To enable the syncing of data from your ServiceNow instance to other Perspectium-supported endpoints, you will first need to install the Perspectium application. The 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. Note |
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The Perspectium application must be installed in the global scope to function properly. If the application is installed in a different application scope, it will not have access to certain built-in ServiceNow functions (such as serializing and encrypting GlideRecords) to share out data. |
To install the Perspectium application: - 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 side of the screen.
- 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 and click Upload.
- Click the name of the update set you uploaded in Step 3.
- In the resulting form, click Preview Update Set in the top right corner, and close the pop-up after it finishes running.
- 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.
We recommend that you check the box next to each error or warning and choose the Accept remote update option. If you have made changes or customizations you have made to 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.
- Once you have addressed any errors or warnings, click Commit Update Set in the top right corner of the form, and close the pop-up after it finishes running.
The application installs a role called perspectium that has access to the Perspectium application's tables. This role can be used to limit ServiceNow users to only have access to the Perspectium application and can be given to a user used with the DataSync Agent to access ServiceNow table schemas in order to replicate accurately and dynamically to external databases. |