ServiceNow Branding Overview (J6)

Summary

This video script from ServiceNowSimple.com offers an overview of ServiceNow branding, teaching viewers how to customize the platform's user interface to reflect their company's brand. The lesson covers the importance of branding for user comfort and adoption, guided setup wizards for configuration, and practical steps to personalize the system, including changing the page header, uploading logos, and customizing the welcome page. The tutorial aims to help system administrators create a more familiar and engaging user experience.

Takeaways

• 😀 The video script is part of a learning series focused on ServiceNow platform customization and branding.
• 🎨 Lesson four specifically covers ServiceNow branding, teaching how to customize the generic user interface to reflect a company's brand.
• 👨‍🏫 The presenter, Jeff, guides viewers through a hands-on demonstration of branding within ServiceNow's personal developer instances.
• 🔗 The video provides links to resources in the description box and encourages viewers to subscribe for updates.
• 🏢 Branding in ServiceNow is about making the UI feel like it belongs to the company, using company colors, fonts, and logos.
• 🔧 Guided setup wizards in ServiceNow assist with setting up various aspects of the platform, including branding.
• 🛠️ The 'Company' guided setup wizard is used to configure system settings and the welcome page to align with the company's branding.
• 🌐 System configuration involves setting time zones, date and time formats, uploading logos, and customizing banner frames and browser tab texts.
• 📝 The welcome page can be personalized by adding messages or announcements for users upon login.
• 🔄 Changes made in the guided setup are reflected system-wide, affecting all users upon their next login.
• 👩‍💻 The guided setup is intended for system administrators to perform and is not tied to individual user settings.

Q & A

What is the main focus of the video script provided?

The main focus of the video script is on ServiceNow branding, which involves customizing the ServiceNow platform's user interface to reflect a company's brand.

What is ServiceNow branding?

ServiceNow branding is the process of customizing the ServiceNow user interface to make it appear and feel consistent with a company's own branding, such as colors, fonts, and logos.

Why is branding important in ServiceNow?

Branding is important in ServiceNow because it helps create a shared identity that matches the company's identity, making users feel comfortable and confident in the tool, which can potentially speed up the adoption of the tool within the company.

What are guided setup wizards in ServiceNow?

Guided setup wizards in ServiceNow are tool-guided processes that help users set up applications and modules within the platform, streamlining common activities with step-by-step instructions.

What are the two primary modules of guided setup provided in ServiceNow?

The two primary modules of guided setup in ServiceNow are ITSM (IT Service Management) guided setup and ITOM (IT Operations Management) guided setup.

What is the purpose of the company guided setup wizard?

The company guided setup wizard is used to configure the overall look and feel of the ServiceNow application, including system settings, welcome page, and other branding elements.

How can users personalize the ServiceNow instance to make it look familiar to their users?

Users can personalize the ServiceNow instance by using the Service Portal and the UI Builder, which allow for customization such as adding widgets, changing layouts, and adjusting themes to match the company's branding.

What changes can be made in the system configuration step of the company guided setup wizard?

In the system configuration step, users can change the page header caption, upload a company logo, customize banner frame colors, set time zones, date and time formats, and modify browser tab text.

What is the purpose of the welcome page in ServiceNow?

The welcome page in ServiceNow is the screen displayed when login credentials are requested. It can be customized with messages to greet users or provide information, enhancing the user experience and brand consistency.

How can users add a custom message to the welcome page during the guided setup?

Users can add a custom message to the welcome page by creating a new record in the list view, providing a description, setting a display order, and typing the desired message in the appropriate field.

What does marking a step as complete in the guided setup wizard signify?

Marking a step as complete in the guided setup wizard indicates that the system administrator has finished configuring that particular aspect of the setup and can proceed to the next step or return to it later if needed.

Outlines

00:00

🎓 Introduction to ServiceNow Branding

The video begins by recapping the previous lesson on the ServiceNow platform user interface. It then introduces Lesson 4, which focuses on branding within ServiceNow. The lesson will cover how to customize the generic user interface to reflect a corporate brand, starting with a quick review of notes followed by a hands-on demonstration using personal developer instances.

05:01

🔍 Overview of ServiceNow Branding

This section briefly summarizes the lesson, explaining that ServiceNow branding involves customizing the user interface to align with a company's identity, such as using specific colors, fonts, and logos. The lesson is not heavily focused on certification but includes useful demonstrations. Key concepts include using the guided setup wizards to personalize the instance, particularly the ServiceNow portal and UI builder.

