{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":25367,"path":"it-asset-management/hardware-asset-management/cmdb-sa-ham-analyze-settings.md","title":"Analyzing CMDB settings for HAM","bundle":null,"doc_type":null,"release":"australia","body":"\n# Analyzing CMDB settings for HAM\n\nMonitor and optimize Configuration Management Database \\(CMDB\\) settings that support configuration item \\(CI\\) to hardware asset synchronization, life cycle alignment, and Hardware Asset Management \\(HAM\\) data quality.\n\nUse the **Settings** tab in the CMDB success advisor for HAM to review configuration indicators and identify opportunities to improve CMDB alignment with HAM guidelines.\n\nThe CMDB success advisor for HAM evaluates your current configuration across key areas such as:\n\n- Automatic asset and CI creation\n- Field and model category mappings\n- CI state and substate usage\n- CMDB Data Manager policy coverage\n\nSettings are categorized as `Ideal` or `Requires attention`, enabling you to prioritize actions and maintain a healthy CMDB for HAM.\n\n## Access settings\n\nNavigate to the CMDB success advisor landing page and for the HAM card, select **View insights**. Select the **Settings** tab to access settings-related details. For more information, see [Access CMDB success advisor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/cmdb-sa-access.md).\n\n**Note:** The CMDB success advisor for HAM dashboard is available only after the setup process is complete. For more information, see [CMDB success advisor for HAM setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-asset-management/hardware-asset-management/cmdb-sa-ham-config-settings.md).\n\n## Required roles\n\nYou need the sn\\_cmdb\\_admin role to access the CMDB success advisor for HAM.\n\nTo manage business rules, change the application scope from CMDB success advisor to Global in the [application picker](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/application-development/c_ApplicationPicker.md).\n\n## Use cases\n\nFor examples of how different people in your organization would use this feature, see these use cases.\n\n\n
\n\nUser\n\n\n\nFeature use\n\n
\n\nCMDB administrator\n\n\n\n- Improve the accuracy of asset reconciliation by aligning CI and asset record creation.\n- Promote consistent asset life cycle management through status field alignment across asset and CI records.\n- Automate policy-based workflows for asset retirement, deletion, certification, or archival using policy-driven rules.\n- Standardize hardware model categories to improve normalization processes and reporting accuracy.\n\n
## Settings features\n\nThe **Settings** tab in the CMDB success advisor for HAM provides visibility into key configuration areas that promote accurate synchronization between hardware assets and CIs. These settings include business rules, field mappings, model categories, and Data Manager policies that support automated life cycle management and data integrity. To maintain CMDB data accuracy and HAM integration, regularly review and validate these settings. For more information, see [CMDB and HAM settings assessed in the CMDB success advisor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-asset-management/hardware-asset-management/cmdb-sa-ham-analyze-settings.md).\n\n## Evaluate CMDB settings for HAM\n\nIdentify and evaluate settings including Hardware Asset Management \\(HAM\\) business rules, configuration item \\(CI\\) to asset field mappings, hardware model categories, and CMDB Data Manager policies that support synchronization and automation between hardware assets and CIs.\n\n### Before you begin\n\nRole required: sn\\_cmdb\\_admin\n\n### Procedure\n\n1. Navigate to the CMDB success advisor landing page.\n\n2. On the HAM card, select **View insights**.\n\n3. Select the **Settings** tab.\n\n4. Select a status tile to view settings by category.\n\n |Tile|Description|\n |----|-----------|\n |**All**|Total number of evaluated settings.|\n |**Ideal**|Settings that follow general guidelines.|\n |**Requires attention**|Settings that are inactive, incorrectly configured, or missing.|\n\n5. Evaluate each setting that requires attention and use the available actions to open the related configuration pages and make updates.\n\n\n
\n\nAction\n\n\n\nDescription\n\n
\n\n**Manage rule**\n\n\n\nOpens the configuration page for the related business rule that automates tasks between assets and CIs.\n\n
\n\n**Manage model categories**\n\n\n\nOpens the Model categories list page where you can select a model category to review and update mappings between asset model categories and CI classes.\n\n
