Viewing the CMDB success advisor landing page

  • Release version: Zurich
  • Updated July 22, 2026
  • 4 minutes to read
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    Summary of Viewing the CMDB success advisor landing page

    The CMDB success advisor landing page is a centralized interface for CMDB administrators to configure and manage data quality dashboards related to Data Foundations, Hardware Asset Management (HAM), and Software Asset Management (SAM). It helps monitor and improve CMDB data quality by providing insights and guided steps to define scope, identify issues, and drive CMDB outcomes efficiently.

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    Access and Roles

    Access to the landing page requires the sncmdbadmin role. Users with sncmdbuser or sncmdbeditor roles can only view the Dashboard tab via the Insights view in Service Graph Workspace, without access to Settings or Integrations.

    There are multiple navigation paths to access the landing page, including CMDB Workspace (Home and Management views) and Service Graph Workspace (Governance and Insights views).

    Key Features

    • Advisor Cards: Organized into Data Foundations and application-specific advisors (HAM and SAM) for focused data quality management.
    • Data Foundations Advisor: Central hub for foundational CMDB data quality, allowing configuration of principal CI classes (up to 200) for accurate, complete, and reliable data supporting incident, problem, and change management.
    • HAM Advisor: Builds trust in hardware asset lifecycle data, improving normalization, compliance, and cost efficiency.
    • SAM Advisor: Enhances software asset data quality to optimize normalization, compliance, and license cost-efficiency.
    • Side Panel: Provides quick access to a guided three-step process for scope definition, issue identification, and outcome tracking, along with resources and FAQs for additional support.

    Using the Landing Page

    From the landing page, users can configure the scope of each advisor, open dashboards to review key performance indicators (KPIs) and trends, and follow guided steps to improve CMDB data quality. The interface supports ongoing scope updates and provides actionable insights for better data management.

    Advisor Card States

    The state of each advisor card indicates its readiness and required actions:

    • Set Scope: Advisor is available but requires initial scope configuration.
    • View Insights: Advisor is configured and dashboard is accessible.
    • Needs Installation: The app is entitled but not installed; users can install it via provided links.
    • Pending Install: Specific to HAM, indicating entitlement but pending installation.
    • Needs Entitlement: App is not entitled; users can request entitlement to gain access.

    Practical Benefits

    ServiceNow customers using the CMDB success advisor landing page can expect to:

    • Maintain trustworthy and relevant CMDB data tailored to their organizational needs.
    • Improve data quality that supports critical IT processes such as incident, problem, change, and asset management.
    • Leverage application-specific insights to optimize asset lifecycle and software license management.
    • Access structured guidance and resources to resolve data quality issues proactively.

    As a CMDB administrator, you can use the CMDB success advisor landing page to configure and manage data quality dashboards for Data Foundations, Hardware Asset Management (HAM), and Software Asset Management (SAM).

    The CMDB success advisor landing page opens when you select CMDB success advisor in CMDB Workspace or in Service Graph Workspace.
    Figure 1. CMDB success advisor landing page
    Landing page of CMDB success advisor.

    Roles required

    You must have the sn_cmdb_admin role to access the CMDB success advisor landing page.

    Note:
    Users with the sn_cmdb_user or sn_cmdb_editor role can access CMDB success advisor from the Insights view in Service Graph Workspace v9.1 and view the Dashboard tab only. The Settings and Integrations tabs aren't available to these users.

    Accessing and using the landing page

    To access the CMDB success advisor landing page, use the following navigation paths.

    Entry point Steps
    Product highlights in CMDB Workspace Navigate to Workspaces > CMDB Workspace. In the Home view, select the CMDB success advisor card in the Product highlights section.
    Management view in CMDB Workspace In the Management view, select the CMDB success advisor link in the Optimize view under Management tools.
    Governance view Service Graph Workspace Navigate to Service Graph Workspace. In the navigation panel, select the Governance icon. In the Governance view, select Get started (first visit) or View details (subsequent visits).
    Insights view in Service Graph Workspace Navigate to Service Graph Workspace. In the Insights view, select the CMDB success advisor card.
    Tip:
    Users with the cmdb_user or cmdb_editor role can access CMDB success advisor from this entry point and view the Dashboard tab only.
    Tip:
    On first access, select Get started in the Get started with CMDB success advisor dialog box, then select Continue. Select Don't show again to skip the dialog box on future visits.

