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Procurement

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Procurement managers can use the ServiceNow Procurement application to create purchase orders and to obtain items for fulfilling service catalog requests.

Procurement offers the ability to perform the following functions.

  • Track service catalog requests
  • Create and manage purchase orders
  • Create and manage transfer orders
  • Receive assets

Plugin

The Procurement application requires the "Procurement" plugin to be activated before use.

Process

1. Order Submit.  User places an order from the service catalog

Order Submit

Order Submit

2. Over $1000. In the Service Catalog Request workflow, items ordered from the service catalog that cost over one thousand dollars require approval.  If under $1000, they are automatically approved.

Service Catalog Request

Service Catalog Request

Service Catalog Request Workflow

Service Catalog Request Workflow

3. Approval. If the request is approved it moves to the next step.
4. Sourceable? There is a business rule, Can request be sourced, that checks the items submitted with the request to determine if the request can be sourced.  It checks if the item has a model specified.
5. Catalog Task Generation. In the Source Request workflow, a catalog task is created so that a procurement manager can source the item by creating a transfer order or purchase order.

Source Request Workflow

Source Request Workflow

There is a "Source Request" button on the catalog task that the Procurement person can click

Source Request button on Catalog Task

Source Request button on Catalog Task

7. Source Request. If the source request is clicked on the catalog task.  A source screen is shown

Source Request Methods

Source Request Methods

Source Screen

Source Screen

  • Purchase Order - You can create a purchase order directly from a request. This enables procurement managers to obtain items and fulfill requests from the Service Catalog. You can create multiple purchase orders from a request.
  • Transfer Order - You can create a transfer order directly from a request to source hardware items and consumables from stockrooms.
  • Consolidate PO - Select the optional Consolidate PO check box to combine the listed items with existing purchase orders.
Transfer Order and Purchase Order Created (Although should just be transfer orders)

Transfer Order and Purchase Order Created (Although should just be transfer orders)

Confirmation Prompt

Confirmation Prompt

8. Catalog Task Auto Closed.  After you source the item, the catalog task is automatically closed.
9. Request Sourced. The Sourced checkbox is now automatically checked on the request.  Purchase orders and Transfer Orders are shown via related lists on the request as needed as well.

Request Sourced

Request Sourced

10a. Purchase Order Fulfillment.  The purchase order process has multiple steps:

1. Open the Purchase Order

Purchase Order Form

Purchase Order Form

2. Click Order
3. Click Receive when received. Received screen is shown

Receive Screen

Receive Screen

4. Asset is received and set to the user who requested it

More information about the Receive process can be found here

10b. Transfer Order Fulfillment. The transfer order process has multiple steps:

1. Open the transfer order. 

Transfer Order

Transfer Order

2. Click "Ready for fulfillment" when ready. Stage moves to Requested
3. Click "Prepare for shipment" when ready.  Stage moves to Shipment Preparation

Shipment Preparation

Shipment Preparation

4. Click "Ship" when ready. Stage moves to fully shipped.
5. On the Transfer Order Line, Click Receive when received
6. On the Transfer Order Line, In order to get the "Deliver" button to appear, you need field service management installed, or you can adjust the UI Action condition or TransferOrderStageHandler script include to show the button.

11. Catalog Task Fulfillment. After the assets are now sourced and received, catalog tasks are generated for delivery. 

Procurement Workflow: Item Sourced and Received

Procurement Workflow: Item Sourced and Received

12. Close Catalog Tasks.  Close Catalog Tasks as completed

Catalog Task for Configuration

Catalog Task for Configuration

Delivery Catalog Task

Delivery Catalog Task

13. Requested Item Closed. When all the catalog tasks are completed, the requested item is closed
14. Request Closed.  When all the requested items are closed, the request is closed

More information

Wiki on ServiceNow Procurement:

 


Demand Management

Release Management

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Release Management encompasses the planning, design, build, configuration and testing of hardware and software releases to create a defined set of release components.

Plugins

Activate the Release Management plugin to use, which will also upgrade you to the newest version.

Table Structure

Table Name | Definition
Product [rm_product] | Represent whole products whose releases are being managed.
Release [rm_release] | Represent individual versions of the product.
Release Phase [rm_release_phase] | Represent the different stages of work required to complete a release.
Feature [rm_feature] | Represent each feature within the release.
Release Tasks [rm_task] | Represent tasks to create individual features.

Process

Define a product

A product might be an application, physical item, or service.  

  1. Left Navigation Bar > Release > Products and click New.
  2. Fill out the form and click submit
Product

Product

Planning Board

The Planning Board is an interface for manipulating the tasks related to releases for a particular product.

Use the release Planning Board

  1. Open the product record and select the Planning Board related link.
  2. On the list of releases associated with the product, click the name of the release to highlight it in green

Move a task from one release to another

  1. On the Planning Board, select the tasks to move
  2. Click the arrow for the target release
Planning Board

Planning Board

Define a release

  1. Navigate to the form of the appropriate parent Product.
  2. Scroll to the Releases related list and click New.
Releases under Product

Releases under Product

Release

Release

Because releases can have child releases, you can group minor releases under major releases.

Define a release phase

  1. From the Release form, use the Release Phases related list.
  2. Click New
  3. Fill out the form and click submit
Release Phase

Release Phase

Manage the release process

Once a product is defined, you can plan and execute a release.

  1. Create the release: Define the release record and child tasks.
  2. Scope the release: Define features for releases and child tasks.

While creating and scoping the release, use the Release Hierarchy related list on the Release Form to view the release as a hierarchy.

Release Hierarchy

Release Hierarchy

Scope a release

You can scope a release from the Release form's Features related list.

  1. From the Release form, use the Features related list to define features for the release.

From the feature form, the Release Tasks related list can be used to define release tasks for the feature. 

Feature

Feature

Release Task

Release Task

Agile Development plugin

The Agile Development plugin further extends upon the Release Management v2 plugin by adding a lot more value to the application.

Task Table Relationship

Since releases are tied to the task table, you can easily tie them to changes, problems, etc. as well.

 

Site Index

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Here are the collected works of this site organized by ServiceNow product lines. 

Service management

IT Service Management

IT Operations Management

IT Business MANAGEMENT

INTEGRATIONS

Development

UPGRADES

ServiceNow Istanbul

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ServiceNow is soon releasing a new version of ServiceNow, codename Istanbul.  More amazing work by ServiceNow once again!

This article showcases just some of the new features to be excited about in this new release.

Authentication

LDAP One Time Password

 If the LDAP server is down, users who are trying to log in can receive a one-time password to access the instance. This is controlled by the glide.ldap.onetime.password.enabled property, which is enabled by default.

Application Edit Icon

The biggest improvement since allowing the Update Set Picker to be back in the header post Eureka.

The Application edit button was removed in Geneva, likely due to a conflict with Angular.

Good news everyone, the Application Edit button is back!  

This allows you to edit application and module menus in the Left Navigation bar, by a simple click of a button. No more going to Application Menus, finding your app and editing.

And they all rejoiced!

Edit Module Button

Edit Module Button

Automated Test Framework

Automated Test Framework is a new application in the Istanbul release.

With the Automated Test Framework, you create and run automated tests on your ServiceNow instance. When you upgrade or modify an instance, run these tests to confirm that the instance still works as designed.

You can create simple tests that mimic user actions with no scripting. Examples of test steps that do not require scripting include the following:

  • Open a form
  • Set field values
  • Validate field values and attributes (such as read-only)
  • Submit the form

With the server-side scripting test, you can perform more complex operations. Examples include the following:

  • Perform unit tests using javascript, including tests using the Jasmine test framework.
  • Test business rules, script includes, and other ServiceNow scripts.
  • Create tests that operate on data that you define.
ATF: Adding a Test Step

ATF: Adding a Test Step

ATF: Running Test

ATF: Running Test

ATF: Client Test Runner

ATF: Client Test Runner

Application Portfolio Management

ServiceNow Application Portfolio Management is a new application in the Istanbul release.

Application Portfolio Management provides key capabilities to build an application inventory to understand how many applications are in your business organization and develop an application rationalization roadmap aligned to the enterprise goals. It helps you to get a better insight into applications by using real-time data from the platform through reports and dashboards. These capabilities help you make better business judgments.

APM Guided Setup

APM Guided Setup

APM: Portal

APM: Portal

APM: Application Roadmap

APM: Application Roadmap

APM: Category Analysis

APM: Category Analysis

Assessments and Surveys

Survey widget

A survey can be taken from Service Portal.

Support for new question types

Emojis, multiple selection, and ranking question types are supported for surveys.

