# CSDM 5 Certification Study Guide
> **Exam**: CIS-DF (Data Foundations - CMDB and CSDM)
> **Cost**: FREE for first attempt (December 15, 2025 - June 30, 2026)
> **Prerequisite training**: No longer required
> **Focus**: What's new/different in CSDM 5 vs CSDM 4
---
## 1. Domain Structure Changes
### CSDM 4 (5 Domains)
- [x] Foundation [completed:: [[2026-02-06]]]
- [x] Design [completed:: [[2026-02-06]]]
- [x] Build [completed:: [[2026-02-06]]]
- [x] Manage Technical Services [completed:: [[2026-02-06]]]
- [x] Sell/Consume [completed:: [[2026-02-06]]]
### CSDM 5 (7 Domains)
- [x] [[Foundation (CSDM domain)|Foundation]] [completed:: [[2026-02-06]]]
- [x] **[[Ideation & Strategy (CSDM domain)|Ideation & Strategy]]** ← NEW DOMAIN [completed:: [[2026-02-06]]]
- [x] [[Design & Planning (CSDM domain)|Design & Planning]] (renamed) [completed:: [[2026-02-06]]]
- [x] [[Build & Integration (CSDM domain)|Build & Integration]] (renamed) [completed:: [[2026-02-06]]]
- [x] [[Service Delivery (CSDM domain)|Service Delivery]] (renamed) [completed:: [[2026-02-06]]]
- [x] [[Service Consumption (CSDM domain)|Service Consumption]] (renamed) [completed:: [[2026-02-06]]]
- [x] **[[Manage Portfolio (CSDM domain)|Manage Portfolios]]** ← Now formally counted as 7th domain [completed:: [[2026-02-06]]]
> **Key Point**: CSDM 5 introduces the **[[End-to-End Service Life Cycle (CSDM)|End-to-End Service Life Cycle]]** view as the primary representation. The traditional conceptual model diagram is now called the "historical view."
---
## 2. Table Label Changes (Yokohama Release)
| CSDM 4 Label | CSDM 5 Label | Table Name |
| ---------------------------- | --------------------------------------------------------------------------------------------- | --------------------------- |
| Technical Service | **[[Technology Management Service (CSDM)\|Technology Management Service]]** | `cmdb_ci_service_technical` |
| Technical Service Offering | **[[Technology Management Service Offering (CSDM)\|Technology Management Service Offering]]** | `service_offering` |
| Application Service (parent) | **[[Service Instance (CSDM)|Service Instance (CSDM)]]** | `cmdb_ci_service_auto` |
- [x] I understand Technical Service → Technology Management Service [completed:: [[2026-02-06]]]
- [x] I understand Technical Service Offering → Technology Management Service Offering [completed:: [[2026-02-06]]]
- [x] I understand cmdb_ci_service_auto is now labeled Service Instance [completed:: [[2026-02-06]]]
---
## 3. NEW: [[Ideation & Strategy (CSDM domain)|Ideation & Strategy Domain]]
**Purpose**: Represents ideas, concepts, and strategic efforts for creating new services or improving existing ones.
**Common Persona**: [[Product Owner (CSDM)|Product Owner]]
### Tables in this Domain
| Entity | Table Name |
| ------------------ | ----------------------------- |
| Product Idea | `sn_align_core_product_idea` |
| Planning Item | `sn_align_core_planning_item` |
| Strategic Plan | `sn_gf_plan` |
| Strategic Priority | `sn_gf_strategy` |
| Goal | `sn_gf_goal` |
| Target | `sn_gf_goal_target` |
### Definitions
- [x] **[[Product Idea (CSDM)|Product Idea]]** - Complete product, feature, enhancement, change proposal or suggestion that can be promoted into demand, project, epic, or story [completed:: [[2026-02-06]]]
- [x] **[[Planning Item (CSDM)|Planning Item]]** - Any work aligned to goals (demands, projects, epics, custom work items) [completed:: [[2026-02-06]]]
- [x] **[[Strategic Plan (CSDM)|Strategic Plan]]** - Mission, Vision, and Value statements [completed:: [[2026-02-06]]]
- [x] **[[Strategic Priority (CSDM)|Strategic Priority]]** - Key focus areas driving long-term goals, cross-functional across business units [completed:: [[2026-02-06]]]
- [x] **[[Goal (CSDM)|Goal]]** - Broad qualitative outcomes desired, often specific to business units [completed:: [[2026-02-06]]]
- [x] **[[Target (CSDM)|Target]]** - Quantifiable measures for goals, measurable milestones [completed:: [[2026-02-06]]]
---
## 4. NEW: Value Stream Capability
**Location**: Foundation Domain
**Definition**: How work really happens across the organization - all activities to deliver value (product or service) to a customer.
