--- sourceDocument: Australia Asset Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-asset-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Asset Management ft:clusterId : - itam bundleId : - itam workflow : - Technology --- # Automatic dashboard setup # Automatic dashboard setup for HAM in CMDB success advisor {#ariaid-title1} Release version: Australia Updated September 30, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Automatic dashboard setup for HAM in CMDB success advisor The CMDB success advisor for Hardware Asset Management (HAM) automatically configures the HAM advisor dashboard after installation or upgrade. This automatic setup provides ServiceNow customers immediate access to pre-configured hardware asset insights without manually selecting model categories, streamlining the initial dashboard setup process. Show full answer Show less ## Auto-setup Process * The **CMDB Advisor - Auto Setup** scheduled job runs upon installation or upgrade, checking eligibility and applying model category scope. * It creates the HAM content template and initiates initial data collection. * Once data collection finishes, users with the `sncmdbadmin` role receive a notification containing a link to the configured dashboard. * The dashboard card on the CMDB success advisor landing page shows a badge indicating the number of model categories auto-selected by the setup. This badge remains until the dashboard scope is manually edited. ## Eligibility Conditions The auto-setup runs only if all these conditions are met: * The instance is entitled to use HAM (Hardware Asset Management licensing applies). * The CMDB success advisor for HAM setup is not yet complete. * The total number of Configuration Items (CIs) is fewer than 5 million. * If the HAM plugin (`snhamp`) is installed, at least one HAM resource category is opted in. * The system property `com.snc.task.principalclassfilter` is either empty or at least one principal class exists on the instance. If these conditions are not met, manual configuration of the HAM advisor dashboard is required. ## Model Category Scope Selection * If no principal classes exist, auto-setup selects the top 5 recommended HAM model categories ranked primarily by asset count. * If principal classes exist, auto-setup adopts those qualifying as hardware classes with opted-in resource categories, with no minimum or maximum limits. * If none of the existing principal classes qualify, auto-setup does not run. * For each selected category, the corresponding CI class is marked as a principal class to appear in CI selection filters on incident, change, and problem forms. ## Data Collection and Notifications * After auto-setup, data collection begins automatically, running monthly initially and switching to daily after the dashboard is first opened. * The **CMDB Advisor - Check Job Completion and Notify** job verifies data collection completion and notifies `sncmdbadmin` users with a link to the dashboard. * Once notifications are sent, the job deactivates. * Upon first opening the HAM advisor post-setup, users see a notification confirming readiness and showing the number of model categories selected. * Users can refresh the dashboard view from anywhere in the ServiceNow AI Platform, including the CMDB success advisor landing page. * HAM setup progress is also visible in the Governance view of Service Graph Workspace. ## Reviewing and Modifying the Auto-setup Scope ServiceNow customers can review and update the model categories selected by auto-setup at any time to better suit their environment and asset footprint. Instructions for modifying these categories are available under optimizing the HAM advisor dashboard. 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 {#cmdb-sa-ham-auto-setup__section_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. The badge remains after you open the dashboard for the first time. Manually editing the model category scope through Edit dashboard scope removes the badge. ## Eligibility conditions {#cmdb-sa-ham-auto-setup__section_eligibility} Auto-setup runs only when all the following conditions are met: * The instance has a HAM entitlement. See [Hardware Asset Management licensing](https://www.servicenow.com/docs/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."). * The CMDB success advisor for HAM setup isn't yet complete. * The total number of CIs on the instance is fewer than 5 million. * If the Hardware Asset Management plugin (sn_hamp) is installed, at least one HAM resource category is opted in. See [Managing opt-in and opt-out resource categories for HAM in CMDB success advisor](https://www.servicenow.com/docs/u1zpKjHkUdlYlAkdW5UI5A#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."). * The com.snc.task.principal_class_filter system property is empty, or at least one principal class already exists on the instance. {#cmdb-sa-ham-auto-setup__ul_gld_qhr_rjc} Note: If any condition isn't met, you can configure the HAM advisor dashboard manually. ## Scope selected by auto-setup {#cmdb-sa-ham-auto-setup__section_scope_selection} If no principal classes exist yet, auto-setup selects the top 5 recommended HAM model categories, ranked primarily by asset count. For more information, see [HAM model category recommendations](https://www.servicenow.com/docs/pA5mwIvRtmwRersgliSLig "CMDB success advisor analyzes hardware asset data in your instance to recommend which model categories should be in your HAM advisor scope."). If one or more principal classes already exist, auto-setup instead adopts whichever of those classes are hardware classes with an opted-in resource category. There's no minimum or maximum count in this case. Auto-setup doesn't run if none of the existing principal classes qualify. 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 {#cmdb-sa-ham-auto-setup__section_after_autosetup} 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 [Access CMDB success advisor](https://www.servicenow.com/docs/access?context=cmdb-sa-access&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US). ## Reviewing and modifying the auto-setup scope {#cmdb-sa-ham-auto-setup__section_modify_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](https://www.servicenow.com/docs/MjUfmFRDSvwRICrvWk0ErQ "Manage the scope of your advisor for Hardware Asset Management (HAM) by editing model categories in CMDB success advisor to support your targeted HAM outcomes.").