Management view in CMDB Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 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 (role:sncmdbadmin) to efficiently monitor and manage the health and activities of the CMDB. It consolidates key metrics, recent activity data, and access to essential CMDB management tools in one interface, enabling rapid insights and operational actions to maintain data integrity and streamline CMDB governance.

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    Key Features

    • CMDB Data Manager Cards: Display details on rejected CIs, excluded CIs from policies, and draft Data Manager policies, helping admins track the status of CI data management and policy enforcement.
    • CI Correctness Metrics: Show health states based on data integrity rules such as duplicate detection, orphaned CIs, and stale CIs, with configurable time intervals for assessments to support proactive data quality improvement.
    • Recent Activity Trends: Provide 7-day trend charts for CI changes and Application Service activities, including new, updated, and outage-affected services, supporting visibility into dynamic changes and service health.
    • Management Tools: Organized links grouped by function that grant access to critical CMDB dashboards and tools, including:
      • Manage: Tools for managing CI classes, Data Manager policies, de-duplication templates and dashboards, and CMDB Groups (static and dynamic) to collectively manage CIs and application services.
      • Optimize: Access to CMDB Health dashboards and KPIs, Data Foundations dashboards (including CSDM), de-duplication task remediation, and remediation rules to address CMDB health issues.
      • Visualize: Dependency Views for graphical infrastructure mapping and Query Builder for complex multi-class CI and service queries, enhancing understanding of relationships and dependencies within the CMDB.
      • Create: Capability to create new Technical Services to extend CMDB coverage and service modeling.

    Access and Role Requirements

    Access to the Management view requires the sncmdbadmin role. Some tools and features require additional roles, such as itil, itiladmin, asset, serviceadmin, or others depending on the function. Plugins like com.snc.cmdb.getwell may be needed for specific dashboards.

    Practical Benefits

    ServiceNow customers using the Management view can expect to:

    • Quickly identify and address data quality issues such as duplicates, orphans, and stale CIs.
    • Monitor recent CI and service activity trends to maintain up-to-date and reliable CMDB data.
    • Access centralized tools to efficiently manage CI classes, policies, groups, and perform bulk remediation tasks.
    • Visualize and query complex CI relationships to support impact analysis and service mapping.
    • Use remediation workflows to automatically resolve CMDB health problems, improving overall CMDB reliability.

    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
    Manage exclusion lists for CMDB Data ManagerCIs 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 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. Select a group in the list view, then on the group form, select Show all group CIs to show a list view of all the CIs in the group.
    • Dynamic CI Groups: Show a list view of current dynamic CI groups where you can create 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.