---
sourceDocument: Xanadu Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/operational-technology

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Configure

# Configuring the Operational Technology Manager {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure the Operational Technology Manager application so that you can create the data foundation for the ServiceNow®
Operational Technology solution.
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| Task | Purpose |
|-|-|
| 1. Install Operational Technology (OT) extension classes. | Extend the Configuration Management Database (CMDB) class hierarchy for use in Operational Technology processing. |
| 2. Install Operational Technology Manager. | Install the Operational Technology Manager application. |
| 3. Assign Operational Technology roles. | Assigns roles to control the actions that are available for each user. |
| 4. Prepare a Microsoft Excel spreadsheet for Service Graph Connector import. | Create and populate a Microsoft Excel spreadsheet with your existing Operational Technology data for upload to the ServiceNow AI Platform. For more information, see [Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import](https://servicenow-prod.fluidtopics.net/l5fTQ~pypOFHymWa3iAqtQ "Prepare your spreadsheet by positioning your existing data in the correct columns is crucial to the success of your upload."). |
| 5. Import your Excel spreadsheet. | Upload your Operational Technology data to the Configuration Management Database (CMDB). For more information, see [Import the Excel template](https://servicenow-prod.fluidtopics.net/QxscY8cnsIu6KZ8Dj_1WGA "After updating the import template with the new data, import the template to your instance to validate and find missing, duplicate, and invalid data."). |
| 6. Run the Discovery for Operational Technology function. | Discover Operational Technology (OT) devices in the designated Purdue levels in your Industrial Control System (ICS) networks. For more information about Discovery for Operational Technology, see [Discovery for Operational Technology](https://servicenow-prod.fluidtopics.net/y3L_RNV6wHrdwCOgZgrCTQ "You can run the Discovery for Operational Technology function to discover IT class Operational Technology (OT) devices in designated Purdue levels in your Industrial Control System (ICS) networks. IT class items include switches, routers, and computers that exist both in data centers and in your factories."). |
| 7. Install Service Graph Connectors that are provided by ServiceNow® partners. | Install ServiceNow, Inc. connectors that are provided by partners as they become available in the ServiceNow® Store. |
| 8. Use the All OT Devices or All OT Devices by IP Address selections on the Operational Technology (OT) menu. | Edit or view detailed information for the OT devices in your enterprise, after you've imported your Excel spreadsheet, or have run the Discovery for Operational Technology function. |
[ ]

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* **[Applying CSDM guidelines to Operational Technology](https://servicenow-prod.fluidtopics.net/~wYeRSq~hlowKR7sPBsR6w)**   
  Following the CSDM framework ensures that you meet your primary goal of consistent accuracy in reporting and analytics so that you can effectively manage your Operational Technology (OT) environment.
* **[Operational Technology (OT) extension classes installation](https://servicenow-prod.fluidtopics.net/LBJM502uK7JR_4cxn0Pfsg)**   
  You must install the Operational Technology (OT) extension classes that are the foundation of the Operational Technology Manager.
* **[Install Operational Technology Manager](https://servicenow-prod.fluidtopics.net/kONt_F1a4NYBhZ_sVzPKJw)**   
  If you have the admin role, you can install the Operational Technology Manager application. The application includes demo data and installs that are related ServiceNow® Store applications and plugins, if they are not already installed.
* **[Script includes installed with Operational Technology Manager](https://servicenow-prod.fluidtopics.net/TS1FCzxmRpMHcNzmFABMfQ)**   
  The Operational Technology Manager plugin installs the following script includes.
* **[Assign Operational Technology Manager roles](https://servicenow-prod.fluidtopics.net/uxktB~KyimuF3tFvszy8Ug)**   
  Assign roles to your users so that you can control their access to the features, capabilities, and data in the Operational Technology Manager application.