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UPM·X’s metamodel is based on ServiceNow’s out-of-the-box Common Services Data Model enhancing with UPM·X specific extensions to enable UPM·X customers to manage and plan their enterprise portfolios.

All to know about the Information Model is, that it comprises:

Classes = Table = Object type = Component type
References = 1-to-many Relationships
Relationships = many-to-many (m2m) Relationships
Hierarchies = parent/child relationships referring to itself
Fields = Properties = Attributes = Column

The following metamodel represents the common relationships used to provide a full line-of-sight of the enterprise. In an architecture practice not all classes are used necessarily.

The green shapes are ServiceNow tables used to provide the full enterprise view. Please note, that there are “alternative” tables introduced years ago by UPM·X which are recently part of the CSDM data model of ServiceNow. As UPM·X is natively extending the CMDB, there is technically no difference between the tables. To avoid confusion, we have included those in our metamodel and renamed the original UPM·X tables to avoid confusion by users.

The model can be managed and extended by any ServiceNow admin.

UPM·X Tables

The following table includes all tables which are part of the UPM·X scope, grouped by core class, feature, n-way, reporting and portal:

TypeLabelDescriptionTable NameExtends tableCreated
Super ClassPortfolio ElementPortfolio Element is the super-class containing all sub-classes e. g. Value Stream in UPM·X.x_inpgh_upmx_portfolio_elementConfiguration Item2016-09-19 01:30:03
RETIREDQuick Relationsnot used anymore since version 3.xx_inpgh_upmx_quick_relations2017-09-12 07:15:44
ReportingBusiness Application UPM·X > Information Object UPM·X > Info Object AttributeReporting table joining Business Application UPM·X > Information Object UPM·X > Information Object Attribute x_inpgh_upmx_report_app2infobj2infobjattr2018-06-06 06:45:51
ReportingBusiness Application UPM·X > Software ProductReporting table joining Business Application UPM·X > Software Productx_inpgh_upmx_report_app2swp2016-12-13 01:20:11
ReportingBusiness Capability > Business Application > Software ProductReporting table joining Business Capability (CMDB) > Business Application (CMDB) > Software Productx_inpgh_upmx_cmdb_cap2cmdb_app2swp2019-11-29 05:19:52
ReportingBusiness Capability UPM·X > App UPM·X > DatabaseReporting table joining Business Capability UPM·X > Business Application UPM·X > Databasex_inpgh_upmx_report_cap2app2dbs2018-06-05 01:28:27
ReportingBusiness Capability UPM·X > App UPM·X > Software ProductReporting table joining Business Capability UPM·X > Business Application UPM·X > Software Productx_inpgh_upmx_report_cap2app2swp2016-12-15 02:58:34
ReportingBusiness Process UPM·X > App UPM·X > Software ProductReporting table joining Business Process UPM·X > Business Application UPM·X > Software Productx_inpgh_upmx_report_proc2app2sftprd2018-06-11 00:14:51
ReportingProcess > Business Application > Software ProductReporting table joining Process > Business Application (CMDB) > Software Productx_inpgh_upmx_report_proc2cmdb_app2sftprd2019-12-01 22:08:36
PortalUPM·X Portal Custom HierarchyTable required for UPM·X Portal.x_inpgh_upmx_custom_hierarchy2018-08-29 00:06:04
PortalUPM·X Portal Custom Hierarchy DefinitionTable required for UPM·X Portal.x_inpgh_upmx_custom_hierarchy_definition2018-09-10 00:38:32
PortalUPM·X Portal DataTable required for UPM·X Portal.x_inpgh_upmx_upmx_portal_data2019-01-23 23:55:20
PortalUPM·X Portal DefinitionsTable required for UPM·X Portal.x_inpgh_upmx_portfolio_definition2018-06-15 05:06:43
PortalUPM·X Portal Portfolio AttributesTable required for UPM·X Portal.x_inpgh_upmx_portfolio_attributes2018-06-15 05:10:05
N-wayHostingN-way table to link hosting information with Portfolio Elements. x_inpgh_upmx_hosting2017-11-22 00:56:37
N-wayPortfolio Element to Reference ModelN-way table to store relationships between Reference Model and elements.x_inpgh_upmx_m2m_pe2reference_model2016-09-19 05:22:26
N-wayPortfolio Element to ScenarioN-way table to store relationships between Scenarios and elements.x_inpgh_upmx_m2m_scenarios_portfolio_el2016-09-19 05:24:23
N-wayPortfolio Element to StakeholderN-way table to store relationships between Stakeholders and elements.x_inpgh_upmx_m2m_stakeholders_portfolio_el2016-09-19 05:23:28
N-wayRisk & ComplianceN-way table to store relationships between Risk & Compliance and elements.x_inpgh_upmx_risk_compliance2017-11-22 02:18:43
