Manage principal classes in the Data Foundations advisor

task brazil Updated Sep 30, 2026 2 min read cmdb-sa-df-manage-scope.md
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Add or remove CI classes from the Data Foundations advisor scope to keep it aligned with your organization's current goals.

Before you begin

Role required: sn_cmdb_admin

Procedure

  1. On the Data Foundations advisor dashboard, select Manage principal classes.

  2. In the Set principal classes dialog box, add or remove CI classes to update your principal class selection.

    Purpose Action Data coverage
    Add a CI class group Select the check box for the group to include all its CI classes. Includes all CI classes associated with the selected group.
    Expand CI class selection Select > to expand a group, then select check boxes for specific CI classes. Includes only the selected CI classes associated with a group.
    Narrow down CI class selection Select > to expand a group, then clear check boxes for specific CI classes. Excludes only the CI classes cleared from a group.
    Remove a CI class group Clear the check box for the CI class group. Excludes all CI classes associated with the removed group.
    Remove a selected CI class Select X icon next to the category in the Selected classes column. CI class is removed from scope.
    Find a specific CI class Enter a class name in the Search box. Matches any non-excluded CI class in the CMDB, not only the classes already shown in the Available classes column groups. Selecting a matched class adds it to your principal class selection.

    Note: CI classes on the exclusion list aren't shown in the Available classes column.

  3. If a confirmation check box appears under Review and confirm changes, select the check box.

    The check box appears only when the com.snc.task.principal_class_filter system property is set and your selection has an unsaved change.

    The check box label states how many principal classes you're adding and removing. It also notes a possible effect on CI filtering for incident, problem, and change (IPC) tasks.

    Done stays disabled until you select the check box. Changing your selection again clears the check box and disables Done until you select it again.

    Selecting the check box enables Done.

  4. Select Done to apply the changes.

Result

The Data Foundations advisor dashboard updates to reflect the data based on the new principal class selection. Dashboard metrics refresh once daily when the CMDB Advisor - DF Daily Data Collection scheduled job runs. The scheduled job invokes the CMDB success advisor data collection for Data Foundation Performance Analytics job to recalculate the pre-aggregated indicators used throughout the dashboard. For more information about Performance Analytics jobs, see Collecting indicator scores. Changes to your principal class selection appear in the dashboard metrics after this job's next run, not immediately. For the full list of CMDB success advisor scheduled jobs, see Components installed with CMDB success advisor.

Keywords manage principal classesData Foundations advisor scopeadd or remove CI classesSet principal classes dialog boxprincipal class selection
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