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ServiceNow Cookbook
ServiceNow Cookbook

ServiceNow Cookbook: Acquire key capabilities for the ServiceNow platform

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Profile Icon Turner Profile Icon Ashish Rudra Srivastava
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$27.98 $39.99
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eBook Feb 2017 376 pages 1st Edition
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$27.98 $39.99
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Renews at $19.99p/m
Arrow left icon
Profile Icon Turner Profile Icon Ashish Rudra Srivastava
Arrow right icon
$27.98 $39.99
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.7 (3 Ratings)
eBook Feb 2017 376 pages 1st Edition
eBook
$27.98 $39.99
Paperback
$48.99
Subscription
Free Trial
Renews at $19.99p/m
eBook
$27.98 $39.99
Paperback
$48.99
Subscription
Free Trial
Renews at $19.99p/m

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ServiceNow Cookbook

Chapter 1. Getting Started with Service-Now

Service-Now, probably is the most spoken IT Operation / IT Service Management application/tool these days. So what exactly is Service-Now and what does it does? Service-Now is the cloud-based enterprise application which offers everything-as-a-service, Service-Now has large portfolio of services including platform as service, finance, marketing, field operation and so on. Service-Now holds vital position in the market of IT service management, IT operations management and IT business management applications. If anyone asks me what it is, then I always say that it may be an application/tool which might address most of your IT operational issues. If we go the little further on application level then we can say that Service-Now application is the collection of many small applications which are committed to different processes. Service-Now does provide the capability to application developers to develop a desired application in less time as well, which makes it more powerful and preferred to the customers. Many IT and non IT companies are moving from their legacy service management suites / help desk tools to the cloud-based Service-Now. So, the question that arises is, why is Service-Now attracting many IT and non IT customers? To answer this question, we should go to the ground zero of Service-Now, which will help to understand Service-Now from delivering business values. I will start with the ground zero of Service-Now and will gradually move toward the top with some very interesting recipes.

In this chapter, we will cover the following recipes:

  • Service-Now prerequisite
  • Service-Now and ITIL framework
  • Understanding Service-Now procurement
  • Understanding Service-Now roles and licensing
  • Understanding Service-Now setup
  • Accessing Service-Now application
  • Microsoft Active Directory authentication
  • Logging in to the Service-Now application portal or end user view
  • Creating service requests from the Service-Now portal
  • Understanding the Service-Now IT view
  • Understanding Service-Now self-service application
  • Understanding Service-Now service desk application
  • Understand Unique record identifier
  • Using the incident management application
  • How to use create related lists of applications
  • Using the problem management application
  • Using the change management application
  • Creating the change / problem task from incident task

Introduction

Many customers from different industries such as banking, insurance, manufacturing, oil, and gas are using Service-Now software, but please keep in mind that every practice or customer may have its own unique operational environment. So now let's begin the Service-Now journey! You know by now that Service-Now is a service management suite but if you are thinking that it is the only one in the service management applications market then you are not correct. Names that come to my mind when I think about the other service management tools include: BMC Remedy, HP Service Manager, and VMWARE Service Manager.

Service-Now is based on the Information  Technology  Infrastructure  Library (ITIL) framework, which is an integrated, process based, best practice framework for managing IT services. The recipes in this chapter will give you a detailed overview of the Service-Now modules and the ITIL v3.0 framework, and we will also see how Service-Now is leveraging the ITIL framework.

Service-Now prerequisites

To start with Service-Now, you should have a basic understanding of Java scripting and SQL. Please keep in mind that as an admin or developer you are not allowed to access the database layer or application code layer but Service-Now provides its own classes, functions, and methods for development and other work. In addition, if we talk about the supporting technology behind this application, then Service-Now is Java-based and uses Oracle, MySQL, and SQL server databases and as a web server, Tomcat is being used.

Service-Now and the ITIL framework

Service-Now is an IT service management tool and it follows the ITIL v3.0 framework but, now Service-Now is currently expanding its footprint into many other portfolios as well, such as legal management, marketing management, and cost management and so on.

How it works...

