--- sourceDocument: Asset Management sourceDocumentLink: https://www.servicenow.com/docs/r/it-asset-management Release : - brazil ft:locale : - en-US ft:publication_title : - Asset Management ft:clusterId : - itam bundleId : - itam workflow : - Technology --- # Overview # Configuration Console overview {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read The Configuration Console organizes configuration items, tracks setup progress, and offers shortcuts to reduce manual effort. ## Configuration Summary page The Configuration Summary page is the landing page of the Configuration Console. The page has two main areas:{#config-console-overview__config-console-overview-configuration-summary-page} Setup status : Displays a tile for each of the three configuration categories with the count of items configured and the total items in that category. From each tile, select Get Started to open the first item in that category. Configuration activity : Displays the configuration changes that have been recorded on this instance. Use the Configured items tab to review individual items that have been marked as configured. Use the Completed batches tab to review changes that have been grouped into completed batched update sets. ## Reuse and AI-assisted configuration The console header offers two shortcuts and the item-by-item workflow. Package a completed configuration for reuse on another instance, or use AI to configure supported items. Package and download : Group completed configuration changes into a batched update set and download it. Reuse the update set to apply the same configuration on another instance without redoing the manual work. Configure with AI : Open ServiceNow Otto to configure supported items with AI assistance. Configure with AI is available for Content Service setup, Groups, and Users. ## Configuration Console modules The Configuration Console modules for Software Asset Management \[[Configuration Console modules for Software Asset Management](https://www.servicenow.com/docs/49i3r0dPEYWSO7cC2QXllw#config-console-overview__config-items)\] table lists every module that remains after installation, grouped by category. Each row includes a description, a reference link, and the roles required to access the module. To configure a module, select it in the Configuration Console, or enter its name in Search configurations to find it. Configure the settings, and select Mark as configured to update the setup progress on the Configuration Summary page.{#config-console-overview__config-console-overview-modules-intro} {#config-console-overview__config-items__entry__5} | Category | Configuration items | Description | Roles required | Reference | |-|-|-|-|-| | Software foundations | Override customizations | Resolve conflicts between customizations and the default components of Software Asset Management to keep forms, scripts, UI policies, and business rules upgrade-ready. | admin | See [Revert Software Asset Management customizations](https://www.servicenow.com/docs/TrggqiMODwBn8l7zAYvYjg "After installing the Software Asset Management application for the first time, or upgrading from the Basic Software Asset Management, you need to revert customizations for all features work. The Revert Customizations module in the Software Asset Management application can revert customized files related to Software Asset Management back to the base configurations that were skipped during the installation or upgrade process."). | | Software foundations | Content job progress | Track the first-time run of the content jobs that load the software content library data supporting Software Asset Management features. | cds_client_admin | See [Monitoring content job progress](https://www.servicenow.com/docs/XlCjosYWpvQHvnLOufk_2w "Track the first-time run of the content jobs that load the Software Asset Management Content Service data into your instance. View job status and completion details to confirm that the initial download completed and that delta runs are current."). | | Software foundations | Content Service setup | Opt in to the Software Asset Management Content Service to share unnormalized software installation data from your organization with ServiceNow® to improve the normalization process. | * sam_admin * sn_ia_config.ia_user | See [Configure Content Service setup using AI](https://www.servicenow.com/docs/FdyXWq1u2lBpcp2eXzHd0w "Use the AI conversational experience to opt in to the Software Asset Management Content Service. The AI conversational experience walks you through the opt-in decision, the software asset data types that you share with ServiceNow, and the confirmation of your choices."). | | Software foundations | Properties | Configure the properties that influence how reconciliation, software models, normalization, and publisher-specific rules run. The console groups these properties under Reconciliation, Software model, Normalization, Publisher, and Other. | admin | See [Software Asset Management properties](https://www.servicenow.com/docs/6ydCjyeBRTYF3NVanLG~Xg "You can set default reconciliation properties such as grouping and reconciliation debugging."). | | Software foundations | Otto skills | Enable and customize the preconfigured AI skills that automate the Software Asset Management workflows. Note: This module appears only when ServiceNow Otto for Software Asset Management (SAM) is installed. | admin | See [Generative AI skills in ServiceNow Otto for Software Asset Management (SAM)](https://www.servicenow.com/docs/OivvZCHlO91n6dRc44CO9Q "ServiceNow Otto for Software Asset Management (SAM) includes generative AI capabilities that help ServiceNow Otto for SAM managers streamline daily workflows, gain real-time insights, and automate repetitive tasks throughout the software asset lifecycle."). | | Software foundations | Migrate software installations | Migrate CMDB software installations to the Software Asset Management Software installations \[samp_m2m_candidate_install\] table. | * sam_admin * sn_ia_config.ia_user | See [Migrate software installations](https://www.servicenow.com/docs/iT~pPai38F9VEwQAO_p4dA "If you are using Discovery, run this script after installing the Software Asset Management application to copy previously discovered software installation records from the [cmdb_software_instance] table to the [cmdb_sam_sw_install] table, which is used by the Software Asset Management application to store software installation records."). | | Governance | Scheduled jobs | View, create, and export the scheduled jobs that automate recurring Software Asset Management processes such as normalization and reconciliation. | system_scheduler_admin | See [Configure scheduled jobs in the Configuration Console](https://www.servicenow.com/docs/gUNWNqPvY4K91kiFYvIvGA "Automate recurring SAM processes such as normalization, reconciliation, and cleanup operations by configuring scheduled jobs in the Configuration Console."). | | Governance | Groups | Create groups and assign users and roles that manage Software Asset Management operations and notifications. | admin | See [Configure groups and users using AI](https://www.servicenow.com/docs/H~Lm5O638lGzycuyqZo2tg "Use the AI conversational experience in the Configuration Console to configure groups and users for Software Asset Management. This approach allows you to complete multiple setup tasks through a single interface without navigating to individual modules."). | | Governance | Users | Import users and assign roles that establish access and capabilities across Software Asset Management. | admin | See [Configure groups and users using AI](https://www.servicenow.com/docs/H~Lm5O638lGzycuyqZo2tg "Use the AI conversational experience in the Configuration Console to configure groups and users for Software Asset Management. This approach allows you to complete multiple setup tasks through a single interface without navigating to individual modules."). | | Data management | SSO | Configure the SSO integration for Software Asset Management. | * sam_admin * sn_ia_config.ia_user | See [SSO integration in Configuration Console](https://www.servicenow.com/docs/KTWtjM79~PBfpjJNJCtNRw "The SSO (Single Sign-On) module under the Software integrations module in the Configuration Console displays a tile for each supported SSO provider. Use these tiles to create SSO integration profiles that capture managed applications and their usage data for software asset tracking."). | | Data management | Direct connection | Configure the direct connection integration for Software Asset Management. | * sam_admin * sn_ia_config.ia_user | See [Direct connection integration in Configuration Console](https://www.servicenow.com/docs/jaguZhqVDrKIR4MAJuXPbA "The Direct connection module under the Software integrations module in the Configuration Console displays tiles for supported SaaS providers. Use these tiles to create integration profiles that connect directly to SaaS portals and pull in user subscription, activity, and usage data for license management."). | [Table 1. Configuration Console modules for Software Asset Management] {#config-console-overview__config-items} **Related concepts** * [Configuration Console for Software Asset Management](https://www.servicenow.com/docs/pQlzBs5wZxD5M5l56axrWw "Use the Configuration Console to configure Software Asset Management after installation. Complete platform-level settings, configure key items with AI assistance, and package configurations for deployment to other instances.")