10:02

🛠 Exploring Guided Setup in ServiceNow

The video delves into the guided setup feature in ServiceNow, explaining its purpose and functionality. It highlights the two primary modules, IT Service Management (ITSM) and IT Operations Management (ITOM), within the guided setup application. These modules contain wizards that assist in configuring various aspects of the platform, including branding, incident management, and the CMDB. The focus remains on branding within the company guided setup wizard.

15:02

🏗 Hands-on with Company Guided Setup

This paragraph provides a step-by-step walkthrough of using the company guided setup wizard for branding in ServiceNow. It covers configuring system settings such as time zones, logo uploads, banner frame customization, and welcome page setup. The video also explains how to mark tasks as complete within the wizard to track progress. The emphasis is on personalizing the ServiceNow instance to reflect the company's look and feel.

20:03

📋 Conclusion and Next Steps

The video concludes Lesson 4 by reiterating the importance of branding in making the ServiceNow interface comfortable and familiar for users, which can aid in adoption. It briefly mentions the guided setup wizards' role in this process and wraps up by previewing the next lesson on lists and filters. Viewers are encouraged to subscribe and engage with the content to stay updated on future lessons.

Keywords

💡ServiceNow Platform

The ServiceNow Platform is a cloud-based workflow automation and automation platform that enables the creation of various workflow applications. In the context of the video, it is the foundation upon which the user interface and branding customizations are discussed, as it is the platform that system administrators work with to manage and customize the user experience.

💡User Interface (UI)

The User Interface, or UI, refers to the point of interaction between a user and a digital system. In the video, the UI of the ServiceNow platform is highlighted as a critical component that can be customized to reflect a company's branding, which includes changing colors, logos, and other visual elements to align with the company's identity.

💡Branding

Branding in the video refers to the process of customizing the ServiceNow platform's appearance to match a company's specific visual identity. This includes altering elements such as logos, color schemes, and fonts to create a familiar and consistent look across the platform that resonates with the company's brand.

💡Corporate Brand

A corporate brand is the overall image and identity of a company. In the video, the concept of corporate branding is central to the customization process, where the ServiceNow platform's UI is adjusted to display the company's colors, fonts, and logos, ensuring that the platform's look and feel are consistent with the company's established brand.

💡System Administrator

A system administrator in the video is responsible for managing and configuring the ServiceNow platform. They are the ones who would perform the branding customizations, such as changing the UI to reflect the company's brand, and are knowledgeable about the platform's functionalities and setup.

💡Guided Setup Wizards

Guided Setup Wizards are tools within the ServiceNow platform that assist users in setting up applications and modules with a step-by-step process. In the video, the Company Guided Setup Wizard is specifically mentioned as a way to help system administrators customize the platform's branding and overall look and feel.

💡Company Guided Setup Wizard

The Company Guided Setup Wizard is a specific tool within the ServiceNow platform designed to help system administrators set up the company's branding. It is part of the guided setup wizards and is used to configure system settings, upload logos, and customize the banner frame and browser tab text, as demonstrated in the video.

💡Service Portal

The Service Portal is a feature within the ServiceNow platform that allows for the creation of a customized user interface using widgets. It is mentioned in the video as another option for personalizing the platform's UI to reflect a company's branding, although it is not explored in detail within the lesson.

💡UI Builder

UI Builder is a tool mentioned in the video that allows users to build functional screens within the ServiceNow platform. It is described as a widget-based, almost WYSIWYG (What You See Is What You Get) editor that enables the customization of the platform's interface, including adding buttons, headings, and report sections.

💡Personal Developer Instance (PDI)

A Personal Developer Instance (PDI) is an individual workspace provided for developers to test and develop within the ServiceNow platform. In the video, the presenter uses their PDI to demonstrate the customization process, showing how changes in branding can be made and previewed in a personal workspace before being implemented company-wide.

Highlights

Customizing the ServiceNow platform's user interface to reflect a company's brand identity.

Understanding the basics of ServiceNow branding to create a personalized user experience.

ServiceNow's guided setup wizards facilitate the configuration of applications and modules.

The IT Service Management (ITSM) guided setup includes branding-related wizards.

Customizing the company's overall look and feel through the ITSM guided setup.

Changing the page header caption and browser tab title to match the company's branding.

Uploading a custom banner image to represent the company's logo.

Configuring system settings such as time zones and date formats for global usability.

Customizing banner frame and browser tab text to enhance brand recognition.

Using themes to quickly change the visual appearance of the ServiceNow interface.

The Service Portal and UI Builder as additional tools for personalizing the user interface.

Adding custom messages to the welcome page for user engagement.

Marking steps as complete in the guided setup to track configuration progress.

The importance of branding in speeding up the adoption of the ServiceNow tool within an organization.

How the guided setup wizards can help system administrators set up the instance for branding.