The ITIL v3.0 framework has five phases, but Service-Now has supporting modules or applications for the following ITIL phases only:

  • Service design
  • Service transition
  • Service operation

The following phases are not supported by Service-Now:

Understanding Service-Now procurement

Service-Now is a cloud-based tool. The entire application infrastructure is maintained by Service-Now and many customers prefer to be in the Service-Now environment because of the cost constraint, but if a customer's security standards are very high, then Service-Now also gives an option to the client to opt for hosting Service-Now in their own environment. In addition, Service-Now provides the VPN connection option from Service-Now to the customer network. After processing the sales orders, Service-Now provides three environments (one production and two non-production). If any customer wants more than three environments, such as, for example, a training instance for training new end users, then the customer can ask Service-Now to provide an extra instance, but the customer may need to pay extra to Service-Now.

Understanding Service-Now roles and licensing

Each and every company has its own license model, or to put it a better way, a method whereby a company will charge customers for using its products or services. There are various types of licenses available in the market, such as, for example, named user licenses, volume licenses, and client access licenses. Service-Now, has a role-based license model. For instance, if in your company 1,000 employees are working, then all employees will have access to Service-Now as an end user, which means they are allowed to raise requests or incidents on Service-Now, but for handling all those service tickets there are one 100 IT employees and all have Service-Now ITIL role access: According to for the Service-Now licensing model, your company would need to pay for 100 licenses only.

In an IT operational environment, a requester may be referred to as an end user who can do any of these tasks:

  • Create, view, or modify their own request
  • Search service catalog
  • Access knowledge base
  • Access public pages
  • Undertake surveys
  • Set own notification preferences
  • View assets assigned to a user
  • Initiate a chat session, or access and post to live feed.

In an IT operational environment, a fulfiller may be referred to as a support group member who can perform all the tasks of a requester, as well as the following tasks:

  • Create, delete, and modify any record
  • View, create, delete, and modify any report
  • Perform development and administrative activities, and approve requests routed to a user

In an IT operational environment, an approver is a manager, a lead, or a high-level management person who can perform all the tasks of requesters and can also approve or deny a routed record.

In my experience, many customers don't want to purchase an approver license for various reasons.

Approval by e-mail is counted as a license. In such special cases, you can deactivate the my approval module from the self-service application so that the module won't be visible to users and can create approval e-mails for all kinds of requests with the help of e-mail templates.

There's more…

As a Service-Now application administrator, you should be always careful before giving role to any user as there may be some approvals are required from higher management. This is why it's very important to know the roles in Service-Now.

Note

In my experience, many customers don't want to purchase an approver licenses due to for various reasons. Usually Approval by e-mail is not counted as license but clients contracts varies as well. In such special cases, you can deactivate the My Approval module from Self-Service Application so that the module won't be visible for users and can create approval e-mails for all kinds of requests with the help of Email Templates module.

Understanding the Service-Now setup

Service-Now is a cloud-based application; that's why your client is not required to set up any infrastructure to support Service-Now in their environment. By reading the Understanding Service-Now procurement recipe, you should know that Service-Now provides three environments (one production and two non-production). As a setup, these environments are called instances and may be classified as development, testing, and production. Consider the following examples of Service-Now instances or web addresses:

  • packtprod.service-now.com
  • packtdev.service-now.com
  • packtest.service-now.com

If the customer is Amazon and has requested more than three instances from Service-Now, then the web addresses may look similar to the following:

  • amazon.service-now.com
  • amazondev.service-now.com
  • amazonqa.service-now.com
  • amazondev2.service-now.com

Each Service-Now instance has a unique, secured web address, but administrators are allowed to create a custom URL which can redirect to the original URL.

Accessing the Service-Now application

You don't need to install any client-side application on your local machine to access Service-Now in your environment. It is easily accessible by a standard web browser, which makes it appear as a web browser application for a customer. Here it is important to note that instance addresses or links (http://{instancename}.service-now.com) will always be company specific.

Getting ready

To access Service-Now, you need a standard web browser (you may use Google Chrome, Internet Explorer, or Mozilla Firefox) to access the URL with an active Service-Now instance, and valid credentials.

How to do it...

  1. Open any standard web browser.
  2. Type the Service-Now instance web address provided for your company in the address bar (http://{instance_name}.service-now.com).
  3. If customer has given external authentication, then are you are automatically logged in. To read more about external authentication follow: http://wiki.servicenow.com/index.php?title=External_Authentication_(Single_Sign-On_-_SSO) link.
  4. If customer has not been given external authentication, then you will see a login page as follows, where you need to enter the User name and Password in the respective fields:
    How to do it...

