Setup Steps for On-Prem Agent

Step #

Additional Details

Link

SME Audience

Step 1

Review the Pre-Installation Checklist

Here

All SMEs

Step 2

Enrol the CI Sync SaaS application into Entra ID

Here

AAD Admin

Step 3

Create an Entra ID App Registration for the CI Sync Agent

Here

AAD Admin

Step 4

Install the Multi-Source CI Sync Agent (on a VM)

Here

Infrastructure SME
On-Prem AD Admin^#1

Step 5

Register the CI Sync Agent, then Setup one/more Source System Connections

Here

Source System Admins
AAD Admin^#2
SQL DBA^#3

Step 6

Configure ServiceNow to be ready for CI Sync

Here

ServiceNow Admin

Step 7

Add your ServiceNow destination connection

Here

CI Sync Admin

Step 8

Run a small first synchronization and then progressively run more larger syncs

Here

CI Sync Admin
ServiceNow Admin
Source System Admins

Other recommended sections to read

Appendix A

Understand how the CI Sync Agent Authenticates to SQL Server

Here

Infrastructure SME
SQL DBA^#3

Appendix B

Review SQL DB Health and Configure SQL Maintenance Plans

Here

SQL DBA^#3

^#1

On-Prem Active Directory SME only required if your SQL server is hosted separately (remotely) from the server that will run the CI Sync Agent.

^#2

Entra ID SME is required if you intend to use synchronization source connections for cloud hosted products which require an Entra ID App Registration (service principal) for authentication.

^#3

A SQL DBA is required if the person performing the CI Sync Agent installation does not have SQL sysadmin rights on the relevant SQL server.