Activate a Solution using guided setup

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

    • If a product has a Performance Analytics guided setup, use that guided setup to activate and configure the associated Analytics and Reporting solution quickly and consistently.

    Before you begin

    Role required: admin

    About this task

    Performance Analytics guided setups walk you through enabling and testing Analytics and Reporting solutions for the related product. After you complete the guided setup, you can collect data and view indicator scores on the Analytics Hub and on the preconfigured Solution dashboards.
    Important:
    Set up and test Platform Analytics Solutions on a non-production instance before enabling them in production.

    If a guided setup is not available for a Solution, you can install that Solution from the Plugins list. If the Solution is not on the Plugins list, look for it on the ServiceNow Store.

    Procedure

    1. Navigate to All > Performance Analytics > Guided Setup.
      You can also run the guided setup from the Performance Analytics admin console.
    2. Select Get Started.
    3. Scroll to the application you want to set up a solution for, such as Incident or Customer Service.
    4. If the plugin is not yet active, guided setup is locked until you activate the solution plugin.
      Note:
      A user must have the admin role to complete these steps.
      1. Select View plugins.
      2. Select the Activate/Upgrade related link.
      3. Select Activate.
        Activating a Performance Analytics solution plugin also activates any plugins for the associated application if they are not already active. For example, activating the Performance Analytics - Content Pack - Customer Service plugin also activates the Customer Service plugin, if it is not already active.
      4. After the plugin is activated, close the plugin window to return to guided setup.
    5. Select Get Started for the application you are setting up.
    6. Follow the guided setup instructions to review the provided records such as indicators, breakdowns, widgets, and dashboards and to begin collecting Performance Analytics scores.
      As you perform each step, additional information appears in the right-side Help menu.