Access CMDB success advisor

You can access CMDB success advisor within the CMDB Workspace for both setting up and managing 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.

Avant de commencer

Important :

CMDB success advisor (sn_cmdb_advisor) is a Next Experience application. It requires CMDB Workspace (sn_cmdb_ws) and SGC Central (sn_sgc_central) to be installed on your instance. If the application is not visible, contact your administrator to confirm these dependencies are installed and that you have the sn_cmdb_admin role.

Role required: sn_cmdb_admin

Pourquoi et quand exécuter cette tâche

You can access the CMDB success advisor app from either CMDB Workspace or Service Graph Workspace.

Procédure

• From the CMDB Workspace:
  1. Navigate to Workspaces > CMDB Workspace.
  2. Locate the CMDB success advisor tool.
     • In the Home view, select the CMDB success advisor card available within the Product highlights section.
     • In the Management view, select the CMDB success advisor link, available within the Optimize category in the Management tools section.
  3. Select an action based on your progress.
     • On first access, select Get started, and then in the Get started with CMDB success advisor dialog box, select Continue.
       Conseil :

       Select the Don't show again check box to skip the dialog box in the future.
     • On subsequent visits, select View details.
• From the Service Graph Workspace:
  1. Navigate to Service Graph Workspace.
     To learn more on how to set up Service Graph Workspace, see Set up Service Graph Workspace.
  2. In the Data Governance view in Service Graph Workspace, select an action based on your progress.
     • On first access, select Get started, and then in the Get started with CMDB success advisor dialog box, select Continue.
       Conseil :

       Select the Don't show again check box to skip the dialog box in the future.
     • On subsequent visits, select View details.

Résultats

The CMDB success advisor landing page opens, displaying product cards for Data Foundations and application-specific modules like Hardware Asset Management (HAM). Each card includes a brief description and action buttons to configure dashboards and review data quality insights and metrics.