Cheat sheet

CIS-DF Cheat Sheet

Governance

35%of exam

CMDB HealthData ManagerAttestationDuplicates

Insight

20%of exam

Query BuilderUnified MapImpact AnalysisService Mapping

Ingestion

19%of exam

IREService Graph ConnectorMultisource CMDBReconciliation

Configuration

15%of exam

CI Class ManagerTable InheritanceIdentifier RulesRelationships

CSDM Fundamentals

11%of exam

Five DomainsBusiness AppApplication ServiceService Offering

Quick Facts

Exam Code
CIS-DF
Credential
Data Foundations (CMDB/CSDM)
Questions
~75 (sources vary 60-75)
Time
90 minutes
Pass Score
~70% (unpublished)
Format
MCQ + multi-select + drag-drop
Level
Implementation Specialist
Delivery
Online proctored

CMDB Health Three Cs

Complete, Compliant, Correct in that priority order

Completeness: attributes filledCompliance: standard matchCorrectness: dupes orphans stale

Retire vs Archive

Retire

  • Status change only
  • Stays in cmdb_ci
  • Reversible action

Archive

  • Moves to archive tables
  • Read-only after move
  • Removed from active

Status change vs relocation

Lifecycle Action Picker

  1. CI no longer activeRetire(Status change only)
  2. Need audit trail keptArchive(Read-only, out of active)
  3. Permanent removal neededDelete(No recovery possible)
  4. Require owner sign-off firstAttestation(Runs before the action)

CMDB Health KPIs

Completeness
Required and recommended attributes filled
Compliance
Passes Desired State audit
Correctness
No duplicates, orphans, or staleness
Health Score
Failure ratio across submetrics
Staleness Rule
60-day no-update default
Required Attribute
Mandatory in System Dictionary
Recommended Attribute
Flagged in CI Class Manager
Orphan CI
No configured relationship rules
Duplicate CI
Matches existing identification rule
Desired State Audit
Checks configuration standard match

Data Manager Lifecycle Actions

Retire, then Archive, then Attest, then Delete last

Retire: soft status stopArchive: read-only relocationDelete: permanent removal

Completeness vs Compliance

Completeness

  • Attributes are populated
  • Required plus recommended

Compliance

  • Passes Desired State audit
  • Matches config standard

Filled in vs correct

CMDB Health Triage

  1. Attribute value is missingFix completeness(Populate the field)
  2. Fails configuration standardFix compliance(Run Desired State)
  3. Two records clearly matchFix correctness: duplicate(Merge the CIs)
  4. No relationships foundFix correctness: orphan(Add rule first)

CMDB Data Manager

Retire
Changes CI status only
Archive
Moves record to read-only
Delete
Permanently removes the record
Attestation
Owner verifies before action
Data Manager
Replaces legacy Data Certification
Policy
Scheduled lifecycle governance rule
lifecycle_stage
CSDM governance tracking field
Governance Goal
Long-term CMDB trustworthiness

Duplicate Remediation

Detection Method
Reuses identification rule matching
Remediation
Merge or delete duplicate
Serial Number
Preferred duplicate matching key
Manual Setup
Orphan rules need configuration

Query Builder Views

Query Builder
Multi-class relationship-aware queries
Unified Map
Combines Dependency and Service Mapping
Dependency Views
Top-down dependency visualization
Service Mapping
Discovers app-to-infra dependencies
Impact Analysis
Relationship-driven change risk
Business Service Map
Rolls up service health
Relationship Direction
Parent-child traversal path
Reporting
Built on accurate CMDB

IRE Processing Order

Identify the CI, then reconcile the data source

Identify: match or createReconcile: precedence decides winner

Identification vs Reconciliation Rules

Identification Rule

  • Matches or creates CI
  • Runs first in IRE

Reconciliation Rule

  • Sets source precedence
  • Runs after identification

Match first, write second

Ingestion Method Picker

  1. Standard app integration existsService Graph Connector(Preferred, certified method)
  2. No connector is availableCustom Import Set(Higher maintenance option)
  3. Need infrastructure CI discoveryDiscovery(Agentless automated scan)
  4. Sources conflict on valuesReconciliation rule(Sets source precedence)
  5. Multiple valid sources writeMultisource CMDB(Tracks field-level source)

