Data Certification experience in CMDB Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Data Certification experience in CMDB Workspace

    Data Certification in CMDB Workspace enables ServiceNow customers to administer data certification processes, create certification policies, manage certification tasks, and monitor ongoing activities through analytics. It operates independently from the legacy Data Certification on Core UI, meaning configurations such as filters and schedules are not shared between the two implementations.

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    Key Features

    • Administration via CMDB Workspace: Use the Management view to navigate to CMDB Data Manager for creating certification policies.
    • Task Access and Management: The My Work tile and view allow users to access, review, and process their open and overdue certification tasks.
    • Dashboard Insights: A dedicated Data Certification Dashboard displays progress, status, and analytical insights into certification tasks and instances.
    • Retention and Archival: Certification policy execution records have separate retention and archival processes from other policy types, supporting extended retention for audit purposes and dashboard data reliability.

    Retention and Archival Details

    Retention policies for Data Certification records are managed separately to allow longer storage durations:

    • Table cleanup rules exclude certification policy execution records from automatic cleanups.
    • Archival rules specifically target certification policy execution and task records, including related documentation records.
    • Certification policy execution records are archived after 2 years and permanently destroyed 7 years after archiving.

    Practical Benefits

    This experience in CMDB Workspace helps ServiceNow customers efficiently manage their CMDB data certification lifecycle with enhanced visibility and control, ensuring compliance and audit-readiness through extended record retention and streamlined task workflows.

    Use Data Certification in CMDB Workspace to administer Data Certification, create Certification policies, manage Data Certification tasks, and view analytics about on-going processes.

    Note:
    Data Certification in CMDB Workspace and the legacy build of Data Certification on Core UI operate separately, and aren't synchronized. Therefore, any Data Certification definitions, such as filters and certification schedules, that you create in one of those implementations, doesn't appear and isn't available in the other implementation.

    Data Certification experience in CMDB Workspace

    Use the CMDB Workspace landing page and its views to administer Data Certification:
    Manage certification tasks in CMDB Workspace:

    Retention of Data Certification records

    Archival and destroy processes of certification policy related records, are separate from those processes for records of all other policy types. This separation facilitates the extension of the retention period of certification policy records. Retaining certification policy execution records for longer periods of time is useful in situations where those records are needed for audits and is also useful for the Data Certification Dashboard, which is populated by these records.

    The following configurations facilitate the separation of retention policies for Data Certification records:
    • The table cleanup rule for the CMDB Data Management Policy Executions [cmdb_data_management_policy_execution] table, which is stored in the Auto Flushes [sys_auto_flush] table, excludes certification policy execution records from recurring cleanups.
    • The Archive CMDB Data Management Tasks archive rule, that applies to all CMDB Data Manager policy execution records, excludes certification policy records. At each archive run, this archive rule is configured to also automatically archive its related records in the CMDB Data Management Certification Task To Document [sn_cmdb_ws_dm_certification_task_to_document] table (Archive Related Records).
    • The archive rule, Archive Certification Instances, archives certification policy execution records from the CMDB Data Management Policy Execution [cmdb_data_management_policy_execution] table. This archive rule is configured to archive certification policy execution records 2 years after creation, and to destroy those records 7 years after they are archived.
    • The archive rule, Archive Certification tasks, archives the certification task records from the CMDB Data Management Task [cmdb_data_management_task] table. This archive rule also contains an Archive Related Records entry that archives the related records in the CMDB Data Management Certification Task To Document [sn_cmdb_ws_dm_certification_task_to_document] table.