Getting started with SAM advisor dashboard setup
concept brazil Updated Sep 10, 2026 1 min read cmdb-sa-sam-get-started.md
Set up the SAM advisor dashboard by selecting the software products that define the SAM advisor scope.
The SAM scope defines which software products CMDB success advisor monitors for SAM data quality. The selected software products determine the scope of the SAM advisor dashboard, including the KPIs that are tracked.
Roles required
Role required: sam_admin or sn_cmdb_admin
Manual setup
If auto-setup did not run or the eligibility conditions were not met, configure the dashboard manually by selecting software products on the CMDB success advisor landing page.
For instructions, see Set up the SAM advisor dashboard manually.
Keywords SAM advisor dashboard setupautomatic setup CMDB advisormanual setup software productsSAM advisor scope configurationCMDB Advisor Auto Setup scheduled job
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--- title: Getting started with SAM advisor dashboard setup description: Set up the SAM advisor dashboard by selecting the software products that define the SAM advisor scope. locale: en-US canonical_url: https://www.servicenow.com/docs/r/it-asset-management/software-asset-management/cmdb-sa-sam-get-started.html release: brazil product: Software Asset Management classification: software-asset-management topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 keywords: [SAM advisor dashboard setup, automatic setup CMDB advisor, manual setup software products, SAM advisor scope configuration, CMDB Advisor Auto Setup scheduled job] breadcrumb: [Set up advisor, Use SAM advisor, Software Asset Management, IT Asset Management, Asset Management] --- # Getting started with SAM advisor dashboard setup Set up the SAM advisor dashboard by selecting the software products that define the SAM advisor scope. The SAM scope defines which software products CMDB success advisor monitors for SAM data quality. The selected software products determine the scope of the SAM advisor dashboard, including the KPIs that are tracked. ## Roles required Role required: sam\_admin or sn\_cmdb\_admin ## Manual setup If auto-setup did not run or the eligibility conditions were not met, configure the dashboard manually by selecting software products on the CMDB success advisor landing page. For instructions, see [Set up the SAM advisor dashboard manually](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-asset-management/software-asset-management/cmdb-sa-sam-manual-setup.md).
| title | Getting started with SAM advisor dashboard setup |
| description | Set up the SAM advisor dashboard by selecting the software products that define the SAM advisor scope. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-asset-management/software-asset-management/cmdb-sa-sam-get-started.html |
| release | brazil |
| product | Software Asset Management |
| classification | software-asset-management |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | SAM advisor dashboard setupautomatic setup CMDB advisormanual setup software productsSAM advisor scope configurationCMDB Advisor Auto Setup scheduled job |
| breadcrumb | Set up advisorUse SAM advisorSoftware Asset ManagementIT Asset ManagementAsset Management |