🚀 Initial Configuration Steps

Summarizes the first essential steps to configure Designer

This guide is intended to provide you with general recommendations for the minimum initial configuration steps of the Designer Application within your organization.

Best-practice is to perform configuration work on a non-production instance e.g. development instance and migrate the configuration through XML file exports to the production instance in a controlled way.

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ServiceNow Admin rights required

To perform the initial configuration you need ServiceNow System Admin rights. Please contact your ServiceNow Admin for further support!

Initial Configuration Steps

The fastest way to start using Designer is to

  1. Install Designer, and
  2. Assign access rights to the users.

Designer is already pre-configured, but we don't know which tables you are using in ServiceNow. So our recommendation is the following:

  1. Class Definitions and cross-scope privileges, i.e., CSDM (tables & relationships) you want to use and ensure the Class Definitions and Cross-Scope privileges are in alignment with your target metamodel
  2. Shapes and libraries to setup the preferred shapes for your organization.
  3. Setup your License Management Dashboard to track the available vs. consumed licenses.

Enhanced Configuration Options

This will provide you a quick start within the first hour ⏳, but the Designer can just do much more. For that, you should have a closer look at the following articles: