Getting started with HAM advisor dashboard setup

  • Release version: Yokohama
  • Updated July 24, 2026
  • 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.

    Prerequisites

    Roles required

    Role required: sn_cmdb_admin

    Automatic 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.

    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.