    Service-Now login screen

  5. Now click on the Login button. If your credentials match, then Service-Now will allow you to move further and show the following application screen:
    How to do it...

    Service-Now application screen

  6. If your credentials do not match, then Service-Now denies access and shows you the following error message as follows:
    How to do it...

    Service-Now error screen

How it works...

If an external authentication is not being used, then the User name and Password authentication is done by the Service-Now user table (sys_user), which will serve only as the master source of the user's data. So, when you enter the username and password, Service-Now verifies the user's account against the user table and after successful verification, Service-Now allows you to move further. However, if Service-Now is not able to match the credentials you entered, then it does not allow you to login and show error message.

There's more…

Each Service-Now instance has unique, secured web address but administrators are allowed to create a custom URL which can redirect to original URL. Here it is important to note that instances address (http ://{ instance­_name}.service-now.com) will be always company specific.

Microsoft Active Directory authentication

It's not feasible to manually maintain a large set of users in any enterprise level application. This is why every organization maintains a master source of all users on a server. So, Service-Now should be integrated with the master source to import users for user's access.

Getting ready

In many organizations, the Microsoft Active Directory server is used as the master source of employee or user records. Users are allowed to log into the assigned laptop or desktop using active directory's or Windows username and password. Service-Now provides an inbuilt Lightweight  Dictionary  Access  Protocol (LDAP) server to integrate with Microsoft Active Directory to import all users' records. To step through this recipe, all you need is an active Service-Now instance and valid credentials and an admin role.

How to do it...

  1. Open a standard web browser and type the web address (http://{instance_address}.service-now.com) of the ServiceNow instance which is provided by the organization.
  2. Now, for instance, if Service-Now is integrated with Microsoft Azure, then you will see the following login page:
    How to do it...

    Microsoft Azure page for Service-Now login

  3. Now, on the login page, enter active directory's username and password to log in. Please note, active directory's username and password are commonly referred to as windows credentials, as by this, you are allowed to log in on your organization's machine.
  4. On successful authentication, Service-Now, will allow you to log in to move further but if the username and password are not matched, then Service-Now will show an error message.
  5. Sometimes, you may observe that some fields in a user's records are not being imported in the Service-Now user table (sys_user) properly so, in such cases, you may ask for access to Microsoft active directory where you can validate whether data is available in active directory or not. Refer to the following screenshot to see what the user record looks like in active directory:
    How to do it...

    User details in active directory server

How it works...

When the user enters the network domain credentials (username and password) on the login page, the Service-Now instance passes it to the LDAP server and the LDAP server responds with an authorized or unauthorized message which Service-Now determines whether to grant access or not. It is important to note that Service-Now can allow new users to login to an instance even if the user does not have an account. When the new user tries to login in to Service-Now, it automatically issues a query to the LDAP server and if the user record is found, the integration tries to authenticate it with the password. If the password is valid, Service-Now creates an account for the user.

There's more...

There are mainly two types of accounts – the network domain level account (authorized by the LDAP server – active directory integration) and the manual account (which is directly created in the Service-Now user table). So, for instance, if your customer's active directory server is not available or is down, then Service-Now will not allow any user to login on the instance because the LDAP query authentication fails. However,  if as an admin, you want to access Service-Now, then you can access it via the manual account which is not authenticated by LDAP server. It is important to note that as an admin, you should have a non-AD or manual account for critical situations.

Logging in to the Service-Now application portal or end user view

Out of the box, Service-Now provides a Content  Management  System (CMS) application, which is the soul of the Service-Now front-end (portal). By using the CMS application, you can create web pages and enhance the look and feel of the Service-Now platform for the end users. It is a single place from where all users can raise incidents or requests. If you are a beginner and you not aware of incidents or service requests, then read the following standard definitions:

  • An incident is an unplanned interruption to an IT Service or reduction in the quality of an IT service (source: https://en.wikipedia.org/wiki/Incident management_ (ITSM)).
  • A service request is a user request for information or advice, or for a standard change (a pre-approved change that is low risk, relatively common, and follows a procedure), or for access to an IT service. An example of a standard request is a password reset (source: https://www.sunviewsoftware.com).

In this recipe, you will learn about the Service-Now CMS site basics and navigation as an end user.

