ServiceNow Cookbook - Ashish Rudra Srivastava - E-Book

ServiceNow Cookbook E-Book

Ashish Rudra Srivastava

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Beschreibung

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.

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Seitenzahl: 215

Veröffentlichungsjahr: 2017

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Table of Contents

ServiceNow Cookbook
Credits
About the Author
About the Reviewer
www.PacktPub.com
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. Getting Started with Service-Now
Introduction
Service-Now prerequisites
Service-Now and the ITIL framework
How it works...
See also
Understanding Service-Now procurement
Understanding Service-Now roles and licensing
There's more…
Understanding the Service-Now setup
Accessing the Service-Now application
Getting ready
How to do it...
How it works...
There's more…
See also
Microsoft Active Directory authentication
Getting ready
How to do it...
How it works...
There's more...
Logging in to the Service-Now application portal or end user view
Getting ready
How to do it...
There's more…
See also
Creating service requests from the Service-Now portal
Getting ready
How to do it...
There's more…
Understanding the Service-Now IT view
Getting ready
How to do it...
How it works...
There's more…
See also
Understanding Service-Now's self-service application
Getting ready
How to do it...
See also
Understanding Service-Now's service desk application
Getting ready
How to do it...
Understand unique record identifier
Getting ready
How to do it...
There's more…
See also
Using the incident management application
Getting ready
How to do it…
How it works…
There's more…
See also
Using the related lists of applications
Getting ready
How to do it...
See also
Using the problem management application
Getting ready
How to do it...
How it works...
There's more…
Using the change management application
Getting ready
How to do it...
There's more…
See also
Creating the change/problem task from the incident task
Getting ready
How to do it...
2. Performing Core Configuration and Management Tasks
Introduction
Setting up basic configuration
Getting ready
How to do it...
Understanding LDAP servers
Getting ready
How to do it...
Understanding user administration
Getting ready
How to do it...
Understanding group administration
Getting ready
How to do it...
Using service-now plugins
Getting ready
How to do it...
Configuring the Service-Now form
Getting ready
How to do it...
There's more…
See also
Configuring UI policies on Service-Now forms
Getting ready
How to do it...
Configuring UI actions on forms
Getting ready
How to do it...
Understanding deployments or update sets
Getting ready
How to do it...
There's more…
See also
Getting into CMDB
Getting ready
How to do it...
There's more…
See also
Setting up an SLA/OLA/underpinning contract
Getting ready
How to do it...
See also
Setting up system rules
Getting ready
How to do it...
There's more…
Understanding the system dictionary
Getting ready
How to do it...
Understanding the Service-Now tables schema
Getting ready
How to do it...
Getting into system security
Getting ready
How to do it...
There's more…
3. Building Data-Driven Application
Introduction
Starting a new application
Getting ready
How to do it…
Getting into new modules
Getting ready
How to do it…
Getting into the client script
Getting ready
How to do it…
Getting into the server-side script
Getting ready
How to do it…
Understanding the team development plugin
Getting ready
How to do it…
Understand web services
Getting ready 
How to do it... 
See also
Understanding development best practice
Getting ready
How to do it...
4. Configuring Alerts and Notifications
Introduction
Understanding the Service-Now system mailbox
Getting ready
How to do it…
Creating a new e-mail notification
Getting ready
How to do it…
Creating an e-mail template
Getting ready
How to do it…
Creating an e-mail notification script
Getting ready
How to do it…
Setting up an inbound e-mail action
Getting ready
How to do it…
Inbound e-mail action - new
Getting ready
How to do it…
Inbound e-mail action - forward
Getting ready
How to do it…
Inbound e-mail action - reply
Getting ready
How to do it…
There's more...
E-mail Notification by event registry
Getting ready
How to do it…
E-mail notification troubleshooting
Getting ready
How to do it…
5. Building and Configuring Reports
Introduction
Viewing and running reports
Getting ready
How to do it...
Creating new reports
Getting ready
How to do it...
Scheduling reports
Getting ready
How to do it...
There's more…
Sending multiple reports in one e-mail
Getting ready
How to do it...
Creating a table-specific report module
Getting ready
How to do it...
Creating a dashboard
Getting ready
How to do it...
Including the date in a report's e-mail notification
Getting ready
How to do it...
Working with the report's header and footer template
Getting ready
How to do it...
Working with the report sources
Getting ready
How to do it...
Working with the report range
Getting ready
How to do it...
Creating a database view
Getting ready
How to do it...
6. Creating and Configuring Workflow Activities
Introduction
Understanding the Service-Now workflow
Getting ready
How to do it...
Attaching a workflow with the service catalog
Getting ready
How to do it...
Attaching workflows with current/new modules
Getting ready
How to do it...
There's more…
Workflow troubleshooting
Getting ready
How to do it...
Setting up an approval activity
Getting ready
How to do it...
Working with condition activities
Getting ready
How to do it...
Working with task activities
Getting ready
How to do it...
Working with workflow utilities
Getting ready
How to do it...
Setting up e-mail notifications from workflows
Getting ready
How to do it...
How to configure a timer in workflows
Getting ready
How to do it...
Understanding the approval engine
Getting ready
How to do it...
7. Auditing and Diagnosing Service-Now
Understanding auditing in Service-Now
Getting ready
How to do it...
Working with auditing tables
Getting ready
How to do it...
There's more…
See also
Understanding Service-Now upgrades
Getting ready
How to do it...
Working with system logs
Getting ready
How to do it...
There's more…
See also
System diagnostics
Getting ready
How to do it...
Working with background scripts
Getting ready
How to do it...
Working with Field Watcher
Getting ready
How to do it...
Working with JavaScript logs
Getting ready
How to do it...