Survey Designer

Survey Designer

Survey

Survey

Assessment

Assessment

Benchmarks

Compare your ServiceNow instance to companies comparable to your own.  See how you compare to other companies around the word.

These benchmarks will be available on HI.  I think this will be very interesting to many customers.  You can opt-out if you don't want to participate as well.

Benchmark Charts

Benchmark Charts

CHANGE MANAGEMENT

CAB Workbench

The CAB workbench enables a CAB manager to schedule, plan, and manage CAB meetings.

  • Create CAB definition: The CAB manager can define a CAB based on which CAB meetings and their agendas are created.
    • Set CAB meeting schedule: The CAB manager can specify the schedule that the CAB meetings must follow. For example, every Tuesday at 10 am.
    • Create series of CAB meetings: The CAB manager can specify the time-period and frequency in which a series of CAB meetings are created.
    • Set CAB meeting agenda: The CAB manager can define filter conditions that determine which change requests are automatically associated to a CAB meeting occurrence.
    • Specify discussion time for each agenda item: The CAB manager can specify the discussion time that must be allotted to each change request.
    • Set CAB meeting board: The CAB manager can select the members of the CAB board.
    • Set CAB meeting delegates: The CAB manager can select delegates who can assume the role of CAB manager during the CAB meeting.
    • Notify CAB attendees: The host of the CAB meeting can notify CAB attendees in advance of their change request being discussed.
  • Create individual CAB meetings: The CAB manager can create individual CAB meetings outside of a CAB definition. These individual meetings can either exist on their own or can be tied to a CAB definition.
  • Ensure change requests are CAB approved: Normal and emergency change requests can now be marked for CAB approval via the CAB required check box on the Change Request form.
  • Set CAB meeting delegate: Change requesters can now specify a delegate to attend the CAB meeting on their behalf via the CAB delegate field on the Change Request form.
  • View CAB calendar: The change manager and change requester can view the CAB calendar and drill down into the specifics of CAB meetings.
  • Approve or reject change requests: CAB managers can approve or reject change requests during the CAB meeting, which are then processed through the appropriate workflow.
  • Record and view CAB meeting notes: The CAB manager can record meeting notes, which can be viewed later by CAB members and change requesters.
CAB Workbench: Meeting not started yet

CAB Workbench: Meeting not started yet

CAB Workbench: Meeting in Progress

CAB Workbench: Meeting in Progress

DASHBOARDS AND HOMEPAGES

Share Dashboards with anyone

Provide dashboards to any user in the ServiceNow platform and allow users with a role to share dashboards


END OF HOMEPAGES

Homepages are going away at some point.  The dropzone based pages will be replaced with responsive canvas. Responsive canvas is what you see in Performance analytics and other places.

Istanbul introduces the next iteration of the dropzone-free drag and drop responsive canvas.

Details on Responsive Canvas:

  • Eventually (maybe in Jakarta), homepages will be converted and removed.
  • Automatic upgrade from homepages
  • Visible to the customer
  • Not customizable by the customer
  • Doesn't not require Performance Analytics
  • Not available in Express yet

Configuration Management

CMDB Query BUILDER

The CMDB Query Builder allows you to easily build complex infrastructure and service queries that span multiple CMDB classes, and that involve many CIs that are connected by different relationships.

The CMDB Query Builder provides a canvas into which you drag the CI classes and other artifacts that you want to include in a query. Then you add relationships, AND/OR operators between the CI classes, and define the relationship properties to query for. You can use saved queries to populate a CMDB group with CIs, and then use scriptable APIs to retrieve the CI list and apply actions collectively to all the CIs in the group.

CMDB Query Builder

CMDB Query Builder

Customer Service Management

Portals

Customer Service Management for business-to-consumer companies

Extends support for business-to-consumer companies, including the core CSM capabilities. Adds case management for consumers and consumer products, a web-based service portal, performance and scalability improvements for high transaction volumes, and contextual knowledge search.

Consumer Service Portal

Support business-to-consumer companies with a web-based portal that provides consumer self-registration, product registration, knowledge search, and case creation.

Customer Service Portal

Customer Service Portal

Consumer Service Portal

Consumer Service Portal

Assignment Workbench

The assignment workbench enables customer service managers to assign tasks to agents efficiently and intelligently. The workbench uses configurable criteria, such as skills and availability, to evaluate the agents in a selected group and provide an overall ranking. Managers can view these results and click one button to assign a task.

Case Assignment Workbench

Case Assignment Workbench

Email Layouts Unsubscribe

Administrators can use email layouts to:

  • Ensure all email notifications have a consistent layout such as always displaying a header, body, and footer.
  • Display static content on all email notifications such as a company logo or a background.
  • Declare inline styles available for use in the message body of an email template such as setting a text font, size, and color.
  • Provide users with links to common response actions such as unsubscribe from a notification or manage notification preferences.
Email Layouts

Email Layouts

Example Email Unsubscribe Link

Example Email Unsubscribe Link

EXPRESS

EXPRESS NON-PRODUCTION INSTANCES

Customers can now purchase a non-production Express instance through their account representative. After purchase, a non-production instance would be allocated.

Cloning details:

  • New plugin (com.glide.express.ha) activated on prod and non-prod to allow cloning data to non-prod
  • Cannot select tables to exclude on clone
  • Cannot elect to preserve data on target.
  • Cannot modify cleanup scripts.
  • Email is disabled on non-production instance
  • Scheduled jobs are cleared on non-production instance
  • Will not clone large tables such as audit, attachments, and logs

EXPRESS CERTIFIED INTEGRATIONS

You can now build integrations in Enterprise and port them over for usage in Express via the ServiceNow store.

HR Service Management

For the ServiceNow Human Resources Service Management (HRSM) application, the Human Resources Scoped App: Core plugin is available for new instances starting with the Istanbul release.

HRSM now has four plugins

  • Human Resources Scoped App: Core
  • Human Resources Scoped App: Security
  • Human Resources Scoped App: Service Portal
  • Human Resources Scoped App: Workday Integration

ITSM Guided Setup

ITSM guided setup provides a sequence of tasks that help you configure IT Service Management (ITSM) applications on your ServiceNow instance.

You are guided through completing configuration activities that are organized in categories for common platform settings and ITSM applications. 

Istanbul improves the Guided Setup process and adds a few new features:

  • Accept Best Practices - When available, this new option lets you accept the default configurations for an entire category or individual task, and mark the items as complete with a single click.
  • Assign - You can now assign tasks to other administrators. You can choose to assign all tasks in a category to a single admin or assign individual ones to different admins. When a task is assigned, the admin receives an email if their user record contains an email address.
  • Add note - You can now record comments regarding a task's configuration process for historical purposes.
ITSM Guided Setup

ITSM Guided Setup

ITOM Guided Setup

A guided setup was added for the Mid Server and Discovery as well.

Related List Query Conditions

Related list conditions allow you to include a relationship with another table in a list filter. Related list conditions are supported only in List v3. You can optionally include conditions on the related table. 

Related List Query Conditions

Related List Query Conditions

Service Portal

Variable Width

You can configure default widths for variables. When you use a variable, you can override the default width of the variable by selecting a new width size from the list of options.

Shopping Cart

The shopping cart is now available in the Service Portal.

Shopping Cart

Shopping Cart

Wishlist

You can save partially configured catalog items to your wish list. You can review your wish list later to complete the ordering process.

Wishlist in the Header

Wishlist in the Header

Upgrade to Multiple Service Catalogs

TIME CARDS

Time sheets were added in Istanbul finally.

A time sheet groups all time cards for a user for the given week

Time cards in a time sheet can be added in the following ways:

  • Manually by users by creating time cards for their assignments.
  • By copying from previous week time sheets.
  • By auto generate action that finds all active project task assignments for the user and generates time cards for them.
  • By scheduling a recurring job that finds all active project task assignments for the user and generates time cards for them.

Time card approval

  • Time card approvers can approve all the time cards in a timesheet submitted by a user by approving the time sheet.
  • Time cards are also grouped by project. Project managers can approve time cards related to their projects alone.

HOW TO Upgrade?

Read the Istanbul Release Notes and Upgrade Instructions

Team Development

GitHub Integration

Project Portfolio Suite

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The ServiceNow Project Portfolio Suite (PPS) provides a simplified (yet complex), team-oriented approach to Project Portfolio Management and IT development by combining several individual applications.

