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Version 

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Prerequisites 

(warning) First, you will first need to install 2 Perspectium update sets to your ServiceNow instance in the following order:

1. Perspectium Core update set

2. Perspectium ServiceInsight

Follow the link to Get Started with DataSync for ServiceNow. 

(warning) After the DataSync application is setup, you will need to create a ServiceNow shared queue. 

(warning) Have the DataSync Agent running configured with the shared queue created above. 


Procedure 

To setup ServiceInsight to your ServiceNow instance, follow these procedures:


UI Tab
titlebeta


UI Steps


UI Step

Access Setup

In your ServiceNow instance, go to Perspectium > ServiceInsight > Setup. Then, click Start Setup. 


UI Step

Select Setup Type 

To select the setup type, click the Select a Setup Type dropdown and choose Use Existing Shared Queue. 


UI Step

Select queue

In the Select a Queue dropdown, select the queue that your Agent is currently configured to read records from. 


UI Step

Select dashboard

Under the Dashboard section, you can select which dashboard you want to use for displaying your data. To read more about what each dashboard represent, go here. 

To select one or more dashboards, click the dashboard in the Available section. Then, click the right arrow to transfer the dashboard to the Selected section. 


UI Step

Configure share options

Under the Share Options section, do the following:

UI Steps
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UI Step

Click the Frequency dropdown. Choose how often data should be shared from your ServiceNow instance for your selected dashboards, i.e. Hourly, Every 6 Hours, Every 12 Hours, Daily, On Demand.  The value selected will be used to schedule bulk shares created as part of the ServiceInsight setup to run at the desired frequency.


UI Step

Click the Database Type dropdown and choose which database your Agent is configured to save records to. 



UI Step

Create Shares 

Click Create Shares to finish your ServiceInsight setup.


UI Step

Getting Started 

After clicking Create Shares, you will be directed to the Getting Started page. Click Continue to access the Group Share created from the setup. 

Additionally, you can download Tableau workbooks in the links given under Getting Started.





Next Steps

Using Tableau Workbook for ServiceInsight


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