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Exploring CMDB Workspace

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Exploring CMDB Workspace

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

When you drill down to CI details, how those details appear depends on system settings:

  • 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:

  • 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 Select the Open CI Timeline link in the error message to open the CI timeline in the base system, which shows activities for the CI, up to the specified threshold numbers.

    • 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: sn_cmdb_user oritil (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:

UI activity

</th><th>

Additional requirements

</th></tr></thead><tbody><tr><td>

CI Details

Accessible to: CMDB Admin, CMDB Editor, CMDB User

</td><td>

</td></tr><tr><td>

CI Health

Accessible to:

  • Incidents card: sn_incident_read to view

  • Change requests card: sn_change_read to view

  • For remaining cards: At least sn_cmdb_user

</td><td>

itil

</td></tr><tr><td>

Related Open Changes

Accessible to: CMDB Admin, CMDB Editor, CMDB User

</td><td>

sn_change_read role

</td></tr><tr><td>

Related Incidents

Accessible to: CMDB Admin, CMDB Editor, CMDB User

</td><td>

sn_incident_read role

</td></tr><tr><td>

Related Alerts

Accessible to: CMDB Admin, CMDB Editor, CMDB User

</td><td>

Event Management (com.glideapp.itom.snac) plugin

evt_mgmt_user role

Set up Event Management

</td></tr><tr><td>

Related Application Services

Accessible to: CMDB Admin, CMDB Editor, CMDB User

</td><td>

app_service_user role

</td></tr><tr><td>

View CMDB 360 Data

Accessible to: CMDB Admin, CMDB Editor, CMDB User

</td><td>

Enable and configure CMDB 360

</td></tr><tr><td>

Save

Accessible to: CMDB Admin

</td><td>

</td></tr><tr><td>

More Actions/Delete

Accessible to: CMDB Admin

</td><td>

</td></tr></tbody> </table>

Shared pages

For information about the shared pages, see the Dev site as follows:

What to explore next

To learn more about configuring and using CMDB Workspace, see:

Parent Topic:CMDB Workspace store app

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