Project Portfolio Suite (PPS) can include the following applications:

  • Project Management - A suite of tools used to manage projects, task, and resources.
  • Demand Management - An application used for gathering and assessing ideas and promoting accepted ideas to strategic and operational demands.
  • Portfolio Management - create portfolios which are collections of related programs, projects, and demands. You can then perform financial planning and monitor the status and progress of these portfolios.
  • Program Management - logically group related projects or demands under a single entity. The ServiceNow Program Management application helps you to manage related projects and demands in coordinated way that is not possible when projects and demands are managed independently.
  • Agile Development - manages the software development and release process.
  • Test Management - provides tools for manual software testing.
  • Resource Management - enables resource requesters to create resource plans and request resources.
  • Release Managementencompasses the planning, design, build, configuration and testing of hardware and software releases to create a defined set of release components.
  • Cost ManagementCost management tracks configuration item costs. The costs can be allocated to business units and used in reports.

Just like a real-life project, PPS can use the multiple ServiceNow applications above to manage a project.  

The only application currently that is "mandatory" for PPS to run is the Project Management application.  However depending on your business needs, you may want to use the other connected ServiceNow applications to better manage your projects and portfolio.  These applications are more connected with each release, however you can disable them as necessary.

Now let's check out all these applications!

PROJECT MANAGEMENT

Project Management provides a simplified, team-oriented approach to managing the project lifecycle. It provides the ability to create and manage projects of all sizes, from small projects with a few tasks to large portfolios of projects that contain complex tasks with various relationships and dependencies.

Project management includes tools to help you create, view, and manage projects.

Project templates define the basic structure of a project, including project tasks and sub-tasks, attachments, and other project information. The project template feature gives project managers a simple way to create, save, and reuse this project structure.

1a. Create Waterfall Projects

Here is an example how to create a waterfall project with Project Management.

Create project

  1. In the Left Navigator Bar > Project > Projects > Workbench and click New Project
  2. Fill in the fields.  In order to associate to Programs, you need to place Planned start date and Planned end date within the program
Project Creation

Project Creation

Add Waterfall Phases

  1. In the Left Navigator Bar > Project > Projects > Workbench
  2. Select the project from the Select Projects choice list in the workbench header
  3. Click the Add (plus sign) button
  4. Select "Phase" and select Waterfall from the Phase Type choice list.
  5. Give your Phase a short description and dates
  6. Click Submit
  7. Continue adding phases as needed. Phases in a waterfall project may often be sequential.
Adding a Phase

Adding a Phase

Add Milestones

  1. In the Left Navigator Bar > Project > Projects > Workbench
  2. Select the project from the Select Projects choice list in the workbench header
  3. Click the Add (plus sign) button
  4. Select "Milestone" and select Waterfall from the Phase Type choice list.
  5. Give your Milestone a short description and dates
  6. Click Submit
  7. Continue adding milestones as needed.

1b. Create Agile Projects

Creating a Agile Project from Project Management is a lot like creating a waterfall project.  Except it uses aspects from the Agile Development application to assist

Setup Development Group

  1. Create the agile group. Navigate to Project > Agile > Groups and click New.
  2. Add group members. Navigate to the Group members related list on the Group form and click New.
  3. Assign the group capacity. Navigate to Project > Agile > Groups, select the desired group, and enter a number in the Points field.

Create sprints

  1. Create sprints. Use the Create Sprints related link on the Group form to create multiple sprints or use the Sprints related list to create individual sprints.
  2. View the newly created sprints. Use the Sprints related list on the Group form.

Read more about Agile Development

Add Agile Phases

  1. In the Left Navigator Bar > Project > Projects > Workbench
  2. Select the project from the Select Projects choice list in the workbench header
  3. Click the Add (plus sign) button
  4. Select "Phase" and select Agile from the Phase Type choice list.
  5. Give your Phase a short description and dates
  6. Click Submit
  7. Continue adding phases as needed. Phases in a waterfall project may often be sequential.

Add Milestones

  1. In the Left Navigator Bar > Project > Projects > Workbench
  2. Select the project from the Select Projects choice list in the workbench header
  3. Click the Add (plus sign) button
  4. Select "Milestone" and select Agile from the Phase Type choice list.
  5. Give your Milestone a short description and dates
  6. Click Submit
  7. Continue adding milestones as needed.

2. Manage the Project

Start the Project

Start the project by clicking Start project on the Project form or changing the project state to Work in Progress. Starting the project changes the State field on the Project form to Work in Progress and changes the Actual start date of the project to the current date.

Start Project Button

Start Project Button

Monitor the Project and Customize Dashboards

You can update important project status information, such as the number of milestones slipped. You can also view summaries for cost, scope, project risk, and so on. Modify this information as needed with the Portfolio View related list on the Portfolio form and display this information on the Project Overview homepage. In addition, use the project reports installed with the application, such as Active projects or Projects (by priority), to show important project information.

When the project is underway, continue to access project records and edit several items, including costs, priority, schedule, and planned values that are not rollups. Keep detailed project records for risks and issues and refer to them after a project is complete. Also create baselines along the way to easily see if any project phases or tasks are slipping at the time you create the baseline.

3. Close the Project

When the project is complete, change its state to Closed complete on the project form. When a project is in the closed state, the Project Management application calculates actual values like Actual duration.

Post-project activities include analyzing project baselines and actual values and generating a final project dashboard.

If the project was successful and can be used as a template for future projects, make a copy of it. If the project was created from a change, incident, or problem record, there are several other activities to perform in ServiceNow.

Project Workbench

The project workbench provides a central location for creating and managing projects.

The workbench supports the Project Management and application life cycle management applications, allowing for a hybrid approach to project management. Project managers can create projects that combine both waterfall and agile methodologies and add waterfall, agile, and test phases to these projects.

The project workbench makes it easy to manage projects by presenting project information in two panes. The top pane displays a timeline with the project phases and milestones. The bottom pane displays details for the phase selected in the timeline. The project workbench provides real-time interaction between the timeline, the list view, and the visual task board.

Project Workbench

Project Workbench

Program Management

A program helps you to logically group related projects or demands under a single entity. The ServiceNow Program Management application helps you to manage related projects and demands in coordinated way that is not possible when projects and demands are managed independently.

Program Relationship Diagram

Program Relationship Diagram

The it_program_manager role is essential to be able to manage programs. The Program Management application provides the following capabilities to the program manager:

  • Create a program by adding related projects and demands.
  • Create tasks specific to the program. These tasks are essential for completion of the program but are outside the scope of projects.
  • Define key milestones, anticipated risks, and issues for the program.
  • Monitor the progress and status and of all the projects and demand that are part of the program. Program manager can track the costs, resources, and schedules.

When you create a program, consider:

  • A program can be part of a portfolio or can be a generic standalone program that is not part of any portfolio.
  • A program cannot be part of multiple portfolios.
  • A project or demand cannot be part of multiple programs.
  • You can have projects and demands that can directly be part of a portfolio and not part of a program.
  • The following diagram illustrates how you can implement programs.

Program Workbench

The program workbench is a central location for viewing details of a program and the projects, demands, and program tasks that are part of the program.

The program manager role can use the program workbench to view and monitor the progress of the program and the projects, demands, and program tasks. Program workbench provides information for only tracking the program.

You can track the progress of demands and projects, and monitor the status of cost, resource, schedule, and scope for the selected fiscal period for the program.

Program Workbench

Program Workbench

Program Workbench

Program Workbench

Portfolio Management

Portfolio Overview

Portfolio Overview

With the ServiceNow Portfolio Management application, you can create portfolios which are collections of related programs, projects, and demands. You can then perform financial planning and monitor the status and progress of these portfolios.

The Portfolio Management application provides these capabilities to the portfolio manager:

  • Create a portfolio by adding related programs, projects, and demands.
  • Perform annual portfolio planning by selecting demands, projects, and programs.
  • Track the progress and status of all the programs, projects, and demands that are part of the portfolio. You can track the costs, resources, schedules, risks, and issues.

Read more about Portfolio Management

Portfolio Workbench

Portfolio Workbench

Portfolio Workbench

Portfolio Workbench

Demand Management

The Demand Management application consists of tools for capturing, centralizing, and analyzing strategic and operational demands. It also provides a single location for managing all of the demand information.

Agile Development

Agile Development is an iterative and incremental process for software development environments. Scrum is one of the most popular methodologies. Scrum has the following characteristics:

  • A short, fixed schedule of cycles with adjustable scope, called sprints, to address rapidly changing development needs.
  • A repeating sequence of events, milestones, and meetings.
  • A practice of implementing and testing new requirements, called stories, to ensure some work is release-ready after each sprint.
  • Commonly used roles such as product owner, scrum master, and team member.

Read more about Agile Development

TEST MANAGEMENT

The ServiceNow Test Management application provides a tool for manual software testing.

Test managers can use this application to manage all phases of the testing process.

