Checklist for MSIM setup

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Checklist for MSIM setup

    This checklist guides ServiceNow customers through the necessary setup, installation, and configuration steps for the Major Security Incident Management (MSIM) application, version Zurich (v1.1.1). MSIM helps manage and respond to major security incidents efficiently by integrating with Microsoft SharePoint and Microsoft Teams.

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    Setup Tasks and Key Configuration Areas

    • Application Installation: Ensure the MSIM application is installed and activated via the ServiceNow Store. Verify that dependent applications such as File Explorer Core, Microsoft SharePoint File Explorer Connector, Microsoft Teams Chat Connector, Major Security Incident Response, and Security Incident Response are also installed in the specified order.
    • User Role Assignments: Assign appropriate MSIM roles including MSI Administrator, MSI Manager, and MSI Responder to users involved in the incident lifecycle. These roles govern permissions and responsibilities within MSIM.
    • Microsoft SharePoint Integration:
      • Set up Microsoft SharePoint v1.0.0 configuration within ServiceNow, including establishing Graph and REST API connections to synchronize data between SharePoint and ServiceNow.
      • Create or identify a Microsoft SharePoint site and establish a dedicated document library to organize incident-related files.
      • Assign required permissions to users and groups to control access to SharePoint resources.
      • Configure the Microsoft SharePoint Drive in ServiceNow by setting up the File Explorer Connector, Folder and File Actions, and Folder Templates to support incident-specific document management.
    • Microsoft Teams Integration:
      • Establish a connection between Microsoft Teams Chat Connector and the ServiceNow AI Platform using MS Teams Graph API.
      • Configure connections, credentials, and create chat channel templates to enable communication workflows for major security incidents.
    • MSIM Administration Configuration:
      • As an MSI Administrator, configure settings to allow security analysts to propose and promote incidents, link related incidents, and manage notifications.
      • Customize default template messages and configure security tags in the analyst interface to differentiate incident statuses.
      • Set up notification preferences to trigger emails upon incident proposals, ensuring relevant users and groups receive timely alerts.

    Practical Benefits

    Following this checklist ensures that customers have a fully functional MSIM environment integrated with Microsoft SharePoint and Teams. This setup enables streamlined document management, enhanced collaboration, and effective communication during major security incident response. Proper role assignments and configuration settings improve workflow efficiency and incident visibility.

    Before using the ServiceNow® Major Security Incident Management (MSIM) application, download the application from the ServiceNow® Store.

    Track your progress with the setup, installation, and configuration from the following table.

    Note:
    The roles assigned for Major Security Incident Management application are listed in the further following sections, for more information, see Major Security Incident Management roles.
    Use the following checklist to guide you through the end-to-end steps to install and configure Major Security Incident Management application.
    Table 1. Checklist
    Setup task Description

    Verify that the Major Security Incident Management application is installed and activated from the ServiceNow® Store.

    Major Security Incident Management v1.1.1 is available on ServiceNow® Store.

    Follow these instructions: downloading an application from the ServiceNow Store.

    Verify that the following applications are installed in the given order.

    		 The following applications will be installed by default after you install Major Security Incident Management application in the current application release version:
    • File Explorer Core for Security Operations v1.1.1
    • Microsoft SharePoint File Explorer Connector for Security Operations v1.1.1
    • File Explorer Component for Security Operations v1.0.0
    • Microsoft Teams Chat Connector for Security Operations v1.0.0
    • Chat core for Security Operations v1.0.0
    • Major Security Incident Response v1.1.1
    • Collab Chat EVAM card for MSIM workspace v1.0.0 (This application is set up only for the UI visualizations in the application background for Major Security Incident Management workspace)
    • Task Organizer UI Component for Major Security Incident Management workspace 1.0.0
    • Security Incident Response v12.8.1

    Verify that the user roles are assigned to Major Security Incident as appropriate.

    		 The following roles are involved throughout the incident life-cycle of Major Security Incident remediation process:
    • MSI Administrator [sn_msi.workspace_admin]
    • MSI Manager [sn_msi.workspace_manager]
    • MSI Responder [sn_msi.workspace_responder]
    For more detailed information on each role, see Major Security Incident Management roles.

    Verify that you have successfully setup Microsoft SharePoint v1.0.0 configuration.

    Microsoft SharePoint manages sites, folders, files, groups, and users in Microsoft SharePoint.

    Add Microsoft SharePoint data to your ServiceNow® instance. To do this, you must have to setup Graph and Rest connections.

    For information, see Microsoft SharePoint spoke v1.1.2 documentation on how to setup REST and Graph connections Configuration.

    Establish Graph and REST connection to connect to your ServiceNow® instance from Microsoft SharePoint.

    Verify that you have created a Microsoft SharePoint site to create a document library.

    Create a Microsoft SharePoint site, if required or you can use an existing site to create the document library.

    Verify that you have created a document library under the Microsoft SharePoint site.

    Create a dedicated document library under a new or existing Microsoft SharePoint site.

    Verify that required permissions are provided to the users and assigned to the required user groups in the Microsoft SharePoint.

    Manage access from Microsoft SharePoint site to different users and user groups.

    Verify that you have created and configured Microsoft SharePoint Drive and necessary configuration settings.
    To verify the drive configurations, setup Microsoft SharePoint File Explorer Connector, Folder, and File Actions and Folder Templates:
    Verify that you have successfully established a connection to Microsoft Teams Chat Connector application.

    To establish Microsoft Teams Chat Connector application connection with ServiceNow® instance, follow the procedure explained here: Establish MS Teams Graph connection on ServiceNow AI Platform.

    Verify that you have configured Microsoft teams with ServiceNow AI Platform® instance and created connections and credentials configurations.
    To verify Microsoft Teams configuration with ServiceNow® instance, follow the procedure as explained here:
    Verify that the Major Security Incident Administration - Configuration settings are successful.
    As an MSI Administrator, you must be able to:
    • Determine whether security analysts can propose and promote the incident and link other security incidents.
    • Enable or disable the notifications when an incident is proposed or promoted. Ability to edit default template messages.
    • Configure security tags that appear on the security analyst interface to differentiate the incidents that have been proposed as a major security incident candidate or promoted to a major security incident.
    Verify that the Major Security Incident Administration - Notifications settings are successful. As an MSI Administrator, trigger email notifications when a security incident is proposed and are sent to all those users and groups who are configured to the notifications list. For more information, see Set notification preferences for MSIM.