Retirement definitions
Summarize
Summary of Retirement Definitions
Retirement definitions in ServiceNow help define protocols for a class and its child classes, facilitating the management of Configuration Items (CIs) as they transition through various life cycle stages. These definitions are integral to the CMDB Data Manager's policies regarding retiring, archiving, or deleting CIs.
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Key Features
- An active retirement definition is required for each class targeted by Retire, Archive, or Delete policies.
- Retirement definitions flag CIs as retired based on their class specifications, affecting their attributes accordingly.
- CIs in a retired state are excluded from Retire policies and are eligible for processing in Archive or Delete policies only if they meet the class's retirement definition.
- Retirement definitions can be derived through the CMDB hierarchy, with child classes inheriting definitions from parent classes unless otherwise specified.
- The system includes predefined retirement definitions for key classes, which are inactive by default and must be activated for use.
Key Outcomes
ServiceNow customers can efficiently manage the lifecycle of CIs by applying retirement definitions, ensuring that only properly classified CIs are targeted during retirement, archiving, or deletion processes. This leads to better data integrity and adherence to organizational protocols. Customers can use default definitions or customize them according to their operational needs while ensuring each class is linked to a single retirement definition.
Specify a retirement definition for a class, to reflect protocols in your organization applicable to the class and to its child classes. These definitions support the transition of CIs through life cycle stages as implemented by CMDB Data Manager life-cycle policies. A class can have a retirement definition by derivation, or by a retirement definition specified for that class.
CMDB Data Manager requirement and usage
An active retirement definition is required for each targeted class in a Retire, Archive, or Delete CMDB Data Manager policy. A retirement definition is used to flag a CI as retired according to the CI’s class retirement definition in effect. When retiring a CI, the CI's attributes are set according to the retirement definition for the CI's class. A subsequent operation such as delete or archive, that needs to be applied to retired CIs, first checks if a CI is in a retired state by verifying that it satisfies the retirement definition for its class.
- Setting target CIs in Retire policies, according to their associated class retirement definitions.
- Filtering out target CIs In Retire policies, that are determined to already be in a retired state according to their associated retirement definitions. Those CIs aren’t targeted even if they meet the policy filter.
- Identifying CIs as being ready to be processed by an Archive or Delete policies. Archive and Delete policies can only process CIs that are in a retired state that matches their associated class retirement definition. Therefore, target CIs in Archive and Delete policies, are checked against their associated class retirement definition to verify that they are in a retired state before they can be archived or deleted.
Derivation across the CMDB hierarchy
Retirement definitions are derived throughout the CMDB hierarchy in the same way that rules, such as identification rules, are derived. Child classes extended from a parent class with a retirement definition, derive that definition unless there’s a retirement definition defined at the child class level.
When retirement definitions for classes exist in different levels in the class hierarchy, then the retirement definition that applies is the one that is most specific for a class. For example, if there are retirement definitions for both, the Computer and the Configuration Item class, then the Computer class definition also applies to its descendant classes. All other classes that aren't descendants of the Computer class, use the Configuration Item retirement definition.
Always be aware of the automatic derivation of retirement definitions throughout the class hierarchy. For example, an active retirement definition for the Configuration Item [cmdb_ci] class can potentially be in effect throughout the entire CMDB hierarchy (aside from classes with their own retirement definition).
Predefined retirement definitions
The base system includes predefined retirement definitions for key classes such as Hardware [cmdb_ci_hardware] and Application [cmdb_ci_appl], and are stored in the CMDB Retirement Custom Definitions [cmdb_retirement_custom_definitions] table. For example, the predefined retirement definition for the Service [cmdb_ci_service] class specifies that for a retired CI, the value of the attributes [operational status], [Phase], and [Status] is Retired.
Predefined retirement definitions are inactive by default (other than the cmdb_ci retirement definition which is always active), and you must activate a retirement definition that corresponds to a targeted class in a Retire, Archive, or Delete CMDB Data Manager policy. By default, the cmdb_ci retirement definition is in effect throughout the entire CMDB hierarchy due to derivation.
You can use the default retirement definitions, or customize a definition to reflect practices in your organization. You can also add a custom retirement definition for a class. However, each CMDB class can be associated with only a single retirement definition.
To create a retirement definition, see Manage retirement definitions in CMDB Workspace or Edit and activate a life-cycle rule (in Core UI).