---
title: Configuring CMDB success advisor
description: Complete the configuration tasks to start using the CMDB success advisor.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-configuring.html
release: australia
product: Configuration Management Database \(CMDB\)
classification: configuration-management-database-cmdb
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [CMDB success advisor, Configuration Management Database \(CMDB\), Configuration Management, Extend ServiceNow AI Platform capabilities]
---

# Configuring CMDB success advisor

Complete the configuration tasks to start using the CMDB success advisor.

## Configuration overview

1.  [Install CMDB success advisor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-install.md).

    Set up CMDB success advisor by installing the application.

2.  [Assign roles for CMDB success advisor users](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-assign-roles.md).

    Assign roles to control access to features, capabilities, and data in the CMDB success advisor application.

3.  Optional: [Manage principal class marking during upgrade](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configuration-management-database-cmdb/cmdb-sa-df-upgrade.md).

    Make sure that existing Hardware Asset Management \(HAM\) CI classes are included as principal classes in Data Foundations during upgrade, without requiring manual configuration.