Automatic dashboard setup for HAM in CMDB success advisor

  • Release version: Yokohama
  • Updated July 7, 2026
  • 2 minutes to read
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    Summary of Automatic dashboard setup for HAM in CMDB success advisor

    The CMDB success advisor in ServiceNow automatically configures the Hardware Asset Management (HAM) advisor dashboard upon installation or upgrade. This feature provides immediate access to pre-configured hardware asset insights without requiring manual selection of model categories, streamlining the initial setup process for customers.

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    Auto-setup process

    When you install or upgrade CMDB success advisor, the CMDB Advisor - Auto Setup scheduled job runs to:

    • Check eligibility conditions
    • Apply a model category scope
    • Create the HAM content template
    • Trigger initial data collection

    Once data collection completes, users with the sncmdbadmin role receive a notification with a link to the configured dashboard. The dashboard card on the CMDB success advisor landing page also displays a badge showing the number of model categories selected by auto-setup.

    Eligibility conditions

    Auto-setup runs only if all the following are true:

    • The instance has a valid HAM entitlement/license.
    • The CMDB success advisor setup for HAM is not yet complete.
    • The instance contains fewer than 5 million configuration items (CIs).
    • If the HAM plugin (snhamp) is installed, at least one HAM resource category is opted in.

    If any condition is unmet, customers can manually configure the HAM advisor dashboard.

    Scope selection

    Auto-setup selects the top five recommended HAM model categories based on asset footprint within your environment. Each selected model category’s corresponding CI class is marked as a principal class, making it available in CI selection filters on incident, change, and problem forms. This ensures relevant asset data is readily accessible across IT workflows.

    Data collection and notifications

    Following auto-setup, data collection begins automatically and runs monthly, switching to daily once the dashboard is first opened. The CMDB Advisor - Check Job Completion and Notify job monitors collection progress and notifies sncmdbadmin users when complete, providing a direct link to the dashboard. This job then deactivates.

    When users first open the HAM advisor after setup, a notification confirms readiness and displays the number of model categories selected. This notification allows refreshing the dashboard view from anywhere within the ServiceNow AI Platform, including the CMDB success advisor landing page. Progress can also be monitored via the Governance view in Service Graph Workspace.

    Reviewing and modifying auto-setup selections

    Customers can review and update the model categories selected by auto-setup at any time to optimize the HAM advisor dashboard based on evolving asset management needs.

    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.

    Auto-setup process

    When you install or upgrade CMDB success advisor, the CMDB Advisor - Auto Setup on-demand scheduled job configures the Hardware Asset Management (HAM) advisor dashboard automatically. The job checks eligibility conditions, applies the model category scope, creates the HAM content template, and triggers initial data collection.

    After data collection completes, users with the sn_cmdb_admin role receive a notification with a link to the configured dashboard.

    The dashboard card on the CMDB success advisor landing page displays a badge with the number of model categories that auto-setup selected.

    Eligibility conditions

    Auto-setup runs only when all the following conditions are met:

    Note:
    If any condition isn't met, you can configure the HAM advisor dashboard manually.

    Scope selected by auto-setup

    Auto-setup selects the top five recommended HAM model categories. Rankings are based on the asset footprint of each model category in your environment.

    For each selected model category, auto-setup also marks the corresponding CI class as a principal class so the class appears in CI selection filters on incident, change, and problem forms.

    Data collection and notifications after auto-setup

    After auto-setup completes, data collection begins automatically. Data collection runs monthly and changes to daily after you open the dashboard for the first time.

    The CMDB Advisor - Check Job Completion and Notify scheduled job checks whether data collection has completed. When collection completes, the job sends a notification to users with the sn_cmdb_admin role that includes a link to the configured dashboard. After all notifications are sent, the job is deactivated.

    When you first open the HAM advisor after auto-setup completes, a notification indicates that the advisor is ready and shows the number of model categories automatically selected based on asset footprint.

    This notification lets you refresh the dashboard view from anywhere in the ServiceNow AI Platform, including the CMDB success advisor landing page. You can also check HAM setup progress from the side panel in the Governance view of Service Graph Workspace. For more information about accessing the Governance view, see .

    Reviewing and modifying the auto-setup scope

    You can review and update the model categories selected by auto-setup at any time.

    For instructions on updating model categories, see Optimize the HAM advisor dashboard.