Prerequisites
First, you will need to install the Perspectium DataSync Express application.
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.
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 complete Setup
Navigate to Perspectium DataSync Express > Setup to access the Setup page. Then, read through and complete the setup for DataSync Express by clicking Confirm at the bottom of the page.
Complete Setup
The action will take a few seconds to complete. You will be notified on screen with a success message once the setup has been complete.
Once the setup has complete, the Setup module will be made inactive and the other modules of the Perspectium DataSync Express application will be enabled so you can start using the application.
Set up application properties
Setup your application properties to start using the application.
Set up table access
If you plan to share attachments, modify table access to allow the DataSync application access to read attachment records.