Managing opt-in and opt-out resource categories for HAM in CMDB success advisor

  • Release version: Yokohama
  • Updated February 27, 2026
  • 2 minutes to read
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    Summary of Managing opt-in and opt-out resource categories for HAM in CMDB success advisor

    This guide details how to manage the opt-in and opt-out resource categories for Hardware Asset Management (HAM) within the CMDB Success Advisor. Opting in resource categories makes specific hardware model categories available for selection, which is essential for configuring and updating the HAM advisor scope effectively.

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    Key Features

    • Opt-in Requirement: At least one HAM license resource category must be opted in to configure the HAM advisor scope.
    • Resource Category Definition: Resource categories, such as Servers and Storage, define the hardware types included in your HAM subscription.
    • Advisor Behavior: The advisor displays available model categories based on the opt-in status of resource categories.

    Key Outcomes

    When managing resource categories:

    • If no categories are opted in, a message indicates that no model categories are available for selection.
    • Opting in resource categories allows their corresponding model categories to appear for selection in the CMDB Success Advisor.
    • Opting out of a resource category will remove its associated model categories from the advisor, but they will remain until manually removed.

    For administrators (role required: snhamp.admin), steps for opting in or out of categories are provided, ensuring smooth management of hardware asset resources in the CMDB Success Advisor.

    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.

    Before you can set up or update the HAM advisor scope in CMDB success advisor, at least one HAM license resource category must be opted in. Resource categories define the hardware types, such as Servers, Storage, or Mobile Device, covered by your HAM subscription. Only model categories belonging to opted-in resource categories appear in the CMDB success advisor for HAM.

    The opted-in resource categories are set to true in the HAM Resource Category [sn_hamp_resource_category] table. For more information, see Opt-in or opt-out of HAM license resource categories.

    Model category availability based on opt-in status

    The opt-in status of resource categories determines which model categories are available in the HAM advisor.

    The following table describes the HAM advisor behavior based on opt-in status.

    Table 1. Model category availability by opt-in status
    Status Advisor behavior
    No resource categories opted in The Select model categories dialog box displays a message indicating that no categories are currently available. You must opt in to at least one resource category before you can configure or update the HAM advisor scope.
    Resource categories opted in The corresponding model categories appear in the Available resource and model categories column of the Select model categories and Edit model categories dialog boxes and can be selected for the HAM advisor scope.
    Resource category opted out after selection Model categories from that resource category are no longer available in the advisor. If those categories were previously selected for the HAM advisor scope, they may become unavailable and the dashboard scope may be reduced.

    Opt in resource categories

    Select HAM resource categories to make their model categories available for configuration in CMDB success advisor.

    Role required: sn_hamp.admin

    To opt in resource categories, follow these steps:

    1. On the CMDB success advisor landing page, select Select model categories within the HAM card.

      See Viewing the CMDB success advisor landing page.

    2. If the dialog box displays No model categories available, select Opt in categories to open the HAM license resource categories management page.
    3. Select the resource categories included in your HAM subscription and opt them in.
    4. Return to CMDB success advisor and proceed with selecting model categories.

      For more information, see Get started with CMDB success advisor setup for HAM.

    Opt out resource categories

    When a resource category is opted out in HAM, its model categories remain in the CMDB success advisor until you manually remove them. A message is displayed in the advisor indicating that opted-out resource categories are part of the current scope.

    Role required: sn_hamp.admin

    To remove opted out resource categories, follow these steps:

    1. On the CMDB success advisor landing page, select Edit model categories within the HAM card.

      See Viewing the CMDB success advisor landing page.

    2. In the Available resource and model categories column, locate the opted-out resource category and clear its check box.
    3. Select Save.

    Removing an opted-out resource category excludes all model categories associated with it from the HAM advisor scope and reduces the scope of your HAM advisor dashboard accordingly.