  • Create and maintain the test repository by creating test suites, test cases, and tests.
  • Enable test execution by creating test plans, adding test cases, and assigning testers to test cases.
  • Initiate the testing process and monitor the progress.
  • Evaluate test results and complete the test plan sign-off form.
  • View testing reports on the Test Management dashboard.

Testers can use this application to:

  • Perform tests and record test results.
  • Update test case status.
  • Report defects and retest, as necessary.

Process Flow

  1. Test setup. The test manager builds the test repository by creating test suites, test cases, and tests.
  2. Test initiation. The test manager initiates the testing process and monitors the progress on the Test Plan form.
  3. Test execution. The test manager creates a test plan to test a specific product or feature, adds test cases, and assigns a tester to each test case. If desired, the test manager can also define a test environment.
  4. Testing. Testers perform the tests in their assigned test cases, record the test results, and update the status of each test. If necessary, the testers indicate the reason for a failed or blocked test.
  5. Sign-off. Stakeholders review the test results and any open issues and then collaboratively decide whether the test plan sign-off form can be completed.

Resource Management

The Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans and request resources. Resource managers use the application to assign resources to tasks. The Resource Management application can be used in conjunction with any task on the ServiceNow platform, including project tasks, incidents, problems, or changes.

Release Management

Release Management encompasses the planning, design, build, configuration and testing of hardware and software releases to create a defined set of release components.

Read more about Release Management

Cost Management

Cost management tracks configuration item costs. The costs can be allocated to business units and used in reports.

Read more about Cost Management


Service Portal Documentation

ServiceNow Store

Asset Management

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Asset management integrates the physical, technological, contractual, and financial aspects of information technology assets.

An IT asset is any company-owned information, system or hardware that is used in the course of business activities. Assets can be many different types of items in a company.  ServiceNow has over 126 categories of assets available in their base system.

Benefits of Asset Management

  • Control purchased inventory and usage while reducing costs
  • Manage the asset life cycle from planning to disposal of strategic assets
  • Achieve compliance with relevant process, standards, and regulations
  • Improve the end-user experience with faster procurement and deployment of assets

Difference between Asset Management and Configuration Management (CMDB)

One of the confusing parts of ServiceNow is why there is a CMDB and Asset Management. The reason why can be summed up in this statement:

Asset management and configuration management (CMDB) are related, but have different goals. Asset management focuses on the financial tracking of company property. Configuration management focuses on building and maintaining elements that create an available network of services.

Once you have that CMDB framework, use Asset Management to make it even more valuable. Put a cost to Configuration Items, make sure servers and laptops are deployed and retained properly. Build the CMDB using discovery, but pay with it using Asset Management. 

What is the difference between an Asset and Configuration Item (CI)?

Asset

  • Track the financial aspects of the item purchase, cost, and depreciation of the item.
  • Contracts, Maintenance, Warranty, and Licensing tied to the item.
  • Inventory tracking is expected to meet obligations.
  • Document the status of the item, build, and decommission status.

Configuration Item

  • Record the technical attributes of the item
  • Relationships to other Configuration Items
  • Associated with an Incident, Problem, Change, or any task.

Read more about how Assets and Configuration Items are synchronized:

GETTING STARTED

Identify Assets

Another year of inventory soon!

Another year of inventory soon!

I grew up in my parents hardware store in central Minnesota. As soon as I was able to count, I was participating the yearly manual counting of every item in the store. 

For some reason, I enjoyed the process of counting and learning what every item did in the store.   I had my first wife try it one year...she did not have the same enthusiasm.

The good news is that for IT departments, there are modern innovations to really help automate this process:

After you get the data imported, you can start to analyze it.  Asset Management has a starter homepage available for usage.  It is located in the Left Nav Bar under Asset > Overview. Roles that can view the Asset Overview page are admin, asset, and sam.

Asset Overview

Asset Overview

Categories, Models, and Classes

If you are using ServiceNow Discovery, a lot of Asset Management is created for you.  However it often requires some additional configuration.  Models in particular sometimes require some normalization and refinement so you can get proper reports.

  • Models. Models are specific versions or various configurations of an asset, such as a MacBook Pro 17".
  • Model Categories. Categories of asset models can be items such as computers, servers, printers, and software.  Model categories associate CI classes with asset classes. The model category configuration determines if ServiceNow should create an asset from a CI and if so, what class of asset. This is straightforward how the Model Categories work. If you a certain CI, for example, Computer [cmdb_ci_computer], to create and update an related asset, it must have a model category.
  • Asset Classes. The default asset classes are Hardware, Software License, and Consumable. These general classes can be used to manage most assets. Creating a new asset class requires defining a new table and creating a corresponding application and module, then adding the new asset class to new or existing model categories.  Read about it here
Model Categories

Model Categories

Models

Models

Table Structure

Asset Management uses a variety of tables and it is tough to keep up with all the tables involved.  The most important table to remember is the main Asset [alm_asset] table. However reading about the tables helps show how Asset Management works:

  • Asset [alm_asset]: Stores general, financial, and contractual information about assets.
  • Asset Entitlement [alm_entitlement_asset]: Enables ServiceNow to categorize the Asset Entitlement table and enforce how entitlements behave.
  • Consumable [alm_consumable]: Stores data about consumable assets (previously known as parts).
  • Default Stockroom [alm_user_stockroom]: Stores the relationship between a user and their default stockroom.
  • Fixed Assets [alm_fixed_assets]: Stores fixed assets, which are containers that can hold multiple assets.
  • Fixed asset to asset [m2m_fixed_asset_to_asset]: Stores associations between fixed assets and assets.
  • Hardware [alm_hardware]: Stores general, financial, and contractual information about hardware assets.
  • License Entitlement [alm_entitlement]: Stores entitlements that permit users or machines to use a software license.
  • Software License [alm_license]: Stores general, financial, and contractual information about software license assets.
  • Stock Rule [alm_stock_rule]: Transfers stock or sends an email message to the asset manager when a specified asset drops below a set threshold.
  • Stockroom [alm_stockroom]: Stores information about stockrooms.
  • Stockroom Model [alm_m2m_stockroom_model]: Tracks all models that have ever been stocked in a stockroom. This table is automatically populated.
  • Stockroom Type [alm_stockroom_type]: Stores general information about stockroom types.
  • Transfer Order [alm_transfer_order]: Contains data about transfer orders, including the state and stockrooms.
  • Transfer Order Line [alm_transfer_order_line]: Contains data about individual assets being shipped with a transfer order.
  • User Entitlement [alm_entitlement_user]: Enables ServiceNow to categorize the User Entitlement table and enforce how entitlements behave.

ASSET MANAGEMENT PROCESS

After you get the initial data imported and updated the best you can, then you can begin using asset management in your daily work!

Asset Management Process

Asset Management Process

Acquisition

If you are hooked up to Discovery or another integration to import assets, this setup is much easier for you.

You can create assets manually if you don't have an automatic asset creation or have assets that are not automatically discovered.

You may also use optional Purchase Order and Receive Assets functionality to order assets from an vendor and keep track of that within ServiceNow.

Asset Detail

Asset Detail

  • Financial. Capture financial information such as invoicing and cost center chargeback.
  • Disposal. Track disposal reasons, resale price, and retirement date.
  • Depreciation.  File the depreciation information on the asset.
  • Contract.  Leases, Warranty, Support Group and contract info
  • Entitlements.  Software licenses and other hardware entitlements tied to the asset.
  • Other Asset Relationships.  See consumables like keyboards, monitors, and peripherals tied to the asset.

Manage assets by counting software licenses, viewing assets that are in stock, setting asset states and substates, and analyzing unallocated software.

Deployment

Acquistiion and Deployment blend together at times.  However there is a point when you adjust the asset state and mark it "in use".  

Along with simple state field adjustments, the process for deployment may be dramatically different (and complex) for companies.  Some may use a workflow or orchestration to update other systems, generate tasks for people to complete tasks in the deployment process.  It can be as complicated as you want it.

Utilization

Once you have the asset ready to be used, you can use a variety of method to track utilization.

  • Transfer Orders. Transfer orders move assets between company stockrooms.
  • Stockrooms. Stockrooms are places to which assets are assigned.
  • Stock Rules. Stock rules are defined criteria stating that when inventory of a particular asset in a particular stockroom reaches a specified threshold, a certain number should either be transferred from another stockroom or ordered from a vendor.