### Value Stream Tables
| Table Label | Table Name | Purpose |
| -------------------------- | ----------------------------- | ------------------------------------------- |
| Value Stream | `cmn_value_stream` | The value stream itself |
| Value Stream Category | `cmn_value_stream_categories` | Categorization |
| Value Stream Stage | `cmn_value_stream_stage` | Grouping of activities (flow relationships) |
| Value Stream to Capability | `cmn_value_stream_capability` | M2M link to Business Capabilities |
| Value Stream Process | `cmn_value_stream_process` | M2M link to Business Process |
That's [[Value Stream (CSDM)|Value Stream]], [[Value Stream Category (CSDM)|Value Stream Category]], [[Value Stream Stage (CSDM)|Value Stream Stage]], [[Value Stream to Capability (CSDM)|Value Stream to Capability]], and [[Value Stream Process (CSDM)|Value Stream Process]]
### 16 Pre-Defined Categories (Memorize These!)
- [x] Customer Engagement [completed:: [[2026-02-06]]]
- [x] Order Fulfillment [completed:: [[2026-02-06]]]
- [x] Customer Service [completed:: [[2026-02-06]]]
- [x] Manufacturing [completed:: [[2026-02-06]]]
- [x] Procurement Service [completed:: [[2026-02-06]]]
- [x] Product & Design Engineering [completed:: [[2026-02-06]]]
- [x] Research [completed:: [[2026-02-06]]]
- [x] Marketing [completed:: [[2026-02-06]]]
- [x] Market Information Capture [completed:: [[2026-02-06]]]
- [x] Product Maintenance [completed:: [[2026-02-06]]]
- [x] Legal [completed:: [[2026-02-06]]]
- [x] Digital Product Development [completed:: [[2026-02-06]]]
- [x] Technology Enablement [completed:: [[2026-02-06]]]
- [x] Human Resources [completed:: [[2026-02-06]]]
- [x] Leased & Capital Asset Management [completed:: [[2026-02-06]]]
- [x] Financial Management [completed:: [[2026-02-06]]]
### Key Relationships
- Value Stream Stage → Business Process (via `cmn_value_stream_process`)
- Value Stream Stage → Business Capability (via `cmn_value_stream_capability`)
- Relationship type: **[Operationalizes::Operationalized by]**
### Tools
- **Enterprise Modeling and Visualization** (EA) - design value stream data model
- **Lenses** (SPM) - relate value streams to strategic management
---
## 5. NEW: [[Service Instance (CSDM)|Service Instances]] (Expanded)
Previously only Application Services existed. CSDM 5 adds new siblings:
| Service Instance Type | Table Name |
| ---------------------------------------- | ---------------------------------------------- |
| Application Service (existing) | Various (`cmdb_ci_service_discovered`, etc.) |
| **Data (AI) Service Instance** | `cmdb_ci_data_service_instance` |
| **Connection Service Instance** | `cmdb_ci_connection_service_instance` |
| **Network Service Instance** | `cmdb_ci_network_service_instance` |
| **Facility Service Instance** | `cmdb_ci_facility_service_instance` |
| **Operational Process Service Instance** | `cmdb_ci_operational_process_service_instance` |
- [x] I can identify all 6 Service Instance types [completed:: [[2026-02-06]]]
- **[[Application Service (CSDM)|Application Service]] (existing)**
- **[[Data (AI) Service Instance (CSDM)|Data (AI) Service Instance (CSDM)]]**
- **[[Connection Service Instance (CSDM)]]**
- **[[Network Service Instance (CSDM)|Network Service Instance (CSDM)]]**
- **[[Facility Service Instance (CSDM)|Facility Service Instance (CSDM)]]**
- **[[Operational Process Service Instance (CSDM)|Operational Process Service Instance (CSDM)]]**
---
## 6. NEW: [[Software Bill of Materials (CSDM)|Software Bill of Materials]] (SBOM)
- **Purpose**: Detailed inventory of all components in a piece of software
- **Use Case**: Security Operations, vulnerability tracking
- **App**: SBOM Core (`sn_sbom_core`) - available on ServiceNow Store
- **Domain**: Foundation (supports Service Delivery)
- [x] I understand SBOM purpose and location [completed:: [[2026-02-06]]]
---
## 7. NEW: System Component Model & Product Feature
### [[System Component Model (CSDM)|System Component Model]] (New Product Model Hierarchy)
- Software Component Model
- Service Offering Model
### [[Product Feature (CSDM)|Product Feature]]
- **Definition**: Represents what a Product (model) does
- **Purpose**: Support release of products
- **Used by**: Digital Product Release (DPR)
- Connects to stories, code, testing via product enhancements
- [x] I understand Product Feature purpose [completed:: [[2026-02-06]]]