Getting ready

To step through this recipe, you should have an active Service-Now instance and valid credentials only.

How to do it...

  1. Open any standard web browser.
  2. Type the service-now instance web address (http://{instance_name}.service-now.com) provided by your company in the address bar.
  3. By default, upon login, you will see the home page but, depending on the login rule, you may be redirected to the Service-Now portal or end user view. To read more about the login landing page click http://wiki.servicenow.com/index.php?title=Specifying_a_Login_Landing_Page#gsc.tab=0 link.
  4. On the Service-Now platform, you are allowed to create more than one site but the URL suffix must be different for each and every site. By default, Service-Now provides the site by web address (http://{instance_name}.service-now.com/ess). You can also create a new site by web address (http://{instance_name}.Service-Now.com/IT). It is important to note that the instance name must be same.
  5. The following screen shows the default portal of Service-Now, which the end user will see after login based on the landing page configuration:
    How to do it...

    Service-Now frontend (portal)/end user view

  6. Now after login, you are allowed to create a service ticket (incident, task or service request). It is important to note that every organization configures Service-Now as per their business requirements so sometimes only middle-level managers, such as team leader or manager, are allowed to create service requests on your behalf. . Let's understand this by an example so if you are joining a new organization on contractor position then to start work from day one you need certain things access like laptop, printer access, VoIP access, application access and so on, then in such scenarios the only manager or lead raise service request so don’t be surprised by such kind of Service-Now configuration.
  7. Often, a user wants to follow up on a service ticket so for fulfilling such a requirement, Service-Now provides a search facility by Zing, which is a text indexing and search engine. As an admin or end user, you can enter the ticket number in the search box as given following but it is important to note that end user has access level is less as compared to admin’s access level. For an example as an admin if you enter incident number INC0010108 in search box:
    How to do it...

    Search incident on CMS

  8. Service-Now allows for a text search on the CMS site as well. You can type the desired text in the search box and you will see a page similar to the following screenshot. It is important to note that Service-Now search criteria are limited to Tasks, Live Feed, Policy, People Places, Knowledge catalog, and you can filter out any of them by unchecking the respective box:
    How to do it...

There's more…

Out of the box, Service-Now provides Content Management Application (CMS) which supports application portal or end user view. Under CMS application, Login Rules module supports landing page of portal after successful login. For better understanding let’s take an example, users without any roles should be redirected to Service-Now portal and with user ITIL, should be redirected to IT View

Creating service requests from the Service-Now portal

As a beginner, you can co-relate the service requests with a web-based form like a movie booking, an exam form and so on, in which you need to enter your details only but depends on required information Service-Now form may be simple or complex. In this recipe, you will learn about the service requests of Service-Now. For better understanding let’s take a better example so if you want a laptop from your organization then on the service request form you might have to choose screen size, ram, hard drive and so on or many organization categories then laptop in the executive laptop, standard laptop, high configuration laptop.

Getting ready

To step through this recipe, you need an active Service-Now instance and valid credentials.

How to do it...

  1. Open any standard web browser.
  2. Type the Service-Now instance web address (https://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields.
  3. After login, you will be redirected to the Service-Now frontend/portal. Once you are on the main portal then in the Order Things section, click on the Hardware button:
    How to do it...

    Service-Now Portal Menu Block

  4. After clicking on the Hardware button, you will be redirected to the catalog page where you can see all available catalogs. Now  select Sales LaptopAccess form the options, after that you will be redirected to the following screen:
    How to do it...

    Catalog item request form

  5. In the catalog item Sales LaptopAccess request form, enter your name, describe your request, and click on Order Now. You will now be redirected to the following screen where you can view your request number, delivery date, stage, and price:
    How to do it...

    Catalog item request order status

There's more…

Out of the box, Service-Now provides Service Catalog Application to support catalog itemandunder the application, Maintain Item module is available for viewing existing catalog item (Sales Laptop) or creating new catalog item.

Service-Now portal/end user view may be classified in many ways according to organization’s business and it is important to note that here may be many catalog items for serving different purpose like for facilities, legal, IT, procurement, marketing and so on.

Understanding the Service-Now IT view

Similar to other enterprise applications, Service-Now also maintains two views. The first is for the end user and another is for admins or ITIL or fulfillers. In this recipe, you will learn about the IT view of the Service-Now application.

