Getting StartedLabsMoveworks Setup

Lab 3 Pre-Requisite: Installing the Moveworks Update Sets into ServiceNow

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Overview

  • Learning Objectives: Understand how to install the required Moveworks Update Sets into the ServiceNow instance.
  • Estimated Time: 10 minutes
  • Prerequisites:

🛠️ 1: Walkthrough

  1. Download each of the Update Sets from the Moveworks Doc Site

  1. Navigate to the Retrieved Update Sets page within ServiceNow

  1. Click Import Update Sets from XML at the bottom of the page

  1. Upload each Update Set downloaded in Step 1

Commit the base Update Set (moveworks.base) before committing any of the others. The remaining Update Sets depend on it — committing them out of order will result in errors.

  1. After uploading the Update Sets, Preview and Commit each one to activate them in your ServiceNow instance

  1. Confirm that all required Update Sets have been installed

Depending on the purpose of this lab, you may not need to install the HR or AWA Handoff Update Sets. Your instructor will let you know which ones are required.

  1. Navigate to Organization > Users and select the admin account you are using as your Moveworks Service Account user

  1. Assign the moveworks_user role and Save the update

✅ 2: Verification & Next Steps

  1. Finalize:
    1. Ensure all Update Sets are marked Committed
    2. Ensure that your Moveworks Service Account user has the moveworks_user role saved

Next: Lab #3 — Enterprise Search — configure Moveworks to ingest and search the ServiceNow knowledge articles your update sets just enabled.

🪞 3: Reflecting on This Configuration

Through this guide, you’ve learned the following:

  • Where to find the Moveworks ↔ ServiceNow Update Sets
  • How to install them into a ServiceNow instance
  • How to apply the moveworks_user role to the ServiceNow service account used for the Moveworks integration

⚙️ 4: Configuration Details

Field NameAction / Value to Enter
Retrieved Update SetsInstall moveworks.base and moveworks.acl. If doing the Advanced Ticketing or Live Agent Message Brokering labs, also add the HR & AWA Update Sets.
Service Account Rolemoveworks_user