---
## 8. NEW: [[Teams (CSDM)|Teams]]
**Purpose**: Related list for CIs that associates user groups to a CI by group type
### Group Types (Base System)
- Change Group
- Managed by Group
- Support Group
**Behavior**: When you set a group assignment on a CI form, it automatically synchronizes with the Teams related list.
- [x] I understand Teams functionality [completed:: [[2026-02-06]]]
---
## 9. NEW: AI Data Model
| Entity | Table Name | Description |
|--------|------------|-------------|
| AI Function | `cmdb_ci_function_ai` | AI SaaS apps on public cloud platforms |
| AI Application | `cmdb_ci_appl_ai_application` | AI software on Linux, Windows, Docker, K8s |
- [x] I can distinguish [[AI Function (CSDM)|AI Function]] vs [[AI Application (CSDM)|AI Application]] [completed:: [[2026-02-06]]]
---
## 10. [[CSDM Life Cycle Stage & Status|Life Cycle Stage & Status]]
### Key Points
- Introduced in **Paris** release
- Replaced 8+ legacy state/status attributes
- Two attributes on every CI: **Life Cycle Stage** + **Life Cycle Stage Status**
- Values are **NOT editable** - provided by ServiceNow
- Display only choices that align to the object type
### [[CSDM Life Cycle Processes|Life Cycle Processes]]
| Process | Stages |
|---------|--------|
| Product | Ideation → Design → Build → Operational → End of Life |
| Hardware (Tangible) | Ideation → Purchase → Inventory → Deploy → Operational → Defective → Missing → End of Life |
| Logical (Intangible) | Ideation → Purchase → Design → Inventory → Deploy → Operational → End of Life |
| Document | Ideation → Operational → End of Life |
| Location | Ideation → Operational → End of Life |
### Location Life Cycle Definitions (New in CSDM 5)
**Ideation**: Chartered, Build
**Operational**: Available, In Use, Pending Retirement
**End of Life**: Sold, Lease Return, Obsolete
- [x] I understand the 5 life cycle processes [completed:: [[2026-02-06]]]
- [x] I can identify which stages belong to which process [completed:: [[2026-02-06]]]
---
## 11. [[CSDM Adoption Stages|Adoption Stages]] (Foundation, Crawl, Walk, Run, Fly)
### Foundation Stage
- Organizational Structure (Company, Business Unit, Department)
- Locations
- Groups
- Users
### Crawl Stage
- Business Application
- Application Service
- Application (discoverable)
- Server/Host (discoverable)
### Walk Stage
- Technology Management Service
- Technology Management Service Offering
- Dynamic CI Group
### Run Stage
- Business Service Portfolio (not CMDB table)
- Business Service
- Business Service Offering
### Fly Stage
- Request Catalog (not CMDB table)
- Business Capability
- Information Object
- [x] I can match tables to their adoption stage [completed:: [[2026-02-06]]]
---
## 12. [[CSDM Key Principles|Key Principles]] (10 Total)
1. Simplified Concepts
2. Designed for Reporting & Analytics
3. Prescriptive Relationships
4. Shared Data Model Collaboration
5. Definitions
6. CSDM OOB Tables
7. Consistent Data Integrations
8. CSDM Adoption
9. Data Governance & Process
10. Product Use Documentation
---
## 13. Service Classification Attribute
- Attribute on `cmdb_ci_service` table (inherited by extensions)
- Used to identify:
- Business Service vs Technology Management Service offerings
- Dynamic CI Group behavior (Application Service vs Technical Service classification)
- Usually populated automatically based on CI class
---
## 14. Dynamic CI Group
**Table**: `cmdb_ci_query_based_service`
**Service Classification determines behavior**:
- **Application Service** → Acts like query-based Application Service
- **Technical Service** → Acts like grouping of CIs managed by Technology Management Offerings
**Important Rule**: A CI should not be related to multiple Technology Management Service CIs through Dynamic CI Groups.
---
## 15. Operational Technology (OT)
- Systems/devices for automating, monitoring, controlling physical processes
- Industrial environments: manufacturing, energy, transportation
- Classes added via **CMDB Class Model App** (ServiceNow Store)
---
## 16. Quick Reference: What's NOT a CMDB Table
- Product Model (`cmdb_model`)
- Service Portfolio (`service_portfolio`)
- Business Service Portfolio
- Request Catalog (`sc_catalog`)
- Contracts (`ast_contract`)
- Value Stream tables (`cmn_*`)
- Ideation & Strategy tables (`sn_align_*`, `sn_gf_*`)
---
## Exam Tips
1. **Focus on differences** - Know what changed from CSDM 4
2. **Table names matter** - Know the table name AND the label
3. **Relationships** - Understand which entities connect to which
4. **Adoption stages** - Know which tables belong in Foundation/Crawl/Walk/Run/Fly
5. **Domain placement** - Know which domain each entity belongs to
6. **Service Classification** - Understand how it affects behavior
7. **Life Cycle** - Know the 5 processes and their stages
---
## Study Progress Tracker
| Topic | Confident? |
|-------|------------|
| Domain changes (5→7) | ⬜ |
| Table label changes | ⬜ |
| Ideation & Strategy Domain | ⬜ |
| Value Stream (16 categories) | ⬜ |
| Service Instances (6 types) | ⬜ |
| SBOM | ⬜ |
| Teams | ⬜ |
| AI Data Model | ⬜ |
| Life Cycle Stages | ⬜ |
| Adoption Stages | ⬜ |
---
*Last updated: 2025-02-03*