Data integration checklist for HAM in CMDB success advisor

  • Release version: Yokohama
  • Updated August 8, 2025
  • 2 minutes to read
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    Summary of Data Integration Checklist for HAM in CMDB Success Advisor

    The data integration checklist is designed to ensure that Discovery patterns and Service Graph Connectors are properly configured and effectively contributing to your Configuration Management Database (CMDB) for Hardware Asset Management (HAM). This helps maintain high-quality hardware asset data.

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    Key Features

    Discovery Patterns Checklist

    • Pattern Name: Verify the pattern's relevance for hardware asset discovery.
    • Status: Ensure the pattern is active to confirm data contribution.
    • Attribute Coverage: Assess the number of hardware attributes populated; low coverage indicates potential issues.
    • Suggested Version: Plan upgrades to recommended versions for optimal coverage.
    • Installed Version: Compare the current version with the suggested version and upgrade as necessary.
    • View Pattern: Inspect and modify pattern configurations as needed.

    Service Graph Connectors Checklist

    • Connector Name: Confirm the necessity of the connector for HAM processes.
    • Status: Activate any connectors that are currently inactive but needed.
    • Attribute Coverage: Evaluate the number of hardware attributes populated; low coverage may indicate issues.
    • Suggested Version: Plan upgrades to recommended versions for optimal performance.
    • Installed Version: Check the current version against the suggested version and upgrade if required.
    • Active Connections: Ensure at least one connection is actively importing data into the CMDB.
    • Inactive Connections: Troubleshoot any connections that are not currently active.

    Optional Checks

    • No Entitlements Warning: Check for any warnings indicating missing access or licensing issues.
    • Suggested Integrations Reviewed: Evaluate high-value suggested integrations that are not installed or active.

    Key Outcomes

    Completing the data integration checks ensures that attribute coverage supports your HAM objectives, resulting in accurate and complete CMDB records for hardware assets.

    Use the data integration checklist to verify that Discovery patterns and Service Graph Connectors are correctly configured and actively contributing to your Configuration Management Database (CMDB), promoting high-quality hardware asset data.

    Discovery patterns checklist

    Confirm each Discovery pattern is enabled and effectively populating hardware-related attributes.

    Table 1. Discovery patterns configuration checks
    Select Check item (field) Description Action
    Pattern name Name of the discovery pattern contributing Hardware Asset Management (HAM) data. Confirm that the pattern is relevant for hardware asset discovery.
    Status Current state of the pattern as active or inactive. Verify that the pattern is active with Status set to Active to confirm it’s contributing data.
    Attribute coverage Number of hardware attributes populated by the pattern. Check how many relevant CI attributes are being populated for each model category.
    Note:
    Low attribute coverage may suggest shallow discovery or misaligned pattern logic.
    Suggested version Latest suggested version for optimal attribute coverage. Plan and perform an upgrade to the suggested version or higher to improve coverage.
    Installed version Version currently in use in your instance. Compare with the suggested version and upgrade if necessary.
    View pattern Link to inspect the pattern configuration. Select the link to review or modify the pattern logic.

    Service Graph Connectors checklist

    Confirm Service Graph Connectors are installed and actively contributing hardware data.

    Table 2. Service Graph Connectors configuration checks
    Select Check item (field) Description Action
    Connector name Name of the Service Graph Connector providing HAM data. Confirm that the Service Graph Connector is required for your HAM processes.
    Status Current state of the Service Graph Connector as active or inactive. Activate Service Graph Connectors that are needed for HAM but currently inactive.
    Attribute coverage Number of hardware attributes populated by the Service Graph Connector. Check how many relevant CI attributes are being populated for each model category.
    Note:
    Low coverage may indicate incomplete mappings or missing source data.
    Suggested version Latest suggested version for optimal attribute coverage. Plan and perform an upgrade to the suggested version or higher to improve coverage.
    Installed version Version currently in use in your instance. Compare with the suggested version and upgrade if necessary.
    Active connections Number of active connections. Confirm that at least one connection is actively importing data into the CMDB.
    Inactive connections Number of inactive connections. Review and troubleshoot any configured connections that aren’t currently active.

    Optional checks for Discovery patterns and Service Graph Connectors

    Table 3. Optional data integration checks
    Select Check item Description Action
    No entitlements warning Discovery patterns or Service Graph Connectors tile showing no entitlements, indicating missing access or licensing. Verify licensing and entitlements with your administrator.
    Suggested integrations reviewed Some Discovery patterns are listed as suggestions because they aren’t installed or active, and some Discovery patterns are listed but are not actively used. Evaluate business need and consider implementing high-value suggested integrations.

    Final validation

    Once all data integration checks are complete:

    • Attribute coverage across integrations supports your HAM business outcome.
    • CMDB records for hardware assets are accurate and complete.