manager: Centrally create, edit, review, publish, and track Data Manager policies and the tasks generated by the policies.
    • De-duplication Template Library: Create and manage de-duplication templates and libraries to remediate de-duplication tasks in bulk.
    • De-duplication Dashboard: Show counts and insights for duplicate CIs in the CMDB, and run and track de-duplication templates to remediate de-duplication tasks in bulk.
    • CMDB Groups: Show a list view of current CMDB groups where you can create new CMDB groups, and manage the existing CMDB groups. A CMDB group is a collection of CIs to which you can apply CI actions collectively to all the CIs in the group. For example, CMDB Health can monitor CIs in a Health-type CMDB group, and report the aggregated health for the group as a whole.
    • Dynamic CI Groups: Show a list view of current dynamic CI groups where you can create new dynamic CI groups, and manage the existing ones. Dynamic CI Groups act as application services that are populated with members of the CMDB group that is associated with the dynamic CI group. For more information about dynamic CI groups, see Application services.
    Optimize:
    Visualize:
    • Dependency Views: Provides a graphic infrastructure view for a CI and any applications or business services that it is part of and that it supports.

      Additional role requirement: dependency_views.

    • Query Builder: Easily build complex infrastructure and service queries, that span multiple CMDB classes, non-CMDB tables, and that can involve many CIs that are connected by different relationships.

      Additional role requirement: cmdb_query_builder_read.

    Create: New Technical Service

    Additional role requirement: service_admin.