Plan for instance setup

[Angel raj]

Hi,

Does any one have a sample documentation plan to setup an instance from scratch with catalog items, scripts, flows, and other modules that require for an instance to function.

Thank you,

Sharley

[Dr Atul G- LNG]

Hi @Angel raj 

There is no such requirement. When we receive an instance, it comes with demo data if it’s PDI (Personal Developer Instance), or it includes OOTB (Out-of-the-Box) scripts, flows, and forms. It then depends on what changes you want to make. Additionally, the ITSM Guided Setup is already available in the instance.

[Mark Manders]

A fresh instance is already functioning. Setting it up is all depending on the requirements you need to gather first.

Setting up scripts, flows and catalog items are not available as sample doc, because that's specific for every client/instance. 

Start on NowCreate to see how to run a ServiceNow implementation, because your question is starting halfway through the process (or you are asking others for their work, so you can skip doing it yourself with the problem for you that you need to start over, because whatever you get, can't be reused, since it is too specific). 
And on NowCreate you can also find the module specific information you need. There is a huge difference between implementing ITSM or CSM or ITOM or whatever it is you are implementing.

[Sandeep Rajput]

@Angel raj Here are few steps, you need to keep in mind while setup an instance from scratch.

Instance Setup & Initial Configuration

• Provisioning a new instance
• Activating required plugins
• Configuring system properties
• Setting up branding & theme

2. User & Role Management

• Defining user roles & permissions
• Creating groups & assignment rules
• Configuring Single Sign-On (SSO)
• Setting up HR-specific security roles (if HRSD is enabled)

3. Service Catalog Configuration

• Designing catalog items
  • Required fields & UI policies
  • Catalog item workflows (approval, fulfillment)
  • SLA/OLA setup
• Dynamic reference qualifiers & dependent fields
• Request fulfillment process
• Notifications & escalations

4. Business Rules & Client Scripts

• Defining use cases for automation
• Implementing client-side validations (Client Scripts)
• Creating Business Rules for server-side logic
• Writing Script Includes for reusable functions

5. Flows & Workflows

• Designing Flows using Flow Designer
• Configuring Workflow Editor for approvals & task assignments
• Integration with notifications & SLAs

7. IT Service Management (ITSM) (If Applicable)

• Incident, Problem, Change, and Request Management setup
• SLAs and Service Level Management configuration
• CMDB & Asset Management integration

8. Custom Integrations & APIs

• Configuring IntegrationHub
• Setting up REST/SOAP API integrations
• Data imports & third-party integrations

9. Reporting & Dashboards

• Creating Performance Analytics reports
• Configuring operational dashboards
• Setting up real-time reporting for HR/IT teams

10. Testing & Deployment

• Instance cloning & data migration strategy
• Unit testing & UAT planning
• Go-live checklist

11. Maintenance & Support

• Scheduled jobs & performance monitoring
• Security audits & compliance checks
• User training & documentation

[Ravi Chandra_K]

Hello @Angel raj 

You can go to guided setup for ITSM and complete all the necessary configurations. Please refer below video

https://youtu.be/3Bj0o4DJcjc?si=_BZM7kCuU12To8BK

Please mark the answer as helpful and correct if helped. 

Kind Regards,

Ravi Chandra