Maintenance

There are many different tasks to keep your asset management system with reliable data and great functionality.  Here are couple tips:

  • Asset Sync. Assets and Configuration items will likely need adjustment in the sync process. Read about that here
  • Focus on Quality, not Quantity. It is often tempting to push everything you have into asset management. However this doesn't necessarily insure maximum value.  It will make things difficult to find and the user experience will suffer.  Also it is advised to only create an asset when you are using it for financials. I say to concentrate your efforts on making each asset great, not a great number of assets. 
  • Watch Update Frequency and Sequence.  If you have multiple discovery sources and integrations that feed into Asset Management, it is good to watch how they update field data the order.  In some cases, discovery sources may compete with each other, flipping field values back and forth with each update. 
  • Avoid Duplicates. One of the worst things that can happen in ServiceNow is duplicate records.  They are difficult to remove and cause havoc with reporting and ease of use.  Read how you can look for it here: Duplicate Record Scripts

Retirement

The opposite of the deployment phase, retirement may involve some state field changes and different processes to retire and decommission the asset.  Like deployment, this can also be as complicated as you would like.

MORE INFORMATION

Here is an additional video on Asset Management

Procurement

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Procurement managers can use the ServiceNow Procurement application to create purchase orders and to obtain items for fulfilling service catalog requests.

Procurement offers the ability to perform the following functions.

  • Track service catalog requests
  • Create and manage purchase orders
  • Create and manage transfer orders
  • Receive assets

Plugin

The Procurement application requires the "Procurement" plugin to be activated before use.

Process

1. Order Submit.  User places an order from the service catalog

Order Submit

Order Submit

2. Over $1000. In the Service Catalog Request workflow, items ordered from the service catalog that cost over one thousand dollars require approval.  If under $1000, they are automatically approved.

Service Catalog Request

Service Catalog Request

Service Catalog Request Workflow

Service Catalog Request Workflow

3. Approval. If the request is approved it moves to the next step.
4. Sourceable? There is a business rule, Can request be sourced, that checks the items submitted with the request to determine if the request can be sourced.  It checks if the item has a model specified.
5. Catalog Task Generation. In the Source Request workflow, a catalog task is created so that a procurement manager can source the item by creating a transfer order or purchase order.

Source Request Workflow

Source Request Workflow

There is a "Source Request" button on the catalog task that the Procurement person can click

Source Request button on Catalog Task

Source Request button on Catalog Task

7. Source Request. If the source request is clicked on the catalog task.  A source screen is shown

Source Request Methods

Source Request Methods

Source Screen

Source Screen

  • Purchase Order - You can create a purchase order directly from a request. This enables procurement managers to obtain items and fulfill requests from the Service Catalog. You can create multiple purchase orders from a request.
  • Transfer Order - You can create a transfer order directly from a request to source hardware items and consumables from stockrooms.
  • Consolidate PO - Select the optional Consolidate PO check box to combine the listed items with existing purchase orders.
Transfer Order and Purchase Order Created (Although should just be transfer orders)

Transfer Order and Purchase Order Created (Although should just be transfer orders)

Confirmation Prompt

Confirmation Prompt

8. Catalog Task Auto Closed.  After you source the item, the catalog task is automatically closed.
9. Request Sourced. The Sourced checkbox is now automatically checked on the request.  Purchase orders and Transfer Orders are shown via related lists on the request as needed as well.

Request Sourced

Request Sourced

10a. Purchase Order Fulfillment.  The purchase order process has multiple steps:

1. Open the Purchase Order

Purchase Order Form

Purchase Order Form

2. Click Order
3. Click Receive when received. Received screen is shown

Receive Screen

Receive Screen

4. Asset is received and set to the user who requested it

More information about the Receive process can be found here

10b. Transfer Order Fulfillment. The transfer order process has multiple steps:

1. Open the transfer order. 

Transfer Order

Transfer Order

2. Click "Ready for fulfillment" when ready. Stage moves to Requested
3. Click "Prepare for shipment" when ready.  Stage moves to Shipment Preparation

Shipment Preparation

Shipment Preparation

4. Click "Ship" when ready. Stage moves to fully shipped.
5. On the Transfer Order Line, Click Receive when received
6. On the Transfer Order Line, In order to get the "Deliver" button to appear, you need field service management installed, or you can adjust the UI Action condition or TransferOrderStageHandler script include to show the button.

11. Catalog Task Fulfillment. After the assets are now sourced and received, catalog tasks are generated for delivery. 

Procurement Workflow: Item Sourced and Received

Procurement Workflow: Item Sourced and Received

12. Close Catalog Tasks.  Close Catalog Tasks as completed

Catalog Task for Configuration

Catalog Task for Configuration

Delivery Catalog Task

Delivery Catalog Task

13. Requested Item Closed. When all the catalog tasks are completed, the requested item is closed
14. Request Closed.  When all the requested items are closed, the request is closed

More information

Wiki on ServiceNow Procurement:

 

Demand Management

Release Management

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Release Management encompasses the planning, design, build, configuration and testing of hardware and software releases to create a defined set of release components.

Plugins

Activate the Release Management plugin to use, which will also upgrade you to the newest version.

Table Structure

Table Name | Definition
Product [rm_product] | Represent whole products whose releases are being managed.
Release [rm_release] | Represent individual versions of the product.
Release Phase [rm_release_phase] | Represent the different stages of work required to complete a release.
Feature [rm_feature] | Represent each feature within the release.
Release Tasks [rm_task] | Represent tasks to create individual features.

Process

Define a product

A product might be an application, physical item, or service.  

  1. Left Navigation Bar > Release > Products and click New.
  2. Fill out the form and click submit
Product

Product

Planning Board

The Planning Board is an interface for manipulating the tasks related to releases for a particular product.

Use the release Planning Board

  1. Open the product record and select the Planning Board related link.
  2. On the list of releases associated with the product, click the name of the release to highlight it in green

Move a task from one release to another

  1. On the Planning Board, select the tasks to move
  2. Click the arrow for the target release
Planning Board

Planning Board

Define a release

  1. Navigate to the form of the appropriate parent Product.
  2. Scroll to the Releases related list and click New.
Releases under Product

Releases under Product

Release

Release

Because releases can have child releases, you can group minor releases under major releases.

Define a release phase

  1. From the Release form, use the Release Phases related list.
  2. Click New
  3. Fill out the form and click submit
Release Phase

Release Phase

Manage the release process

Once a product is defined, you can plan and execute a release.

  1. Create the release: Define the release record and child tasks.
  2. Scope the release: Define features for releases and child tasks.

While creating and scoping the release, use the Release Hierarchy related list on the Release Form to view the release as a hierarchy.

Release Hierarchy

Release Hierarchy

Scope a release

You can scope a release from the Release form's Features related list.

  1. From the Release form, use the Features related list to define features for the release.

From the feature form, the Release Tasks related list can be used to define release tasks for the feature. 

Feature

Feature

Release Task

Release Task

Agile Development plugin

The Agile Development plugin further extends upon the Release Management v2 plugin by adding a lot more value to the application.

Task Table Relationship

Since releases are tied to the task table, you can easily tie them to changes, problems, etc. as well.

 

Site Index

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Here are the collected works of this site organized by ServiceNow product lines. 

Service management

IT Service Management

IT Operations Management

IT Business MANAGEMENT

INTEGRATIONS

Development

UPGRADES


Contract Management

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A contract is a binding agreement between two parties.

In the ServiceNow platform, contracts contain detailed information such as contract number, start and end dates, active status, terms and conditions statements, documents, renewal information, and financial terms.

Contract Management is enabled automatically in the base ServiceNow platform.

THE Contract Lifecycle

Contracts follow a lifecycle based on state and substate.  This determines when they can be edited and when they are in compliance (expiration).

Contract States

State | Description
Draft | User adds information about the contract and specifies an approver.
Active | Contract was approved and has reached the specified start date.
Expired | Contract reached the specified end date. Expired contracts with an active renewal workflow that are waiting for approval have a substate of Awaiting Review. Expired contracts with an active renewal workflow where the renewal was approved, but the renewal date has not yet passed, have a substate of Renewal Approved. Expired contracts with no active renewal or extension pending workflow have an empty substate.
Canceled | Contract was discontinued and is no longer active.

Contract substates

Substate | Description
Awaiting Review | Contract is being prepared for review.
Under Review | Contract is sent to the approver and the approver is reviewing the contract.
Approved | Contract is reviewed and accepted by the approver.
Rejected | Contract is reviewed and declined by the approver.
Renewal Approved | Contract renewal is approved by the approver.
Renewal Rejected | Contract renewal is rejected by the approver.
Extension Approved | Contract extension is approved by the approver.
Extension Rejected | Contract extension is rejected by the approver.
None | No substate is specified.

Process

Create a contract

You need the contract_manager or admin role to create a contract.

1. In the Left Navigator Bar, go to Contract, and then under Insurance, Leases, Non-Disclosure, Maintenance, etc, click the type of contract you want to create.

