Documentation forSolarWinds Service Desk

Implementation Checklist


The following checklist will help guide you through the initial setup and configuration. The checklist in conjunction with Guide to the Basics will ensure you have the best setup process experience. Click here to visit Guide to the Basics.

Foundational Building Blocks

The following setup items are the foundational building blocks of you SWSD. You must first accomplish the tasks listed below before you can start using your SWSD to its full potential!

  • Organization

    • Set default time zone
    • Set default language
    • Set Sites and Departments
    • Set Business Hours
  • Users & Access
    • Users
    • Groups
    • Queues
    • Roles
    • Single Sign-On

Structures and Workflows

Once the foundation of your SWSD is built, you will go through the following setup items to add structure and flow to your Service Desk that aligns with your organization.

  • Service Desk
    • Email Settings
    • Categories
    • Custom States
    • Custom Forms

    • Custom Fields

    • Domain Mapping
  • CMDB
    • CI Types
    • Dependencies
  • Service Portal
  • Automations
  • Integrations
  • Discovery