This video Provides on overview of how to setup your instance, using Guided Setup.
You can skip to any of these topics from the YouTube description for this video.
As the administrator of a new ServiceNow instance...
... you’ll want to customize it for your organization to serve the needs of your users.
So where do you start?
Let’s help the system administrator for Cloud Dimensions perform the basic setup for his company instance.
This can be done with a guided setup wizard...
... which provides you with step by step instructions to configure various applications and modules within your instance.
In this video we’re focusing just on the system configuration and Welcome page tasks...
... but many of the same principles apply to the other tasks within guided setups.
First, we navigate to the guided setup through the navigation filter.
In our example, we’ll be using ITSM, but different applications have their own guided setups.
Before getting started, there are some useful points of information to refer to.
Here we see the completion indicator for all our guided setup steps.
Each circle represents a category and its status.
Pointing to each circle shows what step the circle represents.
An empty circle means that the task has not yet started.
A circle with a partial blue border shows us the percentage of the task that is complete.
A green circle with a check mark indicates that the task is completed.
And a circle with a lock lets us know that the task is not activated…
… and that you can look at the setup tasks but not perform them.
The pre-setup check list gives us information on items we’ll want to have in order to configure the applications on our ServiceNow instance.
In our case, we’re focusing just on the system configuration and Welcome page...
... so we’ll want to review the suggestions for Platform Branding.
Now that we’re ready to begin, we’ll click Get Started.
The Company category contains the steps for what we need to setup.
Other categories within the guided setup are available below.
For the Company section of the guided setup there are two tasks to complete, which we see here.
To get started, we can click any one of these…
Or click Get Started, here.
The Guided setup task page tells us about the category we have selected for setup…
… as well as more specific information about each task.
When we’re ready to begin, we click the Configure button, here…
…or here.
This Guided Setup task is going to help us configure the appearance of our instance.
Some of the more complex setups may offer some supporting documentation.
If there is any supporting documentation it will appear in the help sidebar.
We also have options to Mark this task of the setup complete…
…skip this task…
…or navigate back to the guided setup homepage.
The first thing we’ll want to change is the page header caption.
So we edit that, here.
We could also edit the Browser tab title...
... which appears here and defaults to the title of the page the user is viewing.
But we’ll skip that for now.
Instead, let’s upload a company logo to replace the ServiceNow logo.
With the company logo uploaded, we’ll want to select a complimentary background color for the header.
To change the colors, you can use the color slider...
…enter a color name…
… a hex color code…
… or an RGB color code from an HTML color code chart to modify the value of the field and change the display.
There…that looks good.
We have the same color options available to us to change the banner text…
As well as some other some other areas…
But we’ll leave those for now.
We can also customize the default system settings.
You can select a different system time zone.
If required by your organization, you can also select a different default date format...
…and time format as well.
And we finish up by saving all of our changes.
This message lets us know the changes we made to the system properties were updated successfully.
So we’ll click here to mark the guided setup task complete, and move on to the next step.
This shows that we’re fifty percent done with Company category...
... having finished one of two tasks.
And four percent of the overall configuration is complete.
But we’re on a roll here, so let’s click Configure to move on to our welcome page.
On the welcome page, we can display customized messages for users to see.
From the guided setup, we are sent here where we click New to create a new message for the welcome page.
We enter a short description…
And a message to point users to login with their credentials.
Then submit.
Make sure to deactivate the default welcome message…
…And then click Mark as Complete.
And here’s what our new welcome page looks like with the message and banner we created.
Back on the guided setup...
... we can see that the tasks for the company section are now one hundred percent complete.
And the overall configuration is eight percent complete.
There’s a lot of setup to do.
So let’s get other administrators to help out.
All tasks in the category can be assigned to a single admin.
Or they can be assigned individually.
The list only displays users with the admin role.
And the assignee receives an email notification of the assigned task.
The Guided setup makes it easy to track your progress as you configure the applications on your ServiceNow instance.
Give it a try!
For more information, see our product documentation, knowledge base, or podcast.
Or ask a question in the ServiceNow Community.