servicenow data.md
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ServiceNow
ServiceNow
Dropzone AI integrates with ServiceNow, a cloud-based platform that provides digital workflow automation. Dropzone supports two methods of authentication for this integration: Basic and OAuth Inbound.
Create an OAuth Application User
To grant Dropzone access to tables for use in analysis, you will need to add a user (either a dedicated Dropzone User or another user) to an access control list. Alternatively, you may use an administrative user as your OAuth Application User, which will allow Dropzone access to most organizational data and tables.
Create a New Role
To create a new role, do so, do the following:
- In the top bar of the ServiceNow home page, click "All"
- In the search bar, navigate to System Security > Users and Groups > Roles
Navigate to Roles
- Click "New"
- Name the role something memorable, such as "dz_table_read"
- Click "Submit"
Create a new role
Create an Access Control List
To create an ACL, do the following:
- In the upper right corner, click your icon
- Click "Elevate Role"
Elevate your role
- Select security_admin
- Navigate to All > System Security > Access Control (ACL)
- Click "New"
- Under "Operation," select "read"
- Under "Name," input a table you want Dropzone to have read access to
Assign the ACL scope
- Under "Role," input the role you created earlier, e.g. dz_table_read
Input the new role
- Click "Submit"
Repeat for every table you want Dropzone to have access to
Assign the ACL to the Role
- Navigate back to Roles
- Click on the role you just created
- In the "Modules with Role" section, click "New"
- Name the record with the name of the table in question
- Click "Link Type"
- Under "Table," select your desired table
- Click "Submit"
Repeat for every table you want Dropzone to have access to
Create a Group
- Navigate to All > System Security > Users and Groups > Groups
- Click "New"
- Name the role something memorable, such as "Dropzone AI"
- Assign yourself (or a dedicated Dropzone User) as the manager
- Click "Submit"
- Click "Group Members"
- Click "Edit"
- In the search bar under "Collection," add yourself (or a dedicated Dropzone User)
- Click the
>then click "Save"
- In the "Roles" section, click "Edit"
- In the search bar under "Collection," add the role you created earlier
- Click the
>then click "Save"
The user associated with this group will be used as the OAuth Application User.
Create an OAuth Inbound Integration
ServiceNow requires a Client ID and Client Secret to enable. To manage OAuth integrations, you must have access to a user with one of the following roles: oauth_admin mi_admin admin
To obtain a Client ID and Secret, do the following:
- Navigate to All > System OAuth > Inbound Integrations
Navigate to Inbound Integrations
- In the upper right, click "New Integration"
- Select "OAuth - Client Credentials Grant"
- Name the client something memorable, such as "Dropzone AI"
- Under OAuth Application User, select the user you assigned earlier
- In the "Auth Scopes" section, click "Create auth scope"
- Name the scope something memorable, such as "Dropzone"
- Assign the integration the Table API scope
Add the Table API scope
- Click "Submit"
- Copy the Client ID and Client secret generated for use later in the Dropzone UI where they are called "Client ID" and "Client Secret" respectively
Enable ServiceNow
To enable the Data Source integration, you will need the following information:
| Dropzone Field | Source |
|---|---|
| Instance URL | Your ServiceNow instance URL, e.g. yourcompany.service-now.com |
| Username | The username of the admin user you are using. Only used for basic authentication |
| Password | The password for the aforementioned user's account. Only used for basic authentication |
| Client ID | The Client ID value generated earlier |
| Client Secret | The Client Secret value generated earlier |
To enable the Data Source integration, do the following:
- Navigate to your Dropzone AI tenant home page e.g. https://mycompany.dropzone.app
- In the bottom left hand corner, navigate to Settings > Integrations
Integrations Dropdown
- Click "Available"
Click Available
- In the Search bar, search ServiceNow, then click "Configure"
The ServiceNow Tile
- Under the Data Source heading, input the Instance URL and select your method of authentication from the dropdown
The ServiceNow Data Source Configuration (pt 1)
- If you selected Basic, input the username and password
The ServiceNow Data Source Configuration (pt 2)
- If you selected OAuthInbound, input the Client ID and Secret
The ServiceNow Data Source Configuration (pt 3)
- In the "Table and Query Pairs" section, you must add the ServiceNow tables you want Dropzone to access
- To do so, input the name of the table (such as "incident" or "asset") in the Table Name section
- Under "Encoded Query," input a ServiceNow encoded query string
- Click "Add Item" to add more tables
The ServiceNow Data Source Configuration (pt 4)
- Click "Test & Save" to finish
If you have any errors or questions, engage your Dropzone AI support representative.