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Cheat sheets

Short, focused pages for every part of the platform. Pick your track, or search all 368 entries at once.

New · Learning paths

Starting an ITSM or Portal project? Follow the path.

Stage-by-stage journeys from data foundation to go-live: plugins, tables, roles, setup steps and a checklist that unlocks the next stage.

ITSM · 13 stagesPortal · 10 stagesStart →

Architect track

Design decisions, patterns and governance for senior developers and architects.

01 · 33 entriesPlatform architecture & governanceDecisions that are cheap on day one and very expensive in year three.The customization ladderScoped app or global?Instance & release pipelineDelivery & DevOps toolkit+102 · 24 entriesService Portal & Employee CenterHow portals are built, and how to keep them fast and upgradeable.Portal anatomyWidget data flowWidget patternsPortal best practices03 · 27 entriesWorkspaces & UI BuilderNext Experience: configurable workspaces built from pages, variants and data resources.Workspace anatomyWorkspace config tablesWhich UI should I build on?Workspace best practices04 · 24 entriesDashboards & analyticsReports, Platform Analytics dashboards and Performance Analytics, designed to scale.Performance Analytics building blocksAnalytics tablesReport, PA or database view?Dashboard best practices05 · 14 entriesCMDB & CSDMA data model everyone trusts, kept healthy automatically.CSDM service modelLoad CIs through IRECMDB health rules06 · 19 entriesSecurity architectureAccess control that is correct, fast and auditable.How ACLs evaluateACL rules of thumbPlatform security checklist07 · 16 entriesScale & integration architecturePatterns for volume, resilience and loose coupling.Integration pattern pickerScale patterns in codeScale & resilience rules08 · 13 entriesAI agents & Now AssistDesigning agentic workflows that are safe, measurable and supportable.Agentic workflow anatomyAI design rules09 · 11 entriesUpgrades & operationsTwo families a year, without the drama.Upgrade runbookOperations habits

Developer track

Shortcuts, APIs and copy-ready scripts for everyday build work.