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Prerequisites
First, install the Perspectium core update set for ServiceNow.
Procedure
To create a new group share, follow these steps:
1. Log into your ServiceNow instance and navigate to Perspectium > Group Share > Create New or simply type Group Share and then click Create New.
2. Type any name for your group share.
3. Under Target Queue, click the
icon to pull up your shared queues. Then, choose a queue from the list to group share your data to.4. Choose the Target you want to share to from the Target dropdown. Options include:
- ServiceNow: Share records to another ServiceNow instance
- ServiceBond: Share records to an application instance other than ServiceNow
4. Choose your encryption/decryption method from the Encryption Method dropdown.
5. To enable table compare functionality, check the Table Compare box. Otherwise, continue to Step 6.
6. To enable bulk sharing to another ServiceNow instance, check the Bulk Share box. The Run dropdown will then appear with the following options for timeframes to run the bulk shares within your group share:
Timeframe | Run your bulk shares... | Options |
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On Demand | immediately | N/A |
Periodically | at specified intervals |
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Monthly | once per month |
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Weekly | once per week |
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Daily | once per day |
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Once | once at a specified date and time |
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7. To enable dynamic sharing to another ServiceNow instance, check the Dynamic Share box. Then, check the Dynamic Share Active box so that the dynamic share will be active and records will start sharing out as they are created/updated/deleted.
8. To share out records for only one company, click the
icon under Conditions > Company. Then, choose a company from the list that you want to filter your group share by.9. To share out records for only certain domains, choose the domains you want to filter on from the list under Available. Then, use the
button to add the domains you want to filter by to the Selected list. NOTE: Domain filtering options will only appear if your ServiceNow instance is domain-separated.
10. To use a template of tables to group share your data from, select a template from the Templates dropdown. Otherwise, select the tables you want to group share from the Available list and use the button to add the tables to the Selected list.
NOTE: By default, you can add a maximum of 100 tables to your Selected list. To use the CMDB Analytics PSP Template for your group share, you will need to enable the Selected list to allow for more tables to be added. To do this, follow the steps to modify the number of items visible in ServiceNow related lists.
11. At the bottom right-hand corner of the form, click Submit to save the configurations for your new group share.
Next steps
Execute bulk shares for a group share
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