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Getting set up with DataSync for ServiceNow involves several stages, all of which are outlined here. This page includes the steps necessary for getting started, but also some additional (optional) configurations as well. Use the table of contents to browse all topics on this page.
All Perspectium applications delivered through update sets are continuously updated and rigorously tested to ensure support for the latest versions of the ServiceNow platform.
The following versions are currently supported:
New York
Some legacy upgrades require additional direction - click to visit for more information: |
Perspectium tests n-2 compatibility of its application with each new release of ServiceNow e.g. the current version of the Perspectium app and the previous two major releases prior to this release are tested with the newest version of the ServiceNow application after its general availability (GA) release date. Once we have completed testing, we will update the documentation here to reflect compatibility and any known issues.
For more information about the latest ServiceNow versions and the features supported for those versions, see ServiceNow versions.
If upgrading your ServiceNow instance with a Perspectium app installed, be sure to stop all jobs Perspectium > Control and Configuration > Start / Stop All Jobs) before your upgrade, and then start them again once your upgrade is complete. This is to ensure you don't lose any record sharing while your instance is upgrading. For instructions on this and more information, see Start/Stop All Jobs. |
Once you've confirmed ServiceNow compatability, the first step in setting up the Perspectium application is to reach out to support@perspectium.com and request the download link for the current version of Perspectium. You will be sent a file in a zipped format representing an exported update set XML file. Save the file in your browser's designated Downloads folder. After saving the downloaded zip file, unzip it using your preferred method.
To enable the syncing of data from your ServiceNow instance to other Perspectium-supported endpoints, you will first need to install the Perspectium application (DataSync for ServiceNow). The installation process involves first previewing and then committing Perspectium update sets in your ServiceNow instance.
The DataSync application will install custom tables into your ServiceNow instance. Consult with ServiceNow if you have any questions about your custom table licensing. |
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:
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. If you want to assign a user a read only access to the Perspectium application, a perspectium_readonly is also available. See Assign user a role in ServiceNow to add the perspectium or perspectium_readonly role to specific user. |
To ensure that you're up-to-date on all of the latest features and enhancements for DataSync, you can upgrade your DataSync for ServiceNow installation whenever new releases are available. To check which version of DataSync for ServiceNow you have installed on your instance, navigate to Perspectium > Control and Configuration > Properties and locate your current version listed under Perspectium Update Set Version.
To upgrade your Perspectium application:
Starting with Helium 6.1.0 version of the Core application, running Finish Install after installing the Perspectium Core application is no longer be required. |
After committing any Perspectium update sets to your ServiceNow instance (whether for the first time, or for an upgrade), the Finish Install scripts must be run in order for your Perspectium applications to function correctly. Finish Install will check if the Perspectium application is in the global scope, run jobs to install properties for the application, start running scheduled jobs, and reset dynamic share rules. By running the Finish Install script, you will not overwrite your current Perspectium properties.
You must run the Finish Install script whether you are installing the Perspectium application for the first time or upgrading your Perspectium application version. The Finish Install scripts can also be run after committing multiple Perspectium update sets for ServiceNow.
To run the Finish Install scripts:
After installing the Perspectium application (or upgrading to a newer version), and running Pespectium Finish Install scripts, you will need to set your initial Perspectium properties.
Before getting started, make sure you have the following information (if not, contact Perspectium Support)
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To set your initial Perspectium and DataSync properties:
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The Perspectium application is comprised of various modules—explore how to navigate these modules and use available features that may be helpful to you.