Assistance with the CSDM life-cycle sync process

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Assistance with the CSDM life-cycle sync process

    This guidance helps ServiceNow customers ensure accuracy and completeness when syncing legacy data with life-cycle data within the Common Service Data Model (CSDM) framework, specifically for the Yokohama release. It focuses on preparing and validating your CMDB and associated data to support a smooth life-cycle sync process.

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    Preparation Before Performing Life-cycle Sync

    • Data Migration Script: Use a fix script available from the ServiceNow Community to identify table dependencies in your data. This helps uncover relationships and dependencies that must be addressed during migration.
    • CMDB Data Foundations Dashboard: Access this dashboard via All > Configuration > CMDB Data Foundations Dashboard to review key metrics about CMDB configuration and customizations. It uses color coding and weighted priorities to help plan remediation and includes links to remediation playbooks for detailed guidance.
    • CSDM Data Foundations Dashboard: Found under All > Configuration > CSDM Data Foundations Dashboard, this dashboard provides data metrics tailored to your organization's CSDM maturity level (foundation, crawl, walk, run, fly). Notably, the Crawl tab offers a report on CIs with mismatched operational status and life cycle stage, highlighting discrepancies among CMDB, asset, and IBI data.
    • Viewing Life-cycle Table Mappings: You can inspect how life-cycle value pairs are mapped by searching for lifecyclestage.list in the system. This aids in understanding and verifying the mapping relationships before syncing.
    • Migrating Nonconforming CIs: If your data resides in non-recommended tables, run a community-provided script to identify dependencies such as reports, UI scripts, and business rules referencing those tables. This ensures you understand the impact of migrating this data into correct CSDM tables.

    Life-cycle Sync Process

    When initiating the life-cycle sync, a discrepancy report is generated. This report isolates mapping or missing data issues between legacy fields and related assets, allowing you to remediate problems before syncing. It provides direct links to the specific mappings that require resolution, ensuring data integrity and alignment with CSDM standards.

    Why This Matters

    Following these steps enables ServiceNow customers to maintain a high-quality CMDB aligned with CSDM best practices, reduce errors during data migration, and support effective configuration and asset management through accurate life-cycle data synchronization.

    Several features help you to ensure accuracy and completeness for the process of syncing legacy data with life-cycle data in the CSDM framework.

    Before you perform the life-cycle sync process

    Data migration script

    Use the fix script from the ServiceNow Community to identify table dependencies. See Migrating into CSDM identifying table dependencies.

    CMDB Data Foundations dashboard

    Navigate to All > Configuration and then select CMDB Data Foundations Dashboard.

    • CMDB dashboard: Each tab provides key metrics that evaluate configuration and customizations in the CMDB.
    • The metrics provide visible results of evaluation. Color codes and weighted priority help with planning.
    • Each metric includes a link to a remediation playbook with background and plays for remediation.

    See Monitor system foundations in the CSDM and the CMDB Data Foundations Dashboards.

    CSDM Data Foundations dashboard

    Navigate to All > Configuration and then select CSDM Data Foundations Dashboard.

    The CSDM dashboard focuses on key data elements to support you in implementing the CSDM framework. The reports on each tab display the data metrics that are appropriate for the maturity of your organization's CSDM implementation stage (foundation, crawl, walk, run, and fly). See CSDM Data Foundations dashboard. In particular, the Crawl tab presents a report titled CIs with Mismatched Operational Status and Life Cycle Stage that shows a summary of life-cycle value mismatches among CMDB, asset, and IBI and enables you to view mismatch details. See 'Crawl' stage reports on the CSDM Data Foundations dashboard.

    View the contents of life-cycle tables

    To view how life-cycle value pairs are mapped in the mapping tables, select All, and then enter life_cycle_stage.list in the search text box.

    Migrating nonconforming CIs into the correct CSDM tables

    If you already have CSDM data but not in the recommended tables, you can run a script to identify dependencies that you may have created on the nonconforming tables. The results of the script identify referenced dependencies such as reports, UI scripts, business rules, and other references for a specified table (editable in the script). See this post on the Now Community site

    The life-cycle sync process presents the discrepancy report

    When you start the sync process, the discrepancy report Enabling CSDM life-cycle sync between legacy fields and related assets helps you to isolate and remediate mapping issues or missing data issues before proceeding with migration and syncing. The report identifies issues and presents links that take you to the mappings that must be resolved before you can sync the data.