ServiceNow
Overview
ServiceNow is a CMDB (configuration management database) to define, manage, automate and structure IT services. Integrate your ServiceNow instance with Cortex to import your services and teams. Use this integration to drive insights into values such as:
Service discovery
Ownership
Team membership
After the integration is configured, your teams and ownership information from ServiceNow will be visible in Cortex.
How to configure ServiceNow with Cortex
Prerequisites
Your ServiceNow user must have the sn_cmdb_user
permission enabled.
Step 1: Configure the integration in Cortex
In Cortex, navigate to the ServiceNow settings page:
In Cortex, click your avatar in the lower left corner, then click Settings.
Under "Integrations", click ServiceNow.
Click Add configuration.
Configure the ServiceNow integration form:
Instance name: Enter your instance identifier.
Username and Password: Enter your ServiceNow username and password.
Click Save.
Stay on this page for the next steps.
Step 2: Configure table mappings
On the ServiceNow integrations settings page, click Add table mapping on the right.
Configure the "Add table mapping" form:
Table name: Enter a descriptive name.
Table filter query: Optionally, enter a table filter query.
ID column name: Enter the column name that contains the ID of the record.
Name column name: Enter the column name that contains the name of the record.
Note: To import teams, you must configure table mappings for the team, its team members, and their relationships.
Click Save table mapping.
How to connect Cortex entities to ServiceNow
To import entities from ServiceNow, follow the steps described below.
Import entities from ServiceNow
See the documentation for instructions on importing services, importing teams, and importing domains.
Note that the domain relationships cannot be manually imported; these are automatically imported via the automatic discovery setting described below.
Enable automated discovery of domains for ServiceNow
In Cortex, go to the Entities > Domains settings page:
Click your avatar in the lower left corner, then click Settings.
Under "Workspace," click Entities > Domains.
To force a sync of newly-discovered domains, go to Catalogs > Domains, then click Sync domains in the upper left corner.
The automatic sync runs daily at 2 p.m. UTC.
Editing the entity descriptor
When the entity is connected to ServiceNow, the entity YAML will look like the following:
Configuring ownership of your ServiceNow entities
To import teams, configure the table mappings to pull teams, team members, and their relationships from ServiceNow. After doing so, follow the steps to import them.
The value for name
should be the name of the team as defined in ServiceNow (case-sensitive).
Scorecards and CQL
Background sync
Cortex conducts a background sync of ServiceNow domains, domain relationships, and services every day at 2 p.m. UTC.
Still need help?
The following options are available to get assistance from the Cortex Customer Engineering team:
Email: help@cortex.io, or open a support ticket in the in app Resource Center
Chat: Available in the Resource Center
Slack: Users with a connected Slack channel will have a workflow added to their account. From here, you can either @CortexTechnicalSupport or add a
:ticket:
reaction to a question in Slack, and the team will respond directly.
Don’t have a Slack channel? Talk with your Customer Success Manager.
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