ServiceNow Cookbook

ServiceNow Cookbook

Copyright © 2017 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: February 2017

Production reference: 1240217

Published by Packt Publishing Ltd.

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ISBN 978-1-78588-052-0

www.packtpub.com

Credits

Author

Ashish Rudra Srivastava

Copy Editor

Safis Editing

Reviewer

Sukhwinder Wadhwa

Project Coordinator

Kinjal Bari

Commissioning Editor

Kartikey Pandey

Proofreader

Safis Editing

Acquisition Editor

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Indexer

Pratik Shirodkar

Content Development Editor

Mehvash Fatima

Graphics

Kirk D'Penha

Technical Editor

Varsha Shivhare

Production Coordinator

Nilesh Mohite

About the Author

Ashish Rudra Srivastava is an ITIL and Service-Now Certified Professional who has assisted multiple global organizations in ITSM, CRM, BPM and Infrastructure Management implementations and solutions delivery. He holds a bachelor degree in Computer Science & Engineering and a dabbler at Artificial Intelligence, Big Data, Cloud & mobile application development, Enterprise architecture frameworks and ITSM applications. He works as a Service-Now consultant, developer and trainer and has trained numerous industry professionals in ITSM tools like Service Now, BMC Remedy and JIRA in administration, development and implementation areas. He is a strategic partner to clients in Insurance, Banking and Manufacturing domains.

His research interest lies in Artificial Intelligence based network security systems. He has propounded an innovative concept of PMA-Hardware utilising an indigenous framework called NFCL model. His research paper on this titled Hardware Based Total Secured Networks was published in IJFCC journal in 2012. http://www.ijfcc.org/papers/93-F0040.pdf.

You can find him on LinkedIn  https://www.linkedin.com/in/ashishsrivastava03

I would like to express my gratitude to Lord Ganesha for giving me strength, my Father Rudra Pratap Srivastava and my mother Reeta Srivastava who have nurtured me into the person who I am today. My special thanks to Mehvash Fatima for editing and composing the book. Last but not least, my thanks to all those people I have been associated with whose names don’t find mention here but have contributed in shaping this.

About the Reviewer

Sukhwinder Wadhwa is currently working as a Senior Consultant - ServiceNow at Infosys Ltd. He has 8.5+ years of experience in IT Service Management Consulting, ITSM Tools Functional Consulting and Pre-sales. He has rich experience in Business Analysis, Solution Design, IT Service Delivery and Operations.

For his qualification, Sukhwinder has done B.Tech (IT) and MBA(IT) and is a ServiceNow Certified Administrator and ServiceNow Certified Implementation Specialist. In addition, he has certifications in, ITIL v3 foundation, CoBIT 4.1 and IBM Certified Solution Advisor - Cloud Computing Architecture V2.

