UPM-X Release Notes



Full history of all releases and enhancements

DEVELOPMENT OBJECTIVES

  • Quarterly application releases
  • Major application version release per year
  • Bi-Yearly development roadmap sessions with customers
  • Full alignment with ServiceNow product release roadmap

We develop our applications in close alignment with the ServiceNow product teams and product roadmaps. The latest UPM-X release is compatible with all supported ServiceNow versions.

Versions


product-release-UPMX


🌐 Version 4.x (Latest release)

⌛ Version 3.x

⌛ Version 2.x

Version 4.x (Latest Release)


UPM-X V4.3.1(Latest Release)

Updates & Improvements


  • Data Quality calculations will be updated automatically once the value of calculated fields (e.g. Internal Lifecycle) are changed on the table.
  • Modified access rights for the APM Dashboard 

UPM-X V4.3 

Introducing New Functionality

  • New visualization type: Sankey
  • Sankey diagram dashboard added to Strategic planning
  • Sankey diagram available on Business Application, Logical Interfaces and Information Objects
  • New visualization type: Chord
  • Chord diagram dashboard added to Information Architecture
  • Chord diagram available on Business Application, Logical Interfaces and Information Objects
  • New table: Chatbot x_inpgh_upmx_chatbot
  • New suggested relationships added for Chatbot
  • Added additional fields on Business Application table cmdb_ci_business_app
  • Added additional fields on Business Capability table cmdb_ci_business_capability
  • Added additional fields on Information Object table cmdb_ci_information_object
  • Added additional visualizations on supported cmdb_ci tables
  • Added new Realtime Indicators
  • Added new reporting table x_inpgh_upmx_report_cmdb_app2swp to visualize cmdb_ci_business_app and x_inpgh_upmx_software_product technology risk and obsolescence

Updates & Improvements

  • Simplified and added new reports and dashboards
  • Updated reports and dashboards referring to x_inpgh_business_application, x_inpgh_business_capability, and x_inpgh_information_object
  • Worldmap support for cmdb_ci_business_app table
  • Treemap visualization opens elements in new tab when clicked
  • Data Governance: Restricting scope for data definitions on cmdb_ci base and child tables
  • Data Quality Widget: Applying ACLs on verification buttons for UPM-X Admin, stewards, stewards groups and fields
  • Data Quality Widget: Sorting alphabetically by field name
  • Optimized calculations for data quality calculations
  • ACLs added on supported cmdb_ci tables

Bug & Issue Fixes

  • Treemap: Open element form in new tab on click of node
  • Relationship Picker: Results not displayed correctly when only single table is available in browser
  • Relationship Picker: Remapping newly created relationship stopped animation
  • #Relationships calculation
  • Internal Lifecycle calculation
  • Data quality calculations not working on cmdb_ci level

 

UPM-X V4.2

Please follow the Upgrade instructions from V4.x to V4.2.

Introducing New Functionality

  • New Dashboards & Reports
  • New Rollup option “Maximum” to show maximum value
  • New Rollup option “Minimum” to show minimum value
  • Cost management available on CMDB_CI level
  • KPI management available on CMDB_CI level
  • Reference model available on CMDB_CI level
  • Lifecycle management available on CMDB_CI level
  • Recommendations available on CMDB_CI level
  • Realtime Indicators available on CMDB_CI level
  • Realtime Indicators supporting fields on relationships cmdb_rel_ci table
  • Data Quality Management available on CMDB_CI level
  • Rollups available on CMDB_CI level
  • Usage table available on CMDB_CI level
  • Hosting table available on CMDB_CI level
  • Consideration of custom fields for calculations e.g. u_opex_total
  • Relationship Picker right-click option “Jump to…” to quickly change center element
  • Standards Lifecycle for Software Products, Hardware Products and Patterns
  • Standards Lifecycle calculated field on x_inpgh_upmx_portfolio_element  table to show current lifecycle disposition
  • New suggested relationships for cmdb_ci_business_app, cmdb_ci_business_capability, cmdb_ci_information_object to support end-to-end Enterprise Architecture use-cases

