Data Certification

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Data Certification

    Data Certification is a feature that facilitates the scheduled and on-demand validation of data within both CMDB and non-CMDB tables. It ensures the accuracy and compliance of data, which can be inputted through Discovery, third-party imports, or manual entries. The responsible teams can define the verification requirements and their frequency.

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    Key Features

    • Policy-Driven Validation: Utilize certification policies to validate specific attributes in the CMDB.
    • Automated Task Generation: Certification tasks are automatically created and assigned based on a certification schedule.
    • Customizable Certification: Users can set up certifications for specific fields, such as Operating System and CPU count, across selected records.
    • CMDB and Service Graph Workspaces: Manage and administer Data Certification through dedicated workspaces, offering analytics and task management.
    • Legacy Support: Access previous Data Certification functionalities through Core UI (UI 16), though it operates separately from the latest version.

    Key Outcomes

    Implementing Data Certification enables organizations to:

    • Maintain the integrity and reliability of critical data.
    • Establish a framework for ongoing compliance with regulatory and operational standards.
    • Efficiently manage and assign certification tasks to team members.

    As you plan for Data Certification, consider the information requiring certification, the deadlines, and the responsible personnel. This addresses data governance and operational integrity, ultimately enhancing data reliability across your organization.

    Data Certification manages scheduled and on-demand validations of data in CMDB and non-CMDB tables.

    Information is added to the CMDB by Discovery, by importing from third-party tools, or manually. For regulatory or procedural reasons, information in the CMDB requires checks for accuracy and certification. The person or team responsible for certification can define what information requires verification and the frequency of verification. Using CMDB Data Manager supports policy-driven validation of specific attributes using the certification policy type. CMDB Data Manager generates certification tasks for verifying the data on a recurring schedule, which then, individuals assigned to those tasks answer a series of questions to verify the data.

    Use Data Certification to:
    • Maintain the accuracy, completeness, and reliability of critical data in both, CMDB and non-CMDB tables.
    • Create a framework for ongoing data compliance, regulatory, governance, and operational standards.

    Data certification can be performed against specific fields on specific tables. Based on the certification schedule, certification tasks are automatically created and assigned. A certification task represents the work of verifying the data associated with a particular record. For example, you can set up a certification to validate key information fields, such as Operating System and CPU count, on all Windows servers located in Chicago. You can then assign the tasks to the appropriate team member automatically.

    When planning an implementation of Data Certification, answer the following questions:
    • What information requires certification?
    • When is the due date for certification?
    • Who must perform the certification?

    Domain separated systems can use the Data Certification application.

    Data Certification experience in CMDB Workspaceand in Service Graph Workspace

    You can use the CMDB Workspace or Service Graph Workspace landing page and its views to fully administer and use Data Certification, view various analytics, and handle Data Certification functions such as:The Data Certification experience in CMDB Workspace doesn’t provide functionality such as reset, merging of multiple certification tasks, and escalation.

    For more information about using Data Certification in CMDB Workspace, see Data Certification experience in CMDB Workspace and in Service Graph Workspace.

    Data Certification on Core UI (UI 16)

    Data Certification experience in CMDB Workspace and in Service Graph Workspace provides the latest Data Certification functionality. However, the legacy build of Data Certification on Core UI (UI 16) is available by navigating to All > Data Certification. For information about using the CMDB Data Manager legacy build on Core UI, see Data Certification on Core UI.

    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 elements, such as definitions and schedules, that you create in one of those implementations, doesn't appear and isn't included in the other implementation.

    To convert data created in the legacy build of Data Certification on Core UI, into draft Certification policies in CMDB Workspace, see Convert legacy certification schedules into Data Manager certification policies.