---
sourceDocument: Brazil IT Operations Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-operations-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil IT Operations Management

ft:clusterId :

    - itom

bundleId :

    - itom

workflow :

    - Technology


---

# Discovery Guided Setup

# Discovery
Guided Setup {#ariaid-title1}

Release version: Brazil  
Updated October 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Discovery Guided Setup

The ITOM Discovery Guided Setup in ServiceNow offers a structured sequence of tasks to help customers install and configure Discovery efficiently.
Designed for first-time setup, it accelerates the process of establishing Discovery with best practices, ensuring accurate visibility in the Configuration Management Database (CMDB) and a solid foundation for IT operations.
Note that this guided setup has been replaced by the more advanced ITOM Configuration Console starting with Zurich Patch 8, which provides interactive configuration and automated implementation features.
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Customers can access the Discovery Guided Setup via **All \> ITOM Guided Setup \> ITOM Discovery Guided Setup**, where they enter a configuration name to save and resume progress. Returning users can resume from in-progress configurations.

## Phases

The setup is divided into four phases, each containing tasks with embedded help and documentation links to guide customers:

* **Learn:** Introduces core Discovery principles, techniques, and prerequisites.
* **Crawl:** Covers initial technical setup, including plugin installation, credential configuration, and instance preparation for discovery scheduling.
* **Walk:** Focuses on configuring and activating Discovery schedules, managing credentials, and installing and validating MID Servers.
* **Run:** Emphasizes monitoring and optimizing Discovery operations using tools like Discovery Admin Workspace and Content 360 for ongoing success.

## Key Features

The guided setup features intuitive navigation and progress tracking tools to simplify moving through phases and tasks:

* **Landing Page Features:** Exit setup with confirmation, mark setup complete upon finishing all tasks, start phases, track phase progress, jump to specific tasks, and switch between phases.
* **In-Phase Features:** Navigate back to the landing page, toggle between phases, jump between activities within a phase, mark tasks complete to track progress, and skip tasks as needed.

## Benefits for ServiceNow Customers

This guided setup enables customers to implement Discovery systematically and confidently, reducing setup time and errors. It ensures that customers configure Discovery optimally to maintain accurate CMDB data and effective IT operations monitoring. For newer ServiceNow instances, customers are encouraged to use the ITOM Configuration Console for a more streamlined and automated setup experience.  
ITOM
Discovery
Guided Setup provides a sequence of tasks that help you install and get started with Discovery. If you're setting up Discovery for the first time, this is a good way to get your environment up and running quickly.  
Note:  
This guided setup has been replaced by the ITOM Configuration Console (available in Zurich Patch 8 or later versions of the ServiceNow AI Platform), which offers a faster way to install and update apps, with interactive configuration pages, task assignment, and automated implementation by ServiceNow Otto. In ITOM Guided Setup v27.3.1, the Learn phase includes a new task that provides direct access to the ITOM Configuration Console. For more information, see [ITOM Configuration Console for Discovery](https://www.servicenow.com/docs/VSgUj7v94RQbw3se9vKbYw "The ITOM Configuration Console gives administrators a single place to complete all Discovery setup steps, from assigning administrators to scheduling discovery runs. The console contains two modules: Discovery and Event Management.").
To access the ITOM Discovery Guided Setup, navigate to AllITOM Guided SetupITOM Discovery Guided Setup. You're then prompted to enter a configuration name, which enables your progress to be saved and resumed later. If you're returning to the setup, select Cancel followed by Exit in the confirmation dialog to view the list of in-progress setup configurations.

The ITOM
Discovery
Guided Setup leads you through a structured series of configuration activities to promote accurate visibility in the Configuration Management Database (CMDB) and establish a strong foundation for IT operations.

## Phases {#discovery-guided-setup__section_scv_rms_tgc}

The setup is organized into the four distinct phases: Learn, Crawl, Walk, and Run. Each task within a phase includes built-in resources, such as contextual embedded help and links to detailed documentation on the ServiceNow product documentation site. In some cases, you can even complete the task directly within the guided setup.

Learn
:   The Learn phase is the first step in the guided setup. It covers core principles, techniques, and prerequisites for Discovery.

Crawl
:   This phase walks you through the initial technical setup of Discovery, including installing the necessary plug-ins, configuring credentials, and preparing your instance for scheduling discoveries.

Walk
:   In this phase, you configure and activate Discovery schedules by setting up various schedule types, adding credentials, and installing and validating your MID Servers.

Run
:   This phase focuses on monitoring and optimizing ongoing Discovery operations, leveraging tools like Discovery Admin Workspace and Content 360 to track performance and promote continued success.

## Key features {#discovery-guided-setup__section_scm_sps_tgc}

The ITOM Discovery Guided Setup provides step-by-step configuration support along with intuitive navigation to track progress and move smoothly through each phase.Figure 1. Guided Setup landing page features {#discovery-guided-setup__table_mgh_yxv_5gc__entry__2}

| Feature | Description |
|-|-|
| 1. Exit | Exit the Guided Setup. Note: Selecting Exit in the confirmation dialog takes you back to the list of setup configurations currently in progress. |
| 2. Complete | Mark the Guided Setup complete. Note: This option is only available once you have completed all the tasks in each phase of the setup. |
| 3. Start | Launch the Guided Setup phase. |
| 4. Status | Track your progress of the Guided Setup phase. |
| 5. Task | Jump to specific activities within a phase. |
| 6. Phase drop-down | View and access tasks within another phase. |
[Table 1. Interactive features within the landing page]

{#discovery-guided-setup__table_mgh_yxv_5gc}Figure 2. Guided Setup in-phase features {#discovery-guided-setup__table_hb4_hts_tgc__entry__2}

| Feature | Description |
|-|-|
| 1. Back arrow | Return to the Guided Setup landing page. |
| 2. Phase drop-down | Toggle between different phases. |
| 3. Activities | Jump to other activities within the current phase. |
| 4. Close | Navigate back to the Guided Setup landing page. |
| 5. Mark Complete | Track your progress and continue to the next activity in the phase. |
| 6. Skip | Skip directly to the next activity in the phase. |
[Table 2. Interactive features within each phase]

{#discovery-guided-setup__table_hb4_hts_tgc}

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