--- sourceDocument: Australia ServiceNow AI Platform Capabilities sourceDocumentLink: https://www.servicenow.com/docs/r/australia/servicenow-platform Release : - australia ft:locale : - en-US ft:publication_title : - Australia ServiceNow AI Platform Capabilities ft:clusterId : - platcap bundleId : - platcap workflow : - Platform --- # Automatic dashboard setup # Automatic dashboard setup for Data Foundations in CMDB success advisor {#ariaid-title1} Release version: Australia Updated September 28, 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 Data Foundations in CMDB success advisor The CMDB success advisor in ServiceNow Australia release automatically configures the Data Foundations advisor dashboard during installation or upgrade. This automation provides immediate access to pre-configured CMDB health insights, eliminating the need for manual dashboard setup. Show full answer Show less ## Auto-setup process Upon installation or upgrade, the **CMDB Advisor - Auto Setup** scheduled job runs and: * Checks eligibility conditions for auto-setup * Applies the recommended principal class scope based on incident, problem, and change (IPC) activity * Creates the Data Foundations content template * Triggers initial data collection After data collection completes, users with the **sncmdbadmin** role receive a notification with a direct link to the configured dashboard. The dashboard card on the CMDB success advisor landing page shows a badge indicating the number of principal classes selected by auto-setup. This badge remains until the principal class scope is manually edited. ## Eligibility conditions Auto-setup executes only if all these conditions are met: * No existing Data Foundations dashboard on the instance * Fewer than 5 million total CIs on the instance * No more than 200 principal classes already marked * The **com.snc.task.principalclassfilter** system property is empty, or at least one principal class exists If these conditions are not met, manual configuration of the dashboard is necessary. ## Scope selection by auto-setup The principal class scope is determined as follows: * If no principal classes exist, the top five recommended classes based on recent IPC activity are auto-selected. * If one or more principal classes already exist, they form the scope up to the 200-class limit; auto-setup does not add classes to reach 200. ## Data collection and notifications Data collection starts automatically after auto-setup and runs monthly, switching to daily after the dashboard is first opened. The **CMDB Advisor - Check Job Completion and Notify** job monitors completion and notifies **sncmdbadmin** role users with a dashboard link. Once notifications are sent, the job deactivates. When you first open the Data Foundations advisor post-setup, a notification confirms readiness and shows how many principal classes were selected. This notification allows refreshing the dashboard view from anywhere in the ServiceNow AI Platform, including the CMDB success advisor landing page. You can also monitor setup progress via the Governance view in Service Graph Workspace. ## Reviewing and modifying the scope Users can review and modify the principal class scope selected by auto-setup at any time to better align with organizational needs. This is done through the Manage principal classes option within CMDB success advisor. CMDB success advisor can automatically configure the Data Foundations advisor dashboard on installation or upgrade, giving you immediate access to pre-configured CMDB health insights without manual setup. ## Auto-setup process {#cmdb-sa-auto-setup__section_v4b_xxs_hjc} When you install or upgrade CMDB success advisor, the CMDB Advisor - Auto Setup on-demand scheduled job configures the Data Foundations advisor dashboard automatically. The job checks eligibility conditions, applies the recommended principal class scope, creates the Data Foundations 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 principal classes that auto-setup selected. The badge remains after you open the dashboard for the first time. Manually editing the principal class scope through Manage principal classes removes the badge. ## Eligibility conditions {#cmdb-sa-auto-setup__section_eligibility} Auto-setup runs only when all the following conditions are met. If any condition is not met, you can configure the Data Foundations advisor dashboard manually. * The instance has no existing Data Foundations dashboard. * The total number of CIs on the instance is fewer than 5 million. * No more than 200 principal classes are already marked on the instance. * The com.snc.task.principal_class_filter system property is empty, or at least one principal class already exists on the instance. ## Scope selected by auto-setup {#cmdb-sa-auto-setup__section_scope_selection} The following logic applies when auto-setup selects the principal class scope: * If no principal classes exist, the top five recommended classes form the scope. Rankings reflect recent incident, problem, and change (IPC) activity. For more information, see [CI class recommendations](https://www.servicenow.com/docs/5Ak4WceM0A2w9Wcs9DLXTw "CMDB success advisor analyzes your instance's CI and task data to recommend which CI classes should be in your Data Foundations scope."). * If one or more principal classes already exist, up to the 200-class scope limit, all existing classes form the scope. Auto-setup doesn't add recommended classes to top up the count. ## Data collection and notifications after auto-setup {#cmdb-sa-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 Data Foundations advisor after auto-setup completes, a notification indicates that the advisor is ready and shows the number of principal classes automatically selected based on incident, problem, and change (IPC) activity. 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 Data Foundations 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/p2o6XUQI1ixGDVc4Q2cHog "You can access CMDB success advisor from the Service Graph Workspace, CMDB Workspace, or Software Asset Workspace to set up and manage application-specific dashboards. Depending on your progress, you can either begin the setup or access the dashboard to monitor and manage targeted configuration items (CIs) for an application."). ## Reviewing and modifying the auto-setup scope {#cmdb-sa-auto-setup__section_modify_scope} You can review and update the model categories selected by auto-setup at any time. To modify the Data Foundations scope, see [Managing Data Foundations advisor scope in CMDB success advisor](https://www.servicenow.com/docs/T9VARzdrPGUp3HrryktlHw "After the Data Foundations advisor dashboard is configured, you can update the principal class scope to keep it aligned with your goals, and resolve discrepancies when classes are changed outside the advisor.").