Run Guided Setup for ERP Customization Mining

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

    • Run the Guided Setup to configure ERP Customization Mining (ERP-CM).

    Before you begin

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

    Role required: sn_erp_integration.erp_admin, sn_erp_mining.erp_admin

    About this task

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

    Alternatively, you can do this without Guided Setup. For more information, see Configure a new ERP Customization Mining connection.

    Procedure

    1. Navigate to All > ERP Customization Mining > ERP Customization Mining Guided Setup.
    2. Complete the Guided Setup for ERP Canvas by selecting Configure ERP Canvas.

      ERP Canvas is required by ERP-CM to connect to systems.

      Follow the steps to configure ERP Canvas, and select Continue. For more information, see Run Guided Setup for ERP Canvas.

    3. Connect ERP Customization Mining to the ERP system.
      1. Select Select the ERP system to connect, follow the steps, and select Continue.
      2. Select Validate the connection status, follow the steps, and select Continue.