N-wayUPM·X m2m Data Definit Data DefinitN-way table used to map Data Definition Scope and Data Definitions. DO NOT MODIFY!x_inpgh_upmx_m2m_data_definit_data_definit2019-10-28 00:39:06
N-wayUsageN-way table to store usage lifecycle information by element.x_inpgh_upmx_usage2017-11-21 23:39:06
FeatureCostUPM·X table containing Cost information metadata.x_inpgh_upmx_pf_costPortfolio Feature2016-09-19 02:28:30
FeatureCost BreakdownUPM·X table containing Cost Breakdown information over time entered manually, or imported from other sources.x_inpgh_upmx_pf_cost_breakdownCost2016-09-19 02:29:54
FeatureData Definition ScopeUPM·X table containing information about the data quality scope and definitions used by the Data Governance Portal. x_inpgh_upmx_data_definition_scope2018-01-02 03:58:50
FeatureData QualityUPM·X table containing information about the data quality.x_inpgh_upmx_data_quality2017-07-17 12:25:31
FeatureData Quality QueueUPM·X table required for data quality calculations for x_inpgh_upmx_data_quality table. DO NOT MODIFY!x_inpgh_upmx_data_quality_queue2018-02-23 02:36:19
FeatureData VerificationUPM·X table containing data quality verification information x_inpgh_upmx_data_verification2017-08-20 23:48:52
FeatureIndicator BreakdownUPM·X table containing Indicator Breakdown definitions with colors and values.x_inpgh_upmx_pf_indicator_breakdown2017-12-27 05:22:16
FeatureKPIUPM·X table containing KPI definitions.x_inpgh_upmx_pf_kpiPortfolio Feature2016-09-19 02:37:16
FeatureKPI BreakdownUPM·X table containing KPI information over time.x_inpgh_upmx_pf_kpi_breakdown2016-09-23 08:13:26
FeatureLifecycleUPM·X table containing Lifecycle definitions. Use this table to change colors and labels and amount of lifecycle definitions.x_inpgh_upmx_pf_lifecyclePortfolio Feature2016-09-19 02:40:25
FeatureLifecycle BreakdownUPM·X table containing lifecycle start dates per phase for all elements. x_inpgh_upmx_pf_lifecycle_breakdownLifecycle2016-09-19 02:44:02
FeaturePortfolio FeatureSuperior table for all portfolio features e.g. cost, KPI etc. Do not use for reporting! DO NOT MODIFY!x_inpgh_upmx_portfolio_feature2016-09-19 02:27:04
FeatureRealtime IndicatorsUPM·X table containing Indicator definitions.x_inpgh_upmx_pf_indicators2017-12-27 05:14:03
FeatureRecommendationDefines, what needs to be happen to mitigate risk, reduce cost and improve efficiency.x_inpgh_upmx_pf_recommendationPortfolio Feature2016-09-19 02:48:13
FeatureReference ModelA reference model is an abstract framework or domain-specific ontology consisting of an interlinked set of clearly defined concepts.x_inpgh_upmx_pf_reference_modelPortfolio Feature2016-09-19 03:04:10
FeatureReport ElementsRequired for UPM·X reporting & visualizations. DO NOT MODIFY!x_inpgh_upmx_report_elements2018-02-05 21:37:06
FeatureReport RequestRequired for UPM·X reporting & visualizations. DO NOT MODIFY!x_inpgh_upmx_report_request2018-02-05 21:28:36
FeatureRoadmap ElementsUPM·X table required for lifecycle roadmap visualization. DO NOT MODIFY!x_inpgh_upmx_roadmap_elements2017-12-18 21:51:11
FeatureRoadmap RequestRequired for UPM·X reporting & visualizations. DO NOT MODIFY!x_inpgh_upmx_roadmap_request2017-12-18 21:47:28
FeatureRollup SettingUPM·X table containing settings for rollup calculations.x_inpgh_upmx_calculation_rollup_rel2016-10-11 09:25:23
FeatureScenarioUPM·X table containing Scenario information.x_inpgh_upmx_pf_scenarioPortfolio Feature2016-09-19 03:08:13
FeatureScoped FieldsUPM·X table containing information about the defined data quality fields for the defined scopes. DO NOT MODIFY!x_inpgh_upmx_data_definition2017-07-17 11:22:22
FeatureStakeholderUPM·X table containing Stakeholder information.x_inpgh_upmx_pf_stakeholderPortfolio Feature2016-09-19 03:29:21
ClassActorActors are abstract representations of people, teams, departments, roles and groups.x_inpgh_upmx_actorPortfolio Element2017-11-22 06:35:22
ClassBuilding BlockA Building Block is a reusable compilation of various Portfolio Elements e.g. Business Products, Strategies to provide higher level concept solutions, designs and templates to the Business.x_inpgh_upmx_building_blockPortfolio Element2019-09-30 23:41:36
ClassBusiness Application UPM·XA Business Application is a logical representation of a unique or multiple instance(s) of one or more deployed software products, physically running in- or outside of the enterprise environment, which supports a specific business process/capability.
