Viewing the CMDB success advisor landing page

As a CMDB administrator, you can use the CMDB success advisor landing page to configure and manage data quality dashboards for Data Foundations and Hardware Asset Management (HAM).

The CMDB success advisor landing page opens when you select CMDB success advisor in CMDB Workspace or in Service Graph Workspace.

Roles required

You must have the sn_cmdb_admin role to access the CMDB success advisor landing page.

Note: Users with the sn_cmdb_user or sn_cmdb_editor role can access CMDB success advisor from the Insights view in Service Graph Workspace v9.1 and view the Dashboard tab only. The Settings and Integrations tabs aren't available to these users.

Accessing and using the landing page

To access the CMDB success advisor landing page, use the following navigation paths.

Tip: On first access, select Get started in the Get started with CMDB success advisor dialog box, then select Continue. Select Don't show again to skip the dialog box on future visits.

Viewing data

From the landing page, you can:

• View and configure the scope for Data Foundations and application-specific advisors including HAM.
• Open a product dashboard to review data quality KPIs and trends.
• Follow guided steps to define scope, identify issues, and drive CMDB outcomes.
• Access resources and FAQs for additional guidance.

Advisor cards

The landing page organizes advisors into the following sections:

• Data Foundations

  Central hub for managing and improving foundational CMDB data quality. Gain a unified view of key CMDB data and foundational data quality that drives business outcomes.

  Select Set principal classes to configure your Data Foundations advisor scope for the first time. Select View insights to open the Data Foundations advisor dashboard. To update the scope after initial setup, select Manage principal classes on the Data Foundations advisor dashboard.

  Use Data Foundations to keep your CI data accurate, complete, and reliable for processes such as incidents, problems, and changes. Select the CI classes that matter most to your organization. The selected classes are automatically marked as principal classes, which filters CI picker fields on task records to show only the most relevant items. The default configuration enables you to select up to 200 principal classes.

• Application-specific

  Focused guidance for targeted business use cases. This section contains advisors for specific installed applications. The advisors need the corresponding application to be installed and entitled to work. Currently includes:

  • Hardware Asset Management (HAM)

    Build trust in asset life cycle data with a healthier CMDB that drives HAM outcomes like improved normalization, compliance, and cost efficiency. Select Select model categories to configure your HAM advisor scope for the first time. Select View insights to open the HAM advisor dashboard. To update the scope after initial setup, select Edit model categories on the HAM advisor dashboard.

Right panel

The right panel of the landing page provides additional context and links to enable you to get started and learn more.

• Take action with CMDB success advisor

  A guided three-step process to help you define scope, identify data issues, and drive measurable CMDB outcomes.

• Resources

  Links to related documentation including guidance on principal classes, product documentation, asset and CI mapping guidelines, and the community forum.

• FAQs

  Expandable answers to common questions about using CMDB success advisor, defining scope, aligning rules and policies, and remediating data quality issues.

Advisor card states

Each advisor card shows action buttons that reflect its current state. Cards for application-specific advisors may also show a badge when the required app is not available.