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title: "Install and Configure DataSync for ServiceNow"
canonical: "https://docs.perspectium.com/space/Lithium/2326839/Install%20and%20Configure%20DataSync%20for%20ServiceNow"
format: markdown
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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. Confirm ServiceNow Compatibility 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: Australia* (verified as of April 10, 2026, only guaranteed to work with  Lithium 9.2.0 or newer , see below) Zurich* (verified as of August 29, 2025, only guaranteed to work with  Lithium 9.2.0 or newer , see below) Yokohama* Xanadu Washington DC Vancouver Utah Tokyo San Diego Rome Quebec Paris Orlando New York Madrid London * If you request a new instance of ServiceNow with  Yokohama or newer , the GlideEncrypter API is not guaranteed to be available. You will want to install  Lithium 9.2.0 or newer  as older versions use GlideEncrypter. This only applies to new instances as instances that are upgraded to Yokohama from a previous version (such as Xanadu) will still have the GlideEncrypter API. The GlideEncrypter API was removed in the Zurich release of ServiceNow. Click  here  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 . ↑ Go to top of page Request download link from Perspectium 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. ↑ Go to top of page Install DataSync for ServiceNow  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: 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  (as previously mentioned, you need to request this file)  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. 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.  ↑ Go to top of page Upgrade your Perspectium Application  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: Log into any ServiceNow instances that have Perspectium update sets committed to them, and click  Perspectium  >  Control and Configuration  >  Start / Stop All Jobs  to stop running all Perspectium jobs on each instance. Navigate to  System Update Sets  >  Retrieved Update Sets   or  use the Filter Navigator in the top left side of the screen and type  Retrieved Update Sets . In the resulting form, click  Import Update Set from XML  under the  Related Links  section.  Upload the update set (.xml file) provided by  Perspectium Support  and click  Upload . Click the name of the update set you uploaded in Step 4. In the top right corner of the resulting form, click  Preview Update Set  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. Check the box next to each error or warning and choose whether to  Accept remote update  or  Skip remote update . 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. After the update set has finished committing, the Perspectium application is available to use with the new upgraded version. ↑ Go to top of page Run Perspectium Finish Install Scripts Starting with Helium 6.1.0 version of the Core application, running  Finish Install  after installing a  major or minor release  of the Perspectium Core application is no longer be required. If you are installing a  hotfix , you will want to run  Finish Install . After committing any Perspectium update sets to your ServiceNow instance (whether for the first time, or for an upgrade), the  Finish Install  scripts are 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 can 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 f or ServiceNow. To run the Finish Install scripts: Log into your ServiceNow instance and navigate to  Perspectium  >  Control and Configuration  >  Finish Install At the bottom of the form, click  Confirm  For major and minor releases starting with  Lithium 9.1.0 and newer:   If you are installing the Perspectium application on an instance for the first time, within a few seconds after  Finish Install  has completed, you will be automatically directed to  Perspectium Properties  to configure your settings so that a shared queue and bulk share can be automatically created for you to start sharing. A message will appear on screen to notify you this is happening: This only happens if you click  Finish Install  after installing the Perspectium application for the first time so as to help you start setting up the Perspectium application by automatically directing you to the next step.  If you are upgrading your application, this will not happen after you click  Finish Install  since your Perspectium Properties are already set up in your instance. If you do not click  Finish Install,  you can still set up and configure your  Perspectium Properties  by following the steps in the next section. ↑ Go to top of page Set Initial Perspectium Properties in ServiceNow Before getting started, make sure you have the following information (if not, contact  Perspectium Support ) Perspectium Integration Mesh (MBS) server URL, username, and password After installing the Perspectium application, you will need to set your initial Perspectium properties to start using the Perspectium application.  With  Lithium 9.1.0 and newer , setting up your properties will automatically create a shared queue and a bulk share using this shared queue so you can immediately start sharing data.  Details and screenshots below relate to Lithium 9.1.0 and newer . For older versions, you will not be prompted and will need to create your shared queue and bulk share manually. The shared queue created will be named  psp.out.replicator.<instance_name>_core . For example  psp.out.replicator.acme_core . The shared queued will be created with the  Encrypt on Send  option enabled to provide the best performance. This shared queue's Integration Mesh URL and credentials along with the encryption key will be updated each time you update the respective configurations in  Perspectium  >  Control and Configuration  >  Properties.  That is, if you update the Integration Mesh username in Perspectium properties, this shared queue's user will also be updated. The bulk share created will use this shared queue, default to the  incident  table and be named  First Bulk Share YYYY-MM-DD HH:MM:SS  (in your local date and time, for example  First Bulk Share 2024-09-15 11:37:51 ) . You can change this to a different table and then click  Execute Now  to run the bulk share. You will need a Perspectium application (such as the DataSync Agent) subscribed to this queue to consume messages and save to your target destination such as a supported database. If you happen to delete your bulk share using this shared queue, you can go back into  Perspectium  >  Control and Configuration  >  Properties  and resave your properties and the bulk share will automatically be recreated for you. If you are already have the Perspectium application installed and are upgrading to  Lithium 9.1.0 and newer  and already have shared queues defined,  this will not create this default shared queue or bulk share . This is intended for new installations of the Perspectium application so as to interfere with your current sharing setup. To set your initial Perspectium and DataSync properties: Log into your ServiceNow instance and navigate to  Perspectium  >  Control and Configuration  >  Properties  or  use the Filter Navigator in the top left side of the screen and type  Control and   Configuration , then click  Properties .  Being this is the first time you are configuring your properties, a prompt will appear to notify you to configure both General and DataSync Settings so as to automatically create a shared queue and bulk share for you: On the  Properties  page, click  General Settings . In the resulting form, fill out the fields with your Perspectium Integration Mesh username, password, and server URL, and click  Save . You will be prompted to also enter your DataSync Settings to complete setting up the Perspectium application: Click the back arrow to go back to the  Properties  page, and this time click  DataSync Settings In the resulting form, fill out the fields with your encryption and/or decryption keys (see NOTES for more information) Scroll to the bottom of the page and click  Save . Once you save your DataSync Settings, a   bulk share  will be created for you. The following message will be displayed and then you will be directed to the bulk share after a few seconds so you can execute it: This bulk share will default to the  incident  table and use a shared queue ( psp.out.replicator.<instance_name>_core)  automatically created for you. You can update this to select any table you want, make any other changes to the bulk share and then choose the  Execute Now  option to execute the bulk share.   NOTE : You will need a Perspectium application (such as the DataSync Agent) subscribed to this queue to consume messages and save to your target destination such as a supported database. NOTES Your encryption key will encrypt data that is shared out of your ServiceNow instance, while your decryption key will decrypt any subscribed data coming into your ServiceNow instance. Your encryption/decryption key must be 24+ characters in length to enable  TripleDES  or  AES-128  encryption.  To enable  AES-256  encryption, your encryption key must be 32+ characters.  You can select an encryption cipher when you   create a dynamic share   or   create a bulk share . The encryption/decryption keys set in Replicator properties are your  default  keys. To set encryption/decryption keys for each shared queue, see  create a ServiceNow shared queue .  When changing the encryption key in the shared / subscribe queue or properties, remove the preexisting key and add the new key.  You can also configure how data is encrypted before being shared by choosing an option from the dropdown under  Decryption key . By default, data shared out of your instance will use ServiceNow's password encryption ( encrypted ), but you can also choose to base64 encode shared data and then use ServiceNow's password encryption ( encrypted_multibyte ). ↑ Go to top of page What's next? The Perspectium application is comprised of various modules—explore how to navigate these modules and use available features that may be helpful to you.