Discovery Guided Setup

---
title: Discovery Guided Setup
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-operations-management/discovery/discovery-guided-setup.html
release: brazil
product: Discovery
classification: discovery
topic_type: concept
last_updated: "2026-11-06"
reading_time_minutes: 3
breadcrumb: [Discovery setup, Configuring Discovery, Discovery, ITOM Visibility, IT Operations Management]
---

# Discovery Guided Setup

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.

**Note:** This guided setup has been replaced by the ITOM Configuration Console \(available in Zurich Patch 8 or later versions of the ServiceNow AI Platform\), which offers a faster way to install and update apps, with interactive configuration pages, task assignment, and automated implementation by ServiceNow Otto. In ITOM Guided Setup v27.3.1, the Learn phase includes a new task that provides direct access to the ITOM Configuration Console. For more information, see [ITOM Configuration Console for Discovery](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-operations-management/discovery/itom-conf-console.md).

To access the ITOM Discovery Guided Setup, navigate to **All** > **ITOM Guided Setup** > **ITOM 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

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

The ITOM Discovery Guided Setup provides step-by-step configuration support along with intuitive navigation to track progress and move smoothly through each phase.

\[Omitted image "disco-guided-setup-landing-features.png"\] Alt text: Navigational features available on the landing page

<table id="table_mgh_yxv_5gc"><thead><tr><th>

Feature

</th><th>

Description

</th></tr></thead><tbody><tr><td>

1. Exit

</td><td>

Exit the Guided Setup.**Note:** Selecting **Exit** in the confirmation dialog takes you back to the list of setup configurations currently in progress.

</td></tr><tr><td>

2. Complete

</td><td>

Mark the Guided Setup complete.

 **Note:** This option is only available once you have completed all the tasks in each phase of the setup.

</td></tr><tr><td>

3. Start

</td><td>

Launch the Guided Setup phase.

</td></tr><tr><td>

4. Status

</td><td>

Track your progress of the Guided Setup phase.

</td></tr><tr><td>

5. Task

</td><td>

Jump to specific activities within a phase.

</td></tr><tr><td>

6. Phase drop-down

</td><td>

View and access tasks within another phase.

</td></tr></tbody>
</table>\[Omitted image "disco-guided-setup-phase-features.png"\] Alt text: Navigational features available in a phase

|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.|