    Viewing data

    From the landing page, you can:

    • View and configure the scope for Data Foundations and application-specific advisors including HAM and Software Asset Management (SAM).
    • Open a product dashboard to review data quality KPIs and trends.
    • Follow guided steps to define scope, identify issues, and drive CMDB outcomes.
    • Access resources and FAQs for additional guidance.

    Advisor cards

    The landing page organizes advisors into the following sections:

    Data Foundations
    Central hub for managing and improving foundational CMDB data quality. Gain a unified view of key CMDB data and foundational data quality that drives business outcomes.

    Select Set principal classes to configure your Data Foundations advisor scope for the first time. Select View insights to open the Data Foundations advisor dashboard. To update the scope after initial setup, select Manage principal classes on the Data Foundations advisor dashboard.

    Use Data Foundations to keep your CI data accurate, complete, and reliable for processes such as incidents, problems, and changes. Select the CI classes that matter most to your organization. The selected classes are automatically marked as principal classes, which filters CI picker fields on task records to show only the most relevant items. The default configuration enables you to select up to 200 principal classes.
    Application-specific
    Focused guidance for targeted business use cases. This section contains advisors for specific installed applications. The advisors need the corresponding application to be installed and entitled to work. Currently includes:
    Hardware Asset Management (HAM)

    Build trust in asset life cycle data with a healthier CMDB that drives HAM outcomes like improved normalization, compliance, and cost efficiency. Select Select model categories to configure your HAM advisor scope for the first time. Select View insights to open the HAM advisor dashboard. To update the scope after initial setup, select Edit dashboard scope on the HAM advisor dashboard.

    Software Asset Management (SAM)

    Build trustworthy software asset data with a healthier CMDB that boosts SAM normalization, compliance, and cost-efficient license use. Select Select software products to configure your SAM advisor scope for the first time. Select View insights to open the SAM advisor dashboard. To update the scope after initial setup, select Edit dashboard scope on the SAM advisor dashboard.

    Side panel

    The side panel of the landing page provides additional context and links to enable you to get started and learn more.

    Take action with CMDB success advisor
    A guided three-step process to help you define scope, identify data issues, and drive measurable CMDB outcomes.
    Resources
    Links to related documentation including guidance on principal classes, product documentation, asset and CI mapping guidelines, and the community forum.
    FAQs
    Expandable answers to common questions about using CMDB success advisor, defining scope, aligning rules and policies, and remediating data quality issues.

    Advisor card states

    Each advisor card shows action buttons that reflect its current state. Cards for application-specific advisors may also show a badge when the required app is not available.

    State Description Action
    Shows Set principal classes, Select model categories, or Select software products The advisor is available but scope has not been configured yet. Select Set principal classes, Select model categories, or Select software products to define the scope and set up the advisor dashboard.
    Shows View insights The advisor is configured and the dashboard is available. Select View insights to open the dashboard. To update the scope, use Manage principal classes on the Data Foundations advisor dashboard, or Edit dashboard scope on the HAM or SAM advisor dashboard.
    Needs installation
    Note:
    Shown for Data Foundations and SAM. For HAM, this state shows as Pending install instead.
    		 The app is entitled on your instance but has not been installed. Select Learn more to install the app and gain insights with CMDB success advisor.
    Pending install The HAM app is entitled on your instance but has not been installed. Select Learn more to install the app and gain insights with HAM.
    Needs entitlement The app has not been entitled on your instance. Select Learn more to request an entitlement and gain insights with CMDB success advisor.