Getting ready

To step through this recipe, you should have an active Service-Now instance and valid login credentials.

How to do it...

  1. Open any browser (Internet Explorer, Google Chrome, Safari, or Mozilla Firefox).
  2. Type the Service-Now instance web address (http://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button.
  3. The following screen is the IT view of Service-Now, where all the applications and modules are available:
    How to do it...

    Service-Now IT view

How it works...

  • Section 1 in the preceding screenshot is a search box where you type the name of the desired module. If you know the table name, then you can simply type the table name, which works in two ways: If you want to open a new record of the table, then you can type table name.do in the search box, and if you want to open it to see all the available records in the table, then you can type tablename.list:
    How it works...

    Section 1 and Section 2

  • Section 2 is dedicated to applications; you can view all the applications, whether they are system or custom applications.
  • Section 3 is dedicated to login user details; you can do the following tasks:
  • You can view your Service-Now profile
  • You can impersonate other users to view their views
  • If you have the security_admin role, then you can elevate privileges
  • If you want to log out from Service-Now, then you can click on Logout:
    How it works...

    Section 3

  • Section 4 is a global search box, which is dedicated to finding records from multiple tables:
    How it works...

    Section 4 and Section 5

  • Section 5 is a settings button from where you can customize your Service-Now view. The settings section is a combination of the following four items:
  • In the General section, you can customize the time zone, user interface, and so on:
    How it works...

    Service-Now System Settings - General

  • In the Theme section, you can customize the look and feel of the backend. Out of the box, Service-Now provides eight themes and you are allowed to choose any one of them:
    How it works...

    Service-Now System Settings - Theme

  • In the Forms section, you can customize forms layout at the IT view and the related list loading time as well. Out of the box, Service-Now provides three options. If you want to load the related list with the form, it consumes more time to load as compared to the After Form Load and On-demand options:
    How it works...

    Service-Now System Setting - Forms

  • In the Developer section, Service-Now provides features to add current update sets and the current application in the backend:
    How it works...

    Service-Now System Settings - Developer

  • Once you turn it on, you will able to view the current update set and application in the top banner:
    How it works...

    Service-Now development feature

There's more…

As an admin, Service-Now provides you a way to directly open the new record or view record. It is important to note that you must know the table name for applying it. If you want to open a new record of the table, then you can type table name.do in the search box like incident.do, and if you want to see all available records in the table, then you can type tablename.list like incident.list.

Understanding Service-Now's self-service application

Service-Now's Self-Service module is available for all users, whether it's an end user or any ITIL role holder. The self-service application is the best place from to manage major tasks.

Getting ready

To step through this recipe, all you need is a Service-Now instance address and valid credentials.

How to do it...

The Self-Service application module is available in the IT view for all users. To view this application module, the user doesn't need role. This self-service application has many modules but let's take a look at some key ones:

  • Watched Incidents: As a support group member, usually you want to denote your reporting manager or lead or any other user regards to the incident so in such a case you can add their name in watched list field. Once users are added on the incident form, they will start getting all email notification for each and every update regards to the task like incident, problem, and change and so on:
    How to do it...

    Service-Now self-service module

  • Homepage: Mostly, the resolver manager wants to see the overview of all calls; so, in such a case, Service-Now provides out of the box modules where any manager, lead, or team member can view the overall status of all calls, which can be customized based on the requirement:
    How to do it...

    The ITIL Homepage

Understanding Service-Now's service desk application

Out of the box, Service-Now provides a service desk application from which you can manage all your tasks and your group tasks. To view this application, you should have an ITIL/Fulfiller role that is licensed.

Getting ready

To step through this recipe, you should have an active Service-Now instance and valid login credentials and an ITIL or admin role.

How to do it...

  1. Open any browser standard browser.
  2. Type the Service-Now instance web address (http://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button
  3. On the left-hand side in the search box type Service Desk and Service-Now will search out application for you or navigate to Service Desk application. In the Service Desk application, many modules are available, but let's take a look at key ones only:
    How to do it...

    Searching the Service Desk application

  4. As a support team member, you will receive your all your task in My work. If you want to see all the calls that are assigned to you, then you can simply click on My Work. The My Work module records all calls that are assigned to you regardless of the type of task. So, for example, if you have a problem, incident, or catalog task in your queue, then by clicking on My Work you can view all the calls that are in your bucket:
    How to do it...

