Explore CMDB Workspace
Summarize
Summary of Explore CMDB Workspace
The CMDB Workspace in ServiceNow offers a centralized, modern interface to efficiently search, explore, and manage Configuration Management Database (CMDB) data. It integrates key CMDB features such as CMDB Health, CMDB Data Manager, and CMDB 360, enabling users to monitor CI health, recent activity, and access various dashboards and tools that support organizational CMDB tasks.
Show less
CMDB Workspace leverages Performance Analytics, allowing users to drill down into KPI details, modify data scope, and view associated records. It supports customizable filters and can be edited via UI Builder. Note that CMDB Workspace does not support domain separation.
CI Details and Interaction
Depending on system settings, CI details are displayed either in a CI Form or a CI Details Pane:
- CI Form (default enabled): Provides a comprehensive, sectioned view of CI attributes, relationships, tags, services, CMDB Health, and CMDB 360 data. It supports editing with Integrated Rule Engine (IRE) validations to prevent issues such as duplicate CIs.
- CI Details Pane (enabled if CI Form disabled): Shows a 14-day activity timeline, CI health summary (including critical incidents and stale relationships), categorized CI attributes, activity stream, and infrastructure/service relationships. Users can open dependency views, access CMDB 360 attribute-level data, and perform actions like creating changes, incidents, or deleting the CI.
Activity timeline loading is subject to thresholds to maintain performance, with fallback options to view full timelines in the base system.
Access and Roles
Access to various CI details and actions is controlled by roles such as CMDB Admin, CMDB Editor, CMDB User, and specific roles for incidents, changes, alerts, and application services. This ensures controlled and secure access to sensitive CMDB data and operations.
Workspace Views
- Home View: Default view displaying key tasks, CMDB activity counts, health summaries, and quick links to essential tools.
- My Work View: Focuses on task management related to data compliance, such as attestation and certification.
- CMDB 360 View: Provides aggregated analysis of discovery source data, enabling tracking and issue identification. Users can create custom queries, schedules, and reports.
- Insights View: Helps increase adoption of CMDB features and improve overall CMDB health by highlighting tools and providing direct installation links.
- Management View: Offers CMDB administrators detailed insights into health, duplicate CIs, and recent activities with access to key management tools.
Configuration and Customization
The Configuration Identifiers framework allows customization of CMDB Workspace features, enabling different settings per workspace and facilitating integration of CMDB Workspace features into other workspaces. This flexibility supports tailored CMDB management experiences aligned with organizational needs.
Practical Benefits for ServiceNow Customers
- Streamlined and centralized CMDB data exploration and management.
- Enhanced visibility into CI health, activities, and relationships, improving decision-making and operational efficiency.
- Robust role-based access control ensuring secure handling of CMDB data.
- Powerful analytics and reporting tools to proactively monitor and maintain CMDB quality.
- Customizable workspace views and features to align with specific organizational workflows and integration requirements.
Learn more about CMDB Workspace, its different views, and its benefits when using key CMDB features such as CMDB Health, CMDB Data Manager, and CMDB 360.
CMDB Workspace overview
The CMDB Workspace is an efficient, central, and modernized way for you to work. Use CMDB Workspace to search and explore the CMDB, examine health and recent activity, and access various CMDB dashboards and tools to support tasks in your organization.
General interaction and additional information
- CMDB Workspace leverages many Performance Analytics capabilities and features, such as indicator sources. Throughout the CMDB Workspace views, you can select the various cards to drill down to Performance Analytics KPI Details panes that show trends for the associated data. On a KPI Details pane, you can modify different settings to change the scope of the data. You can also select Show Records to list the records associated with the chart.
- Lists throughout the CMDB Workspace have a filter icon (
) that you can select to show the filter definition used for the list. - You can open your Configurable Workspace experience in UI Builder to access and edit your CMDB Workspace experience.
- See List of workspaces for a list of all Workspaces that ServiceNow® provides.
- CMDB Workspace doesn't support domain separation.
CI details
- CI Form
-
By default, the system property sn_cmdb_ws.explore_ci.record.enabled is set to true, enabling the experience of the CI Form feature for viewing CI details. Using CI Form, you're navigated to a centralized location with a comprehensive set of CI details organized by sections. Use the forms provided by CI Form to examine and edit CI attributes, relationships, tags, services and offerings, CMDB Health and CMDB 360 data associated with the CI, related lists, and activities. When updating CIs in CI Form, IRE rules are applied to avoid potential issues such as duplicate CIs.
For more information, see:- Components installed with CMDB Workspace: sn_cmdb_ws.explore_ci.record.enabled system property.
- Manage CI details in CI Form.
- CI details pane
-
If sn_cmdb_ws.explore_ci.record.enabled is set to false, then the CI details pane is used for viewing CI details. When you drill down to a CI record in CMDB Workspace views and pages, the following details for the CI appear:
- CI Timeline - Last 14 days: A timeline of CI activities such as change requests.Note:A CI timeline in CMDB Workspace fails to load when the number of any of the following activities exceeds its threshold:
- History: 200
- Incidents: 100
- Requests: 50
- Total Events: 200
-
CI Health: A summary of the health of the CI, showing related items such as critical incidents, incomplete attributes, and stale relationships for the CI.
Role requirement: itil (for accessing incidents).
- Details: CI attributes, grouped into categories such as Key attributes, Asset attributes, Discovery attributes, Operational attributes, and More attributes.Note:Use the CMDB - Workspace form view for a CI class to configure which attributes appear.
- Activity: An activity stream to track what's changed in the CI record.
- Infrastructure Relationships: List of the infrastructure CIs related to the CI.
- Service Relationships: List of business applications, service offerings, and application services that the CI may be related to.
On the CI details pane, you can:- Select Open Dependency View to open the Dependency Views map and display a graphic infrastructure view of the specific CI record.
- Select View CMDB 360 Data to show CMDB 360 details at the CI attribute level for the specific CI record.
-
Select Save to save any changes made to attributes for the CI record.
- Select the More Actions icon (...) for additional functions:
- Select Create Change to create a new change request for the CI record.
- Select Create Incident to create a new incident for the CI record.
- Select Delete to delete the CI record.
UI activity Additional requirements CI Details
Accessible to: CMDB Admin, CMDB Editor, CMDB User
CI Health itil Related Open Changes
Accessible to: CMDB Admin, CMDB Editor, CMDB User
sn_change_read role Related Incidents
Accessible to: CMDB Admin, CMDB Editor, CMDB User
sn_incident_read role Related Alerts
Accessible to: CMDB Admin, CMDB Editor, CMDB User
Event Management (com.glideapp.itom.snac) plugin
evt_mgmt_user role
Related Application Services
Accessible to: CMDB Admin, CMDB Editor, CMDB User
app_service_user role View CMDB 360 Data
Accessible to: CMDB Admin, CMDB Editor, CMDB User
Enable and configure CMDB 360 Save
Accessible to: CMDB Admin
More Actions/Delete
Accessible to: CMDB Admin
- CI Timeline - Last 14 days: A timeline of CI activities such as change requests.