1. System Setup

Overview

Objectives: Verify that all required systems are accessible and that you have the necessary credentials before beginning configuration.
Estimated Time: 15 minutes
Prerequisites: None

Systems Required

To complete this guide, you need access to the following systems:

System	Purpose	Access Required
Moveworks Setup	Primary configuration portal for all Moveworks settings	Admin access to your Moveworks instance
ServiceNow PDI	Source system for connectors, users, knowledge, forms, and ticketing	Admin credentials (username + password)
IDAM / Okta	Identity Provider (IdP) for SSO configuration (optional path in Section 3)	Admin access to your IDAM system

Quick Checklist

Before starting, confirm the following:

You have received your Moveworks instance URL and can log in to Moveworks Setup
Your ServiceNow PDI is active and you have the admin username and password
You know the sys_id of the Moveworks admin account within your ServiceNow instance
Your IDAM system is active (required if following the Okta identity path in Section 3)
Your ServiceNow PDI has Knowledge Base articles already created (required for Section 4)
Your ServiceNow PDI has an IT Service Catalog with catalog items already created (required for Section 5)

Finding the ServiceNow admin sys_id: In your ServiceNow instance, navigate to sys_user.list, search for the admin user, open the record, right-click the header bar, and select Copy sys_id.

Next Steps

Once you have confirmed access to all required systems, proceed to Section 2: Connectors & API Playground.