---
sourceDocument: Australia Platform security
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/platform-security

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Platform security

ft:clusterId :

    - psec

bundleId :

    - psec

workflow :

    - Platform


---

# Use guided setup

# Use guided setup for ServiceNow Vault {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Use guided setup to configure an application with ServiceNow Vault.

## Before you begin

Role required: Elevate to sn_vault_console.vault_console_admin role.

To secure custom apps, install the ServiceNow Otto for Vault application and make sure that all ServiceNow Otto for Vault skills and workflows are enabled. See [Install ServiceNow Otto for Vault](https://www.servicenow.com/docs/Iyi5Zc81ZlsGHTzgQIuDAw "Install the ServiceNow Otto for Vault application from the ServiceNow Store to get AI capabilities within Vault.") for more information.

## Procedure

1. Navigate to AllVaultVault console.
2. In the Guided vault section, select Get started for your application within the ServiceNow apps tab.  
   To begin the guided setup for your custom applications, go to the Custom apps tab. Select the + Add custom app button, choose the app that you want to secure from the drop-down list, and then select Get started. Or you can use Ask Now Assist to secure your custom applications through conversational prompts. For example, select Ask Now Assist. In the Now Assist panel, start the conversation with <kbd class="ph userinput">Find and secure my custom apps</kbd>. See [ServiceNow Otto panel](https://www.servicenow.com/docs/access?context=now-assist-panel-overview&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) for more information.
3. In Select app data, use the table to select the application data to be used with ServiceNow Vault and select Review selection when finished.  
   {#use-vault-guided-setup__table_dr4_shy_rfc__entry__2}

   | Label | Description |
   |-|-|
   | Table | The table the data is located in. |
   | Column | The column the data is located in. |
   | Existing Class | The current classification of the data. |
   | Class to add | The proposed classification for the data. |
   | Reason | The primary reason for the proposed class to add. |
   [Table 1. Select app data table fields]

   {#use-vault-guided-setup__table_dr4_shy_rfc}

   The proposed classes are based on table column names and application context.
4. In Preview data classification, review your data classification settings.  
   {#use-vault-guided-setup__table_ojj_c3y_rfc__entry__2}

   | Label | Description |
   |-|-|
   | Table | The table the data is located in. |
   | Column name | The column the data is located in. |
   | Final class | The class the data will be assigned. |
   [Table 2. Preview data classification table fields]

   {#use-vault-guided-setup__table_ojj_c3y_rfc}  
   When finished, select the Agree check box and select Classify data.
5. In Classification summary, review the results of the data classification and select Next when finished. Use [Data Classification](https://www.servicenow.com/docs/ESFtpH44O_WqID4cyAAEMw "Group data by type, using pre-defined or user-defined data classifications. If you have an assigned data classification administrator or auditor role, you can administer different data classes or visually analyze the current state of different types of data within the instance.") to review any data that failed to classify.
6. In Protect existing data, review the protection policies of the data.  
   {#use-vault-guided-setup__table_yf3_h3y_rfc__entry__2}

   | Label | Description |
   |-|-|
   | Table | The table the data is located in. |
   | Column | The column the data is located in. |
   | Anonymization | Reports if a data anonymization policy can be, or already is applied to the data. |
   | Field encryption | Reports if a field encryption policy can be, or already is applied to the data. |
   | Zero trust access | Reports if a zero trust access policy can be, or already is applied to the data. |
   [Table 3. Protect existing data table fields]

   {#use-vault-guided-setup__table_yf3_h3y_rfc}
7. **Optional:** Begin applying that column's respective application data protection policy by selecting Available.  
   Review [Vault tools and metrics](https://www.servicenow.com/docs/O8jvGwClTt1w2TIVXFZYXg "Learn about the tools and metrics ServiceNow Vault uses to protect and discover sensitive data.") for more information.
8. In Protect real-time data, review your real-time data protection policies.  
   {#use-vault-guided-setup__table_jnn_vjy_rfc__entry__2}

   | Label | Description |
   |-|-|
   | Name | The name of the channel or column of a table. |
   | Type | Indicates whether the data is from a channel or column. |
   | Real-time anonymization | Reports if there is a real-time anonymization policy available, or already applied to the data. |
   [Table 4. Protect real-time data fields]

   {#use-vault-guided-setup__table_jnn_vjy_rfc}  
   Note:  
   Real-time data is protected across the entire instance and all applications.  
   Select Done when finished.

## Result

The selected application now has classified data and protection policies. It also reports relevant metrics to the [ServiceNow Vault console dashboard](https://www.servicenow.com/docs/OWWS7mZH9jBPly7UES__Zg "Use the ServiceNow Vault console dashboard to track and manage your ServiceNow Vault security tools.").

*[\>]: and then