Software Asset Management Guided Experiences

The Software Asset Management Guided Experiences application provides step-by-step guidance for completing tasks in your daily software management activities.

Playbook overview

A playbook takes a workflow and breaks it into multiple lanes. Each lane includes:

• A list of tasks that you must perform.
• Status indicators that display the current state of each task.
• Check boxes that indicate where you are in the workflow.

As you mark a task complete in a lane, you move to the next task. You can save a task at any time and return to the playbook later. After you complete all the tasks in a lane, you can move to the next lane. As you keep completing tasks and lanes, the status keeps getting reflected in the side panel. An activity log on the playbook shows all the data that you’ve entered for each task. After you complete all the tasks, you’re asked to review the details you entered in all the lanes. You can choose to edit any field or select Finish to complete the process of creating the entitlement.

A playbook is divided into three parts:

• lanes on the left-hand side.
• work area in the center.
• activity log on the right-hand side.

Figure 1. Playbook layout

Using playbook to set up entitlements

You can use the guided walk-through playbook for setting up entitlements. The guided walk-through playbook takes you step by step through each stage of the entitlement creation process, from initiation to completion.

To access the Software Asset Management playbook, you must install it from the ServiceNow Store and then access the playbook from the landing page on the Software Asset Workspace.

Using Guided Setups

Guided Setups provide a sequence of tasks that help you configure the following products or applications on your ServiceNow instance:

Software Asset Management Guided Setup

1. Navigate to Workspaces > Software Asset Workspace > Success portal.
2. Select the Product Setups tab.
3. Select Set up product.
4. In the Set up product dialog box, select SaaS or On-premise from the Setup type drop-down list.
   • For SaaS, select the SaaS application that you want to set up in the Integration profile field.
   • For On-premise, select the Publisher and Product.
5. Select Next.

Microsoft SQL Server Guided Setup

Note:

Only one instance of Microsoft SQL Server setup can run at a time.

1. Navigate to Workspaces > Software Asset Workspace > Success portal.
2. Select the Product Setups tab.
3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Microsoft SQL Server tile.

Microsoft Windows Server Guided Setup

Note:

Only one instance of Microsoft Windows Server setup can run at a time.

1. Navigate to Workspaces > Software Asset Workspace > Success portal.
2. Select the Product Setups tab.
3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Microsoft Windows Server tile.

Microsoft 365 Guided Setup

Navigate to the Microsoft 365 Guided Setup by either of the following ways:

• Option 1
  1. Navigate to Workspaces > Software Asset Workspace > Success portal > Product Setups.
  2. Select the Product Setups tab.
  3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Microsoft 365 tile.
• Option 2
  1. Navigate to Workspaces > Software Asset Workspace > Success portal.
  2. Select the Product Setups tab.
  3. Select Set up product.
  4. In the Set up product dialog box, select SaaS from the Setup type drop-down list.
  5. Select Microsoft 365 in the Integration profile field.
  6. Select Next.

Related concepts

• Software Asset Management publisher pack for Microsoft
• Integrate with SaaS applications