To enable the syncing of data from your ServiceNow instance to other Perspectium-supported endpoints, you will first need to install DataSync for ServiceNow. The DataSync for ServiceNow installation process involves first previewing and then committing Perspectium update sets in your ServiceNow instance.
NOTE: The DataSync application will install custom tables into your ServiceNow instance. Consult with ServiceNow if you have any questions about your custom table licensing.
Procedure
To install DataSync for ServiceNow, follow these steps:
Navigate to Retrieved Update Sets
Log into your ServiceNow instance and navigate to System Update Sets > Retrieved Update Sets or simply type Retrieved Update Sets in the Filter Navigator on the upper left-hand side of the screen.
Upload the Perspectium for ServiceNow update set
In the resulting form, click Import Update Set from XML under the Related Links section. Upload the Perspectium for ServiceNow update set (.xml file) provided by Perspectium Support. Then, click Upload.
Preview the update set
Click the name of the update set you uploaded in Step #2. Then, in the upper-right hand corner of the resulting form, click Preview Update Set.
Resolve potential errors
After Preview Update Set finishes running, close out of the pop-up and check if there are any errors or warnings. If errors or warnings have occurred, they will appear in the list at the bottom of the form under the Update Set Preview Problems tab.
NOTE: It is recommended that you check the box next to each error or warning and choose the Accept remote update option. If you have made any changes or customizations to any Perspectium components (not typical), then select Skip remote update for those updates.
To view previously configured fields and updates that may be affected for each error or warning, click Show local field and/or Show local update. For more information, see preview a remote update set.
Commit the update set
Once any errors or warnings have been addressed, click Commit Update Set in the upper right-hand corner of the form. After Update Set Commit finishes running, close out of the pop-up.
The application installs a role called perspectium that has access to the Perspectium application's tables. See Perspectium Role.
