---
sourceDocument: Yokohama IT Operations Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/it-operations-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama IT Operations Management

ft:clusterId :

    - itom

bundleId :

    - itom

workflow :

    - Technology


---

# Discovery Guided Setup

# Discovery
Guided Setup {#ariaid-title1}

* Release version: Yokohama
* 
* Updated August 11, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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## Summary of Discovery Guided Setup

The ITOM Discovery Guided Setup in ServiceNow provides a structured, step-by-step sequence for installing and configuring Discovery.
It is designed to help customers quickly and effectively set up Discovery for the first time, ensuring accurate visibility in the Configuration Management Database (CMDB) and establishing a strong foundation for IT operations.
Access the setup viaAll \> ITOM Guided Setup \> ITOM Discovery Guided Setup, where you can create a configuration name to save and resume progress at any time.
Show full answer Show less  

## Phases

The setup is divided into four distinct phases, each with embedded help and links to detailed documentation, enabling customers to complete tasks directly within the guided setup interface:

* **Learn:** Introduces core principles, techniques, and prerequisites for Discovery.
* **Crawl:** Guides through initial technical setup, including plug-in installation, credential configuration, and instance preparation for scheduling discoveries.
* **Walk:** Focuses on configuring and activating Discovery schedules, setting up schedule types, adding credentials, and installing and validating MID Servers.
* **Run:** Emphasizes ongoing monitoring and optimization of Discovery operations using tools like Discovery Admin Workspace and Content 360 to track performance.

## Key Features

The Guided Setup offers an intuitive, interactive interface to navigate tasks, track progress, and manage configurations efficiently:

* **Progress Tracking:** Visual status indicators for each phase and task help you monitor setup completion.
* **Navigation Controls:** Easily jump between tasks and phases using dropdowns and task lists within the interface.
* **Action Buttons:** Options include starting phases, marking tasks or phases complete, skipping activities, and exiting with the ability to resume later.
* **Contextual Help:** Embedded guidance and links to ServiceNow documentation provide in-context assistance for each task.

## Practical Benefits for ServiceNow Customers

By following the Discovery Guided Setup, customers can expect a streamlined and comprehensive configuration experience that reduces setup complexity and accelerates time-to-value. The phased approach ensures foundational knowledge and technical readiness before progressing to operational optimization, ultimately supporting accurate CMDB data and improved ITOM visibility.  
ITOM
Discovery
Guided Setup provides a sequence of tasks that help you install and get started with Discovery. If you're setting up Discovery for the first time, this is a good way to get your environment up and running quickly.

To access the ITOM
Discovery
Guided Setup, navigate to AllITOM Guided SetupITOM Discovery Guided Setup. You're then prompted to enter a configuration name, which enables your progress to be saved and resumed later. If you're returning to the setup, select Cancel followed by
Exit in the confirmation dialog to view the list of in-progress setup configurations.

The ITOM
Discovery
Guided Setup leads you through a structured series of configuration activities to promote accurate visibility in the Configuration Management Database (CMDB) and establish a strong foundation for IT operations.

## Phases {#discovery-guided-setup__section_scv_rms_tgc}

The setup is organized into the four distinct phases: Learn, Crawl, Walk, and Run. Each task within a phase includes built-in resources, such as contextual embedded help and links to detailed documentation on the ServiceNow product documentation site. In some cases, you can even complete the task directly within the guided setup.

Learn
:   The Learn phase is the first step in the guided setup. It covers core principles, techniques, and prerequisites for Discovery.

Crawl
:   This phase walks you through the initial technical setup of Discovery, including installing the necessary plug-ins, configuring credentials, and preparing your instance for scheduling discoveries.

Walk
:   In this phase, you configure and activate Discovery schedules by setting up various schedule types, adding credentials, and installing and validating your MID Servers.

Run
:   This phase focuses on monitoring and optimizing ongoing Discovery operations, leveraging tools like Discovery Admin Workspace and Content 360 to track performance and promote continued success.

## Key features {#discovery-guided-setup__section_scm_sps_tgc}

The ITOM Discovery Guided Setup provides step-by-step configuration support along with intuitive navigation to track progress and move smoothly through each phase.Figure 1. Guided Setup landing page features {#discovery-guided-setup__table_mgh_yxv_5gc__entry__2}

| Feature | Description |
|-|-|
| 1. Exit | Exit the Guided Setup. Note: Selecting Exit in the confirmation dialog takes you back to the list of setup configurations currently in progress. |
| 2. Complete | Mark the Guided Setup complete. Note: This option is only available once you have completed all the tasks in each phase of the setup. |
| 3. Start | Launch the Guided Setup phase. |
| 4. Status | Track your progress of the Guided Setup phase. |
| 5. Task | Jump to specific activities within a phase. |
| 6. Phase drop-down | View and access tasks within another phase. |
[Table 1. Interactive features within the landing page]

{#discovery-guided-setup__table_mgh_yxv_5gc}Figure 2. Guided Setup in-phase features {#discovery-guided-setup__table_hb4_hts_tgc__entry__2}

| Feature | Description |
|-|-|
| 1. Back arrow | Return to the Guided Setup landing page. |
| 2. Phase drop-down | Toggle between different phases. |
| 3. Activities | Jump to other activities within the current phase. |
| 4. Close | Navigate back to the Guided Setup landing page. |
| 5. Mark Complete | Track your progress and continue to the next activity in the phase. |
| 6. Skip | Skip directly to the next activity in the phase. |
[Table 2. Interactive features within each phase]

{#discovery-guided-setup__table_hb4_hts_tgc}

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