Run Guided Setup for ERP Data Hub

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Run the Guided Setup to configure ERP Data Hub.

    Before you begin

    You must first download and install ERP Data Hub from the ServiceNow Store. For more information, see Install ERP Data Hub.

    Role required: sn_erp_integration.erp_admin

    About this task

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

    Procedure

    1. Navigate to All > ERP Data Hub > ERP Data Hub Guided Setup.
    2. Set up the MID Server in the MID Server setup section.
      1. Select Create MID user and create the user account on the ServiceNow instance that will connect to the MID Server.
        For example, you can create mid.user.
      2. Select Download and install MID and follow the instructions to download the appropriate MID Server installer archive for the operating system.
      3. Select Configure MID server files and follow the instructions to configure the required MID Server files, which are detailed in the Guided Setup.
        For more information, see Install ERP Data Hub.
    3. Set up the connection and credentials.
      1. Select Create credential record for the ERP system and follow the steps.
      2. Select Create a connection record for ERP Data Hub and follow the steps.
      3. Select Configure connection and capabilities and complete the steps.
      Alternatively, you can configure without Guided Setup. For more information, see Configure the ERP Data Hub credentials and connection.
    4. Create and validate the ERP system.
      1. Select Create system and follow the steps.
      2. Select Validate system and follow the steps.
      Alternatively, you can configure without Guided Setup. For more information, see Create an ERP system in ERP Data Hub.
    5. Configure remote tables and extraction sources.
      1. Select Configure remote tables and follow the steps.
        Alternatively, you can configure without Guided Setup. For more information, see View and edit ERP remote table details with ERP Data Hub.
      2. Select Configure extraction sources and follow the steps.
        Alternatively, you can configure without Guided Setup. For more information, see Add a new ERP extraction table in ERP Data Hub.