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Preface

The genesis of this book owes to the fact that several students who attended my training programs in the last few years have been struggling with ITSM implementations or application support upon their initial assignments. They keep on texting and calling me to seek guidance and often solutions to roadblock which though unforeseen yet are very natural to any project. This paved way for the thinking that a concise yet comprehensive literature dealing with the practical and real life problems during implantation is needed. This book is my humble attempt to the goal. It provides step by step approach to ITSM implementation or resolving development or support using Service-Now, common pitfalls, impediments and errors and their possible solutions. Apart from the general framework for a Service-Now implementation to facilitate a robust design, it also provides general guidelines for planning implementation in such a way as to avoid most of the situations which may result in a not-so-clean design later on.

This book provides insights into the various stages from planning through implementation and maintenance with specific focus on what to expect at individual stages and how to be prepared or counter the common as well as rarely occurring pitfalls that arise from time to time by following best practices recommended by Service-Now.

What this book covers

Chapter 1, Getting Started with Service-Now, covers Service-Now basic modules and is focused on individuals who have never been associated with any ITSM applications and want to shift their career path in ITSM/Service-Now application.

Chapter 2, Performing Core Configuration and Management Tasks, deals with common issues, administration, database, contract configuration and other topics useful for deployments. It is focused on professionals who are working on ITSM applications or Service-Now already and want to enhance knowledge of Service-Now platform administration.

Chapter 3, Building Data-Driven Application, deals with development, enhancement and maintenance of  new and existing custom applications. This includes server side, client side and web service side scripting with specific focus on best practices. On many occasions professionals struggle deciding the structure of the application. This chapter provides a general guideline for that.

Chapter 4, Configuring Alerts and Notification, deals with development and configuration of inbound and outbound alerts and notifications, dynamic and static content and watermarking.

Chapter 5, Building and Configuring Reports, explains how to develop and deploy reports for specific support group or team and developing relevant dashboards.

Chapter 6, Creating and Configuring Workflow Activities, this chapter covers development and configuration of application workflow activities, triggers, approval groups and usage of components like timer, switch and so on. This chapter is important for the entire audience of this book as this part is the heart and soul of Service-Now.

Chapter 7, Auditing and Diagnosing Service-Now, focus of this chapter hovers upon the troubleshooting capability in Service-Now. It deals with auditing, debugging and version control.

What you need for this book

Service-Now is cloud hosted enterprise level application so you require standard browser (Internet Explorer/Firefox/Safari/Google Chrome) only to access it. Apart of your organization Service-Now instance, you can claim your personal Service-Now instance by registering on at this link https://developer.servicenow.com.

Who this book is for

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

Sections

In this book, you will find several headings that appear frequently (Getting ready, How to do it, How it works, There's more, and See also).

To give clear instructions on how to complete a recipe, we use these sections as follows:

Getting ready

This section tells you what to expect in the recipe, and describes how to set up any software or any preliminary settings required for the recipe.

How to do it…

This section contains the steps required to follow the recipe.

How it works…

This section usually consists of a detailed explanation of what happened in the previous section.

There's more…

This section consists of additional information about the recipe in order to make the reader more knowledgeable about the recipe.

See also

This section provides helpful links to other useful information for the recipe.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book-what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of. To send us general feedback, simply e-mail [email protected], and mention the book's title in the subject of your message. If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors.

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Downloading the example code

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Downloading the color images of this book

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Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books-maybe a mistake in the text or the code-we would be grateful if you could report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website or added to any list of existing errata under the Errata section of that title.

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Questions

If you have a problem with any aspect of this book, you can contact us at [email protected], and we will do our best to address the problem.

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 prerequisiteService-Now and ITIL frameworkUnderstanding Service-Now procurementUnderstanding Service-Now roles and licensingUnderstanding Service-Now setupAccessing Service-Now applicationMicrosoft Active Directory authenticationLogging in to the Service-Now application portal or end user viewCreating service requests from the Service-Now portalUnderstanding the Service-Now IT viewUnderstanding Service-Now self-service applicationUnderstanding Service-Now service desk applicationUnderstand Unique record identifierUsing the incident management applicationHow to use create related lists of applicationsUsing the problem management applicationUsing the change management applicationCreating 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 designService transitionService operation

The following phases are not supported by Service-Now:

Service strategyContinual service improvement

ITIL v3.0 Framework - Reference: https://en.wikipedia.org/wiki/ITIL

ITIL v3.0 Framework

See also

To read more about the ITIL framework please follow:

https://en.wikipedia.org/wiki/ITIL,http://wiki.servicenow.com/index.php?title=ITIL#gsc.tab=0http://www.upenn.edu/computing/isc/training/archived/lunchtime/Overview%20to%20ITIL.pdf

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