Please note that some contracts like Software Licenses may function differently.

2. Click the New Button

Contract New Button

Contract New Button

3. Fill in the fields and click submit.  The full list of fields and what they do is listed here
4. If you filled in an approver, the contract now has a substate of "Under review"
5. The approver received an approval

Contract Management Approval

Contract Management Approval

6. If the approver approves, the contract goes to state:active

There are also optional steps in the contract creation process:

Adjust a contract

You need the contract_manager or admin role to adjust a contract.

1. Open an existing contract
2. Click the Adjust button

Contract Adjust

Contract Adjust

3. Click Apply Changes to complete the adjustment

There are also optional steps in the contract adjust process:

Verify contract administrator assignment for notification

You need the contract_manager or admin role to adjust notifications.

This can be one of the most helpful (or most annoying) part of ServiceNow.  It is important you adjust this.

When the contract.expiration event runs on the Contract [ast.contract] table each night, an email message is sent to the person identified as the contract administrator. This occurs at the following times.

  • 90 days ahead of the contract expiration date
  • 60 days ahead of the contract expiration date
  • 30 days ahead of the contract expiration date
  • On the contract expiration date

A user with the admin role can edit the contract.expiration condition check that processes contract notifications. Follow the procedure below to verify that the right contract administrator is assigned to the contract.

Procedure

  1. Navigate to Contract Management > Contract > All.
  2. Select a contract.
  3. Check that the Contract administrator field contains the correct name. A single name can be specified.

Terms and conditions

You can add terms and conditions to a contract to keep all documentation that is relevant to a contract in one location.

Contract Terms and Conditions

Contract Terms and Conditions

The terms and conditions can be searched and used in reports. If multiple terms and conditions records are added to a single contract, set an order for the records so they appear in a specific sequence. The terms and conditions fields become read-only after a contract is sent for approval.

Users with the contract_manager role can read contract history and add terms and conditions.

There are three procedures involved in adding terms and conditions to a contract, as follows.

Create a contract rate card

A contract rate card provides detailed price information for a contract and enables you to generate expense lines for recurring expenses automatically. There can be multiple rate cards for the same contract.

You must activate Cost Management to use rate cards. You need the role of financial_mgmt_user, asset, or contract_manager use them as well.

In my opinion, this is only applicable unless you are doing a full cost management implementation.  You can read about it here however.

Monitor a contract

You need the contract_manager or admin role to view contract history.

On any contract, you can view the Contract History Related list to see who edited the contract or view earlier versions.

You can also view 12 different contract reports in the base system as well.  Those reports are just a start, you'll probably want to create your own reports as well.

More information

Here is an video tutorial on Contract Management

Shared Services

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Shared services is the consolidation of business operations that are used by multiple parts of the same organization.  

Shared services are cost-efficient because they centralize back-office operations that are used by multiple divisions of the same company and eliminate redundancy. Some companies use a chargeback system to bill divisions that use the service on a per-use, per-quarter or per-year basis.  Other companies absorb the cost of shared services as part of the continuing cost of running the business. Today, most companies employ a shared services model for finance, human resources management (HRM) and information technology (IT).

Benefits OF SHARED SERVICES

  • Economic - Higher productivity by consumer-like service portal and automated request fulfillment processes give employees more time for core business functions. Significantly reduce service delivery costs by driving standardization, consistency, and consolidation.
  • Strategic - Achieve process and system standardization and meet increased demand with fewer full time employees. 
  • Quality - Improved information by using a common platform provides you with complete visibility into service usage, costs, errors, and bottlenecks. Develop service delivery best practices and establish centers of excellence. 
  • Speed - Automate and orchestrate interactions across departments to rapidly fulfill service requests.

POWER OF THE PLATFORM

Why is ServiceNow an ideal foundation for a shared services implementation?  It is a single platform that can do so much and is designed with service management and consolidation in mind.

One Platform

Customer Service, IT, HR, and other departments can all use the same platform, sharing functionality and reusing customizations between departments.  No integrations needed, you can easily connect different ServiceNow applications together within the platform.

One Knowledge Base

All your knowledge in one central location filtered for visibility with user criteria.  No need to look in multiple sharepoint sites, sifting through word documents trying to find an answer.  Have one central location for all your company and customer facing information.

One Service Portal

Your employees, partners, and customers gain easy access to all the consumer‑like business services you can now deliver through one portal.  Provide your stakeholders with an easy way to submit, track, and be proactively alerted to the status of their requests for service. 

One Code Base

Only primarily JavaScript code base to support.  Most of that is declarative as well. You don't have be a coding wizard with a photographic memory to be good at ServiceNow. It is relatively easy compared to other systems.

Rapidly deliver cost‑effective and intuitive services to help your organization become a strategic business partner

Workflow and Ownership

Create services that streamline and automate interactions between departments.  Task Assignments show who owns tasks and are not lost in emails and conversations.

Reporting and SLAs

Create a performance driven culture through measurement and feedback between departments. Manage service delivery through clear service level agreements and responsibilities.

Shared Services need a Platform

If you are going to merge processes, responsibilities, or departments you need a platform to manage it all.  Using different applications deters people from that kind of initiative.   I am biased of course, but I do truly believe ServiceNow is the best platform to start on that journey.

Cost Management

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Cost management tracks configuration item costs. The costs can be allocated to business units and used in reports.

Features

  • Use rate cards to properly track configuration item, contract, task, and labor costs
  • Defining configuration item (CI) costs
  • Tracking one-time costs for CIs
  • Processing recurring CI costs to generate expense lines
  • Distributing bulk costs to multiple expense line sources
  • Tracking costs related to tasks and projects
  • Aggregating configuration item costs and charging the total cost to a business service or application
  • Allocating expense lines to business units with flexible allocation rules
  • Tracking planned and actual budget costs by cost center

Activate

Turn on the plugin "Cost Management" in your ServiceNow instance.  Not to be confused with Finance Service Management or Financial Management.  Those are completely different applications.  Kind of confusing I know!

Architecture

Before you start gathering requirements for Cost Management, it is important to read up on all the tables and code that runs it.  There will likely be properties to adjust and slight business rule changes to make throughout the project.

Here you can read about the Cost Management Tables, properties, UI policies, business rules, and client scripts:

Rate Cards

There are four different types of rate cards in Cost Management.

CI Rate Card

A configuration item (CI) rate card is a group of recurring configuration item costs associated with multiple configuration items.

Setup of each of these rate cards involves:

  1. Creating a CI rate cards against CIs.  You can pick the CIs with a filter or manually.
  2. Establishing a rate card cost for those CIs

For example, you'll likely setup CI rate cards for certain types of servers or network equipment.  

You can tell how much an individual CI truly costs in terms of leases, purchases, and maintenance.  ServiceNow uses Expense Lines, to add up all those costs.  Also expense lines can be aggregated to apply all configuration item expenses to a parent business service or application with relationship paths.

CI Rate Card

CI Rate Card

Rate Card Cost

Rate Card Cost

Contract Rate Card 

Capture operating costs by generating expense lines representing the cost of a contract.  Associate a contract to certain assets and costs of those assets are tied to the contract.

This is similar to a rate card cost, except the contract contains all the costs. Where as with a rate card cost the costs accumulate.

Contract Rate Card

Contract Rate Card

Task Rate Cards

Task rate cards are templates used to define the type of task and the method of calculating the associated costs. They can help you determine the costs of a P1 incident or an emergency change for example.

There is two versions of Task Rate cards, a flat rate and "time worked" version of Task Rate Cards.

The Time Worked version uses the "Use Time Worked" checkbox.  That way users can add up all the time spent on an incident and ServiceNow will automatically multiply it by their labor rate card to find out how much that incident or change really cost.

Task Rate Card (Flat Rate)

Task Rate Card (Flat Rate)

Task Rate Card (Using Time Worked)

Task Rate Card (Using Time Worked)

Labor Rate Cards

Labor rate cards are templates used to define worker's labor rates when calculating task cost based on time worked.  Uses a reference only rate code to align rates with an external system.

You will likely get labor rate cards from HR or Finance and will have to import them into the system.  They are somewhat secret, but are only approximations of labor costs.  Sometimes you match labor rate cards to a User's Title or Department, but usually Title.

Labor Rate Card

Labor Rate Card

More information on how these rate cards work: Cost Sources

Using Distribution Costs and Rules

Distribution Costs are costs which can be divided among a group of records. For example, the cost of power at a datacenter which can be divided among the CIs in the datacenter. Distribution Rules determine how the Distribution Costs are divided among the CIs.

Distribution Cost Rule

Distribution Cost Rule

Distribution Cost

Distribution Cost

Allocating Expenses

Expenses can also be allocated to a business entity that is responsible for the expense.

