Using the Operational Technology Manager

---
title: Using the Operational Technology Manager
description: After completing setup tasks, perform the following tasks to create foundational data and relationships for the ServiceNow Operational Technology solution.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/operational-technology/operational-technology-manager/using-operational-technology-manager.html
release: australia
product: Operational Technology Manager
classification: operational-technology-manager
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Operational Technology Manager, Operational Technology]
---

# Using the Operational Technology Manager

After completing setup tasks, perform the following tasks to create foundational data and relationships for the ServiceNow® Operational Technology solution.

|Task|Purpose|
|----|-------|
|1. Populate a Microsoft Excel spreadsheet with your existing Operational Technology data.|Positions your existing data in the correct columns on a Microsoft Excel spreadsheet to ensure the success of your data upload.|
|2. Import your Excel spreadsheet.|Uploads your existing Operational Technology data to the Configuration Management Database \(CMDB\).|
|3. Run the Discovery for Operational Technology function.|Discovers Operational Technology \(OT\) devices in designated Purdue levels in your Industrial Control System \(ICS\) networks|
|4. Use the selections on the Operational Technology \(OT\) menu.|Enables editing or viewing detailed information for the OT devices in your enterprise.|

-   **[Use the OT Manager Foundation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/using-now-assist-for-otm.md)**  
You can search for Operational Technology \(OT\) configuration items \(CIs\) and OT device information using the Operational Technology \(OT\) Manager Foundation.
-   **[Agentic AI for the Operational Technology Manager](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/now-assist-for-otm-use-cases.md)**  
The Operational Technology \(OT\) Manager Foundation AI agent operates within agentic workflows to complete tasks autonomously.
-   **[Service Graph Connector for Microsoft Excel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/service-graph-connector-for-OT-excel.md)**  
The Service Graph Connector for Microsoft Excel function enables you to import your existing Operational Technology data from a populated Microsoft Excel flat-file spreadsheet. You use it in the Integration Hub Extract Transform Load \(ETL\) to upload this data to the Configuration Management Database \(CMDB\).
-   **[Create an Operational Technology device in the Industrial Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/create-ot-ci-industrial-workspace.md)**  
Create an Operational Technology \(OT\) device in the Industrial Workspace.
-   **[Edit or view OT devices after import or discovery](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/view-ot-assets.md)**  
Use the options on the Operational Technology \(OT\) menu to edit or view detailed information for the OT devices in your enterprise.
-   **[Managing Network Intrusion Detection System appliances](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/managing_network_intrusion_detection_system_nids_appliances.md)**  
If you have the cmdb\_nids\_admin or admin role, you can assign metadata attributes to Network Intrusion Detection System \(NIDS\) class records from the NIDS menu in the ServiceNow AI Platform.
-   **[Modeling an Operational Technology system service](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/modeling-ot-system.md)**  
You can model an Operational Technology \(OT\) system service to create other control systems, such as a distributed control system \(DCS\).
-   **[Automatically convert your IT records to OT devices](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/automatically-convert-it-records-to-ot-devices.md)**  
Create a scheduled job that automatically converts your IT hardware to Operational Technology \(OT\) devices by using the Bulk Update Ruleset for Reassigning IT to OT feature. This scheduled job adds OT entity details to all the IT hardware that you want to convert at once.
-   **[Use CMDB groups to add OT context to IT CIs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/use-cmdb-groups-it-ot-conversion.md)**  
Use Configuration Management Database \(CMDB\) groups to group IT configuration items \(CIs\) based on additional information, like installed software. Then you can add Operational Technology \(OT\) context to the IT CIs.
-   **[Create CMDB Data Certification Policy for Operational Technology](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/ot-cmdb-data-certification.md)**  
Create a CMDB Data Certification Policy for Operational Technology \(OT\) to validate and maintain accurate configuration item \(CI\) data.

**Parent Topic:**[Operational Technology Manager](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/operational-technology-manager.md)