{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":46868,"path":"servicenow-platform/configuration-management-database-cmdb/cmdb-sa-explore.md","title":"Exploring CMDB success advisor","bundle":null,"doc_type":null,"release":"australia","body":"\n# Exploring CMDB success advisor\n\nLearn about CMDB success advisor and review the benefits it can provide for different users in your organization.\n\n## CMDB success advisor overview\n\nReview CMDB Data Manager policies and Configuration Management Database \\(CMDB\\) settings through CMDB success advisor to identify improvement areas. The advisor supports the following business outcomes: Data Foundations, Hardware Asset Management \\(HAM\\) and Software Asset Management \\(SAM\\). The advisor uses customized CMDB metrics to improve data quality for targeted configuration item \\(CI\\) classes. It identifies and monitors the CI classes most critical to your organizational processes to enable complete and accurate data in Data Foundations, tracking hardware model categories for HAM, and tracking software products for SAM.\n\n## CMDB success advisor users\n\n<table id=\"table_xml_sv3_ybc\"><thead><tr><th>\n\nUser\n\n</th><th>\n\nDescription\n\n</th><th>\n\nAdditional roles required\n\n</th></tr></thead><tbody><tr><td>\n\nCMDB administrator\n\n</td><td>\n\nUsers with the sn\\_cmdb\\_admin role can configure and improve CMDB data accuracy based on specific business use cases. With targeted CI tracking, practical data integration suggestions, and application-specific dashboards, the CMDB success advisor enables CMDB administrators to improve CMDB data accuracy and achieve key business outcomes.\n\nFor Data Foundations, administrators can select and manage principal classes, monitor data quality across the CI classes most critical to incidents, changes, and problems, and use integration coverage analysis to make sure the right data sources are keeping the CMDB accurate and complete.\n\nFor Hardware Asset Management, administrators can focus on critical hardware model categories to improve normalization rates, asset life cycle tracking, and data accuracy for business outcomes like HAM.\n\nFor Software Asset Management, administrators \\(sam\\_admin or sn\\_cmdb\\_admin\\) can select software products to track and monitor software install completeness, cloud license coverage, and virtual server-to-host CI relationship accuracy for licensing compliance.\n\n</td><td>\n\n-   **cmdb\\_inst\\_admin**\n\nRequired to manage Service Graph Connector connections in SGC Central through CMDB success advisor.\n\n-   **pd\\_user**\n\nRequired to view Discovery and Service Mapping Patterns through CMDB success advisor with read-only access.\n\n-   **pd\\_admin**\n\nRequired to modify Discovery patterns through CMDB success advisor with write access.\n\n\n</td></tr><tr><td>\n\nCMDB user\n\n</td><td>\n\nUsers with the sn\\_cmdb\\_user role can view CMDB success advisor dashboards in read-only mode from the Insights view in Service Graph Workspace. With Dashboard tab access only, CMDB users can monitor data quality metrics and remediation progress across principal classes and hardware model categories. The Settings and Integrations tabs aren't available to these users.\n\nFor Data Foundations, CMDB users can view CI data quality metrics by principal CI class, including missing attributes, stale records, duplicate CIs, and discovery source breakdown.\n\nFor Hardware Asset Management, CMDB users can view hardware asset metrics by model category and integration source, including missing model ID, serial number, location, duplicates, and asset state.\n\nFor Software Asset Management, CMDB users can view software install data quality metrics, including missing edition, version, cloud license, environment, and CPU attributes, duplicate installs, and virtual server-to-host relationship accuracy.\n\n</td><td>\n\nNone\n\n</td></tr><tr><td>\n\nCMDB editor\n\n</td><td>\n\nUsers with the sn\\_cmdb\\_editor role can view CMDB success advisor dashboards from the Insights view in Service Graph Workspace, with write access on CMDB records outside the application. With Dashboard tab access only in CMDB success advisor, CMDB editors can monitor data quality metrics and remediation progress across principal classes and hardware model categories. The Settings and Integrations tabs aren't available to these users.\n\nFor Data Foundations, CMDB editors can view CI data quality metrics by principal CI class, including missing attributes, stale records, duplicate CIs, and discovery source breakdown.\n\nFor Hardware Asset Management, CMDB editors can view hardware asset metrics by model category and integration source, including missing model ID, serial number, location, duplicates, and asset state.\n\nFor Software Asset Management, CMDB editors can view software install data quality metrics, including missing edition, version, cloud license, environment, and CPU attributes, duplicate installs, and virtual server-to-host relationship accuracy.\n\n</td><td>\n\nNone\n\n</td></tr></tbody>\n</table>## CMDB success advisor benefits\n\nThe following benefits are available to CMDB administrators across Data Foundations, HAM, and Software Asset Management \\(SAM\\).\n\n<table><thead><tr><th>\n\nBenefit\n\n</th><th>\n\nFeature\n\n</th><th>\n\nUsers\n\n</th></tr></thead><tbody><tr><td>\n\nFocused CMDB setup for specific business outcomesFor Data Foundations, advisor dashboard scope is built from principal classes recommended based on incident, problem, and change \\(IPC\\) activity. If IPC data is unavailable, classes are ranked by how widely they are used across your CMDB. For new instances with no historical data, a set of default classes is suggested.\n\nFor HAM, advisor dashboard scope is defined by hardware model categories.\n\nFor SAM, advisor dashboard scope is defined by software products.\n\n</td><td>\n\nUse-case-driven CMDB configuration. To learn more, see [CMDB success advisor for Data Foundations setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df-config-settings.md), [CMDB success advisor for HAM setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-ham-config-settings.md), and [CMDB success advisor for SAM setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-sam-config-settings.md)\n\n</td><td>\n\nCMDB administrator\n\n</td></tr><tr><td>\n\nImproved visibilityFor Data Foundations, view CI data quality metrics by principal CI class, including missing attributes, stale records, duplicate CIs, and discovery source breakdown.