    Service-Now Service Desk

  5. Every support person belongs to some support group, but in many cases, a support group member may belong to more than one support group as well; so, to view all group's support tickets, My Groups Work is the best place to manage all calls that are assigned to your groups.
  6. Service Level Agreements (SLAs), contracts between service providers and end users that define the level of service expected from the service provider, are critical for any resolver group or any service company, where the service company has an agreement with the clients that if any issues come to them they will resolve the issues in the agreed timeframe. So, by clicking on SLAs (My Work) you can monitor your own SLA, and by clicking on SLAs (My Groups Work) you can view your group's SLA.
  7. Approval is one of the key functions of any service management tool. On a daily basis, we raise many requests and most of them require a manager's approval, so managers can directly go to the Service-Now instance; but if your client wants to avoid the approval license cost, then you can configure the e-mail approval functionality.

Understand unique record identifier

For maintaining the uniqueness of each record Service-Now generates a 32 character global unique ID which is called sys_id. You can view SysID in any standard browser address bar.

Getting ready

To step through this recipe, you should have an active Service-Now instance, a role, and valid login credentials.

How to do it...

  1. Open any browser standard browser.
  2. Type the Service-Now instance web address (https://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button.
  3. In the browser you can view SysID. Let’s understand this by an example. In following screen shot you can view sys_id=3D4301f1084f053200abb3b3728110c70e:
    How to do it...

    Record sys_id

There's more…

It is important to note that same sys_id value is never generated more than one time. If two record share same sys_id value then one was copied to other at database level outside of Service-Now application.

Using the incident management application

Incident management is one of the key applications of Service-Now. As per the ITIL definition, an unplanned interruption to an IT service or reduction in the quality of an IT service is referred to as an incident. Application login error, antivirus error, server room fan and so on can be considered as incidents examples.

Getting ready

To step through this recipe, all you need is an active Service-Now instance, valid credentials, and an admin/ITIL role.

How to do it…

  1. Open any browser standard browser.
  2. Type the Service-Now instance web address (http://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button.
  3. On the left-hand side, type Incident in the search box to view the Incident application. To create a new incident record, you can directly type incident.do in the search box. If you want to see all incident records, then you can type incident.list in the search box directly:
    How to do it…

    Service-Now Incident Management module

  4. If you want to create a new record by the incident application then you can click on Create New module. After clicking on Create New module the incident form is opened on screen, now enter the relevant fields on incident form and click on submit button:
    How to do it…

    Incident Form

  5. After submission of the form, an incident number will be generated for an example INC0000055, which will serve as a reference number for the users
  6. Once the form is submitted, an incident is assigned to the respective support group to resolve it. Any group member can check a new incident under My Group Work andassign it to them. After resolving the incident they can click on the Resolve Incident button.

How it works…

The incident table extends the task table by which it gets all the properties of the task table. When you click on Create New module, an incident form appears and you fill in the details. After clicking on the Submit button, Service-Now generates an incident number with the unique number called SysID. For the assignment of the support group, a relationship is defined under System Policy Application in Assignment Lookup Rules, Assignment and Data lookup Definitions modules which store the relation of category and subcategory and when a condition is met, it assigns an incident to the support group.

There's more…

End users or users without any role are not allowed to create the incident from IT view as they don’t have access to view this application but ITIL users can create the incident from the IT view. It is important to note that there is no workflow for incident application.

Using the related lists of applications

Related lists are highly useful when we need to build a relationship between the two tables and for reporting as well, there is always a relationship of parent and child, which can be established by a system definition application (relationship module).

Getting ready

To step through this recipe, you need an active Service-Now instance and a valid credential or role (admin).

How to do it...

  1. Open any browser standard browser.
  2. Type the Service-Now instance web address (http://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button.
  3.  On the left-hand side in the search box, type incident, and under the Incident Application click on Open Module:
    How to do it...

    Incident Application – Open Module

  4. After clicking on Open Module, you will able to view all active incident in the list format as follows:
    How to do it...

    Incident Records - List View

  5. Now, you can click on any incident record but for now, so let’s suppose you have clicked on INC0010001 record. After opening the incident record, you need Right-click on the header of the incident form. After that, select Configure and in the configure options, select Related Lists as follows:
    How to do it...