The distinction between personal UI settings and the broader, system-wide changes made by administrators.

An overview of the entire guided setup process for company branding in ServiceNow.

Transcripts

in the last episode we learned about the

servicenow platform user interface and

how to use some of the common tools

provided by the ui this episode picks up

with lesson four of the servicenow

fundamentals learning path servicenow

branding overview in this brief lesson

we'll learn how to take the generic out

of the box user interface and customize

it to portray your very own corporate

brand we'll start with a quick review of

my notes and then we'll jump into our

personal developer instances for a

hands-on demonstration of branding in

servicenow

[Music]

hey it's jeff here from

servicenowsimple.com where we are

working to help you understand the ins

and outs of servicenow

keeping it simple

all the way in this series of videos

we're walking through the process of

learning all we need to know to become

certified as a system administrator

in servicenow before we jump into the

content of this next episode we just

want to let you know as with every video

you can find links to any of the

resources that we mentioned in the

description box below we'd also love for

you to subscribe to the channel so you

can get notified as we add new video

content to do that just hit the

subscribe button

now let's jump into a working session on

servicenow branding overview

okay lesson four

was all about branding in service now

this is going to be a brief lesson

and i'll tell you up front i don't think

there's a lot here that we need to be

concerned about related to the

certification exam

uh we'll go through it there are some

useful things here that we can

demonstrate

so that you can understand how to do

these branding type things

but very little terminology it was a

brief lesson that consisted of an

overview video of kind of what uh

servicenow branding is why you might

want to do it and then a very quick

simulation at the end that walks you

through an exercise

sort of getting your hands on the tool

and being able to implement a quick

change uh related to branding but beyond

that um there's not a whole lot here

we'll go through that simulation here um

and and we'll jump into our personal

developer instances and will do it

exactly as they had me do it so you can

see it but but again like i said i think

we can keep this video

fairly short talked quickly about what

branding is in servicenow it then talked

about the guided setup wizards that they

have available one of which helps us

with branding

um and then

they mentioned quickly at the end a

couple of other options uh being the

servicenow portal and the ui builder for

how you can personalize or brand

uh the instance to make it look um

familiar

to your users so

with that brief look at the notes uh

what is branding and service now this is

really all about

making the user interface appear and

feel comfortable

to your users as though it is owned by

your company so that it takes on a

little bit of flavor of your company's

colors for example your company's fonts

your company's logo that sort of thing

they talk briefly about why you might

want to do that um

creating a shared identity that matches

the identity of your company making your

users feel comfortable and confident

in the tool and then um potentially

speeding the adoption of use

in the tool by by

displaying it in a way that that people

are used to uh within your company so

again a lot about you know logos colors

uh fonts making people feel comfortable

and at home so that it sort of resembles

the other applications that exist within

your company rather than just strictly

the out of the box uh

flavor of uh

service now so that's that's quickly

what they covered

on sort of the introduction

they then talked about guided setup

guided setup in servicenow

are these wizard-like functional areas

that they provide that help us

set up applications and modules within

service now so they've taken some of the

common activities that companies

normally need to do

um and they've wrapped them into these

nice

wizards that they call guided setup that

walk you through the process of setting

things up

and one of those

helps us with

sort of the overall branding and look

and feel of the application

there are two guided setup

modules so there's the guided setup

application and we'll we'll go look

through this in the application

navigator

and then there are two primary modules

or types of guided setup that they

provide

one is itsm guided setup

and the other is itom so i t service

management guided setup is the first one

that's the one we're going to look into

and it includes wizards that help you

set up

things like the company overall look and

feel that's what we're going to go into

connectivity foundational data the cmdb

has its own

guided setup wizard to help get that set

up

incident management

major incident management problem

management change management you can

read these i'm not going to read all of

them

i don't think we need to remember that

list or memorize that list

just know what the guided setup wizards

are

and what they're there to do and then

we're going to talk specifically about

the company guided setup wizard related

to branding

the other uh the other section of guided

setup is it operations management so

those are a group of wizards that are

set up to help

configure things like the mid servers

your discovery

uh event management operational

intelligence cloud provisioning and

governance so

guided setup wizards to help you set

things up

uh provided within uh servicenow and the

company guided setup application is the

one we'll look at for branding we'll

we'll be there in just

just a minute

and then that's really it at the end of

the lesson they talked about two other

options that you have for personalizing

the user interface so that your users

feel confident and comfortable

and those are the service portal and the

ui builder they did not go into detail

uh into either of those maybe in one of

our future videos

we might take a look into the ui builder

but we've talked briefly about the

service portal when we talked about the

different uh user interface options that

servicenot provides they provided the

