---
sourceDocument: Australia Asset Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-asset-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Software Asset Management Guided Experiences

# Software Asset Management Guided Experiences {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

The Software Asset Management Guided Experiences application provides step-by-step guidance for completing tasks in your daily software management activities.

## Playbook overview {#playbook-entitlementsetup-workspace__section_dx1_4h5_jpb}

A playbook takes a workflow and breaks it into multiple lanes. Each lane includes:

* A list of tasks that you must perform.
* Status indicators that display the current state of each task.
* Check boxes that indicate where you are in the workflow.
{#playbook-entitlementsetup-workspace__ul_mgb_ph5_jpb}

As you mark a task complete in a lane, you move to the next task. You can save a task at any time and return to the playbook later. After you complete all the tasks in a lane, you can move to the next lane. As you keep
completing tasks and lanes, the status keeps getting reflected in the side panel. An activity log on the playbook shows all the data that you've entered for each task. After you complete all the tasks, you're asked to review the
details you entered in all the lanes. You can choose to edit any field or select Finish to complete the process of creating the entitlement.  
A playbook is divided into three parts:

* task lanes
* a work area
* an activity log
{#playbook-entitlementsetup-workspace__ul_ilf_zb4_kpb}  
Figure 1. Playbook layout

## Using playbook to set up entitlements {#playbook-entitlementsetup-workspace__section_swt_35s_jpb}

You can use the guided walk-through playbook for setting up entitlements. The guided
walk-through playbook takes you step by step through each stage of the entitlement creation
process, from initiation to completion.

To access the Software Asset Management playbook, you must install it from the ServiceNow Store and then access the playbook from the landing page on the Software Asset Workspace.

## Using Guided Setup {#playbook-entitlementsetup-workspace__section_mvf_cw5_1dc}

Guided Setup provides a sequence of tasks that help you configure the following products or applications on your ServiceNow instance:  
Software Asset Management Guided Setup

1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portal.
2. Select the Product Setups tab.
3. Select Set up product.
4. In the Set up product dialog box, select SaaS or On-premise from the Setup type drop-down list.
   * For SaaS, select the SaaS application that you want to set up in the Integration profile field.
   * For On-premise, select the Publisher and Product.
   {#playbook-entitlementsetup-workspace__ul_qt4_b2j_bdc}
5. Select Next.

{#playbook-entitlementsetup-workspace__ol_pt4_b2j_bdc}  
Microsoft SQL Server Guided Setup  
Note:  
Only one instance of Microsoft SQL Server setup can run at a time.

1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portal.
2. Select the Product Setups tab.
3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Microsoft SQL Server tile.
{#playbook-entitlementsetup-workspace__ol_s3z_lnz_2dc}  
Microsoft Windows Server Guided Setup  
Note:  
Only one instance of Microsoft Windows Server setup can run at a time.

1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portal.
2. Select the Product Setups tab.
3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Microsoft Windows Server tile.
{#playbook-entitlementsetup-workspace__ol_grq_tnz_2dc}  
Microsoft 365 Guided Setup  
Navigate to the [Microsoft 365 Guided Setup](https://servicenow-prod.fluidtopics.net/~F~fz_~FgvbYkcYkeXzbAg "Integrating the Software Asset Management application with the Microsoft 365 service enables you to track your software subscriptions and software usage to determine license compliance and act on optimization opportunities.") by either of the following ways:

* Option 1
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portalProduct Setups.
  2. Select the Product Setups tab.
  3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Microsoft 365 tile.
  {#playbook-entitlementsetup-workspace__ol_u4g_xnz_2dc}
* Option 2
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portal.
  2. Select the Product Setups tab.
  3. Select Set up product.
  4. In the Set up product dialog box, select SaaS from the Setup type drop-down list.
  5. Select Microsoft 365 in the Integration profile field.
  6. Select Next.
  {#playbook-entitlementsetup-workspace__ol_v4g_xnz_2dc}
{#playbook-entitlementsetup-workspace__ul_t4g_xnz_2dc}  
Adobe Cloud Guided Setup

You can use the Adobe Cloud
Guided Setup to integrate your Software Asset Management application with Adobe Cloud to manage license compliance and optimization. For details, see [Adobe Cloud Guided Setup](https://servicenow-prod.fluidtopics.net/WuREsO9rsGqUEiX3OeH_~Q "Integrate your Software Asset Management application with Adobe Cloud services to track your software subscriptions and to determine your license compliance.").  
Navigate to the Adobe Cloud Guided Setup using either of the following ways:

* Option 1
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portalProduct Setups.
  2. Select the Product Setups tab.
  3. On the Product Setups page, launch the Guided Setup by selecting Get Started on the Adobe Cloud tile.
  {#playbook-entitlementsetup-workspace__ol_fzw_ffr_dfc}
* Option 2
  1. Navigate to WorkspacesSoftware Asset WorkspaceSuccess portal.
  2. Select the Product Setups tab.
  3. Select Set up product.
  4. In the Set up product dialog box, select SaaS from the Setup type drop-down list.
  5. In the Integration profile field, select Adobe Cloud.
  6. Select Next.  
     Important:  
     You must complete the required tasks in the Guided Setup to move to the next task.
  {#playbook-entitlementsetup-workspace__ol_dh2_3jc_y2c}
{#playbook-entitlementsetup-workspace__ul_qpt_2fr_dfc}
**Related concepts**   

* [Software Asset Management publisher pack for Microsoft](https://servicenow-prod.fluidtopics.net/kubT90suFXDRicFIGG2vjw "The Software Asset Management publisher pack for Microsoft helps you track your license compliance position using Microsoft licensing metrics.")
* [Integrate with SaaS applications](https://servicenow-prod.fluidtopics.net/nKzvYL64ylsYLmHIwmr0yw "Create an integration profile to view software usage information and optimize stale licenses.")
* [Software Asset Management publisher pack for Adobe](https://servicenow-prod.fluidtopics.net/6ig7VENvkk28QPldNO0TRA "Use the Software Asset Management publisher pack for Adobe to track compliance using Adobe - specific licensing metrics and integrate with Adobe Cloud.")

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