Updates & Improvements

  • Merging & cleanup of existing reports and dashboards
  • Capability Map updated with further improvements
  • Introduction new nomenclature for scripts
  • Renaming scripts to match new nomenclature
  • Simplification & cleaning up application menu
  • Rename “Task” table to “Project Task”
  • Relationship Picker removing “*” asterisk to simplify search. All search results will be shown when changing table in browser
  • Relationship Picker SweatAlert version upgrade to 9.4.3
  • Relationship Picker Suggested Relationship column shows both directions in Setting view
  • Changing Data Quality Business Rules Priority to 200
  • Simplifying Lifecycle Stages
  • Updating Lifecycle colors, field styles & chart colors

Bug & Issue Fixes

  • Relationship Picker settings for white/black listing block creation
  • Relationship Picker extending image path with “/images/rp/…” to avoid loading issues in exceptional cases
  • Relationship Picker wrong relationship direction can be created
  • Relationship Picker hierarchy reduced, only showing Level 1 except when there is a query
  • Relationship Picker expanding more items within the browser repository result in level Level 3 or more.
  • Relationship Picker remapping relationship not showing all the relationship types available
  • Relationship Picker fixed remapping invert direction was changing the side after cancelling the action
  • Relationship Picker fixed settings view table in order to support large amount of entries
  • Relationship Picker creates wrong relationships
  • Relationship Picker provoking ignoring configured allowed/blocked relationship on Level 2

UPM-X V4.1

Introducing New Functionality

  • Relationship Picker settings view for UPM-X Admin
  • Relationship Picker feature to block duplicated relationships
  • Relationship Picker feature to create rules to allow or block suggested relationships based on user groups
  • Introducing “KPI” x_inpgh_upmx_kpi table to manage Key Performance Indicators
  • Introducing “PPI” x_inpgh_upmx_ppi table to manage Process Performance Indicators
  • Introducing “KRI” x_inpgh_upmx_kri table to manage Key Risk Indicators
  • Introducing “Metrics” x_inpgh_upmx_metric table to manage Metrics
  • Introducing “Measures” x_inpgh_upmx_measure table to manage Measures
  • Introducing several new suggested relationships for new tables
  • Introducing new relationship type “measures::measured by”

Updates & Improvements

  • Visual Relationship Picker V2.1 updated (aka FREELUCY)
  • Relationship Picker colors
  • Relationship Picker browser results shown as “(empty)” instead NULL
  • Adding ACL’s for UPM-X Reader & UPM-X Relationship Editor to sys_db_object table required by Relationship Editor
  • Adding ACL’s for UPM-X Reader & UPM-X Relationship Editor to ngbsm_ci_icons required by Relationship Editor
  • Adding ACL’s for UPM-X Reader & UPM-X Relationship Editor to ngbsm_ci_type_icon required by Relationship Editor
  • Adding ACL’s for UPM-X Reader & UPM-X Relationship Editor to x_inpgh_upmx_rel_type_suggest_group required by Relationship Editor
  • Adding ACL’s for UPM-X Reader & UPM-X Relationship Editor to x_inpgh_upmx_rel_type_suggest required by Relationship Editor
  • Adding ACL’s for UPM-X Reader & UPM-X Relationship Editor to x_inpgh_upmx_global_settings required by Relationship Editor
  • Adding ACL’s for UPM-X Reader & UPM-X Relationship Editor to sys_user_grmember required by Relationship Editor
  • Client Script to remove ServiceNow dependency view and relationship editor
  • Script to clean/reset former data quality tables
  • Application Menu Business Application (CSDM) to open UPM-X View
  • Application Menu Business Capability (CSDM) to open UPM-X View
  • Extending image path for relationship picker to “images/rp/…” to avoid exceptional access rights restrictions for some instances