platform interface

uh the mobile interfaces and then the

service portal which is

sort of a widget-based tool that allows

you to build a user interface by pulling

in and placing widgets on the screen so

they mentioned that that's another

opportunity where you can brand

the user interface to sort of customize

it to look like your company um would

wish

um

and then ui builder uh they didn't go in

any detail with ui builder i've done a

little research so this is like a widget

like a almost like a wysiwyg editor that

you can use to build functional screens

so you can add buttons and

and you know headings and

report sections and things like that

uh to build out the the page or

or the screen so that it it looks the

way um that you'd want it to

and that really is it for

what was covered in this lesson so with

that i think we should jump over to our

um

our personal developer instances

and let's walk through what they had me

walk through in the simulation and we'll

talk through it as as we go so i've got

my um

personal developer instance already open

if you haven't go ahead and you can

pause the video log in to the uh

developer portal

you may have to wake your instance i had

to wake mine this morning and then

resume when you get here so

as you can see we're back to our normal

uh home actually we're at our welcome

page here i'm going to go to the home

page

our home page within service now

this is servicenow out of the box the

colors green

some light blue white this is very much

resembling

um

the color scheme that represents

servicenow now what if we want to change

this so that it represents our company

better so for example in the banner

frame we learned in the last video we've

got our logo here we've got our logo

message here

um

we've got all these colors

um

and things that we have the ability to

tweak uh to make it look more like uh

and feel more like our company so those

are the things we're talking about

making changes to them the changes that

we're making here are different

from the um

the the system settings that we talked

about in the last video if you remember

the gear where you can go in and set up

the enviro the user interface sort of

personally for yourself those are stored

with your individual login so you're not

impacting anyone else

what we're talking about now

is a larger scope so so going in the

guided setup and setting up the

corporate look and feel of the instance

is is across the board change that

you're making so these would be done by

a system administrator that would then

be reflected the next time anyone logged

in

to the application so that's a

difference you'll want to uh

probably keep in mind okay so

they talk about

the um

guided setup applications to help us

make these changes so what we're going

to do is we're going to go ahead and

locate the guided setup

application and we learned in the last

video we can come here to the filter

navigator

for the

application

navigator and we can just begin to type

i'm just going to type guided and you're

going to be able to see that we've got

guided setup

applications

in various places throughout

servicenow so

multiple applications have their own

guided setup wizard that you can go into

if you want to go into it directly from

there

there is also as mentioned in the slides

the guided setup application itself

which is right here and it has the two

modules within it itsm guided setup and

itom got it set up

um as mentioned on the slide so i'm

gonna go ahead and go in here to itsm

guided setup it's gonna open up that

guided setup module

gives us a nice little welcome screen

here you'll notice on the left there

it's like a series of breadcrumbs that

um

that it shows kind of let you see where

you're at in the process if you wanted

to start this from the top and then just

work your way right down through

the guided setup uh you can do that a

step at a time

but some helpful information here

letting you know

kind of what this is about

pre-setup checklists so things that

you're going to need um in order to to

successfully complete this guided setup

activity but we're going to go ahead and

click on get started to start up the

guided setup i'm going to go ahead and

close

that sidebar

okay now we can see

very much like a wizard um the sections

that it's that it's offering that we can

walk through um

to uh to set up our instance company is

the first one and this is the one we're

going to go into that's really related

to branding

but i'll just show you some of the

others there's there's the connectivity

the foundational data and we talked

about the setting up the cmdb

incident management major incident

management problem management change

management service catalog knowledge

management and on and on until we get to

the end and we are at the go live

so if you wanted to you could walk

through each of these steps um

one at a time we're just going to go

into the company guided setup

application you can see the number of

tasks that are involved

with each of the steps

so with the company guided setup we're

going to be looking at system

configuration

and then

configuring the welcome page so that it

um appears and behaves the way that we

want it to for all of our users so

we can get started by clicking on one of

these

or we can just go to the um the the

individual category that we want and

click get started i'm going to do that

for company

get started

okay two tasks here so

um

the two things that we have to to

consider here are our system

configuration and our welcome page

uh let's go into the system

configuration step first so you can you

can kind of read the description here

configure the default settings for the

time zones

uh the date and time formats upload your

logo

uh customize the banner frame

uh customize the browser tab text um

you can change backgrounds text

separator colors things like that um

so let's just jump into that real

quickly and we'll take a quick look and

i'm going to show you exactly what the

simulator had me do in the lesson

uh i will note the mark is complete

button so what that

button will do

is it'll essentially tell

the the servicenow instance that you've

been here and you did that as the system

administrator

um so we aren't all going to do this

this is just the sort of an

