Use Discovery guided setup

Discovery guided setup provides a sequence of tasks that help you configure Discovery on your instance.

Before you begin

Role required: admin

About this task

Guided setup allows you to add credentials and optionally create a Discovery schedule. A progress indicator allows you to monitor your progress for each task and for the entire process.

Each configuration activity provides the following resources to help you:
  • Contextual embedded help.
  • Links to comprehensive documentation on the ServiceNow product documentation site.
Important: You must complete MID Server configuration before you are allowed to launch the Discovery guided setup.

Procedure

  1. After completing the MID Server setup, select the Discovery icon in the progress bar on the left edge of the category screen.
    Figure 1. Continuing guided setup from the progress bar
    Opening Discovery guided setup from the progress bar
  2. From the navigation menu, select Guided Setup > ITOM Guided Setup and click Continue in the IT Operations Management Guided Setup welcome screen.
    Figure 2. Continuing guided setup from the welcome screen
    Continuing guided setup from the welcome screen
  3. In the Discovery category pane, click Get Started.
    Figure 3. Discovery category pane
    Discovery category pane

    The Discovery task list appears with a description of each task.

  4. Click Configure to add credentials and follow the instructions in the help pane that appears on the right edge of the screen.
  5. When you have created the credentials, click Submit, and then click Mark as Complete at the bottom of the help pane.
    The view returns to the task list. Notice that the circular progress indicator for the category shows 50% of the Discovery configuration complete. The progress indicator on the left edge of the screen shows the completion percentage for all IT Operations Management tasks.
    Figure 4. Discovery guided setup progress indicators
    Discovery guided setup progress indicators
  6. Click Configure to add a schedule or skip that task and mark Discovery guided setup complete.