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Version 

Prerequisites 


(warning) First, you will first need to install 3 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


Procedure 

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


Access Setup

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

Select Setup Type 

For the Beta version, you only have the option to use an existing shared queue as your setup type. To select the setup type, click the Select a Setup Type dropdown and choose Use Existing Shared Queue

Select queue

In the Select a Queue dropdown, select the queue you want to use for sharing ServiceNow records. 

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 to ServiceInsight

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

Configure share options

Under the Share Options section, do the following:

Click the Frequency dropdown. Choose how many times you want to share your data to the selected dashboards, i.e. Hourly, Every 6 HoursEvery 12 Hours, Daily, On Demand

Click the Database Type dropdown and choose which database you want to use for sharing. 

Create Shares 

Click Create Shares to finish your ServiceInsight setup.

Getting Started Overview 

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 for Human Resources or IT Service Management in the links given under Getting Started.

Next Steps