Impact Guided Setup \(Legacy\)

task brazil Updated Oct 3, 2026 4 min read guided-setup-impact-in-app.md
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Use Impact Guided Setup to follow a sequence of tasks that help you configure the Impact Store Application on your ServiceNow instance.

Important: This is the legacy setup path. The Impact Setup Hub is the current way to install and configure the Impact Store Application. See Use the Impact Setup Hub. This legacy path remains available for a period of time, but it will not receive new features going forward.

Automated registration, the preferred method, initiates the connection and the registration to the Impact Delivery Instance provider instance into combined tasks. You will establish and verify your connection between the Impact Store Application and the Impact Delivery Instance (IDI) for data synchronization and migration.

Follow the individual step of the Impact Guided setup:

  • User access – Onboard users and assign them to appropriate Impact and Scan Engine groups
  • Scan Engine settings – Configure scanning properties and definitions
  • Scan execution – Run scans to identify technical debt and platform health issues
  • Data synchronization – Establish automated connection between the Impact Store Application and IDI
  • Data migration – Initiate migration of historical data for value tracking and reporting
  • Agent setup – Configure the ServiceNow Auto Panel and assistant settings to enable AI agents in Impact

You may return to the various steps in the configuration if you don't complete the entire setup at once. As you complete each step successfully, mark the step as complete. For multi-instance configurations, repeat the connection and data synchronization steps for each instance.

Note: Regulated and GCC customers are required to perform Manual registration. See Use manual registration to configure the Impact Store Application.

Before you begin

Role required: impact app admin, admin

Procedure

  1. Navigate to All > Impact > Guided Setup.

    The Impact Guided Setup overview page displays with additional information about the setup process and Pre-checklist information. For general information, see Guided Setup.

  2. Select Get Started.

    The setup steps are displayed in category sections. You can expand a category to view details and related tasks.

    Important: You must mark each section as completed in order to unlock the next task section and continue setup.

    [Omitted image "guided-setup-steps.png"] Alt text: The Impact Guided Setup screen with the different activities to select to configure that option.

What to do next

After completing Guided Setup, you can:

Parent Topic:Configuring Impact

Previous topic:Grant temporary instance access to your Impact Squad

Next topic:Install Impact

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