The CMDB Business Application table cmdb_ci_business_app (Starting with Madrid release) can be used as an alternative.
x_inpgh_upmx_business_applicationPortfolio Element2016-09-19 02:07:19
ClassBusiness Capability UPM·XA Business Capability describes what an organization requires executing its business model or fulfill its mission. Think of Business Capabilities as organizational level skills imbedded in people, process, and/or technology.
The CMDB Business Capability table cmdb_ci_business_capability (Starting with Madrid release) can be used as an alternative.
x_inpgh_upmx_business_capabilityPortfolio Element2016-09-19 02:07:48
ClassBusiness Process UPM·XA Business Process is an activity or set of activities that provides a specific business capability. Typically, a process produce a specific service or product.
Use Process x_inpgh_upmx_process starting with UPM·X V4.0!
x_inpgh_upmx_business_processPortfolio Element2016-09-19 02:10:17
ClassBusiness ProductA Business Product is a good produced by the company for external customers. A Business Product is typically an outcome of a Business Capability or Business Process.x_inpgh_upmx_business_productPortfolio Element2016-09-19 02:10:48
ClassChannelConduit for delivering goods, services, or information.x_inpgh_upmx_channelPortfolio Element2017-11-22 06:34:56
ClassComponentA Component encapsulation of technology infrastructure or application functionality that is aligned to implementation structuring.x_inpgh_upmx_componentPortfolio Element2017-11-22 06:33:03
ClassConceptional Data ObjectA Conceptional Data Object specifies the high-level information flow and data lineage on a conceptional level.x_inpgh_upmx_conceptional_data_objectPortfolio Element2019-09-30 23:43:34
ClassControlControls are engineering mechanisms that uses continuous monitoring of operational variables e.g. pressure, temperature etc. to reach product output specifications and objectives. x_inpgh_upmx_controlPortfolio Element2019-11-27 06:57:39
ClassData StoreA Data Store is a logical representation of a physical database or file which contains data used by applications or software.x_inpgh_upmx_data_storePortfolio Element2016-09-19 02:11:18
ClassDomainA Domain name is the address where users can access the website or application via browser.x_inpgh_upmx_domainPortfolio Element2019-11-27 06:58:58
ClassDriverA driver represents an external or internal influence that motivates an organization to define its goals and implement the changes necessary to achieve them.x_inpgh_upmx_driverPortfolio Element2016-11-09 03:23:13
ClassGlossaryA glossary of terms & definitions.x_inpgh_upmx_glossary2018-10-15 02:58:29
ClassGoalA Goal is something directional your business aims to be, as described in words.
The organizational goals of a company typically focus on its long-range intentions for operating and its overall business philosophy.
E.g. “Be the most customer-centric service supplier in Northern Europe.”
x_inpgh_upmx_goalPortfolio Element2016-09-19 02:12:27
ClassHardware ProductA Hardware Product is a logical representation of a particular kind of commercially built or custom developed hardware e.g. Apple iPhone X.x_inpgh_upmx_hardware_productPortfolio Element2016-09-19 02:13:10
ClassInformation Object AttributeAn Information Object Attribute is a logical, or conceptual representation of a real-world data object e.g. Name referring to an Information Object.x_inpgh_upmx_information_object_attributePortfolio Element2018-06-04 03:47:21
ClassInformation Object UPM·XAn Information Object is a logical, or conceptual representation of a real-world data object e.g. Person.
