Manage HAM advisor scope in CMDB success advisor

Manage the scope of your advisor for Hardware Asset Management (HAM) by editing model categories in CMDB success advisor to support your targeted HAM outcomes.

Before you begin

Role required: sn_cmdb_admin

About this task

Control which resource and model categories are included in the HAM advisor dashboard in CMDB success advisor. Add or remove entire resource categories, or include or exclude specific model categories within a resource category. Resource categories can be opted in or out based on hardware asset manager preferences.

Procedure

1. On the HAM advisor dashboard, select Edit dashboard scope.
2. In the Edit dashboard scope dialog box, add or remove categories to update the model category selection.

   Table 1. Model category selection actions

   Purpose	Action	Data coverage
   Add an opted-in resource category or 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.	Model category is removed from scope.

3. Select Done to apply the changes.

Result

The HAM dashboard in CMDB success advisor is updated to reflect the data based on the model category selection. Dashboard metrics refresh once daily when the CMDB Advisor - HAM Daily Data Collection scheduled job runs. The scheduled job invokes the CMDB success advisor data collection for HAM Performance Analytics job to recalculate the pre-aggregated indicators used throughout the dashboard. For more information about Performance Analytics jobs, see Collecting indicator scores. Changes to your model category selection appear in the dashboard metrics after this job's next run, not immediately. For the full list of CMDB success advisor scheduled jobs, see Components installed with CMDB success advisor.