Management view in CMDB Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 4 minutes to read
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    Summary of Management view in CMDB Workspace

    The Management view in the CMDB Workspace is designed for CMDB Administrators to efficiently monitor and manage the health and activities of the Configuration Management Database (CMDB). It consolidates key insights such as duplicate Configuration Items (CIs), recent CMDB activities, and provides access to essential management tools. Access requires thesncmdbadminrole.

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    Key Features

    • CMDB Data Manager Cards: Display information about rejected CIs, excluded CIs, and draft Data Manager policies to support policy oversight.
    • CI Correctness Metrics: Show health status based on data integrity rules including identification of duplicate, orphaned, and stale CIs. These metrics can be time-filtered to tailor analysis.
    • Recent Activity Trends: Visual 7-day charts for recent CI and Application Service activities, tracking new, updated, and outage-related metrics.
    • Management Tools: Categorized links provide quick access to critical CMDB functions:
      • Manage: Includes tools like CI Class Manager, Data Manager, De-duplication Template Library and Dashboard, CMDB Groups, and Dynamic CI Groups for comprehensive CI and policy management.
      • Optimize: Access CMDB Health dashboards, Data Foundations dashboards, De-Duplication Tasks, and CMDB Remediation Rules to monitor and improve CMDB quality and compliance. Some require additional roles and plugins.
      • Visualize: Dependency Views for graphical infrastructure visualization and Query Builder for complex infrastructure and service queries, enhancing analysis capabilities.
      • Create: Ability to create new Technical Services with the appropriate role.

    Practical Benefits for ServiceNow Customers

    This view empowers CMDB Admins to maintain data integrity, quickly identify and remediate issues such as duplicate or stale CIs, and ensure CMDB policies and health metrics are actively managed. The integrated dashboards and tools streamline workflows for CI classification, data management, and remediation, enhancing overall CMDB reliability and service impact visibility. By leveraging the Management view, organizations can optimize their CMDB operations, improve data quality, and better support IT service management and operational decision-making.

    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 and trend line related to CIs such as the number of new CIs and updated CIs.
    Recent Application Service Activity

    A 7-day chart showing metrics and trend line 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:
    • CMDB Health: View the CMDB Health dashboards and configure the CMDB health KPIs and metrics that CIs are evaluated by in CMDB Health dashboards.
      Additional requirements:
    • CMDB Data Foundations Dashboard: View the CMDB Data Foundations dashboard where you can explore potential risks in the CMDB implementation, and verify that important data is valid and properly configured.
      Additional requirements:
    • CSDM Data Foundations Dashboard: View the CSDM Data Foundations dashboard where you can explore key CSDM metrics on a single page to assist you in getting the full benefit from your implementation.
      Additional requirements:
    • De-Duplication Tasks: Remediate a de-duplication task by using the Duplicate CI Remediator wizard which guides you through the duplicate CI reconciliation process.

      Additional role requirement: itil.

    • CMDB Remediation Rules: Rules associated with a CMDB Health task that was created for a failed CMDB Health test. A CMDB remediation rule runs a remediation workflow to remediate an issue reported by CMDB Health.
    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.