Viewing the CMDB success advisor landing page

  • Release version: Yokohama
  • Updated June 9, 2026
  • 4 minutes to read
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    Summary of Viewing the CMDB success advisor landing page

    The CMDB success advisor landing page in ServiceNow enables CMDB administrators to configure and manage data quality dashboards focused on Data Foundations and Hardware Asset Management (HAM). Accessible through CMDB Workspace or Service Graph Workspace, it provides tools to monitor and improve CMDB data quality, helping align configuration item (CI) data with business outcomes such as incident, problem, change management, and asset lifecycle processes.

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    Access and Roles

    • Requires sncmdbadmin role for full access, including Settings and Integrations tabs.
    • Users with sncmdbuser or sncmdbeditor roles can access the Dashboard tab only through the Insights view in Service Graph Workspace v9.1.

    Navigation Paths

    • CMDB Workspace: Home view via the CMDB success advisor card in Product highlights; Management view via the Optimize section under Management tools.
    • Service Graph Workspace: Insights view via the CMDB success advisor card; Governance view via the Governance icon and subsequent dialogs.

    Key Features

    • Data Foundations Advisor: Central hub to manage foundational CMDB data quality. Configure scope by selecting principal CI classes (up to 200), which filter CI picker fields to show relevant items. Provides dashboards to monitor data quality KPIs and trends.
    • Application-specific Advisors: Focused guidance for specific business use cases, currently including Hardware Asset Management (HAM). Configure scope by selecting model categories to improve asset lifecycle data quality and compliance.
    • Right Panel Resources: Offers a guided three-step process to define scope, identify issues, and drive outcomes, along with helpful links to documentation and FAQs.
    • Advisor Card States: Visual cues indicate whether each advisor requires scope setup, is ready with dashboards, or if the related app needs installation or entitlement.

    Practical Benefits for ServiceNow Customers

    Using the CMDB success advisor landing page allows you to:

    • Maintain accurate, complete, and reliable CMDB data tailored to your organization’s priorities.
    • Improve data quality visibility through intuitive dashboards and KPIs.
    • Drive better IT and asset management outcomes by aligning CMDB data with business processes.
    • Access guided workflows and resources to efficiently remediate data quality issues.
    • Ensure that application-specific advisors like HAM are effectively scoped and integrated for targeted insights.

    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.
    Figure 1. CMDB success advisor landing page
    Landing page of CMDB success advisor.

    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.

    Entry point Steps
    Product highlights in CMDB Workspace Navigate to Workspaces > CMDB Workspace. In the Home view, select the CMDB success advisor card in the Product highlights section.
    Management view in CMDB Workspace In the Management view, select the CMDB success advisor link in the Optimize view under Management tools.
    Insights view in Service Graph Workspace Navigate to Service Graph Workspace. In the Insights view, select the CMDB success advisor card.
    Tip:
    Users with the cmdb_user or cmdb_editor role can access CMDB success advisor from this entry point and view the Dashboard tab only.
    Service Graph Workspace Navigate to Service Graph Workspace. In the navigation panel, select the Governance icon. In the Governance view, select Get started (first visit) or View details (subsequent visits).
    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.

    State Description Action
    Shows Set principal classes or Select model categories The advisor is available but scope has not been configured yet. Select Set principal classes or Select model categories to define the scope and set up the advisor dashboard.
    Shows View insights The advisor is configured and the dashboard is available. Select View insights to open the dashboard. To update the scope, use Manage principal classes on the Data Foundations advisor dashboard or Edit model categories on the HAM advisor dashboard.
    Needs installation The app is entitled on your instance but has not been installed. Select Learn more to install the app and gain insights with CMDB success advisor.
    Needs entitlement The app has not been entitled on your instance. Select Learn more to request an entitlement and gain insights with CMDB success advisor.