\n\n**Manage mappings**\n\n\n\nOpens the Asset CI Field Mappings list page where you can select a CI and review and change how asset fields connect to CI fields to keep data accurate.\n\n
\n\n**Manage policies**\n\n\n\nOpens the Data Manager overview page where you can create or update policies for different CI classes to automate asset management.\n\n
\n\n**Create policy**\n\n\n\nOpens the New policy form to create a policy for a CI class. The **Create policy** action is available in the policy summary dialog box displayed after selecting the policy coverage count in the **Classes with active policies** column within the Review Data Manager policies section.\n\n
**Tip:** Select **Learn more** next to a setting to open a related help topic in a new browser tab or window with additional details about that setting.\n\n6. To view any updated configuration status on the **Settings** tab, select the refresh icon \\[Omitted image \"refresh-list.png\"\\] Alt text:.\n\n\n**Related topics** \n\n\n[Administer CMDB Data Manager](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/administer-data-manager.md)\n\n[Asset and CI management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-asset-management/asset-management/c_ManagingAssets.md)\n\n[Model categories](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-asset-management/product-catalog/c_ModelCategories.md)\n\n## CMDB and HAM settings assessed in the CMDB success advisor\n\nThe Configuration Management Database \\(CMDB\\) and Hardware Asset Management \\(HAM\\) settings review provides a configuration-level assessment of the CMDB configuration item \\(CI\\) classes and HAM assets for maintaining data accuracy.\n\n### Settings overview\n\nEach setting is checked for alignment with suggested business rules and mapping guidelines.\n\n\n
\n\nSetting\n\n\n\nDescription\n\n
\n\nCreate asset on CI insertion\n\n\n\nEnables the automatic creation of an asset record when a CI is inserted into the CMDB. Requires the Create Asset on Insert business rule to be active for asset creation to occur during CI insertion.\n\n
\n\nUpdate asset fields on CI change\n\n\n\nEnables automatic updates to asset records when a related CI is modified. Requires the Update Asset Fields on Change business rule to be active to synchronize CI changes with asset data.\n\n
\n\nCreate CI on asset insertion\n\n\n\nEnables the automatic creation of a configuration item when an asset record is added. Requires the Create CI on Insert business rule to be active to reflect asset data in the CMDB.\n\n
\n\nUpdate CI on asset update\n\n\n\nEnables automatic updates to configuration item records when associated asset data is changed. Requires the Update CI Fields on Change business rule to be active to maintain data consistency.\n\n
\n\nReview custom model categories\n\n\n\nValidates that custom model categories are properly mapped to predefined model categories. Verifies accurate classification, consistent reporting, and standardized data alignment.\n\n
\n\nReview asset CI field mappings\n\n\n\nEvaluates whether asset fields are correctly mapped to configuration item fields using standard mappings. Helps prevent data discrepancies caused by custom or incorrect mappings.\n\n
\n\nReview asset CI install status mappings\n\n\n\nChecks that CI install status values are accurately mapped to the state and substate fields of the corresponding asset record. Verifies precise life cycle tracking and status reporting.\n\n
\n\nReview asset CI hardware status mappings\n\n\n\nVerifies that CI hardware status values align with the state and substate fields of the corresponding asset record. Supports consistent representation of physical asset conditions.\n\n
\n\nReview Data Manager policies\n\n\n\nAssesses the configuration of CMDB Data Manager policies, including archive, attestation, certification, delete, and retire, for the selected hardware CI classes. Each policy type manages a specific life cycle action:- **Archive**\n\nArchives inactive CIs without deleting them.\n\n- **Attestation**\n\nValidates CI data or runs automated checks.\n\n- **Certification**\n\nVerifies CI data for accuracy and readiness.\n\n- **Delete**\n\nRemoves CIs based on defined criteria such as inactivity.\n\n- **Retire**\n\nMarks CIs as retired when no longer in use.\n\n\n
**Related topics** \n\n\n[Administer CMDB Data Manager](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/administer-data-manager.md)\n\n"}}