This is not considered charge-back or billing but could be used as a source for billing. The primary purpose of expense allocation is to represent the consumer of the process that has incurred some expense. This can be accomplished by defining expense allocation rules.

By using Expense Allocation Rules, you can distribute the costs to multiple departments, cost centers, or groups.

BUDGETS

Customers sometimes ask me "Can ServiceNow make Budgets?"

Yes, but not as typically expected.  Budgets take all that you learned from Expense Allocations and drive up to a cost center.  It is more an automatic process, the only numbers you can punch in are dates and your planned costs.

This is often an more accurate depiction of what the costs were.  Although more difficult to float numbers around. :)

Agile Development

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ServiceNow Agile Development manages Scrum or waterfall development efforts and defines the tasks required for developing and maintaining software throughout the lifecycle, from inception, through testing, to deployment.

Many companies today have different applications for tracking this work.  Often it doesn't make sense to use those other tools when ServiceNow includes Agile Development in the base package. Plus ServiceNow Agile Development is readily connected to the Service Portal, Incident Management, and other ServiceNow applications.

Agile Development can bring all of these other tools, workflows, and more importantly licenses together in a single system of record.

ActiVATE

These plugins are related to Agile Development in ServiceNow:

  • Agile Development - main application
  • Context Ranking - required for usage of Agile Development
  • NG shared components - required for usage of Agile Development
  • Custom Charts - required for usage of Agile Development
  • Model Management - required for usage of Agile Development
  • SDLC - SCRUM - Likely preinstalled. Required for usage of Agile Development
  • Software Development Lifecycle SDLC - Likely preinstalled. Required for usage of Agile Development
  • Project Portfolio Suite (optional) - to use the project workbench
  • Demand Management (optional) - to use demands

You will need to activate the Agile Development plugin at a minimum to use the application.

OPEN FOR YOUR PROCESS

You can use the Agile Development application in anyway you choose.  It is an open application in which you can conduct your releases in a waterfall or agile approach.  Or you can do what many companies do, and use a hybrid agile/waterfall approach. The "Agile Development" application does lead itself towards Agile, hence the name. No matter what you choose, it is a starting point for whatever software development method you want.

In this article however, I will talk about the application in terms of Agile.

THE SCRUM FRAMEWORK

Daily scrum

The scrum master meets briefly with team members each day to discuss progress, planned work, and any impediments (known as blockers).

Blocked Story

Blocked Story

Scrum Release

Scrum Release

Product Backlog

The product owner creates and maintains a product backlog, which is a collection of user stories captured within a scrum product. A product represents a development target of related functionality that is composed of themes, epics, and stories. A product owner typically ranks the stories in a product backlog by order of importance.

Product Backlog

Product Backlog

Release Backlog

A release is a time frame in which a number of development iterations are completed. The product owner collaborates with the scrum master to determine which stories should be targeted for a release. Stories from one or more products can be targeted to a release. Typically, the decision process is based on the release timescale, the story rank within the product backlog, and the story complexity. Other criteria can be used depending on the nature of the project. The targeted stories form the release backlog. Stories in the release backlog are targeted to a release, but have not yet been associated with a sprint. Throughout the release, the release backlog shrinks as stories are moved into sprints. As this occurs, the product owner can see what remains to be completed.

Visual Task Board: Stories By Release

Visual Task Board: Stories By Release

Sprint Backlog

The sprint backlog is a list of stories the sprint team members have agreed to complete for a sprint. During sprint planning, the scrum master collaborates with the scrum team to decide which stories they can commit to delivering in the sprint. Typically, they commit to the top ranked stories first. The team decides what scrum tasks are necessary for each story. The product owner should be present to answer any questions.

Sprint Planning Board

Sprint Planning Board

Sprints

Team members work to complete stories in the current sprint backlog. Team progress is tracked during daily stand-up meetings in which members discuss the work completed the previous day, the planned work for the next day, and any blocking issues. The scrum master keeps the team members focused on completing the stories in the current sprint and tries to remove any impediments they face. At the end of the sprint, all the stories should be complete. Any incomplete stories are moved into an appropriate backlog. A review meeting at the end of the sprint, known as a retrospective, allows team members to discuss what went well and what did not, with the goal of improving future sprints.

Burndown Chart

Burndown Chart

Sprint Review and Retrospectives

At the end of the sprint, the scrum master and team members discuss the work completed and demonstrate new features.

Also at the end of the sprint, the scrum master and team members discuss the work completed and demonstrate the completed work to the product owner. In addition, the team reviews the sprint and discusses ways to improve the execution of future sprints.

Sprint planning

The next sprint begins with the team importing stories from the release backlog into the sprint backlog. The scrum master and team members select the stories that they can commit to deliver during a sprint.

Enhancements and Defects

Users with a special, non-scrum role can create enhancement and defects within the Agile Development application.

A scrum product owner reviews these requests and decides whether or not to create one or more user stories. Scrum users with the proper roles can edit and manage the stories and their backlogs from the Stories related list in the Enhancements form. A user without scrum roles who submits an enhancement request cannot see other Agile Development modules or the stories attached to the enhancement request.

Enhancement

Enhancement

Defect

Defect

More Information

Read more about Agile Development:

Security Operations

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According to the Identity Theft Resource Center, in 2016 (Oct 27, 2016) there were at least 809 major data breaches in the United States, resulting in over 29 million records exposed.

Data security is critical for any company with valuable information to protect, which means most companies today. Companies want to continue to innovate with software, but that software data absolutely need to be protected to be successful. A data breach mean negative consumer perception of the company and possible legal consequences as well.

Q1-Breach-Records-by-Source.jpg

This is not an easy task as these hacker adversaries are very sophisticated.  Some have tremendous funding (state-funded), and many are determined, relentless attackers.

You need software to organize your effort to counter-threat these intruders.  ServiceNow Security Operations connects the workflow and systems management capabilities of the ServiceNow platform with security data from leading vendors.  It gives your security team a single‑response platform for complete visibility, allowing them to respond to incidents and vulnerabilities more efficiently.

Here are some of the current offerings in the ServiceNow Security Operations suite:


Security Incident Response

Security Incident Response tracks the progress of security incidents from discovery and initial analysis, through containment, eradication, and recovery, and into the final post incident review, knowledge base article creation, and closure.

Activate

There are four related plugins for Security Incident response:

  • Security Incident Response - This the main application.  Please note that activation on production may require a separate license.
  • Security Incident Analytics - This plugs into Performance Analytics to provide a executive view to Security Incident activity.  Requires Performance Analytics.
  • Security Incident Response Event Management support - This allows ServiceNow to automatically create Security Alerts and Security Incidents from ServiceNow Event Management. Require Event Management and event management licenses.
  • Security Incident Response GRC support.  Hooks up to GRC to create Security Incidents. Requires GRC Licenses.
  • ServiceNow Security Operations add-on for Splunk. When Splunk is integrated with the ServiceNow Security Operations applications, you can seamlessly create security incidents or events from Splunk events, alerts, and logs. After you have downloaded the ServiceNow Security Operations add-on for Splunk from Splunkbase, you are ready to use the integration to create the desired security records. Please note that activation on production may require a separate license.

How it works

1. Dashboards

You can monitor the security incidents on your system using security dashboards that display gauges and reports for incident handling. 

CISO Reporting Dashboard

CISO Reporting Dashboard

Security Analyst Dashboard

Security Analyst Dashboard

The dashboards show the impacts of security incidents with treemaps and other types of charts that automatically update in real-time, based on incident categories such as counts, severities, and priorities. You can view operational trends, incident analytics, incidents that affect your business services, and P1 and P2 incidents logged within the previous 24 hours. Data in the charts is driven by ServiceNow Performance Analytics.

 You can also monitor affected CIs by viewing the BSM map.

Security Incident - BSM Map

Security Incident - BSM Map

2. Security

Only user with appropriate access can access the Security Incident Response app.  Even non-security administrators can be restricted from access, unless you expressly allow them entry.

3. Security Incident Creation

Security incidents can be created in the following ways.

  • Security Application. New Security Incident Response (SIR) records can be created using the Create New module on the navigation bar.
  • Event Management or Integrations. From events spawned internally or from external monitoring or vulnerability tracking systems
  • Event Management. Manually from alerts or automatically via alert rules
  • Incident Management. On the Incident form, click Create Security Incident to create a new security incident.
  • Service Catalog. Creation of SIRs by selecting from categories of security threats defined in the security incident catalog.
Security Incident Catalog

Security Incident Catalog

Security Incident Catalog Item

Security Incident Catalog Item

4. Security Request Creation

You can use the Requests module to create requests for low impact security demands, such as changing a password or requesting a new badge. However, you can open a security incident when a breach occurs.