Bug & Issue Fixes

  • Relationship Picker showing extended table entries in browser where no suggested relationships are defined
  • Relationship Picker resizing window
  • Relationship Picker not showing all available relationship types
  • Updated ACL’s for UPM-X Reader for Data Quality Widget
  • Table not accessible, as dictionary entry “collection” missing for x_inpgh_upmx_website
  • Table not accessible, as dictionary entry “collection” missing for x_inpgh_upmx_process_category
  • Table not accessible, as dictionary entry “collection” missing for x_inpgh_upmx_value_stream
  • Table not accessible, as dictionary entry “collection” missing for x_inpgh_upmx_social_media
  • Table not accessible, as dictionary entry “collection” missing for x_inpgh_upmx_process_task
 

UPM-X V4.0

Introducing New Functionality

  • Clickable Hierarchy” formatter for Form view representing the full hierarchy (parent/child) with clickable labels
  • Data Quality” table for Form view showing data definitions, completeness and currentness of data, and verification option for stewards
  • Data Quality Email notifications” for a single steward & steward group
  • Introducing “Data Governance Portal” to manage data definitions and scope
  • Introducing Building Block x_inpgh_upmx_building_block table
  • Introducing Control x_inpgh_upmx_component table
  • Introducing Domain x_inpgh_upmx_domain table
  • Introducing Journey x_inpgh_upmx_journey table
  • Introducing Logical Application x_inpgh_upmx_logical_application table
  • Introducing Logical Data Object x_inpgh_upmx_logical_data_object table
  • Introducing Microservice x_inpgh_upmx_microservice table
  • Introducing Mobile Application  x_inpgh_upmx_mobile_application table
  • Introducing Physical Data Object x_inpgh_upmx_physical_data_object table
  • Introducing Physical Interface x_inpgh_upmx_physical_interface table
  • Introducing Process x_inpgh_upmx_process table (use instead of Business Process x_inpgh_upmx_business_process)
  • Introducing Process Activity x_inpgh_upmx_process_activity table
  • Introducing Process Category x_inpgh_upmx_process_category table
  • Introducing Process Group x_inpgh_upmx_process_group table
  • Introducing Process Operations x_inpgh_upmx_process_operations table
  • Introducing Process Task x_inpgh_upmx_process_task table
  • Introducing Process Workflow x_inpgh_upmx_process_workflow table
  • Introducing Risk x_inpgh_upmx_risk table
  • Introducing Social Media x_inpgh_upmx_social_media table
  • Introducing Solution Use Case x_inpgh_upmx_solution_use_case table
  • Introducing Value Stream x_inpgh_upmx_value_stream table
  • Introducing Website x_inpgh_upmx_website table
  • Introducing over 500 new suggested relationships to support UPM-X V4.0 metamodel
  • Introducing new suggested relationships to support CSDM tables Business Application cmdb_ci_business_app and Business Capabilitycmdb_ci_business_capability
  • Visual Relationship Editor included (aka FREELUCY)

Updates & Improvements

  • Renaming Business Application to “Business Application UPM-X” to avoid the naming conflict with CMDB table
  • Renaming Business Capability to “Business Capability UPM-X” to avoid the naming conflict with CMDB table
  • Renaming Information Object to “Information Object UPM-X” to avoid the naming conflict with CMDB table
  • Renaming Business Process to “Business Process UPM-X” to avoid the naming conflict with CMDB table
  • Renaming Indicator Table to “Realtime Indicators” to keep alignment with Designer application
  • Updated Data Definitions & Scoping logic and algorithm (Recreation of existing definitions required to use new functionality)
  • Removed Department, Business Owner, IT Owner and Steward information from Demo data to avoid confusion due to potential missing data
  • Changed “Standard” lifecycle phase to “In Production
  • Updated all lifecycle related reports to consider “In Production Phase” instead of “Standard”
  • Changed Strategy -> enables -> Business Capability UPM-X to Strategy -> influences -> Business Capability UPM-X