administrator type activity but an

administrator could come in and when

he's done

setting up the company section he can

click mark as complete which is going to

then

take this circle and and give it a check

mark so that next time you come and you

know you've done that you can continue

on with step two or step three or

wherever you want to go so system

configuration

let's go on here into configure

and i'm going to tell you

what they had us do so what they wanted

us to do was change

uh the page header caption

that is this right here so you can see

the logo

is right here

and the page header caption is right

here service management so

they had us change that to something

personal so i'm just going to change

that to

what did i do my personal developer

instance my

uh the browser

tab title that's going to be the title

that shows up in your browser tab

we could change that too i guess why not

pop that in there as well

and just some of the other things here

you can see you can choose the time zone

do that if you wish here's where you can

do your banner image so you need to have

an image ready i don't have an image

ready i'm not going to change the image

but all you would do is just click the

plus button to add upload your image and

then change the image to

your corporate logo

date format

the way you want dates displayed the way

you want times displayed again this is

across the entirety of the instance for

all users um

banner text colors um

so yeah you can just scroll through and

you can see

there are a lot of things that you can

um there are also some themes down here

that we could choose

um to change the look but yeah so coming

in and making any modifications like

that that you'd like to make it

represent

the look and feel of your company

and when you have finished doing that

which at this point we have

you can see now my personal developer

instance is up here

in the page header caption so the

changes take effect

we're going to go ahead and click save

and it's going to take us

it tells us that the properties are

updated and then to get back to

the

the guided setup next step you got to

come here and just say mark is complete

right here this button or you could if

you weren't complete you could just go

back to guided setup but i'm going to

say we've we've gone through and we've

set this up so i'm going to mark that as

complete

it takes us back to the wizard and you

can see now we are fifty percent done

with this step because there were only

two steps we marked this one is complete

you could then come back in if you

wanted and mark it as incomplete

but then let's go to the welcome page

and let's set the welcome page up

welcome page is interesting um

what the welcome page is

is it's um it's the screen that you see

when your login credentials are

requested so you know you type in your

username and password it's a very simple

screen with a lot of white space

uh a username and password field and

login button

you can add messages there

so if you wanted to alert your users of

some activity that was happening or

maybe some schedule activity that was

coming or any type of message maybe you

just want to add a welcome message

you can do that the way you do it is

simply by adding an item

to this list view so you can see we've

got three things here uh currently set

up and

the most visible one is the the about

message that's there currently

we're going to go ahead and add

something to our welcome page so

you can just click new here to create a

new record

it's really just adding a new section to

the welcome page give it a description

this is just for you so that you know

what it is let's say my

new

welcome message

did the order if you had multiple

messages you could specify uh what order

you wanted it in um

100 200 300 just give it a number and

the the lower the lower the number the

higher on the page

it's going to show up

um so you can look through these various

options here but essentially at the

bottom you can just type in what you

want your message to be that's going to

be displayed

welcome

to my personal

instance

exclamation point because we're excited

you're here

and with that

we will hit submit did i spell

everything correctly yes

and we now have our new welcome message

here so you can see the about message is

set as a pr a display order of 10.

we've left ours set as 100 so it's going

to be beneath

that

and that's it for adding a uh a message

to the welcome page so i'm going to mark

this step as complete in my guided setup

wizard

and we can now see

that we've got the company step

taken care of

and that's the one that was discussed in

this lesson

you know might be an interesting

activity for you if you want to log into

your pdi and just look through the rest

of these

and kind of see

what's what's available

um

for setup but uh and and we may revisit

some of these in one of our featured

lessons but for now

um

i've covered everything that this lesson

um

this lesson discussed so

let's think through it uh branding is

personalizing the overall instance of

servicenow so that it sort of reflects

the the image and the look and feel of

your company why would you want to do

that they may ask you that hopefully it

would speed adoption it may it instills

confidence

and it

[Music]

makes your users feel comfortable as

though they were in an application that

belongs to your company

guided setup those are wizards that

servicenow provides to help set up the

instance there are many of them many

applications have them

we went into the company guided setup

wizard and we set up

our system configuration and our welcome

page

so

that's it

for this lesson

servicenow branding overview

that's branding and service now lesson

four complete i hope you found that

useful i hope you're finding all these

videos

useful um the next episode uh we'll take

a look at lesson five um lists and

filters overview there will be more

there that we'll need to learn um than

there was

in this one but like i said i hope

you're finding these videos useful we'd

love it if you would subscribe to the

channel you get notified that way when

we add content give us a like if you

like any of these videos that helps us

continue to move things forward here

and

that is it we will see you

in the next video

you