ITSM guided setup ITSM guided setup provides a sequence of tasks that help you configure IT Service Management (ITSM) applications on yourServiceNow instance. You are guided through completing configuration activities that are organized in categories for common platform settings and ITSM applications. The percentage of activities that you complete for each category is displayed, so you monitor your progress. Each configuration activity in ITSM guided setup provides the following resources to help you: Contextual embedded help Contextual documentation on the ServiceNow product documentation site Guided tour (if available for an activity) Overview of the basic procedures for setting up your ServiceNow instance Guided activities for platform configurations ITSM guided setup helps you configure common platform settings with these activity categories: Company In the Company category, configure the company name, logo, and color theme to reflect your corporate brand. Also configure default system settings such as the time zone and the date and time formats. Connectivity In the Connectivity category, configure your instance to support inbound and outbound email notification. Also integrate the instance with your existing LDAP and single sign-on (SSO) solutions. People If you do not use LDAP to import data into your instance, complete activities in the People category to import users, groups, group members, companies, departments, and locations. Also assign roles to groups. Guided activities for configuration of ITSM applications ITSM guided setup provides activity categories to help you configure these corresponding ITSM applications: 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 the incident management process for your organization. Problem Management Problem Management helps identify, investigate, and resolve root causes of incidents. Complete the activities in this category to configure the problem management process for your organization. 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 the change management process for your organization. CMDB The CMDB is a repository of information about your IT infrastructure and services. Complete the activities in this category to configure the CMDB for your organization. Service Catalog Service Catalog helps present the services that your organization offers to employees. Complete the activities in this category to structure and build the services that 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 the knowledge management process for your organization. Guided activity to prepare your ServiceNowinstance for production use After you complete all other activity categories, complete the Go Live category to take the final steps to prepare your instance for deployment. Note: Guided Setup is not supported on Tablet and mobile devices. Use one of the desktop browsers. Access ITSM guided setupYou can access ITSM guided setup from the System Administration homepage or by navigating to the ITSM guided setup application if the ITSM Guided Setup (com.snc.guided_setup) plugin is active.ITSM guided setup user interfaceEach page of the guided setup provides various components to help you navigate to activities and monitor your progress.Unlock a task in ITSM guided setupA configuration task in ITSM guided setup can have prerequisites that must be completed before the configurations for the task can be started. Such tasks are displayed as locked until the prerequisites are completed. Mark a configuration task as complete or incompleteIn ITSM guided setup, you can mark a task as incomplete after you finish it or if you decide to accept the default configurations. If you decide later that you want to configure the task, you can mark the task as incomplete to update the completion status accordingly.