ServiceNow | Dropzone AI Documentation

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.

If you wish to use Basic authentication, you may skip to the "Enable ServiceNow" section of this document.

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.

If you choose to use an admin user, you may skip to the "Create an OAuth Inbound Integration" section of this document.

Create a New Role

To create a new role, 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 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

For more information on elevated roles, see ServiceNow's documentation

• 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.