Use the Admin Center in Digital Portfolio Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Use the Admin Center in Digital Portfolio Management

    The Admin Center in Digital Portfolio Management (DPM) provides administrators with a guided setup to configure the DPM Workspace for their organization. It helps establish visibility into the complete service and application life-cycle. Access requires the DPM Admin role [sndpm.dpmadmin], and plugin installation must be performed by an administrator [admin]. The Admin Center is accessible via the Digital Portfolio Management module and features two main tabs: Overview and Settings.

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    Key Features

    • Overview Tab: Enables guided configuration of services with offerings, business applications, application services, KPI groups, and service/business application portfolios. It includes step-by-step prompts, tooltips, and links to resources. Users can navigate setup steps flexibly and see completion status.
    • Settings Tab: Allows configuration of solution-specific settings including personal portfolio cards, header fields, plan/build/run/risk fields, portfolio properties, general info, KPI group properties, DevOps properties, and visibility controls for tabs and fields.
    • Troubleshoot Tab: Supports recalculation of availability results and indicators for service offerings over selected time periods, with no limit on recalculations. Progress can be monitored through event logs.
    • Additional Configuration: Admins can tailor page headers, info tab fields, and portfolio solution cards to customize how data displays in the DPM Workspace. They can also view relationships between business applications and application services, including related incidents, problems, and changes.

    Practical Benefits for ServiceNow Customers

    • Streamlines initial and ongoing setup of the DPM Workspace to align with organizational portfolio management needs.
    • Provides clear, guided steps to ensure comprehensive configuration of services, applications, KPIs, and portfolios.
    • Enables precise customization of workspace views and data presentation to improve usability and relevance for different users.
    • Facilitates troubleshooting and maintenance of availability metrics, enhancing service reliability insights.
    • Offers visibility into complex relationships and lifecycle data for business applications and application services, improving impact analysis and decision-making.

    Access and Usage Notes

    To use the Admin Center, assign the DPM Admin role to users. Demo data users have this role by default and can be impersonated for testing. If configuration screens appear empty, it likely indicates insufficient access rights, which requires administrator intervention.

    The Admin Center in Digital Portfolio Management (DPM) provides administrators a guided walk-through to set up and configure the DPM Workspace for the organization. The provided information and configuration prompts enable visibility into the end-to-end service and application life-cycle.

    With a DPM admin role [sn_dpm.dpm_admin], access the DPM Admin Center to set up and configure the DPM experience for the organization. The Admin Center provides easy to follow setup steps and includes tooltips and links to resources, plugins, and configuration tables.
    Note:
    An administrator [admin] must install plugins.

    Access the DPM Admin Center

    To access the DPM Admin Center, you must have the DPM Admin role [sn_dpm.dpm_admin].
    Note:
    Demo data users that come with the base system have been assigned the Admin role [sn_dpm.dpm_admin]. You can impersonate one of the demo data users to test the Admin Center.

    Navigate to All > Digital Portfolio Management > DPM Admin Center.

    The Admin Center has two tabs: Overview and Settings.

    Overview tab

    DPM Admin Center Overview tab

    The Overview tab enables you to do the following:
    • Follow the guided setup to configure services with offerings, business applications, and application services.
    • Configure key performance indicator (KPI) groups.
    • Explore the settings.
    • Create and review service portfolios.
    • Create and review business application portfolios.
    • Access helpful resources for more information.

    Navigate the configuration steps

    • Select Configure on a solution card from the Overview tab.
    • Follow the guided walk-though. Each step has its own prompts, instructions, and conditions to set up your data in the DPM Workspace.
      Note:
      When you see the information icon (Information icon.) next to a step heading, select it to view more information about that step.
      Table 1. DPM Admin Center configuration steps for solutions
      Services with offerings Business applications Application services
      1. Identify solutions
      2. Identify portfolios
      3. Assess planning items
      4. Assess build metrics
      5. Map KPI groups
      6. Next steps
      1. Identify solutions
      2. Identify portfolios
      3. Assess planning items
      4. Assess build metrics
      5. Map KPI groups
      6. Assess risk metrics
      7. Next steps
      1. Identify solutions
      2. Identify portfolios
      3. Map KPI groups
      4. Assess risk metrics
      5. Next steps
    • Navigate through the setup steps in one of two ways.
      1. Select the step number and title to perform the configuration for that step.

        A completed step shows a check mark instead of a number.

      2. Select Next to move to the next step and Back to return to the previous step.
    Figure 1. Example DPM Admin Center navigation using the business applications configuration steps
    Example DPM Admin Center navigation using the business applications setup.

    You can navigate to any step at any time to update the configuration settings.

    Important:
    If you see an empty screen while configuring, you most likely don't have access for that action. To resolve access issues, contact your administrator.

    Settings tab

    DPM Admin Center Settings tab

    The Settings tab enables you to do the following for solutions (services, service offerings, business applications, and application services):
    • Configure the following for each solution page.
      • Personal portfolio solution cards
      • Header fields
      • Plan fields
      • Build fields
      • Run fields
      • Risk fields
      • Portfolio properties
      • General information fields on the Info tab
      • KPI group properties
      • DevOps properties
    • Show or hide the Plan, Build, Run and Info tabs.
    • Show or hide fields from each of the main tabs.
    • Access resources for additional help.

    Troubleshoot tab

    DPM Admin Center Troubleshoot tab

    The Troubleshoot tab enables you to recalculate availability results and indicators for service offerings.
    1. Select the services and offerings that you'd like to recalculate availability.
    2. Set the start and end dates for the recalculation period.
    3. Select Recalculate availability to generate the results.
    There’s no limit to how many times you can run the recalculation. You can also check the recalculation progress by selecting Check status in the event log.

    More options in the DPM Admin Center