The CMDB Information Object table cmdb_ci_information_object (Starting with New York release) can be used as an alternative.
x_inpgh_upmx_information_objectPortfolio Element2016-09-19 02:13:38
ClassInitiativeInitiatives are collections of finite-duration discretionary projects and programs—outside of the organization’s day-to-day operational activities—that are designed to help the organization achieve its targeted performance.x_inpgh_upmx_initiativePortfolio Element2016-11-08 06:06:11
ClassJourneyA Journey represents a series of touch points and interactions with organizations or stakeholders, providing/consuming services and products.x_inpgh_upmx_journeyPortfolio Element2019-11-27 06:55:39
ClassLogical ApplicationA Logical Application is a higher level aggregation of a Business Application to respond to Business requirements on a conceptional/logical level.x_inpgh_upmx_logical_applicationPortfolio Element2019-09-30 23:38:59
ClassLogical Data ObjectA Logical Data Object specifies the high-level information flow and data lineage on a logical level.x_inpgh_upmx_logical_data_objectPortfolio Element2019-09-30 23:42:14
ClassLogical InterfaceA Logical Interface is an abstract representation of one or more physical interfaces provided by an Application instance. It helps to understand the integration of Business Applications, and the realization of the data flow i.e. data-lineage.x_inpgh_upmx_logical_interfacePortfolio Element2016-09-19 02:44:40
ClassMarketA Market is an actual or nominal place where forces of demand and supply operate, and where buyers and sellers interact (directly or through intermediaries) to trade goods, services, or contracts or instruments, for money or barter.x_inpgh_upmx_marketPortfolio Element2017-11-22 06:31:15
ClassMeasureA Measure is used to specify the measurement type to track key performance indicators and metrics by e.g. percentage, number, currency, activity, process etc. usually on an ongoing basis, to determine success or alignment with objectives and goals.x_inpgh_upmx_measurePortfolio Element2020-03-03 13:33:33
ClassMetricMetrics track and provide data on your organization’s processes and procedures but are not the most important metrics your organization needs to measure, monitor, and perform against to make progress against your strategic plan. E.g. organic inbound website traffic. It’s important to track this metric as it helps feed your strategy outcome, but it’s not a clearly defined KPI related to an outcome. It’s just a valuable metric.x_inpgh_upmx_metricPortfolio Element2020-03-03 13:33:33
ClassMicroserviceA Microservice is an application component communicating with other Microservices across common interfaces e.g. APIs, REST.x_inpgh_upmx_microservicePortfolio Element2019-11-27 06:58:21
ClassMissionA Mission is a written declaration of an organization’s core purpose and focus that normally remains unchanged over time. Properly crafted mission statements serve as filters to separate what is important from what is not, clearly state which markets will be served and how, and communicate a sense of intended direction to the entire organization.x_inpgh_upmx_missionPortfolio Element2016-11-09 02:35:02
ClassMobile ApplicationA Mobile Application is an end-user application consumed on a mobile device.x_inpgh_upmx_mobile_applicationPortfolio Element2019-11-27 07:00:19
ClassObjectiveAn Objective is a specific target that helps to measure a goal achievement and typically set out in numbers. Objectives need to be Specific, Measurable, Attainable, Relevant and Time-limited (SMART).
E.g. Reduce OPEX by 20% by end of 2018.
