---
sourceDocument: Australia Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-asset-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Software Asset Management Guided Experiences

# Software Asset Management Guided Experiences {#ariaid-title1}

Release version: Australia  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Software Asset Management Guided Experiences

The Software Asset Management (SAM) Guided Experiences application in ServiceNow offers step-by-step guidance to streamline and improve daily software management tasks.
It helps users complete workflows efficiently through playbooks and guided setups, ensuring accurate software entitlement creation and product configuration.
Show full answer Show less  

## Entitlement Playbook

The playbook breaks down workflows into lanes, each containing specific tasks with status indicators and checkboxes to track progress. Users can save progress and return later. The interface includes:

* Task lanes outlining required actions
* A work area for completing tasks
* An activity log recording all entered data

Once all tasks are finished, users review and finalize the entitlement. This guided approach ensures thorough and accurate entitlement setup. The playbook must be installed from the ServiceNow Store and accessed via the Software Asset Workspace landing page.

## Guided Setup for Software Products

Guided Setup sequences assist in configuring key software products within ServiceNow, providing a structured path for integrations and setups. Products supported include:

* **Microsoft SQL Server:** Only one setup instance can run at a time, initiated via the Software Asset Workspace success portal.
* **Microsoft Windows Server:** Also limited to one setup instance at a time, launched from the same portal.
* **Microsoft 365:** Accessible through two navigation options in the Software Asset Workspace, supporting SaaS integration profiles.
* **Adobe Cloud:** Enables integration with Adobe Cloud for license compliance and optimization, launched via product tiles or setup dialogs.

Each Guided Setup requires completing tasks sequentially to proceed, ensuring configurations are correctly applied.

## Practical Benefits for ServiceNow Customers

* Structured workflows reduce errors and improve compliance in software entitlement management.
* Step-by-step guidance accelerates onboarding and setup of complex software products.
* Activity logs provide transparency and auditability of all entered data during processes.
* Integration with popular software products like Microsoft SQL Server, Windows Server, Microsoft 365, and Adobe Cloud enhances license management capabilities.

By leveraging these guided experiences, customers can expect a more consistent, efficient, and accurate approach to managing software assets and entitlements within their ServiceNow environment.  
The Software Asset Management Guided Experiences application provides step-by-step guidance for completing tasks in your daily software management activities.

## Entitlement Playbook overview {#playbook-entitlementsetup-workspace__section_dx1_4h5_jpb}

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.
{#playbook-entitlementsetup-workspace__ul_mgb_ph5_jpb}

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:

* task lanes
* a work area
* an activity log
{#playbook-entitlementsetup-workspace__ul_ilf_zb4_kpb}  
Figure 1. Playbook layout

## Using playbook to set up entitlements {#playbook-entitlementsetup-workspace__section_swt_35s_jpb}

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 Entitlement 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 Setup {#playbook-entitlementsetup-workspace__section_mvf_cw5_1dc}

Guided Setup provides 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 WorkspacesSoftware Asset WorkspaceSuccess 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.
   {#playbook-entitlementsetup-workspace__ul_qt4_b2j_bdc}
5. Select Next.

{#playbook-entitlementsetup-workspace__ol_pt4_b2j_bdc}  
Microsoft SQL Server Guided Setup  
Note:  
Only one instance of Microsoft SQL Server setup can run at a time.

1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess 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.
{#playbook-entitlementsetup-workspace__ol_s3z_lnz_2dc}  
Microsoft Windows Server Guided Setup  
Note:  
Only one instance of Microsoft Windows Server setup can run at a time.

1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess 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.
{#playbook-entitlementsetup-workspace__ol_grq_tnz_2dc}  
Microsoft 365 Guided Setup  
Navigate to the [Microsoft 365 Guided Setup](https://www.servicenow.com/docs/~F~fz_~FgvbYkcYkeXzbAg "Integrating the Software Asset Management application with the Microsoft 365 service enables you to track your software subscriptions and software usage to determine license compliance and act on optimization opportunities.") by either of the following ways:

* Option 1
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portalProduct 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.
  {#playbook-entitlementsetup-workspace__ol_u4g_xnz_2dc}
* Option 2
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess 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.
  {#playbook-entitlementsetup-workspace__ol_v4g_xnz_2dc}
{#playbook-entitlementsetup-workspace__ul_t4g_xnz_2dc}  
Adobe Cloud Guided Setup

You can use the Adobe Cloud
Guided Setup to integrate your Software Asset Management application with Adobe Cloud to manage license compliance and optimization. For details, see [Adobe Cloud Guided Setup](https://www.servicenow.com/docs/WuREsO9rsGqUEiX3OeH_~Q "Integrate your Software Asset Management application with Adobe Cloud services to track your software subscriptions and to determine your license compliance.").  
Navigate to the Adobe Cloud Guided Setup using either of the following ways:

* Option 1
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portalProduct Setups.
  2. Select the Product Setups tab.
  3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Adobe Cloud tile.
  {#playbook-entitlementsetup-workspace__ol_fzw_ffr_dfc}
* Option 2
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess 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. In the Integration profile field, select Adobe Cloud.
  6. Select Next.  
     Important:  
     You must complete the required tasks in the Guided Setup to move to the next task.
  {#playbook-entitlementsetup-workspace__ol_dh2_3jc_y2c}
{#playbook-entitlementsetup-workspace__ul_qpt_2fr_dfc}
**Related concepts**   

* [Software Asset Management publisher pack for Microsoft](https://www.servicenow.com/docs/kubT90suFXDRicFIGG2vjw "The Software Asset Management publisher pack for Microsoft helps you track your license compliance position using Microsoft licensing metrics.")
* [Integrate with SaaS applications](https://www.servicenow.com/docs/nKzvYL64ylsYLmHIwmr0yw "Create an integration profile to view software usage information and optimize stale licenses.")
* [Software Asset Management publisher pack for Adobe](https://www.servicenow.com/docs/6ig7VENvkk28QPldNO0TRA "Use the Software Asset Management publisher pack for Adobe to track compliance using Adobe - specific licensing metrics and integrate with Adobe Cloud.")

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