CSDM Workbench

Last Updated: September 7, 2026

Overview

The CSDM Workbench is a visual service modeling tool that helps you model supported CSDM 5 service patterns. Design services graphically, review the supported checks, and preview governed write-back.

Key Features

  • Visual Canvas - Drag-and-drop service design
  • CSDM Validation - Real-time compliance checking
  • Write-Back - Create services in ServiceNow
  • Save/Load - Save designs for later
  • Dry-Run Preview - See what will be created before committing

How to Create a Service

Step 1: Add Components

From the component palette (left side):

  • Business Application - The application your business consumes
  • Service Offering - The consumable offering layer (business or technology)
  • Service Instance - Creates an Application Service, a subtype of Service Instance, for a deployed application stack
  • Technology Management Service - IT-owned platform/technology service

Step 2: Add Existing CIs

From the CIs palette (right side):

  • Search for existing CIs (for example, servers or databases).
  • Drag each CI onto the canvas.

Step 3: Connect Relationships

Use the guided add action on a node (or Link mode) to create relationships:

  • Business Application → Uses → Service Instance
  • Service Offering → Depends on → Service Instance
  • Service Instance → Runs on → Server
  • Server → Depends on → Database

Step 4: Validate

cmdbx validates in real time:

  • Green edges - CSDM compliant
  • Red edges - Invalid relationship (blocked)
  • Yellow edges - Warning (valid but unusual)

CSDM Relationship Rules

The Workbench supports this subset of CSDM 5 relationships and Service Mapping content:

| From | Relationship | To | Valid? | |------|--------------|----| -------| | Business Application | Uses | Service Instance | Yes | | Service Offering | Depends on / Contains | Service Instance | Yes | | Service Instance | Runs on / Contains / Depends on | Server | Yes | | Business Application | Runs on | Server | No - model through a Service Instance | | Business Application | Depends on | Service Instance | No - CSDM 5 prescribes Uses | | Service Instance | Connects to | Service Instance | No - the prescribed connection-instance label is Connected by::Connects |

Publication from a Business Service or Technology Management Service to its offering is a reference, not a CMDB relationship. Configure that parent service reference in ServiceNow; the Workbench does not write it. Passing canvas checks is not full CSDM certification.

How to Save Designs

  1. Click "Save Design".
  2. Enter a name (for example, "Customer Portal Service Model").
  3. cmdbx saves the design to your tenant.
  4. Open the design again from the "Load Design" dropdown.

How to Commit to ServiceNow

Dry-Run Preview

Before you write to ServiceNow:

  1. Click "Preview Changes".
  2. Review the records that cmdbx will create:
    • New CIs (Business Applications, Service Offerings, and Service Instances)
    • New relationships
    • cmdbx references existing CIs and never changes them.

Commit Process

  1. Click "Commit to ServiceNow".
  2. Confirm in the dialog.
  3. cmdbx queues a background job.
  4. cmdbx notifies you when the job finishes.
  5. View the result in the audit log.

Write-back requires separate write credentials. Configure them in the Admin settings.

Audit Trail

cmdbx logs all write operations:

  • Timestamp
  • User who committed
  • CIs created
  • Relationships created
  • ServiceNow sys_ids
  • Rollback capability

Best Practices

  • Start with dry-run - Always preview first
  • Follow CSDM patterns - Let cmdbx guide you
  • Name services clearly - Use business-friendly names
  • Save frequently - Auto-save every 30 seconds
  • Review audit log - Verify what was created

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