x_inpgh_upmx_objectivePortfolio Element2016-09-19 02:14:07
ClassOrganizational UnitAn organizational unit is one of several functions within a company typically structured as a multi-level hierarchy. x_inpgh_upmx_organizational_unitsPortfolio Element2019-04-23 02:25:58
ClassPatternA Pattern is a reusable compilation of various Portfolio Elements e.g. Business Applications, Software Products to provide pre-defined solutions, designs and templates to the Business and IT.x_inpgh_upmx_patternPortfolio Element2016-09-19 02:14:38
ClassPhysical Data ObjectA Physical Data Object specifies the high-level information flow and data lineage on a physical level.x_inpgh_upmx_physical_data_objectPortfolio Element2019-09-30 23:42:56
ClassPhysical InterfaceA Physical Interface is a technical implemented interface provided or consumed by an Application Service. It helps to understand the integration of Application instances, and the realization of the data flow i.e. data-lineage.x_inpgh_upmx_physical_interfacePortfolio Element2019-09-30 23:40:33
ClassPrincipleA Principle is a guiding sense of requirements and obligations the organization has conducted. Architecture Principles, Formats and other Guiding Principles can be managed in a hierarchal order.x_inpgh_upmx_principlePortfolio Element2016-09-19 02:20:31
ClassProcessA Process is an activity or set of activities that provides a specific business capability. Typically, a process produce a specific service or product.x_inpgh_upmx_processPortfolio Element2019-11-27 06:44:22
ClassProcess ActivityA Process Activity is also referred to as sub-processes with execution on divisional, business line, local or regional levels.x_inpgh_upmx_process_activityPortfolio Element2019-11-27 06:45:59
ClassProcess CategoryProcess Categories are used by industry frameworks to classify processes by area. Process Categories can be replaced by top-level Business Capabilities.x_inpgh_upmx_process_categoryPortfolio Element2019-11-27 06:42:47
ClassProcess GroupProcess Groups are groupings of related processes that are applicable across operational hierarchies and silos. Process Groups can be replaced by top-level Business Capabilities.x_inpgh_upmx_process_groupPortfolio Element2019-11-27 06:43:38
ClassProcess OperationsProcess Operations are technical calls to technology components, or non-technical work performed manually by a person.x_inpgh_upmx_process_operationsPortfolio Element2019-11-27 06:46:58
ClassProcess TaskProcess Tasks are technical tasks executed on application level, or non-technical tasks performed by people.x_inpgh_upmx_process_taskPortfolio Element2019-11-27 06:46:33
ClassProcess WorkflowA Process Workflow consists of multiple Process Tasks in order to implement a Process Activity.x_inpgh_upmx_process_workflowPortfolio Element2019-11-27 06:49:33
ClassProgramA Program is a collection of Projects.x_inpgh_upmx_programPortfolio Element2016-09-19 02:21:10
ClassProjectProjects are planned set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations. It is a major undertaking, especially one involving considerable money, personnel, and equipment.x_inpgh_upmx_projectPortfolio Element2016-09-19 02:21:36
ClassRiskA Risk highlights competitive, economic, operational, legal, compliance, strategic, program, project, quality, process, technology etc. risks, which causes business to fail.x_inpgh_upmx_riskPortfolio Element2019-11-27 06:56:49
ClassSocial MediaSocial Media is an internet-based technology facilitating the sharing of ideas, thoughts, and information through building of virtual networks and communities. x_inpgh_upmx_social_mediaPortfolio Element2019-11-27 06:59:50
ClassSoftware ProductA Software Product is a logical representation of a particular kind of commercially built or custom developed software e.g. Adobe Acrobat Reader V11.x.x_inpgh_upmx_software_productPortfolio Element2016-09-19 02:22:19
ClassSolution Use CaseA Solution Use Case consists of Process Operations and a set of technologies to implement Process Tasks.x_inpgh_upmx_solution_use_casePortfolio Element2019-11-27 06:54:13
ClassStrategyA Strategy describes how the company will achieve its goals and objectives by deploying its scarce resources to gain a sustainable competitive advantage.x_inpgh_upmx_strategyPortfolio Element2016-09-19 02:22:50
ClassTaskA Task is a project related activity that needs to be accomplished within a defined period of time or by a deadline.x_inpgh_upmx_taskProject2016-11-09 02:38:06
ClassTechnical CapabilityThe Technical Capability helps to establish a business language in requirements specification without focusing on specific technologies and vendor solutions. A Technical Capability specifies functional requirements of Business Capabilities provided by Software and Hardware Products e.g. Business Metrics. Business Applications can use a sub-set of Technical Capabilities to provide Business Capabilities. x_inpgh_upmx_technical_capabilityPortfolio Element2017-11-22 06:30:41
ClassValue ChainA Value Chain is the whole series of activities that create and build value at every step.x_inpgh_upmx_value_chainPortfolio Element2016-11-09 02:34:21
ClassValue StreamValue streams are artifacts within business architecture that allow a business to specify the value proposition derived by an external (e.g., customer) or internal stakeholder from an organization. A value stream depicts the stakeholders initiating and involved in the value stream, the stages that create specific value items, and the value proposition derived from the value stream. The value stream is depicted as an end-to-end collection of value-adding activities that create an overall result for a customer, stakeholder, or end-user.x_inpgh_upmx_value_streamPortfolio Element2019-11-27 06:54:47
ClassVisionA Vision is an aspirational description of what an organization would like to achieve or accomplish if they successfully fulfill their organizational purpose or mission.x_inpgh_upmx_visionPortfolio Element2016-11-09 02:35:37
ClassWebsiteAn internal or external website used by the organizational users.x_inpgh_upmx_websitePortfolio Element2019-11-27 06:59:21
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