ServiceNow

Technical requirements

The following requirements must be met to integrate ServiceNow with SD Elements.

  • Basic Authentication must be enabled

  • The user configured for the connection should:

    • Have access to change requests

    • Have permission to create and modify change tasks within the change request.

Default assigned fields

The following fields are set by default:

  • Short Description

  • Description

  • Priority

Behavior

The integration supports the following:

Connection details

Enter the connection details for the server.

Protocol

Select the protocol for the connection (HTTPS or HTTP) (Default: HTTPS)

Server

The domain name or IP address of the server

Context Root

Top-level location where ServiceNow is installed on a server. The value for this may be dependent on the configuration of an internal corporate proxy or where an administrator has installed ServiceNow.

Credentials

Enter the credentials needed to authenticate to the server. The connection supports either Basic Authentication or Token Authentication.

Basic Authentication

ServiceNow Username

Username of a user authorized to connect with the server. This user should be able to view change requests and create change tasks.

ServiceNow Password

The password used to authenticate to the server.

Tasks to Synchronize

Select tasks to synchronize.

Sync all tasks

Synchronize all tasks from SD Elements.

Sync Risk Policy tasks

Synchronize only tasks that fall under the risk policy.

Project details

Enter the project-level details.

ServiceNow Change Request ID

The sys id of a Change Request where the Change Tasks should be created.

Advanced ServiceNow Configuration

Enter advanced configuration options.

Map a ServiceNow status to an SD Elements status:

This mapping determines the status to assign an SD Elements task based on its corresponding ServiceNow issue status.

 Any unmapped ServiceNow status is mapped to the 'Incomplete' SD Elements status.

See Status Mapping for more information.

Map an SD Elements status to ServiceNow status

This mapping determines the status to assign ServiceNow issue based on its corresponding SD Elements task status.

 'Incomplete', 'Complete', and 'Not Applicable' SD Elements statuses must have a mapping. Any unmapped custom SD Elements statuses will use these mappings based on their meaning.

See Status Mapping for more information.

Closed Issue Status

The name of a status in ServiceNow to use when its corresponding SD Elements task is removed from the project.

 This status should be part of the ServiceNow status mapping.

Unmapped Status Fallback (Optional)

The SDE status to map to when encountering an unmapped ServiceNow status.

Synchronization

Enter settings for synchronizing SD Elements tasks.

Authoritative Source

Select the tool that will be the authoritative system of record: ServiceNow or SD Elements. This field is used in case of conflicting statuses between the ServiceNow task and the SD Elements task. When you first synchronize a TODO task in SD Elements with an issue in ServiceNow, they will have the same status. If you then change the status in one tool, for example by closing the task in ServiceNow, they will have conflicting statuses. This conflict is resolved when the projects are synchronized. There are two options:

  • ALM (default): The SD Elements task will be updated to match the status in ServiceNow. This is relevant to most workflows.

  • SD Elements: The ServiceNow status will be updated to match the SD Elements status.

  • Last Updated: SD Elements and ServiceNow tasks will always reflect the latest status. For example, if a ServiceNow task status is most recently updated then the SD Elements task status will be updated to reflect the ServiceNow status. The opposite is also true.

Include code sample How-To’s in task descriptions

Whether or not to include detailed code samples and How-To’s in the ServiceNow task.

This ALM server is hosted within a private network and cannot be reached directly by SD Elements.

Select this option if SD Elements does not have direct network access to the ServiceNow server.

For example, if you are using a hosted SD Elements instance but you want to integrate with an internal/protected ServiceNow system, choose this option and run the Remote Integration Agent to perform integration.

Filter tasks

Select SD Elements tasks to synchronize with the ServiceNow change request.

Tasks having a minimum priority

Only synchronize tasks with a minimum priority, such as 7 or above. This is useful if you want to limit the amount of work for users. (Default: 1)

Tasks with status meaning

Only synchronize tasks with certain statuses, such as TODO or DONE. (Default: TODO)

Limit to tasks having these phases

Only synchronize tasks in certain phases, such as Requirements or Development. (Default: none selected, meaning tasks from all phases will be synchronized)

Tasks having all of the following tags

Only synchronize tasks containing certain SD Elements task tags. (Optional)

Tasks with verification status

Only synchronize tasks with a specific verification status, such as Pass or Fail. (Default: none selected, meaning tasks with any verification status will be synchronized)

Advanced ALM options

Enter advanced configuration options.

ALM context

Bind a set of tasks using a certain value. This is applicable only when custom titles are selected having the entry "Context"

Custom Priority Mapping

By default, tasks in SD Elements with priorities 9-10 are mapped to Critical in ServiceNow, 6-8 are mapped to High, 4-5 are mapped to Medium, and 1-3 are mapped to Low. Use this field to change the priority mapping or use custom priority values.

 When filling in the mapping, use the sys id of the desired priority in ServiceNow.

Custom Fields Mapping

In addition to the default-assigned fields, you can map additional SD Elements fields to ServiceNow fields.

 Fields that are not required or have default values do not need to be set.

For example, you may have a required field in your ServiceNow project that is not set by default. Custom field mappings can be set at both the system connection and project connection levels. Mappings set in a project connection override mappings set in the system connection.

For more details refer to section Advanced field support.

Sync frequency

Select how frequently the SD Elements and ServiceNow projects are synchronized. You can choose from the following options. The more frequently you run synchronization, the greater the performance impact on both the SD Elements and ServiceNow servers. This is generally only a concern for large organizations running many synchronizations at once.

Hourly, Daily, Weekly, or Monthly

The projects will synchronize automatically every hour, day, week or month. Daily synchronization is typically sufficient. However, you may want to select a more frequent interval if development moves quickly in your organization.

Manually

You must click the Sync button on the ALM Integrations page in order to synchronize the projects. This is the default value.

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