Analyze CMDB settings for Data Foundations

  • Release version: Zurich
  • Updated August 7, 2025
  • 2 minutes to read
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    Summary of Analyze CMDB settings for Data Foundations

    The CMDB success advisor for Data Foundations helps ServiceNow customers monitor and optimize Configuration Management Database (CMDB) settings that support configuration item (CI) data quality, alignment with the Common Service Data Model (CSDM), and Data Foundations outcomes. It provides insights into key CMDB configuration areas to ensure accurate and complete CI data, which is critical for effective service mapping and dependency tracking.

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    Key Features

    • Settings Tab in CMDB Success Advisor: Allows review of configuration indicators related to Data Manager ownership policies, reconciliation rules, and CI class manager configurations.
    • Evaluation Categories: Settings are classified as Ideal or Requires attention, helping prioritize improvements to maintain a healthy CMDB aligned with Data Foundations guidelines.
    • Access and Roles: Accessible via the CMDB success advisor landing page under the Data Foundations card. Requires sncmdbadmin role for full access; sncmdbuser role grants read-only access including AI-generated dashboard summaries.
    • Configuration Areas Covered:
      • Data Manager ownership policies for principal CI classes
      • Reconciliation rules ensuring proper integration source ownership of attributes
      • CI class manager settings for principal class designation

    Practical Use and Benefits

    CMDB administrators can use this feature to:

    • Verify that Data Manager ownership policies are properly configured for all principal classes.
    • Ensure reconciliation rules prevent lower-quality data sources from overwriting higher-quality CI data.
    • Identify gaps where CI classes lack Data Manager policy coverage and take corrective actions.
    • Align CMDB settings with CSDM standards to support accurate service mapping and dependency tracking.

    Regular review and validation of these settings enable customers to maintain high data quality, support automated lifecycle management, and uphold data integrity within their CMDB aligned with Data Foundations principles.

    Additional Information

    The CMDB success advisor for Data Foundations dashboard is only available after completing the setup process. To manage business rules effectively, users should switch the application scope from CMDB success advisor to Global.

    Monitor and optimize Configuration Management Database (CMDB) settings that support configuration item (CI) data quality, Common Service Data Model (CSDM) alignment, and Data Foundations outcomes.

    Use the Settings tab in the CMDB success advisor for Data Foundations to review configuration indicators and identify opportunities to improve CMDB alignment with Data Foundations guidelines.

    The CMDB success advisor for Data Foundations evaluates your current configuration across key areas such as:

    • CMDB Data Manager ownership policies for principal classes
    • Reconciliation rules ensuring the right integration source owns each attribute
    • CI class manager configuration for principal class designation

    Settings are categorized as Ideal or Requires attention, enabling you to prioritize actions and maintain a healthy CMDB for Data Foundations.

    Access settings

    Navigate to the CMDB success advisor landing page, and on the Data Foundations card, select View insights. Select the Settings tab to access settings-related details. For more information, see Access CMDB success advisor.

    Note:
    The CMDB success advisor for Data Foundations dashboard is available only after the setup process is complete. For more information, see CMDB success advisor for Data Foundations setup.

    Required roles

    You need the sn_cmdb_admin role to access the CMDB success advisor for Data Foundations.

    The sn_cmdb_user role also provides read-only access to CMDB success advisor pages and data, including the AI-generated summary of the dashboard.

    To manage business rules, change the application scope from CMDB success advisor to Global in the application picker.

    Use cases

    For examples of how different people in your organization would use this feature, see these use cases.

    User Feature use
    CMDB administrator
    • Make sure Data Manager ownership policies are configured for all principal classes
    • Verify reconciliation rules help prevent lower-quality sources from overwriting high-quality CI data
    • Identify CI classes with no Data Manager policy coverage and remediate gaps
    • Align CMDB settings with CSDM to support service mapping and dependency tracking

    Settings features

    The Settings tab in the CMDB success advisor for Data Foundations provides visibility into key configuration areas that promote accurate and complete CI data for your principal classes. These settings include business rules for CI creation, reconciliation rules that govern attribute ownership across integration sources, and Data Manager policies that support automated life cycle management and data integrity. To maintain CMDB data quality for Data Foundations, regularly review and validate these settings. For more information, see CMDB and Data Foundations settings assessed in the CMDB success advisor.