Creating and Managing Entities

In Governance (Service Mapping), documentation is built around entities such as Services, Applications, Vendors, or Customers. Each entity page uses the fixed template for its entity type (set by admins).

Objective: Create and maintain an entity page that links business context to discovered assets and relations.

Prerequisites

• Discovery running (assets available to link).
• Permission to create/edit entities.
• Templates already defined for the entity types you use.

Create a new entity

1. Open Governance (Service Mapping), and click Create.
2. Choose the entity type (e.g., Service, Vendor, Application). The type determines the template to be used.
3. Enter name and description (purpose, scope, owner).
4. Click Create to open the entity page.

Add information

Note

The information you need to add depends on the template structure. Below is just example of what might be included.

• Fill in fields defined by the template (owners, criticality, contacts, notes).
• Use tables to link live asset data from the repository (servers, databases, certificates, backups).
• Add relations to other entities to show dependencies (e.g., Service ↔ Vendor).

Save, Collaborate, and edit

• Click Save to save any changes; you can update fields, assets, and relations anytime.
• Use Collaborators/ACL to share with users/groups for specific read or write access.
• Admins update templates centrally; all entities of that type inherit the structure.

Tip

Learn more about permissions in Groups & Permissions.

FAQs

• Can I view entities in Tables? Yes. Each entity type is available as an asset type in Tables for reporting, History & Compare, Tracker, and Dashboards.
• Do asset links update automatically? Yes. Linked assets stay current via Discovery. Missing assets are flagged; review and relink if needed.