\n\nFor HAM, view hardware asset metrics by model category and integration source.\n\nFor SAM, view software install data quality metrics by software product, publisher, and CI class.\n\n</td><td>\n\nDashboard with consolidated insights and metricsTo learn more, see [Monitoring CMDB data quality using dashboard metrics in CMDB success advisor for Data Foundations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df-dashboard.md), [Monitoring CMDB data quality using dashboard metrics in CMDB success advisor for HAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-ham-dashboard.md), and [Monitoring CMDB data quality using dashboard metrics in CMDB success advisor for SAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-sam-dashboard.md)\n\n</td><td>\n\n-   CMDB administrator\n-   CMDB user\n-   CMDB editor\n\n</td></tr><tr><td>\n\nContinuous data quality improvementFor Data Foundations, track KPIs for CI completeness, stale records, duplicates, and integration coverage across principal classes.\n\nFor HAM, track KPIs for missing model ID, serial number, location, duplicates, and asset state.\n\nFor SAM, track KPIs for missing edition, version, cloud license, environment, and CPU attributes, duplicate installs, and virtual server-to-host relationship accuracy.\n\n</td><td>\n\nKPI details access from the dashboard for metric monitoring, remediation tracking, and guided resolution stepsTo learn more, see [Monitoring CMDB data quality using dashboard metrics in CMDB success advisor for Data Foundations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df-dashboard.md), [Monitoring CMDB data quality using dashboard metrics in CMDB success advisor for HAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-ham-dashboard.md), and [Monitoring CMDB data quality using dashboard metrics in CMDB success advisor for SAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-sam-dashboard.md)\n\n</td><td>\n\n-   CMDB administrator\n-   CMDB user\n-   CMDB editor\n\n</td></tr><tr><td>\n\nData quality improvement suggestionsFor Data Foundations, target principal class issues such as stale CIs and duplicate records.\n\nFor HAM, address hardware issues such as missing serial numbers and asset/CI mismatches.\n\nFor SAM, address stale CIs and installs on duplicate CIs.\n\n</td><td>\n\nRemediation actions panel available for a chart in the dashboardTo learn more, see [Improving CMDB data quality for Data Foundations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df-remediation.md), [Improving CMDB data quality for HAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-ham-remediation.md), and [Improving CMDB data quality for SAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-sam-remediation.md)\n\n</td><td>\n\n-   CMDB administrator\n-   CMDB user\n-   CMDB editor\n\n</td></tr><tr><td>\n\nBetter alignment of CMDB rules and policiesFor Data Foundations, align CMDB Data Manager ownership policies and reconciliation rules for principal classes.\n\nFor HAM, configure synchronization rules, asset creation rules, and status mappings.\n\n</td><td>\n\nSettings summary for gap analysis and configuration guidanceTo learn more, see [Analyze CMDB settings for Data Foundations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df-analyze-settings.md) and [Analyzing CMDB settings for HAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-ham-analyze-settings.md)\n\n</td><td>\n\nCMDB administrator\n\n</td></tr><tr><td>\n\nImproved CMDB data coverage and accuracyFor Data Foundations, evaluate integration sources with attribute-level coverage analysis across principal classes.\n\nFor HAM, review SGC and Discovery pattern rankings for hardware model categories.\n\n</td><td>\n\nData integrations summary for reviewing and evaluating integration sourcesTo learn more, see [Analyzing data integrations for improving Data Foundations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df-data-integrations.md) and [Analyzing data integrations for improving HAM data coverage](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-ham-data-integrations.md)\n\n</td><td>\n\nCMDB administrator\n\n</td></tr></tbody>\n</table>## Use cases\n\nYou can use CMDB success advisor for the following business outcomes:\n\n-   Data Foundations: Improve data quality across the principal classes your organization relies on for incidents, changes, and problems. Monitor attribute completeness, detect stale and duplicate records, and evaluate integration coverage to verify the right data sources are populating your CMDB. For more information, see [Using CMDB success advisor for Data Foundations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df.md).\n-   HAM: Improve hardware data quality across model categories such as computers, servers, and printers. Identify and resolve missing model IDs, serial numbers, and locations, eliminate duplicate CIs and align asset and CI states to support accurate life cycle tracking and financial reporting. For more information, see [Using CMDB success advisor for HAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-ham-use.md).\n-   Software Asset Management \\(SAM\\): Improve software install data quality across selected software products. Identify and resolve installs missing edition, version, or cloud license details, eliminate installs on duplicate CIs, and verify virtual server-to-host CI relationships to support licensing compliance. For more information, see [Using CMDB success advisor for SAM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-asset-management/cmdb-sa-sam-use.md).\n\n## What to explore next\n\nTo learn more about configuring and using CMDB success advisor for supported business outcomes, see:\n\n-   [Configuring CMDB success advisor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-configuring.md)\n-   [Supported business outcomes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-outcomes.md)\n-   [CMDB success advisor reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-reference.md)\n\n"}}