App Version 

Prerequisites


(warning) First, you will need to install the Perspectium DataSync Express application.

(warning) For domain-separated instances, you must be in the global domain to install the application. 


Procedure

To set the initial configurations after installing the DataSync Express app into your instance, follow these steps:


Switch to the Perspectium DataSync Express Application Scope

The DataSync Express app requires your ServiceNow instance to be in its scope during registration. Navigate to on the top-right corner of your instance.


Then, on the Developer tab, select Perspectium DataSync Express as the Application.

(info) NOTE: This action is only required for users with the admin role since admin users have the ability to choose different application scopes (non-admin users will automatically be in the DataSync Express scope).

Navigate to the Perspectium DataSync Express application

In the Filter Navigator of the ​Application Navigator​, type in “perspectium” to find the Perspectium DataSync Express application:


Navigate to the Setup module and start Setup

Navigate to Perspectium DataSync Express > Setup to access the Welcome page. Then, read through and start the setup for DataSync Express by clicking Start Setup at the bottom of the page.

Register your Perspectium account

On the DataSync Express Registration & Setup page, type your first and last name, company name, and email in the appropriate fields. Then, create a password. Your password must be 8+ characters, including at least one uppercase letter, one lowercase letter, and one special character with no whitespace. 

(info) NOTE: This password will be used to connect to both the Perspectium Integration Mesh and the Perspectium Cloud database.

Consent to submit your information and click Finish Setup

Finally accept the terms for submitting the form and click Finish Setup at the bottom of the form to submit your information to the Perspectium Integration Mesh and setup your account.

Receive information to connect to your database

The setup will take a few minutes and you will be emailed with your database URL after successful registration. While the setup is taking place, you can start using the DataSync Express app to start sharing data from your ServiceNow instance.

To learn how to share data from your ServiceNow instance, see creating a bulk share and scheduled bulk share.

View your data on a database viewer or reporting tool

Access and view the Perspectium Cloud database by clicking on the URL provided in the email or use a database viewer or reporting tool (such as Tableau) of your choice. You can then connect to this database to view data and run your own reports using your reporting tools. 

(info) NOTEYou must use the password you created during DataSync Express registration to connect to both the Perspectium Integration Mesh and the Perspectium Cloud database

Switch to the Perspectium DataSync Express Application Scope

The DataSync Express app requires your ServiceNow instance to be in its scope during registration. Navigate to on the top-right corner of your instance.


Then, on the Developer tab, select Perspectium DataSync Express as the Application.

(info) NOTE: This action is only required for users with the admin role since admin users have the ability to choose different application scopes (non-admin users will automatically be in the DataSync Express scope).

Navigate to the Perspectium DataSync Express application

In the Filter Navigator of the ​Application Navigator​, type in “perspectium” to find the Perspectium DataSync Express application:


Read and accept the User Agreement terms

Navigate to Perspectium DataSync Express > Setup to access the User Agreement page. Then, read through and accept the agreement terms by clicking I Accept at the bottom of the form.

Read and accept the ServiceNow Dependencies

After accepting the User Agreement terms, read through the dependencies the Perspectium DataSync application needs to function properly. Accept the dependencies by clicking I Accept at the bottom of the form.


Create an Integration User

After accepting the ServiceNow Dependencies, you will need to have an integration user to install the global Perspectium script include. Choose to enter an existing user’s login credentials or create an integration user from the Integration User dropdown. Follow the instructions to update your existing user or to create a new user.

(info) NOTE: If your current permissions do not allow you to create a new user, the integration user must be made by a user that does have write access to the Users table.

Verify Integration User

After updating or creating a valid integration user, enter their username and password in the appropriate fields. Then, click Next to install the global Perspectium script include and continue to the DataSync Express Registration & Setup page.

Register your Perspectium account

On the DataSync Express Registration & Setup page, type your first and last name, company name, and email in the appropriate fields. Then, create a password. Your password must be 8+ characters, including at least one uppercase letter, one lowercase letter, and one special character with no whitespace. 

(info) NOTE: This password will be used to connect to both the Perspectium Integration Mesh and the Perspectium Cloud database.

 

Create an encryption key

Type an encryption key of 24+ characters for Base64 encoding, AES-128 encryption, or TripleDES data encryption in the ServiceNow section. Finally, accept the terms for submitting the form and click Finish Setup at the bottom of the form to submit your information to the Perspectium Integration Mesh and setup account.

Finish setup

Accept the terms for submitting the form and click Finish Setup at the bottom of the form.


Receive information to connect to your database

The setup will take a few minutes and you will be emailed with your database URL after successful registration. While the setup is taking place, you can start using the DataSync Express app to start sharing data from your ServiceNow instance.

To learn how to share data from your ServiceNow instance, see creating a bulk share and scheduled bulk share.


View your data on a database viewer

Access and view the Perspectium Cloud database by clicking on the url provided in the email or use a database viewer of your choice. You can then connect to this database to view data and run your own reports using your reporting tools. 

(info) NOTE: You must use the password you created during DataSync Express registration to connect to both the Perspectium Integration Mesh and the Perspectium Cloud database