Performance Analytics Guided Setup - "Ever Use It"
Performance Analytics Guided Setups, walk you through enabling and validating Analytics and reporting solutions for the related application. After you complete a guided setup, you can collect data and view indicator scores on the Analytics Hub and on the preconfigured Solutions dashboard.
Like any new plugin or app, always set up and test Analytics and Reporting Solutions on a non-production instance before enabling them in production.
If a product has a Performance Analytics guided setup, use the guided setup to activate and configure the associated Analytics and Reporting solution quickly and consistently.
If a guided setup is not available for a Solution, you can install that Solution from the Plugins list. If the Solution is not on the Plugins list, look for it on the ServiceNow store.
Procedure
Navigate to Performance Analytics > Guided Setup.
You can also access guided setup from the Performance Analytics admin console.
Click Get Started.
Note: Plugin activation requires the admin role, once activation is complete, pa_admin can complete the Guided Setup.
Click View plugins.
Click the Activate/Upgrade related link.
Click Activate.
Note: Activating a Performance Analytics solution plugin also activates any plugins for the associated application if they are not already active. For example, activating the Performance Analytics - Content Pack - Customer Service plugin also activates the Customer Service plugin, if it is not already active.
After the plugin is activated, close the plugin window to return to the guided setup.
Click Get Started for the application you are setting up.
Follow the guided setup instructions to review the provided records such as indicators, breakdowns, widgets, and dashboards and to begin collecting Performance Analytics scores.
As you perform each step, additional information appears in the right-side Help menu.
So now that we know how and where to access the Guided Setup, let's talk through the different options that are available in the Guided Setup. When you go to the Performance Analytics Guided Setup for the very first time, it may look similar to the screen-shot below.
Using the Guided Setup is a great way to become familiar with every aspect of Performance Analytics. You will be able to look at what makes up your OOTB content, but we also understand that what comes OOTB doesn't fit every situation. So let's talk about what the guided setup goes through and discuss some other things to think about.
Indicators - These define repeating measurements of the performance of a business service or process results in a series of scores over time.
Does the Indicator need additional conditions? **Remember, using a default Indicator Source as the basis of your data, is always best. However, you can add additional conditions to your Indicators to better fine-tune them for your needs. Maybe doing and Insert and Stay is something to think about as well, to preserve the default Indicator.**
Analytics Hub - This display collects scores for an indicator. You can explore indicator scores through time-series, breakdowns, aggregations, and other means.
Widgets - These display indicators and breakdowns graphically, in reusable blocks, and provide a range of visualizations appropriate to different types of analysis.
Look at the Widgets that come OOTB, determine if what is there works for your business needs.
Here is a ServiceNow Doc that defines each type of Widget that can be used: Performance Analytics Widgets
Add and remove widgets based on business needs.
Dashboards - These position multiple widgets on pages in a flexible layout and organize the widgets thematically into tabs that share relevant performance data with different stakeholders.
Check out the dashboards that come OOTB. These dashboards are extensive in what they cover and they include many widgets that can work for many personas in your business.
Let's take a look at what is in the Guided Setup. In the video below, you can see that there are quite a few options to Get Started with.
The homepage for most guided setup modules contains an overview, descriptions of the categories, and associated tasks. You can click either the home icon or the Get Started button to open the guided setup steps and begin configuration. Click the home icon on the left to return to this page.
For information on how Guided Setup works and all the features, refer to this link: Using guided setup
Let's go through reviewing one of the Tasks for the Incident Management Guided Setup. You can see in the video below how it works:
Click Get Started.
Click Configure for Review Indicator Source
Take notice of the OOTB Indicator Sources that come with Incident Management. Note: Generally, the pre-configured Indicator Source will fulfill all the data needs that you have.
Click into each Indicator Source, so that you can:
Familiarize yourself with how it is pulling data.
Confirm this is how you need the Indicator Source to pull data.
Pay close attention to how the Conditions are configured. *Dates not STATES*
Take notice of the OOTB Indicators that are using the Indicator Source.
When you have looked at all the Indicator Sources, click on Back to Guided Setup.
Click on Mark as Complete.
You have completed the Tasks associated with Indicator Sources. You would continue to do this with all other Tasks.
Take the time to add Distinct Descriptions when a Description text box is available. Some of these come OOTB pre-filled but others do not, so if you see one that is not pre-filled, do yourself a favor and put a detailed description of what the Indicator Source, Indicator, Data Collection Job, Widget, etc. Take this opportunity to use terms that will resonate with your users. Here is a great Blog that talks through this: Create Value with "Descriptions" in Performance Analytics Components
Once you have completed a Task, you will see that the overall progress tracker will change to the percentage that you have completed. You can continue to go through the tasks to become more familiar with that is available OOTB.
You may have a Guided Setup that is Locked, watch the video below to see the steps to Unlock that Guided Setup and continue with the Tasks. Note: A user must have the admin role to complete Plugin activation.
Disclaimer:New OOTB Content is added all the time, not all that are available may have a Guide Setup associated with them.
If you would like to add helpful information to your Guided Setup, you can do so in the section on the right of the screen called Help. You can add things like Knowledge Articles, ServiceNow Docs, Community Articles, if it has a link, you can add it. Watch the video below to see how it is done.
Click on Add Help Article.
In the Content Section, add the information and link.
Add a description of what you are adding.
Right-click and add a link and alternate text.
Click Submit.
Take the time to use Guided Setups in your Instance. You may find them to be very helpful and also a great location to see what makes up a Product.