UPM-X V3.x


Introducing New Functionality

  • UPM-X Portal with tree navigator targeted for end-users
  • “Organizational Unit” table as Portfolio Element extension
  • “Glossary” table for terms & definitions
  • Reporting table Business Capability > Business Application > Database
  • Reporting table Business Process > Business Application > Software Product
  • Value representation for Indicators
  • Value range for Indicators
  • Additional axis for Landscape Map
  • Oracle Software products and manufacturer lifecycle information

Updates & Improvements

  • Updating UPM-X logo design
  • Replacing UPM-X PNG icons with SVG
  • Updating demo data
  • Increasing performance for Data Quality Calculations
  • Renaming scheduled scripts to align naming conventions
  • Unprotecting scheduled jobs
  • Updating static content and dashboard headings
  • Renaming UPM-X Groups
  • Cleaning up UPM-X Roles
  • Tooltips for Roadmap Visualization to see table name
  • Removed x_inpgh_upmx.reader from UPM-X Features Application Menu
  • Moving User Guide from ServiceNow help file to https://ins-pi.com/kb-upmx

Bug & Issue Fixes

  • Landscape Map visualization rendering issue
  • Recommendation Field calculation when all Recommendations are deleted
  • Relationship Picker issue in Internet Explorer
  • Reference field preview (i) icon in London release

 

UPM-X V2.2


Introducing New Functionality

  • Landscape Report Visualization
  • Partition Map Visualization
  • Tree Map Visualization
  • Visualization right-click option in UPM-X list views
  • “Information Object Attribute” table
  • Maturity choice field e.g. Capability Maturity
  • Scenario comparison dashboard
  • “Enterprise Architect” reference field
  • “GDPR Relevant” field
  • Maturity Indicator

Updates & Improvements

  • Hierarchy Map shape size
  • Improving Lifecycle Roadmap multiple relationship visualization
  • Updating Lifecycle Roadmap with selectable indicator

UPM-X V2.1

Introducing New Functionality

  • Hierarchy Map Visualization

Updates & Improvements

  • Lifecycle Roadmap with selectable indicators
  • Lifecycle Roadmap label layouts
  • Lifecycle Visualization to avoid overlapping labels

UPM-X V2.0

Introducing New Functionality

  • Certification and compatibility with ServiceNow Kingston release
  • “Usage” table
  • “Hosting” table
  • “Risk & Compliance” table
  • “Actor” table
  • “Channel” table
  • “Component” table
  • “Market” table
    “Technical Capability” table
  • Data Governance with Data Definitions, Data Definition Scopes, Data quality and Data Verifications
  • Usage lifecycles for all Portfolio Elements
  • Indicators and Indicator breakdowns
  • New relationship types and suggested relationships
  • Interactive Filters for Dashboards
  • Dynamic Filters for Dashboards
  • Steward Groups
  • Domain Separation for Portfolio Feature tables

Updates & Improvements

  • Dashboard enhancements and updates
  • Static Content Files
  • Role rights on all dashboards
  • Role rights on application menus
  • Information Model for high Designer app experience and compatibility
  • Roadmap with interactive filters, indicators and usage lifecycle
  • Lifecycle Visualization
  • Updating Demo Data
  • Updating User Guide
  • Updating Role Matrix (CRUD)
  • Updating Report Titles
  • Updating UI Actions for Roadmaps
  • Updating Suggested Relationship directions to support top-down line-of-sight
  • Removing Roadmap Dependency as replaced by updated roadmap
  • Removing Focus Points as replaced by new Data Governance functionality
  • Removing ITIL role from UPM-X Admin and Editor role and replaced by Asset role

Bug & Issue Fixes

  • Landscape Map visualization rendering issue
  • Recommendation Field calculation when all Recommendations are deleted
  • Relationship Picker issue in Internet Explorer
  • Reference field preview (i) icon in London release