IRE Rules

IRE
Identification and Reconciliation Engine
Identification Rule
Matches or creates the CI
Reconciliation Rule
Sets data source precedence
Match Order
Identify runs before reconcile
Ambiguous Match
Raises error, not merge
Data Source
Only authoritative source writes
Partial Payload
Updates only sent fields
Precedence Conflict
Reconciliation rule decides winner

Import Set vs Service Graph Connector

Custom Import Set

  • Manual transform maps
  • Higher maintenance cost

Service Graph Connector

  • Prebuilt certified integration
  • IRE-aware ingestion

Custom build vs prebuilt

Ingestion Methods

Service Graph Connector
Preferred certified ingestion method
Import Set
Custom staging table load
Discovery
Populates infrastructure CIs automatically
MID Server
On-premises data collector agent
Multisource CMDB
CMDB 360 field tracking
Field-Level Tracking
Per-attribute source history kept
Reversion
Restores a prior source value
Best Practice
Connector over custom Import Set

Identifier Selection

  1. Choosing the match attributeSerial number(Stable identifier choice)
  2. Attribute changes frequentlyAvoid IP address(Volatile identifier risk)
  3. Multiple identifiers are neededPrioritized entries(Ordered match list)
  4. Child needs parent matchDependent entry(Requires parent identifier)

CI Class Manager

CI Class Manager
Graphical class configuration tool
Table Inheritance
Extends the cmdb_ci base
Attribute Design
Adds fields to a class
Identifier Entry
Prioritized attribute match order
Dependent Entry
Requires a parent identifier
Stable Identifier
Serial number, preferred choice
Volatile Identifier
IP address, avoid using
Extend Class
Preferred over creating new

Relationships And Schema

Relationship Type
Directional link between CIs
Containment Pair
Contains and contained by
Hosting Pair
Runs on and runs
Dependency Pair
Depends on, used by
Class Hierarchy
Rooted at cmdb_ci table
Schema Map
Visualizes class relationships graphically

CSDM Five Domains Order

Foundation, Design, Build, Manage, then Sell or Consume

Foundation: base dataDesign: planned architectureBuild: services existSell/Consume: offered and used

Business App vs Application Service

Business Application

  • Owned software product
  • Design-time entity

Application Service

  • Operational technical service
  • Runtime instance

Product vs running instance

CSDM Five Domains

Foundation
Locations, users, and groups
Design
Planned service architecture stage
Build
Application and infrastructure services
Manage Technical Services
Operate live technical services
Sell/Consume
Offerings sold and consumed
Business Application
Owned software product entity
Application Service
Operational technical service instance
Business Service
Customer-facing service capability
Service Offering
Sellable service tier variant

Business Service vs Service Offering

Business Service

  • Customer-facing capability
  • One per service

Service Offering

  • Sellable variant or tier
  • Many per service

Service vs its packaging

CSDM Alignment

CI Alignment
Correct class-to-CI mapping
Service Modeling
Maps CIs to services
App vs Service
Application owns service instances
Consumer/Provider
Relationship role pairing
Business Capability
What the organization delivers
Common Model Goal
One shared platform language

Common Traps

Archive ≠ Delete

Archive keeps the record Delete removes it permanently

Identification ≠ Reconciliation

Identification finds the CI Reconciliation sets write precedence

Business App ≠ Application Service

App is owned product Service is running instance

Orphan ≠ Duplicate

Orphan lacks relationships entirely Duplicate matches an existing CI

Completeness ≠ Compliance

Completeness checks fields filled Compliance checks standard match

Import Set ≠ Service Graph Connector

Import Set is custom Connector is certified prebuilt

Discovery ≠ IRE

Discovery finds infrastructure CIs IRE identifies then reconciles data

Last Minute

  1. 1.Governance weighs 35%, largest domain
  2. 2.Three Cs: Complete, Compliant, Correct
  3. 3.Staleness default is 60 days
  4. 4.Orphan rules ship unconfigured, build manually
  5. 5.Identification matches, reconciliation sets precedence
  6. 6.Prefer Connector over custom Import Sets
  7. 7.Serial number beats IP as identifier
  8. 8.CSDM has five ordered domains
  9. 9.Business App differs from Application Service
  10. 10.Archive is read-only, Delete is permanent
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