Partner Demo Guide

Step-by-step guide for configuring a Moveworks demo environment using ServiceNow and Okta.

This guide walks you through the end-to-end configuration of a Moveworks demo environment using a ServiceNow Personal Developer Instance (PDI) and an identity management system (such as Okta). Complete the steps in order — each section builds on the previous one.

Sections 3 and 4 have multi-hour wait times that are separate from the active configuration time. Trigger Section 3’s user ingestion early so it completes in the background while you configure other features.

Section	Topic	Active Time	Wait Time
1. System Setup	Verify prerequisites and access to required systems	15 min	—
2. Connectors & API Playground	Create a ServiceNow connector and validate it via API Playground	30 min	—
3. Configure Moveworks Identity	Set up user ingestion (ServiceNow or Okta), service account, and bot access	45 min	Up to 4 hrs
4. Configure Enterprise Search	Ingest ServiceNow Knowledge Base articles into Moveworks	45 min	~12 hrs (first run)
5. Configure Catalog Items	Ingest IT service catalog forms from ServiceNow	20 min	~12 hours (ingests 2x a day)
6. Configure NOW Ticketing	Configure Moveworks to create, query, and resolve ServiceNow incidents	45 min	—

If you wish to connect your Moveworks instance to EmployeeCenter, you can start with ServiceNow’s Moveworks for EmployeeCenter documentation. Before following those steps, review the Moveworks for EmployeeCenter: Installation Errata page, which documents known discrepancies between the ServiceNow documentation and the actual product behavior.

FAQ & Support Assistance

If you are having issues or questions, please check the Partner Demo Guide FAQ first before reaching out for support assistance.

Community Support

Please direct general questions and issues to Moveworks Community site. There you will find other customers and partners who have setup Moveworks instances and could potentially help with your questions and issues.

Schedulable Office Hours

Update June 2nd, 2026: The schedulable office hours ended on May 31st, 2026. Any additional support or questions should be directed to your partner manager and/or partner technology specialist.