Automatic dashboard setup for Data Foundations in CMDB success advisor
Summarize
Summary of Automatic dashboard setup for Data Foundations in CMDB success advisor
The CMDB success advisor in the Zurich release automates the setup of the Data Foundations advisor dashboard during installation or upgrade. This automatic configuration provides immediate access to pre-configured CMDB health insights, eliminating the need for manual dashboard setup.
Show less
Auto-Setup Process
Upon installation or upgrade, the CMDB Advisor - Auto Setup scheduled job runs to:
- Check eligibility conditions for auto-setup.
- Apply a recommended principal class scope based on incident, problem, and change (IPC) activity.
- Create the Data Foundations content template.
- Trigger initial data collection.
After data collection completes, users with the sncmdbadmin role receive a notification containing a link to the configured dashboard. Additionally, the CMDB success advisor landing page shows a dashboard card with a badge indicating the number of principal classes auto-selected.
Eligibility Conditions
Auto-setup runs only if all these conditions are met:
- No existing Data Foundations dashboard on the instance.
- Total Configuration Items (CIs) are fewer than 5 million.
- No more than 200 principal classes are already marked.
If any condition is unmet, the dashboard must be configured manually.
Scope Selection Logic
- If no principal classes exist, the top five recommended classes based on recent IPC activity are selected.
- If 1-4 principal classes exist, those remain and additional recommendations fill the scope to five.
- If 5-200 principal classes exist, all existing classes form the scope.
Data Collection and Notifications
After auto-setup, data collection begins automatically and runs monthly, switching to daily after the dashboard is first opened. The CMDB Advisor - Check Job Completion and Notify job monitors data collection completion and notifies sncmdbadmin users with a link to the dashboard. Once notifications are sent, this job deactivates.
Upon first opening the dashboard post-setup, a notification shows the number of principal classes selected automatically, enabling users to refresh the dashboard view anywhere in the ServiceNow AI Platform.
Progress of Data Foundations setup can also be monitored from the Governance view in Service Graph Workspace.
Reviewing and Modifying the Auto-Setup Scope
Users can review and update the model categories (principal classes) selected during auto-setup at any time to tailor the Data Foundations advisor dashboard to organizational needs. Guidance is provided in the Managing Data Foundations advisor scope 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 configures the Data Foundations advisor dashboard automatically. The job checks eligibility conditions, applies the recommended principal class scope, creates the Data Foundations content template, and triggers initial data collection.
After data collection completes, users with the sn_cmdb_admin role receive a notification with a link to the configured dashboard.
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 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 5 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 selects 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 runs monthly and changes to daily after you open the dashboard for the first time.
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 that includes a link to the configured dashboard. After all notifications are sent, the job is deactivated.
When you first open the Data Foundations advisor after auto-setup completes, a notification indicates that the advisor is ready and shows the number of principal classes automatically selected based on incident, problem, and change (IPC) activity.
This notification lets you refresh the dashboard view from anywhere in the ServiceNow AI Platform, including the CMDB success advisor landing page. You can also check Data Foundations setup progress from the side panel in the Governance view of Service Graph Workspace. For more information about accessing the Governance view, see Access CMDB success advisor.
Reviewing and modifying the auto-setup scope
You can review and update the model categories selected by auto-setup at any time.
To modify the Data Foundations scope, see Managing Data Foundations advisor scope in CMDB success advisor.