ITSM guided setup

ITSM guided setup provides a sequence of tasks that help you configure IT Service Management (ITSM) applications on your ServiceNow 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:
  • More information (if available for an activity)
  • Contextual embedded help
  • Contextual documentation on the ServiceNow product documentation site
  • Guided tour (if available for an activity)

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.
Foundation Data
If you do not use LDAP to import data into your instance, complete the activities in the Foundation Data category. Use the Foundation Data 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:

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.
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.
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.

Guided activity to prepare your ServiceNow instance 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.