CMDB Workspace

Work faster with configuration data in Cetegra Care: search, visualize relationships, monitor CMDB health, and leverage insights.

The CMDB Workspace in Cetegra Care gives power users a modern, streamlined interface to find, analyze, and maintain Configuration Items (CIs). Use it to search across your CMDB, visualize relationships, track health and data quality, and access deep insights.

Audience: Configuration Managers, CMDB Admins, Advanced IT Operations
Access: Requires Cetegra Care access with appropriate CMDB roles and domain visibility.

Quick start #

1. Open Cetegra Care: In Cetegra Workspace, open the Application Widget and click Cetegra Care.
2. Open CMDB Workspace: In the top menu, click Workspaces → CMDB Workspace.

Note on visibility
Some entries may appear empty and some totals may not match your expectations. This usually means the CI belongs to a different domain and is not visible to you. Counts may include records outside your domain.

What you can do #

• Search & Filter: Use natural language and attribute filters to find CIs fast.
• Explore Relationships: Visual topology, drill-down, and impact context.
• Maintain CMDB Health: Monitor completeness, correctness, and compliance; act on issues.
• Leverage Insights: Dashboards for growth, data quality, discovery coverage, and adoption.
• Work Faster: Jump to related records and tools directly from the workspace.

Home tab #

The Home tab gives an operational overview and fast paths to common actions.

Intelligent Search #

Use natural language or attribute terms to find CIs.

Examples:

show all operational Windows servers
linux servers without serial number
show me configuration items located in Oslo
show me all servers running Oracle database

• Click a result to open CI details.
• Configure visible columns.
• Export results to Excel, CSV, JSON, or PDF; download or email directly.

Tip
See the Search tips for more examples and syntax help.

Important Actions #

A prioritized list of CMDB health tasks assigned to you or your groups (e.g., duplicates to resolve).

For admins
Use this queue to drive daily/weekly hygiene work.

What’s New #

See newly created CIs within a time window (Last 24h, 7 days, 30 days). Useful for ingestion monitoring and change awareness.

CI Overview #

Tiles and charts that summarize your estate: Totals, CIs you manage, and Cloud vs Non-Cloud distribution.

Right-hand panel #

A compact area with My Work and Quick Links to speed up navigation.

My Work #

Lists tasks assigned to you/your group—typically health fixes and data certification work.

Tip
Triage daily; fix small issues quickly to prevent data debt.

Quick Links #

Warning — Create CI
Manual CI creation can bypass discovery and reconciliation. Use only when required, following local governance. Prefer automated discovery and connectors where possible.

Key tools in depth #

CI Class List #

• Navigate across classes (e.g., Servers → Windows/Linux/ESX/AIX).
• Add/remove columns to focus on data health fields (owner, serial, environment, etc.).
• Filter by class, status, location, assignment group, Discovery Source.
• Export results for audits or bulk reviews.

Best practice
Save a “Data Health” view per class showing critical attributes and ownership.

CMDB Health Dashboard #

Health is measured across three dimensions:

• Completeness — missing required/recommended attributes
• Correctness — duplicate, orphan, stale CIs
• Compliance — adherence to audit policies/jobs (e.g., Windows/Linux)

Click any score to open the CMDB Health Dashboard for drill-down, remediation guidance, and trend charts.

Tip
Track trends weekly. Focus first on high-impact classes (Servers, Application Services, Network Devices).

Data Certification Dashboard #

Shows certification tasks assigned to you. Use it to confirm accuracy of specific fields per class on a schedule.

Note
Usually driven by CMDB governance; admins assign scope and cadence.

Dependency Views (Topology) #

Explore graphical relationships between CIs:

• Search a CI, then open its topology.
• Set levels (e.g., 2–3 hops), choose relationship types (Runs on, Depends on, Hosted on, etc.).
• Use filters to isolate technology domains or environments.

Shortcut
From any CI record, open its Dependency map directly—no need to navigate via Quick Links.

Query Builder #

Build multi-class queries visually (no code):

Common patterns:

• Virtual → Physical: Virtual servers with their physical hosts
• Completeness checks: Servers missing serial_number or owner
• Environment slices: Application Services in Prod with critical dependencies

Pro tip
Save and name queries by purpose (e.g., “Compute: Windows Ops – Missing Owners”).

Relationship Health Dashboard #

Detect and fix bad relationships:

• Duplicate: Multiple edges representing the same link
• Orphan: Relationships referencing missing CIs
• Stale: Outdated links not seen by discovery recently
• Compliance: Validates against allowed relationship rules

Unified Map #

A single screen for CI context and history:

• Overview: CI name & type, related CI counts & types, connection counts, discovery sources
• Attributes: Key/value attributes
• Application Services: Linked services and business context
• Related Items: Tasks by type and counts
• Changes: Configuration changes over time

Use case
Perfect for incident triage and change impact assessment.

Tabs beyond Home #

My Work tab #

A consolidated list of CMDB tasks assigned to you/your groups: health fixes, certifications, and hygiene work.

CMDB 360 tab #

Deep analytics across completeness, discovery coverage, and reconciliation.

• Potential Issues: CIs not reported by discovery sources or with data mismatch
• Saved Query: Build CMDB 360 queries to find data, find gaps, and compare attributes
• Discovery Sources: Count of sources, total 360 records, reconciled CIs; single-source vs multi-source distribution

Tip
Prioritize classes with low coverage or single-source CIs that should be multi-sourced.

Insights tab #

Track adoption and ingestion of CMDB capabilities:

• Data Ingestion: IRE processing volume and progress; overview of Service Graph connectors and transformation maps (IntegrationHub ETL)
• Data Governance: Governance progress/score
• Search & Analytics: Usage of analytics capabilities
• Trends: Application Services 7-day trend; Cloud vs Non-Cloud comparison

Reading the IRE metric
Higher “processed by IRE” counts generally indicate better identification & reconciliation coverage.

Best practices #

• Prefer automation: Use discovery/connectors; avoid manual creation.
• Own the data: Ensure each CI has an owner and support group.
• Fix the source: If an attribute is consistently wrong, correct the upstream source.
• Watch trends: Track Health and 360 weekly to prevent drift.
• Save views/queries: Reuse filters and queries to standardize work.
• Document rules: Keep relationship allow-lists and attribute requirements current.

Troubleshooting #

• I don’t see expected CIs → Check domain and roles; confirm discovery coverage in CMDB 360.
• Counts look off → Visibility limits across domains; verify with an admin.
• Duplicate CIs → Use Health (Correctness) and Relationship Health to reconcile.
• Slow queries → Narrow by class, time, or attributes; use saved queries for common slices.

FAQ #

Can I export any list I see?
Yes — most lists support export to CSV/Excel/JSON/PDF from the export menu.

Where do I see a CI’s impact?
Open the CI → Dependency Views or Unified Map for relationships and related items.

Who should use Create CI?
CMDB administrators under defined governance only.

Related #

• Support module
• Security & Governance
• Discovery & Integrations