Summary
Highlights
The first instance action, 'Activate Plugin', is explained. Plugins are additional software or features that can be added to the ServiceNow instance. The process of activating a plugin, including opting for demo data, is demonstrated. It's noted that plugin activation can take some time.
The video begins by introducing the Now Learning portal (nowlearning.servicenow.com) as the primary resource for learning ServiceNow. It highlights how to find information on various ServiceNow products like HRSD, ITAM, and ITSM, and navigate through learning paths and career journeys available on the platform.
The main focus shifts to creating a Personal Developer Instance (PDI), a free lab environment for practicing ServiceNow. The necessary prerequisites are a browser (Google Chrome is recommended) and an active internet connection. The registration process involves providing personal details such as name, country, email, and a strong password.
The video demonstrates the registration process on developer.servicenow.com. After signing up, a verification email is sent to the registered address. Users must verify their email within one day to activate their ServiceNow ID and set up their personal developer instance. It also covers initial setup questions regarding user roles and experience.
Once the PDI is created, the video delves into its features. The PDI status, release version (e.g., Yokohama), and default admin role are discussed. A key point is the instance activity policy: PDIs with no activity for 10 days are reclaimed. The video also explains the instance URL, which is unique for each user.
Other important instance actions are covered: 'Refresh Instance' (to refresh the PDI), 'View History' (to see a log of actions like plugin activations or password changes), and 'Release Instance' (to voluntarily delete an instance). The importance of not releasing an instance unnecessarily is emphasized.
'Get Instance Help' provides guides for PDI usage. 'Upgrade Instance' allows users to update their PDI to a newer ServiceNow version (only the three latest versions are supported for direct upgrades). 'View Profile' shows personal details and allows password changes. 'Manage Email Properties' enables sending and receiving emails from the instance.
'Change User Role' allows switching between admin and app engine studio roles, though staying as admin is recommended for broader access. 'Remove Demo Data' clears pre-loaded sample data. 'Reset and Wipe Instance' either resets the instance while keeping the name or completely deletes the instance and assigns a new ID.
'Manage Instance Password' allows users to change their admin password or email their instance login credentials. This is useful for recalling forgotten details.
The video then introduces the ServiceNow interface: the logo, tabs (All, Favorites, History, Workspaces, Admin), the title bar (showing the current working window/table), and the global search feature for finding information across the entire instance. It explains the application scope, update set icon, chat icon, and the help feature which provides context-sensitive assistance.
The profile icon leads to options like 'Profile' (displaying user details) and 'Preferences' (for customizing themes, accessibility, notifications, and language). The video demonstrates how to change the theme from default to dark mode. It also highlights keyboard shortcuts for efficient navigation within the platform.
'Impersonate User' allows viewing the system from another user's perspective. 'Printer-Friendly Version' helps print data without extra interface elements. Finally, the distinction between 'Logout' (logging out from the current instance session) and 'Sign Out' (logging out from the entire ServiceNow developer account) is clarified.