ITSM guided setup

ITSM guided setup guides you step-by-step to configure IT Service Management (ITSM) applications on your ServiceNow instance.

Using ITSM guided setup, you can perform structured configuration activities that help you configure ITSM applications on your ServiceNow instance and can monitor the progress. Each configuration activity in ITSM guided setup is designed to simplify the configurations by providing access to:
  • Contextual embedded help
  • Contextual documentation on the ServiceNow product documentation site
  • Guided tour (if available for an activity)

Features

Guided activities for platform configurations
ITSM Guided Setup helps you to configure the common platform settings through the following categories:
Company
Activities under this category help you to configure company name, logo, and color theme to reflect your corporate brand and to configure the default system settings such as the time zone and the date and time formats.
Connectivity
Activities under this category help you to configure your ServiceNow instance to support inbound and outbound email notification and to integrate it with your existing LDAP and single sign-on (SSO) solutions.
People
In case you do not use LDAP to import data into your ServiceNow instance, activities under this category can help you to import users, groups, group members, companies, departments, and locations and to assign roles to groups.
Guided activities for configuration of ITSM applications
ITSM guided setup helps you to configure ITSM applications through the following categories:
Incident Management
Incident Management helps restore normal service operations as quickly as possible after an unplanned interruption and helps minimize the impact to your business. Complete the activities in this category to configure your organization's incident management process.
Problem Management
Problem Management helps identify, investigate, and resolve root causes of incidents. Complete the activities in this category to configure your organization's problem management process.
Change Management
Change Management helps assess risk and reduce disruption when implementing necessary changes to IT services. Complete the activities in this category to configure your organization's change management process.
CMDB
CMDB is a repository of information about your IT infrastructure and services. Complete the activities in this category to configure your organization's CMDB.
Service Catalog
Service catalog helps to present the services that your organization offers to employees. Complete the activities in this category to structure and build the services that the employees can request through the service catalog.
Knowledge Management
Knowledge Management helps capture and share the ideas, experience, and information that your users collectively possess. Complete the activities in this category to configure your organization's knowledge management process.
Guided activities to prepare your ServiceNow instance for production use
After you complete the platform and the application configurations, you can use the guided activities under the Go Live category to take the final steps to prepare your ServiceNow instance to be deployed in your organization.
Note: Guided Setup is not supported on Tablet and mobile devices. Use one of the desktop browsers.