CMDB and Data Foundations settings assessed in the CMDB success advisor

The Configuration Management Database (CMDB) and Data Foundations settings review provides a configuration-level assessment of the CMDB configuration item (CI) classes for your principal classes to support data quality, life cycle management, and integration accuracy.

Settings overview

Each setting is checked for alignment with suggested business rules, reconciliation guidelines, and Data Manager policy coverage.

<table id=“table_obb_mh2_dgc”><thead><tr><th>

Setting

</th><th>

Description

</th></tr></thead><tbody><tr><td>

CI creation from assets using IRE

</td><td>

Enables the automatic creation of a CI from an asset record using the CMDB Identification and Reconciliation Engine (IRE) for CI classes identified by serial number and without dependent relationships. Requires the relevant business rule to be active for CI creation to occur during asset insertion.

</td></tr><tr><td>

Review reconciliation rules

</td><td>

Evaluates whether reconciliation rules correctly assign attribute ownership to the authoritative integration source for each principal CI class. Helps prevent lower-quality integration sources from overwriting high-quality CI attribute data, maintaining accuracy and consistency across the CMDB.

</td></tr><tr><td>

Review CI classes without managed by group

</td><td>

Shows principal CI classes that do not have a Managed by group field configured in CI Class Manager. Ownership data is critical for routing incidents, changes, and service requests to the correct team.

</td></tr><tr><td>

Sync managed by group

</td><td>

Makes sure that the managed by group field value syncs to CIs by checking whether the Sync managed by group business rule is active.

</td></tr><tr><td>

Review custom attributes

</td><td>

Makes sure that custom attributes for each principal CI class are fewer than 10. A high number of custom attributes can increase maintenance overhead and reduce data quality consistency across the CMDB.

</td></tr><tr><td>

Review Data Manager policies

</td><td>

Assesses the configuration of CMDB Data Manager policies, including archive, attestation, certification, delete, and retire, for your principal classes. Each policy type manages a specific life cycle action:- Archive

Archives inactive CIs without deleting them.

• Attestation

Validates CI data or runs automated checks.

• Certification

Verifies CI data for accuracy and readiness.

• Delete

Removes CIs based on defined criteria such as inactivity.

• Retire

Marks CIs as retired when no longer in use.

</td></tr></tbody> </table>Related topics

Administer CMDB Data Manager