---
sourceDocument: Australia Asset Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-asset-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Get started with dashboard setup

# Getting started with HAM advisor dashboard setup {#ariaid-title1}

* Release version: Australia
* 
* Updated July 24, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The HAM advisor dashboard can be configured automatically on installation or upgrade, or manually through the CMDB success advisor landing page.

The HAM scope defines which model categories CMDB success advisor monitors for HAM data quality. The selected categories determine the scope of the HAM advisor dashboard, including the KPIs, data integrations, and settings that are tracked.  
Important:  
To determine which model categories to select, review the count of operational assets under each category in the Hardware Asset Workspace, or consult with your IT Asset Management (ITAM) or HAM administrator for guidance. See [Hardware Asset Workspace](https://servicenow-prod.fluidtopics.net/boNdYg34a2oajEtQt_~jqA "The Hardware Asset Workspace is the intuitive and streamlined user interface of the Hardware Asset Management application to manage your hardware assets.").

## Prerequisites {#cmdb-sa-ham-get-started__section_prereqs}

* Obtain entitlement for HAM. See [Hardware Asset Management licensing](https://servicenow-prod.fluidtopics.net/ICKm5wJMRl6mvURSfXqrTw "Hardware Asset Management (HAM) licensing enables you to choose the Hardware Asset Management resource categories that you want to use. You can save money by paying only for those categories that you use, and not for categories that you don't use.").
* Opt in HAM resource categories. See [Managing opt-in and opt-out resource categories for HAM in CMDB success advisor](https://servicenow-prod.fluidtopics.net/WuKGrxuAnoaRP2Jw4uIndQ#cmdb-sa-ham-opt-categories "You can opt in to Hardware Asset Management (HAM) license resource categories to make the corresponding model categories available for selection in CMDB success advisor for HAM.").
{#cmdb-sa-ham-get-started__ul_prereqs}

## Roles required {#cmdb-sa-ham-get-started__section_roles_required}

Role required: sn_cmdb_admin

## Automatic setup {#cmdb-sa-ham-get-started__section_auto_setup}

When you install or upgrade CMDB success advisor, the CMDB Advisor - Auto Setup on-demand scheduled job can automatically configure the HAM advisor dashboard if all eligibility conditions are met. Open the CMDB success advisor landing page to confirm the dashboard setup state before proceeding manually.

For more information about eligibility conditions and the auto-setup process, see [Automatic dashboard setup for HAM in CMDB success advisor](https://servicenow-prod.fluidtopics.net/4ynB5pnsc5NWOYdwGa1vMw "CMDB success advisor can automatically configure the HAM advisor dashboard after installation or upgrade, providing immediate access to pre-configured hardware asset insights without selecting model categories manually.").

## Manual setup {#cmdb-sa-ham-get-started__section_manual_setup}

If auto-setup did not run or the eligibility conditions were not met, configure the dashboard manually by selecting model categories on the CMDB success advisor landing page.

For instructions, see [Set up the HAM advisor dashboard manually](https://servicenow-prod.fluidtopics.net/3oJUDmzLryVcFJN3TgXuAw "If the HAM advisor dashboard was not configured automatically, set it up manually by selecting the model categories that define the HAM scope.").