Configuring CMDB success advisor

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Complete the configuration tasks to start using the CMDB success advisor.

    Configuration overview

    1. Install CMDB success advisor.

      Set up CMDB success advisor by installing the application.

    2. Assign roles for CMDB success advisor users.

      Assign roles to control access to features, capabilities, and data in the CMDB success advisor application.

    3. Optional: Manage principal class marking during upgrade.

      Make sure that existing Hardware Asset Management (HAM) CI classes are included as principal classes in Data Foundations during upgrade, without requiring manual configuration.