Set up the HAM advisor dashboard manually

If the HAM advisor dashboard was not configured automatically, set it up manually by selecting the model categories that define the HAM scope.

Before you begin

Role required: sn_cmdb_admin

Procedure

1. On the CMDB success advisor landing page, select Select model categories within the HAM card.
   See Viewing the CMDB success advisor landing page.
2. On the Select model categories dialog box, select a resource category to choose all its model categories or expand a resource category to select individual categories, then move them from the Available resource and model categories column to the Selected column.
   Note:

   If the Select model categories dialog box shows No model categories available, select Opt in categories to opt in at least one HAM license resource category, then return to this step.

   Table 1. Model category selection actions

   Purpose	Action	Data coverage
   Add an available resource category	Select the check box for the resource category to include all its model categories.	Includes all model categories associated with the selected resource category.
   Expand model category selection	Select > to expand a resource category, then select check boxes for specific model categories.	Includes only the selected model categories associated with a resource category.
   Narrow down model category selection	Select > to expand a resource category, then clear check boxes for specific model categories.	Excludes only the model categories cleared from a resource category.
   Remove an opted-out or available resource category	Clear the check box for the resource category.	Excludes all model categories associated with the removed resource category.
   Remove a selected model category	Select the X icon next to the category in the Selected column or clear the check box for the category	Model category is removed from scope.

   Tip:

   You can use the Search field to find specific categories. You can select up to 200 model categories.
3. Select Done to build the CMDB success advisor for HAM dashboard.

Result

The HAM data collection begins immediately via the CMDB Advisor - HAM Daily Data Collection scheduled job. The HAM 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 model categories are ready for review.

To update the scope after initial setup, select Edit dashboard scope on the HAM advisor dashboard.