If you must escalate the request to a security incident, click Convert to Security Incident when in the Request

Security Request - Convert to Security Incident

Security Request - Convert to Security Incident

5. Analysis

On the Security Incident form, view incidents, changes, problems, and tasks on the affected CI. The system can identify malware, viruses, and other areas of vulnerability by cross-referencing the National Institute of Standards and Technology (NIST) database, or other third-party detection software. As security incidents are resolved, any incident can be used to create a security knowledge base article for future reference.

6. Containment, Eradication, and Recovery

While monitoring and analyzing vulnerabilities, you can create and assign tasks to other departments. Use the BSM map to create tasks, problems, or changes for all affected systems, documents, activities, SMS messages, bridge calls, and so forth.

Like other ServiceNow Service Management applications, it can use a state-based and task-driven workflow to take a Security incident from Draft to Closed.  Like a lot of the Service Management applications, it uses a Configuration Page with sliders to adjust a lot of settings in the app.

Security Incident Form

Security Incident Form

Security Incident - Configuration

Security Incident - Configuration

7. Post Incident Review

Significant incidents may need an incident resolution review, also called a post-incident review. This can take on several forms. For example, the incident manager can:

  • Conduct a meeting to discuss the incident and gather responses.
  • Write and distribute questions designed for each incident category or priority to those who worked on the incident, to review incident resolution.
  • Write the report and gather information on their own.

An automated survey system for reviewing security incident resolution is available. It gathers the names of all users assigned to the security incident, and sends a survey to gather data about the handling of this incident. This data can then be made available in a generated security incident review report, which can be edited into a final draft.

Security Incident - Post Incident Review Screen 1

Security Incident - Post Incident Review Screen 1

Security Incident - Post Incident Review Screen 2

Security Incident - Post Incident Review Screen 2


Vulnerability Response

The National Vulnerability Database (NVD) and many other sources collect information about known vulnerabilities, such as weaknesses in software, operating systems that can be exploited by malware, and other attacks.

The ServiceNow Vulnerability Response application helps you in tracking, prioritizing, and resolving these vulnerabilities. This works by comparing known vulnerabilities against your own Configuration Items (CIs) with software (as identified in the Asset Management module).

ACTIVATE

There are three related plugins for Vulnerability Response response:

  • Vulnerability Response - This the main application.  Please note that activation on production may require a separate license.
  • Vulnerability Analytics - This plugs into Performance Analytics to provide a executive view to Vulnerability activity.  Requires Performance Analytics.
  • Qualys Vulnerability Integration - allows vulnerability data, detected by the third-party Qualys scanner, to be downloaded to the Vulnerability Response application for tracking, prioritization, and resolution. Please note that activation on production may require a separate license.

HOW IT WORKS

1. Dashboards

You can monitor the vulnerabilities captured in ServiceNow using security that display gauges and reports for ticket handling.  This dashboard contains 14 reports in the base offering.

Vulnerability Response Overview

Vulnerability Response Overview

2. Data Import

With Vulnerability Response, you can compare vulnerability data to CIs and software identified in the Asset Management module. The vulnerability data can be imported from internal and external sources, such as the National Vulnerability Database. You can also use Common Weakness Enumeration (CWE) records downloaded from the CWE database for reference when deciding whether to escalate a vulnerability.

This reminds me of the ServiceNow GRC application, where it pulls Authority documents from the UCF database.  I think is a good concept, and liked how that worked in the GRC application previously.

You can update your system from the vulnerability databases on demand or by running user-configured scheduled jobs.

More information: NVD and CWE updates

Vulnerability Response - NVD Data Feeds

Vulnerability Response - NVD Data Feeds

Vulnerability Response - NVD On Demand

Vulnerability Response - NVD On Demand

Vulnerability Response NVD Entry Form

Vulnerability Response NVD Entry Form

3. Identify vulnerable items

  1. After data is downloaded from NIST NVD, they are compared against the software in your company's network as identified by the Software Asset discovery model.
  2. When it matches vulnerable software or CIs in your network, a vulnerable item is created.
  3. You use the information in the record to decide whether to escalate the vulnerable item for remediation.
Vulnerability Response NVD

Vulnerability Response NVD

Vulnerable Software Highlighted

Vulnerable Software Highlighted

4. Remediate vulnerabilities

This is abridged version of this process.  For full documentation read this.

  1. Left Navigator Bar > Vulnerability > Vulnerabilities > All Vulnerabilities.
  2. Click a vulnerability record (VUL) that is in the New state. 
  3. Flip the State field to Analysis
  4. Perform whatever tests or analysis you want on the vulnerabilities.
  5. To escalate, Click the Create Change, Create Problem, or Create Security Incident button (if installed)
  6. Close if not important for now
  7. Repeat
Vulnerability Response Form

Vulnerability Response Form

Vulnerable Item - Note all the buttons!

Vulnerable Item - Note all the buttons!

5. Scan for more Vulnerabilities 

You can also scan more more!  Please note that the vulnerable item that you want to scan must contain an affected CI or IP address.

  1. Go to the Left Nav Bar > Vulnerability > Vulnerabilites > All Vulnerable Items.
  2. Open vulnerable item
  3. Click the Scan for Vulnerabilities related link.
  4. A message appears with a link to the scan and the work notes are updated.

More Information

This application is very powerful and I just glanced over some of the features.  

For the full documentation check out the wiki:


Threat Intelligence

Find indicators of compromise and hunt low‑lying attacks and threats using ServiceNow. 

Example Structured Threat Information Expression Process (STIX)

Example Structured Threat Information Expression Process (STIX)

Threat Intelligence is used to access and provide a point of reference for your company's Structured Threat Information Expression (STIX) data. STIX is a structured language for describing cyber threat information so it can be shared, stored, and analyzed in a consistent manner.

Using STIX data and Trusted Automated Exchange of Indicator Information (TAXII) profiles, threat professionals can use shared cyber threat information to isolate threats that have been previously identified by your company and from other sources. TAXII makes widespread automated exchange of cyber threat information possible.

ACTIVATE

There are one plugin for Threat Intelligence:

  • Threat Intelligence - This the main application.  Please note that activation on production may require a separate license.

There are API Keys and Properties to set initially as well.  Read about that here.

HOW IT WORKS

1. Dashboards

The Threat Intelligence overview provides a number of useful reports, as well as Really Simple Syndication (RSS) and Atom format feeds of security-related news.
Threat Overview

Threat Overview

2. Setup Threat Feeds

Threat Feed (with ServiceNow Elite Articles!)

Threat Feed (with ServiceNow Elite Articles!)

The threat feeds feature allows you to define any RSS news feed or bulletins to be displayed in a scrolling feed. The format is configurable and you can specify the number of days before articles are removed.

This is a cool feature!  I am going to blog about this separately.  Stay tuned.

3. Threat Sources

You can maintain a list of Threat Intelligence threat sources. Each source includes the abilty to define how often a source is queried. You can also execute a threat source on demand to import the needed Structured Threat Information eXpression (STIX) data.

Threat Intelligence employs two technologies for importing threat-related information: STIX and Trusted Automated Exchange of Indicator Information (TAXII).

STIX Source

STIX Source

TAXII Profile

TAXII Profile

4. Attack Modes and Methods

Attack modes and methods, sometimes referred to as Tactics, Techniques, and Procedures (TTPs), are representations of how cyber adversaries behave. They characterize what these adversaries do and how they do it, in increasing levels of detail.

Attack modes and methods are imported with STIX data, but you can add more attack modes/methods as needed.

5. Threat Scanning

One of most interesting things of the Security Operations app is the threat scan functionality.

If you suspect that websites, files, or links to IP addresses you have received might contain malware or other threats, you can create a request to scan them. 

It starts with a connection to the Virus Total API.  All you need to do is get an API key from VirusTotal to try it out.

Scanning safe sites is boring.  So I googled "malicious websites".  Check those results!  Like a bad night on the town! 

Threat Scanning - Bad Site

Threat Scanning - Bad Site

Virus Total - Bad Site

Virus Total - Bad Site

You can also submit scans via other methods as well:

I thought this feature of ServiceNow was pretty cool.  Did enjoy the process of scanning and how it worked.


CONCLUSION

The Security Operations applications provided by ServiceNow are very exciting.  The NVD data import and scanning functionality was surprising to me, I didn't expect that.  I'll keep you posted as new tricks are found as well.

I've been using ServiceNow pre-Aspen, and I love seeing the progress over the years!  Breaking new ground with ServiceNow once again!

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