Run Guided Setup for ERP Canvas

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Run the Guided Setup to configure ERP Canvas.

    Before you begin

    You must first download and install ERP Canvas from the ServiceNow Store.

    Role required: sn_erp_integration.erp_admin

    About this task

    For more information on using Guided Setup, see Guided setup.

    Procedure

    1. Navigate to All > ERP Canvas > ERP Canvas Guided Setup.
    2. Set up the MID server in the MID server setup section.
      1. Select Create MID user and create the user account on the ServiceNow instance that will connect to the MID server.
        For example, you can create mid.user.
      2. Select Download and install MID and follow the instructions to download the appropriate MID server installer archive for the operating system.
      3. Select Configure MID server files and follow the instructions to configure the required MID server files, which are detailed in the Guided Setup.
        For more information, see Install ERP Canvas.
    3. Set up the connection and credentials.
      1. Select Create credential record for the ERP system and follow the steps.
      2. Select Create a connection record for ERP Canvas and complete the steps.
      3. Select Configure connection and capabilities and complete the steps.
      Alternatively, you can do this without Guided Setup. For more information, see Configure the ERP Canvas credentials and connection.
    4. Create and validate the ERP system.
      1. Select Create system and follow the steps.
      2. Select Validate system and follow the steps.
      Alternatively, you can do this without Guided Setup. For more information, see Create an ERP system in ERP Canvas.
    5. Configure remote tables and extraction sources.
      1. Select Configure remote tables and follow the steps.
        Alternatively, you can do this without Guided Setup. For more information, see View and edit ERP remote table details with ERP Canvas.
      2. Select Configure extraction sources and follow the steps.
        Alternatively, you can do this without Guided Setup. For more information, see Add a new ERP extraction table in ERP Canvas.