---
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


---

# Manual dashboard setup

# Set up the Data Foundations advisor dashboard manually {#ariaid-title1}

Release version: Australia  
Updated June 9, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
If the Data Foundations advisor dashboard was not configured automatically, set it up manually by selecting the principal classes that define the Data Foundations scope.

## Before you begin

Role required: sn_cmdb_admin

## Procedure

1. On the CMDB success advisor landing page, select Set principal classes.  
   For more information about the CMDB success advisor landing page, see [Viewing the CMDB success advisor landing page](https://www.servicenow.com/docs/AxW_FtZdMLzQ05McBtOnNw "As a CMDB administrator, you can use the CMDB success advisor landing page to configure and manage data quality dashboards for Data Foundations, Hardware Asset Management (HAM), and Software Asset Management (SAM)."). For information about other ways to access CMDB success advisor, 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.").
2. On the Set principal classes dialog box, select a group to choose all its classes, or expand a group to select individual classes. Move the selected classes from the Available classes column to the Selected classes column.  
   Any CI classes added to an application-specific advisor dashboard such as for Hardware Asset Management (HAM) are automatically monitored as principal classes.

   The number of principal classes you can select is set in the CMDB Advisor Content Template \[sn_cmdb_advisor_content_template\] table. The default configuration enables you to select up to 200 principal classes. For more
   information, see [Components installed with CMDB success advisor](https://www.servicenow.com/docs/yDrxycn7XDnZpTPPLwWZaw "Several types of components are installed with activation of the CMDB success advisor plugin, including tables and scheduled jobs.").

   CI classes on the exclusion list aren't shown in the Available classes column.  
   Tip:  
   The Recommended additions group, shown at the top of the Group list, includes CI classes ranked by recent incident, problem, and change (IPC) activity. You can start with these recommended principal classes to improve foundational CMDB data and maximize operational value. To learn more, 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.").
3. **Optional:** To remove a CI class, select X icon next to the class in the Selected classes column.
4. Select Done to build the CMDB success advisor for Data Foundations dashboard.

## Result

The selected classes are marked as principal classes and data collection begins immediately via the CMDB Advisor - DF Daily Data Collection scheduled job. The Data Foundations advisor dashboard is populated after data collection completes. The scheduled job then continues running on a daily basis.

Until this initial data collection completes, dashboard cards indicate that no data is available and let you refresh to check again.

After manual setup, once initial data collection completes, you receive a notification indicating that insights for the selected principal classes are ready for review.

To update the scope after initial setup, select Manage principal classes on the Data Foundations advisor dashboard.