Evaluate CMDB settings for Data Foundations

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Identify and evaluate settings including CMDB reconciliation rules, CI creation business rules, and CMDB Data Manager policies that support data quality and life cycle management for your principal classes.

    始める前に

    Role required: sn_cmdb_admin

    手順

    1. Navigate to the CMDB success advisor landing page.
    2. On the Data Foundations card, select View insights.
    3. Select the Settings tab.
    4. Select a status tile to view settings by category.
      TileDescription
      All Total number of evaluated settings.
      Ideal Settings that follow general guidelines.
      Requires attention Settings that are inactive, incorrectly configured, or missing.
    5. Evaluate each setting that requires attention and use the available actions to open the related configuration pages and make updates.
      ActionDescription
      Manage policies Opens the Data Manager overview page where you can create or update life cycle policies (archive, attestation, certification, delete, retire) for your principal classes.
      Create policy Opens the New policy form to create a policy for a principal class.

      The Create policy action is available in the policy summary dialog box displayed after selecting the policy coverage count in the Classes with active policies column within the Review Data Manager policies section.
      View attributes Opens the CI class attributes list to review and manage custom attributes for your principal classes. Use this action to identify classes with more than 10 active custom attributes.
      Configure property Opens the system property configuration page to enable or disable CI creation from assets using IRE for applicable principal classes.
      CI Class Manager Opens CI Class Manager to add the Managed by group field to CI classes that are missing it, or to configure reconciliation rules for principal classes.
      ヒント:
      Select Learn more next to a setting to open a related help topic in a new browser tab or window with additional details about that setting.
    6. To view any updated configuration status on the Settings tab, select the refresh icon .