Get started with Data Foundations advisor dashboard setup

  • Release version: Zurich
  • Updated June 9, 2026
  • 1 minute to read

    • The Data Foundations advisor dashboard can be configured automatically on installation or upgrade, or manually through the CMDB success advisor landing page.

    The Data Foundations scope defines which principal classes CMDB success advisor monitors. When a CI class is included in the Data Foundations advisor dashboard scope, the class is automatically marked as a principal class, which means it appears in CI selection filters on incident, change, and problem forms.

    For guidance on choosing the right classes, see the Guidance on designating principal classes in the CMDB [KB2707240] article in the Now Support Knowledge Base.

    Roles required

    Role required: sn_cmdb_admin

    Automatic setup

    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 if all eligibility conditions are met. Open the CMDB success advisor landing page to confirm the dashboard setup state before proceeding manually.

    For more information on eligibility conditions and the auto-setup process, see Automatic dashboard setup in CMDB success advisor.

    Manual setup

    If auto-setup did not run or the eligibility conditions were not met, configure the dashboard manually by selecting principal classes on the CMDB success advisor landing page.

    For instructions, see Set up the Data Foundations advisor dashboard manually.