Automatic dashboard setup in CMDB success advisor

  • Release version: Yokohama
  • Updated May 19, 2026
  • 2 minutes to read
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    Summary of Automatic dashboard setup in CMDB success advisor

    The CMDB success advisor in the Yokohama release can automatically configure the Data Foundations advisor dashboard during installation or upgrade. This auto-setup feature provides immediate access to pre-configured CMDB health insights without requiring manual setup, streamlining the initial configuration process for ServiceNow customers.

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    Auto-setup process

    Upon installing or upgrading CMDB success advisor, the CMDB Advisor - Auto Setup scheduled job runs on demand to:

    • Verify eligibility conditions
    • Apply the recommended principal class scope based on CI data
    • Create the dashboard configuration
    • Trigger initial data collection

    After the initial data collection completes, users with the sncmdbadmin role receive notifications with a direct link to the configured dashboard. The dashboard card on the CMDB success advisor landing page shows a badge indicating how many principal classes were auto-selected. Customers can review and modify the scope anytime using standard scope management tools.

    Eligibility conditions for auto-setup

    Auto-setup runs only if all of the following are true:

    • No existing Data Foundations dashboard is present
    • The instance has fewer than 65 million Configuration Items (CIs)
    • No more than 200 principal classes are currently marked

    If conditions are unmet, manual dashboard configuration is required.

    Principal class scope selection logic

    • No existing principal classes: The top five recommended classes based on recent incident, problem, and change (IPC) activity are selected.
    • One to four existing principal classes: These classes remain, and recommendations fill the scope to five.
    • Five to 200 existing principal classes: All existing classes form the scope.

    Data collection and notifications

    After setup, data collection begins automatically at a monthly frequency, switching to daily once the dashboard is first accessed.

    The CMDB Advisor - Check Job Completion and Notify scheduled job monitors data collection completion and notifies sncmdbadmin users via:

    • A record in the CMDB success advisor notification table with a dashboard link
    • A notification in the ServiceNow platform notification center

    This job deactivates after sending all notifications. Upon first opening the dashboard post-setup, a toast notification confirms readiness and summarizes the selected scope.

    Scope review and modification

    Customers can review and update the auto-selected principal class scope anytime using the dashboard’s standard scope management options. Guidance for modifying the Data Foundations scope is provided within the CMDB success advisor documentation.

    CMDB success advisor can automatically configure the Data Foundations advisor dashboard on installation or upgrade, giving you immediate access to pre-configured CMDB health insights without manual setup.

    Auto-setup process

    When you install or upgrade CMDB success advisor, the CMDB Advisor - Auto Setup on-demand scheduled job can automatically configure the Data Foundations advisor dashboard. The job checks eligibility conditions, applies the recommended principal class scope, creates the dashboard configuration, and triggers initial data collection.

    After data collection completes, as a user with the sn_cmdb_admin role, you receive a notification with a link to the configured dashboard. You can review and modify the auto-selected scope at any time using the standard scope management options.

    The dashboard card on the CMDB success advisor landing page displays a badge with the number of principal classes that auto-setup selected.

    Eligibility conditions

    Auto-setup runs only when all of the following conditions are met. If any condition is not met, you can configure the Data Foundations advisor dashboard manually.

    • The instance has no existing Data Foundations dashboard.
    • The total number of CIs on the instance is fewer than 65 million.
    • No more than 200 principal classes are already marked on the instance.

    Scope selected by auto-setup

    The following logic applies when auto-setup sets the principal class scope:

    • If no principal classes exist, the top five recommended classes form the scope. Rankings reflect recent incident, problem, and change (IPC) activity. For more information, see CI class recommendations.
    • If one to four principal classes already exist, those classes remain in scope and additional recommendations fill the scope to a total of five.
    • If five to 200 principal classes already exist, all existing classes form the scope.

    Data collection and notifications after auto-setup

    After auto-setup completes, data collection begins automatically. Data collection starts at a monthly frequency and switches to a daily frequency the first time you interact with the dashboard.

    The CMDB Advisor - Check Job Completion and Notify scheduled job checks whether data collection has completed. When collection completes, the job sends a notification to users with the sn_cmdb_admin role through two channels: a record in the CMDB success advisor notification table with a direct link to the configured dashboard, and a notification in the ServiceNow platform notification center (bell icon). The job deactivates itself after it sends all product notifications.

    When you first open the advisor after auto-setup completes, a toast notification appears with a readiness confirmation and a summary of the auto-selected scope.

    Reviewing and modifying the auto-setup scope

    You can review and update the scope selected by auto-setup at any time using the standard scope management options on the dashboard.

    To modify the Data Foundations scope, see Manage Data Foundations advisor scope in CMDB success advisor.