    Configuring related lists from the incident form

  6. Out of the box, all related lists are available and you can move any related list to the Selected box from Available box as shown following:
    How to do it...

    Adding related lists to the form

  7.   The available box holds out of the box relationships and you can move as many as you want from available box to selected box but for now, let’s support you have moved Affected CIs related list from Available box to Selected box as shown following and click Save button:
    How to do it...

    Adding Affected CIs related on the incident form

  8. After clicking on Save button, you will able to view Affected CIs related list bottom on incident form. It will show all Cis which are affected by the incident as follows:
    How to do it...

Using the problem management application

Out of the box, Service-Now provides problem management application for facilitating the problem management process. If we talk about the problem as per ITIL then 'Problem' is the unknown cause of one or more incidents, often identified as a result of multiple similar incidents, In general words if your support team is receiving many incidents related to one CI (Configuration Item) then it is considered as a problem and a problem ticket must be created for permanent fix.

Getting ready

To step through this recipe, all you need is an active Service-Now instance, valid credential and Admin/ITIL role.

How to do it...

  1. Open any browser standard browser.
  2. Type the Service-Now instance web address (http://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button.
  3. To search the problem application you need to type Problem  and Service-Now will search out Problem Application for you. As an option, you can directly type problem.do to create a new record or to view all the records in the problem management module type problem.list in the search box.
  4. Now, under the problem management application, click on the Create New module to create a new problem record:
    How to do it...

    Problem management application

  5. After click on the Create New module, you will able to view blank problem form so now enter necessary details in the form and click on Submit as follows:
    How to do it...

    Problem management form

  6. Now, a new problem ticket generated PRB0040003 for reference purpose of the user.

How it works...

A dedicated problem table is available in Service-Now. When you click on Create new in the problem management module, a default problem management form appears, and after submission of the problem task, a unique sysId and number is assigned to the problem task, which serves as a parent.

There's more…

To manage, problem management process Service-Now has problem table and all problem-related records are stored in problem table only which extends to the task table. In addition, a part Service-Now admins, only IT users or users with ITIL roles are allowed to create problem records. It is important to note that many organizations have dedicated problem manager positions to handle problem related task so in term of process only problem manager may have access to create problem tasks.

Using the change management application

Disraeli, a British prime minister, said that:

"Change is inevitable. Change is constant."

So, let's see how Service-Now uses the ITIL framework in its application. Every organization goes through a transition phase to achieve new goals to improve their services, user experiences, stability, or increase their product line for internal or external customers. In the ITIL framework, change management is a process used for managing the planned deployment of alterations to all configuration items in the configuration management database that are a part of production and test UAT environments along with any other environment that a business wants to have under change management. To manage the change management process, Service-Now provides the change management application.

Getting ready

To step through this recipe, all you need is an active Service-Now instance, valid credentials, and a role.

How to do it...

  1. Open any browser standard browser.
  2. Type the Service-Now instance web address (http://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button.
  3. On the left-hand side in the search box, type Change and Service-Now will search out Change management application for you. For creating new change record click on Create New module under Change application as follows:
    How to do it...

    Change management application.

  4. As an option, you can type change_request.do in search box to directly open change management form. If you want to see all change records, then you can type change_request.list in the search box.
  5. After clicking on the Create New, you will able to view the change request form as follows:
    How to do it...

    Creating a new Change Request form

  6. Change management is a very critical process and many organizations use their own customized version of change model, now in change request form, you need to enter necessary details in change management form fields with be modified through change request.

There's more…

To support change management process, Service-Now provides a change_request table which extends to task table. Please note in numerous organizations, there a dedicated change manager to handle change requests. It is important to note that change management process guided by 3 workflows comprehensive change, emergency change and routine change and you can modify as per your organization requirement.

Creating the change/problem task from the incident task

Incident/problem/change may be inter-dependent. Let’s understand this by an example so if your support group has received many incidents INC0000075/ INC0000091/ INC0000059 and so on related to user account which may lead a problem ticket or an emergency change ticket to deploy the permanent fix of issue.  Out of the box, Service-Now provides functions to create a change or problem task from an incident task.

Getting ready

To step through this recipe, all you need is an active Service-Now instance, an ITIL or Admin role, and valid credentials.

How to do it...

