Setup Steps for SaaS Agent

These steps are for new Syncfish customers, setting up their CI Sync Instance for the first time and will be adopting the CI Sync SaaS Agent.

Step

SME Audience

Step 1 - Pre-Read Materials

General Overview

S1 - Pre-Setup Information

Project Manager
CI Sync Admin
ServiceNow Admin

Steps 2 thru 4 - Enroll CI Sync (in Entra ID) and prepare ServiceNow

S2 - Enroll your CI Sync SaaS Instance to Entra ID

Azure Admin

S3 - Configure ServiceNow for CI Sync

ServiceNow Admin

S4 - Add ServiceNow as a Destination for CI Sync

CI Sync Admin

Step 5 - Create Credentials in Source Systems and Add the Source System to CI Sync

S5 - Add One/More Source Systems to CI Sync

Source System Admins
CI Sync Admin
(Potentially) ServiceNow Admin

Finally - Run CI Sync jobs from Source Systems to the ServiceNow CMDB

Run a Small Initial Sync Job (then run more)

Project Manager
CI Sync Admin