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# 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](/ai-assistant/getting-started/labs/partner-demo-guide/2-connectors-api-playground).