  1. Open any browser standard browser.
  2. Type the Service-Now instance web address (http://{instance_name}.service-now.com) provided by your organization in the address bar, now enter your credentials in respective fields and press enter button.
  3. Go to the Incident application.
  4. Now, under incident application, click on Open module which will show all active incident records.
  5. You can select any incident task to create a problem/change task but for now let’s suppose you have opened INC0000044, now right click on incident form header through computer mouse as follows:
    How to do it...

    Creating a change/problem ticket from an incident

  6. If you want to create a change task from an incident, then click on Create Change. Once you click on the Create Change button, Service-Now will redirect you to the change form with some of the basic fields auto-filled.
  7. If you want to create a problem task form incident, then click on Create Problem. Once you click on Create Problem, Service-Now will redirect you to the change form with some of the basic fields auto-filled:
    How to do it...

    Problem task created Incident Form

  8. Now problem task PRB0040002 is created from INC0000044 with other information as well like Priority, Opened by and so on but INC0000044 will serve as a parent of problem task as follows:
    How to do it...

    Problem-related Incident

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Key benefits

  • Solve problems and challenges encountered while implementing or using ServiceNow in your organization
  • Helps you build core administration, management, and maintenance skills to automate and orchestrate your IT environment
  • Comes with recipes to improve the way you design and create automated workflows

Description

ServiceNow is the ideal platform for you to create enterprise-level applications, giving borh requesters and fulfillers better visibility and access to a process. With this title we’ll guide you through the world of ServiceNow, letting you take on the best the platform offers you with the least amount of hassle. Starting with the core configuration and management tasks, this book will help you build data-driven apps and it will also explore development best practices. You will learn to set up email notifications for users and work with the database view for reporting. Next, the book will guide you through creating various tasks from the workflow and show you how to make the most of the workflow utilities available in ServiceNow. Finally, the book will drive you through the auditing and diagnosing aspects of ServiceNow. By the end of this book, you will acquire immediately applicable skills to rectify everyday problems encountered on the ServiceNow platform.

Who is this book for?

This book targets IT professionals and administrators who have some experience of working with ServiceNow already and are looking to solve regular or unique problems that surface when using ServiceNow. It’s advisable to have a basic level of administration experience with ServiceNow. Familiarity with JavaScript is assumed.

What you will learn

  • Grasp the basics, such as entering and navigation, required to implement ServiceNow
  • Perform core configuration and management tasks
  • Use the ServiceNow plugins to manage development
  • Build and publish custom applications for service management
  • Design data-driven apps to connect with outside worlds by getting into Client and server scripting
  • Configure alerts and notifications and understand e-mail troubleshooting and watermarking
  • Build and configure reports to set up your dashboard as per the requirement
  • Create and configure workflow activities

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Feb 28, 2017
Length: 376 pages
Edition : 1st
Language : English
ISBN-13 : 9781785884139
Vendor :
ServiceNow
Tools :

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Product Details

Publication date : Feb 28, 2017
Length: 376 pages
Edition : 1st
Language : English
ISBN-13 : 9781785884139
Vendor :
ServiceNow
Tools :

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Table of Contents

7 Chapters
1. Getting Started with Service-Now Chevron down icon Chevron up icon
2. Performing Core Configuration and Management Tasks Chevron down icon Chevron up icon
3. Building Data-Driven Application Chevron down icon Chevron up icon
4. Configuring Alerts and Notifications Chevron down icon Chevron up icon
5. Building and Configuring Reports Chevron down icon Chevron up icon
6. Creating and Configuring Workflow Activities Chevron down icon Chevron up icon
7. Auditing and Diagnosing Service-Now Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.7
(3 Ratings)
5 star 0%
4 star 66.7%
3 star 33.3%
2 star 0%
1 star 0%
Amazon Customer Mar 28, 2017
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Best for them who want to switch to the Service-Now and don't know how to start so this book can answer most of them. It has a nice balance of theory and examples which you will able to easily understand.
Amazon Verified review Amazon
V.A. Murphy Aug 29, 2017
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Useful to understand the ServiceNow platform and prepare for basic development.
Amazon Verified review Amazon
Manish Upadhyay Oct 15, 2017
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For topicwise need to includes GlideAjax and GlideRecord also.Need some defitions also
Amazon Verified review Amazon
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