Assistance with the CSDM life-cycle synchronization process
Summarize
Summary of Assistance with the CSDM life-cycle synchronization process
This guidance helps ServiceNow customers accurately and completely synchronize legacy data with life-cycle data within the Common Service Data Model (CSDM) framework. The process ensures that your Configuration Management Database (CMDB) and asset data align with CSDM best practices by addressing legacy status mappings, identifying dependencies, and resolving data discrepancies before synchronization.
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Preparation Before Synchronization
- Legacy Status Auto-Mapping: Certain legacy status values are automatically mapped to the corresponding Life Cycle Stage and Life Cycle Stage Status fields, simplifying alignment of old data with the new framework.
- Data Migration Script: Use a fix script available on the ServiceNow Community to identify dependencies on tables, helping you understand and manage references such as reports, UI scripts, and business rules before migrating data into CSDM-compliant tables.
- CMDB Data Foundations Dashboard: Access this dashboard via All > Configuration to monitor CMDB health through color-coded, weighted priority metrics, and remediation playbooks that guide resolution of issues and improvement of data quality.
- CSDM Data Foundations Dashboard: Available at All > Configuration, this dashboard tracks key data elements tailored to your organization’s CSDM maturity stage (foundation to fly), including reports that highlight mismatches between operational status and life cycle stage.
- Viewing Life-Cycle Tables: You can examine how life-cycle value pairs are mapped by searching for lifecyclestage.list, facilitating a clear understanding of mappings involved in synchronization.
- Migrating Nonconforming CIs: For data already in CSDM but outside recommended tables, run dependency scripts to identify and remediate references to nonconforming tables before synchronization.
Life-Cycle Synchronization Process
When initiating synchronization, a discrepancy report is generated to pinpoint mapping issues or missing data between legacy and life-cycle data. This report provides actionable links directing you to resolve these issues, ensuring that only accurate and complete data is synchronized between legacy systems and asset tables.
Benefits and Outcomes
- Improved data accuracy and completeness in CMDB aligned with CSDM standards.
- Clear visibility into data health and dependencies prior to synchronization.
- Guided remediation through dashboards and playbooks reduces risk during migration.
- Streamlined transition from legacy data structures to CSDM-compliant life-cycle management.
Several features help you to promote accuracy and completeness for the process of syncing legacy data with life-cycle data in the CSDM framework.
Before you perform the life-cycle synchronization process
- Legacy status values that are auto-updated
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Several legacy statuses are automatically mapped to the Life Cycle Stage and Life Cycle Stage Status fields. For more information, see Legacy status values that are auto-updated.
- Data migration script
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Use the fix script from the ServiceNow Community to identify table dependencies. See Migrating into CSDM identifying table dependencies.
- CMDB Data Foundations dashboard
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Navigate to 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 health in CSDM and CMDB Data Foundations Dashboards.
- CSDM Data Foundations dashboard
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Navigate to 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
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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
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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 synchronization process presents the discrepancy report
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When you start the synchronization process, the discrepancy report Enabling life-cycle synchronization from legacy to asset helps you to isolate and remediate mapping issues or missing data issues before proceeding with migration and synchronization. The report identifies issues and presents links that take you to the mappings that must be resolved before you can synchronize the data.