For the complete documentation index, see llms.txt. This page is also available as Markdown.

Upgrade from v4.8 to v26.0

Mandatory for all v26.0 upgrades

YouDesign Command v26.0 introduces a structured, multi-phase alignment of the application's data model with the new Portfolio Element architecture. Earlier versions stored a set of custom fields directly on ServiceNow CMDB tables; v26.0 consolidates that logic onto the governed Portfolio Element superclass. Because ServiceNow application upgrades intentionally never remove existing fields, this step is delivered as Post-Upgrade Update Sets that you apply after installing v26.0.

Please read this page in full before committing any Update Set.

Why we're doing this

As YouDesign Command (formerly UPMX) evolves, we're committed to keeping our solution fast, modern, and aligned with the latest ServiceNow platform standards — and with what our customers actually need going forward.

Part of that commitment is moving the fields these earlier versions added to the CMDB onto the new Portfolio Element architecture. Completing this step:

  • Streamlines your instance by consolidating the business rules and scheduled jobs that maintained these fields

  • Keeps cmdb_ci_business_app, cmdb_ci_business_capability, cmdb_ci_business_process, and cmdb_ci_information_object aligned with the standard ServiceNow model

  • Prepares your instance for the new capabilities introduced in v26.0 — Future State Repository, Scenario Planning, Enterprise Measures, and next-generation Data Governance & Data Quality — and for what's coming next

This is the first of several alignment phases. v26.0 covers the batch below; v26.1 and v26.2 will continue the same effort, moving the remaining fields onto the Portfolio Element architecture.

This page assumes you've already updated to v26.0. If you haven't yet, see Updating first.

Upgrading to v26.0 on its own does not delete your legacy fields but business rules, and scheduled jobs are updated considering that the legacy fields will be deleted with following cleanup, and no customer data is deleted by the app upgrade itself. Whether anything actually changes is entirely up to you, through the two Update Sets below — that's why we encourage everyone to follow through with the complete cleanup.

Choose how to handle legacy CMDB fields

Once the application upgrade finishes, decide — together with your team — whether you're ready to complete the cleanup now, or would rather keep the legacy fields active for a while longer. Both paths are fully supported; you are not required to clean up immediately.

Path A — Complete the Cleanup
Path B — Preserve Legacy Logic

Best for

Customers ready to fully retire the legacy fields

Customers who still rely on the legacy fields and need more time

What it does

Permanently deletes the 8 legacy fields (and their labels), and deactivates 3 scheduled jobs that depend on them

Explicitly locks in the legacy business rules and scheduled jobs as active, so the fields keep populating

Reversible?

No — this is a permanent deletion

Yes — you can switch to Path A whenever you're ready

  1. Download the YCM V26.0 CMDB Custom Fields Cleanup Update Set XML:

  1. Go to Retrieved Update Sets in ServiceNow.

  2. Click Import Update Set from XML under the related links.

  3. Select the downloaded file and upload it.

  4. Click Preview Update Set.

  5. Accept all warnings and errors, then click Commit Update Set.

Committing this Update Set deletes the 8 legacy fields (17 field-on-table instances) and their field labels:

Fields removed by the Cleanup Update Set — 8 fields, 17 field-on-table instances
Field
Tables

x_inpgh_upmx_data_model

cmdb_ci_information_object

x_inpgh_upmx_relationships

cmdb_ci_business_app, cmdb_ci_business_capability

x_inpgh_upmx_relationships_to_business_application

cmdb_ci_information_object, cmdb_ci_business_process, cmdb_ci_business_capability, cmdb_ci_business_app

x_inpgh_upmx_relationships_to_business_capabilities

cmdb_ci_information_object, cmdb_ci_business_process, cmdb_ci_business_capability, cmdb_ci_business_app

x_inpgh_upmx_relationships_to_processes

cmdb_ci_information_object, cmdb_ci_business_capability, cmdb_ci_business_app

x_inpgh_upmx_stakeholder_rating

cmdb_ci_business_app

x_inpgh_upmx_stratification

cmdb_ci_business_capability

x_inpgh_upmx_users

cmdb_ci_business_app

Three of the eight fields — x_inpgh_upmx_data_model, x_inpgh_upmx_stratification, and x_inpgh_upmx_users — had no dependent business rules of their own. If your instance has custom ACLs, UI policies/actions, form or list layouts, or dictionary entries referencing any of the 8 fields above, review and remove those separately — they are not included in either Update Set.

Path B: Preserve Legacy Logic (Opt-In)

Choose this path only if you've decided to keep the legacy fields and the logic behind them for now.

Upgrading to v26.0 on its own does not delete your legacy fields but business rules, and scheduled jobs are updated. Committing it explicitly locks that logic and preserve the legacy scipts, so it's documented and protected against later alignment phases (v26.1, v26.2) instead of being removed by accident.

  1. Download the YCM V26.0 Pre-Cleanup Legacy Logic Preservation Update Set XML:

  1. Go to Retrieved Update Sets in ServiceNow.

  2. Click Import Update Set from XML under the related links.

  3. Select the downloaded file and upload it.

  4. Click Preview Update Set.

  5. Accept all warnings and errors, then click Commit Update Set.

Committing this Update Set explicitly locks that logic and preserve the legacy scipts, so the legacy fields keep populating:

Business rules & scheduled jobs locked in by the Preservation Update Set — 14

Business rules (9)

  • D: Calculate Child/Parent #Relationships

  • IU: REL Calculate child #Relationships

  • IU: REL Calculate parent #Relationships

  • D: Calculate #Relationships

  • IU: Calc #Relationships (Child Chg)

  • IU: Calc #Relationships (Parent Chg)

  • IUD: Update StakeHolder rating

  • U: Update StakeHolder rating

  • U: Update Stakeholder Rating

Scheduled jobs (5)

  • YCM CAL Set #Relationships

  • YCM CAL Set Stakeholder Rating

  • YCM CAL Number of Relationships for BA

  • YCM CAL Number of Relationships for BC

  • YCM CAL Number of Relationships for Information Object

There's no deadline to switch. When you're ready to retire the legacy fields, come back to this page and follow Path A. Later alignment phases (v26.1, v26.2) will continue in the same spirit, so we recommend revisiting this decision periodically.

Looking ahead

This alignment continues in v26.1 and v26.2, working toward the same goal: a YouDesign Command data model fully consolidated onto the Portfolio Element architecture. We'll publish an updated version of this page for each phase.

If you face any issues, please contact us through our support portal.

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