S1 - Pre-Setup Information

Extended Page Title

Step 1 - Pre-Setup Information

Task List

Task 1: Make sure you have the CI Sync SaaS Instance and CI Sync Agent install input values

You will need to know the URL to your company specific instance of the CI Sync SaaS application.

CI Sync URLs are in the format of: https://yourcompanyname.syncfish.app.

Please contact Syncfish if you aren’t sure of your URL name.

Task 2: Decide on the ServiceNow authentication type

Decide which authentication type will be used from the CI Sync SaaS application to ServiceNow.

• You can use either Basic Auth or OAuth.

• The setup steps for all three types are covered in this document. Knowing which one you intend to use will make your installation process easier. 

Task 3: Confirm the SMEs are available to perform their individual steps in these instructions

Confirm the following SMEs are available throughout the installation.

• A ServiceNow System Administrator.

• An Azure Active Directory (AAD) Administrator.

• Other source system Admins/SMEs (for any systems you intend to use as a source for CI Sync synchronization jobs).

Also, make sure the SMEs have sufficient permissions to complete their tasks described in this document. 

Task 4: Review the CI Sync Default Configuration Guides

Syncfish publish “Default Configuration Guides” document specific to a given Source and Destination System.  The guides are located here: Default Configuration Guides

These guides cover various topics about the CI Sync Default Configuration rules, and in particular how the configuration rules will read, map, transform and interact with data and objects between a given Source System and Destination System.

Syncfish strongly recommend the default configuration guide is read in advance of performing your first synchronization.