ServiceNow New York dashboard on laptop

Tips and Tricks to Kick-Start Your ServiceNow New York Instance

New York has been released. We’ve all heard the news.

But no, we’re not done being excited about all of the exciting changes that came with the new release. And we don’t think you should be either.

Since we covered New York IT Business Management (ITBM) at a high level a few weeks ago (think; investment funding, information portfolio, and visual task boards), today we’re going to dive into some more tactical elements of ITBM, Asset Management, and more. Below, find just a few tips on getting started with the New York changes, plus links on where to learn more. Then, when you’re ready, check out our new webinar, all on the changes in New York!

Activating Investment Funding (ITBM)

Of all the ITBM enhancements in New York, this is going to be the one to bring to your Executive Leadership as well as your Portfolio Managers. ServiceNow’s Investment Funding enables you to plan and manage all of your investments – by allocating funds to funding entities like Business Units, Products, Teams, etc. Now, funding can be allocated across a variety of funding entities and you can create investments for each by prioritizing business needs and strategic objectives. Investment Funding can also request funds from funding sources to reach your business goals.

You can activate the Investment Funding plugin (com.snc.investment_planning) if you have the admin role. This plugin activates related plugins if they are not already active.

1. Navigate to System DefinitionPlugins. A banner appears to notify you that you are in the All Applications page, which contains plugins and ServiceNow Store applications.

2. Find the plugin using the filter criteria and search bar. You can search for the plugin by its name or ID.

Investment funding plugin step 1 screenshot

3. Activate the plugin. You can activate the plugin directly from the All Applications page or view more details about the plugin before activating it.

  • If you are certain that you have the correct plugin, click Install, and then click Activate in the dialog box that appears.
  • To view plugin details before activation:
    1. Click the plugin name.
    2. On the form, click the Activate/Update related link.
    3. On the dialog box that appears, review the dependent plugins.

Dependent plugins must be activated to activate the plugin. If a dependent plugin is not already activated, it is activated when you activate the plugin.

  • If demo data is available and you want to install it, click Load demo data.

Some plugins include demo data, which are sample records that illustrate plugin features for common use cases. Load demo data when you first activate the plugin on a development or test instance. You can always load demo data later by clicking Load demo data only on the plugin form.

  • Click Activate.

4. Always remember to view the plugin details before activation.

Investment funding plugin step 2 screenshot


Using Discovery and SCCM Together (ITOM & SAM)

There is no reason why you can’t use discover and SCCM together. But, you must decide if you will use Asset Intelligence (AI) or non-AI software data sources. Because the software correlation data is tracked differently for each of these data sources, you should avoid switching back and forth between the two. If you must switch between data sources, remove all the software installation records imported by SCCM before the switch occurs.

When upgrading to a newer version remember that the ServiceNow SCCM integrations are self-contained and can exist independently. They each use their own import set tables, data sources and transform maps. However, all SCCM integrations will transform data into the same tables within the ServiceNow CMDB. To avoid the data being overwritten by another source:

  • Use one SCCM integration and disable all other SCCM scheduled imports.
  • Perform a full import to clear the cmdb_software_instance table, the cmdb_sam_sw_install table, and other tables of old SCCM data.

Collect software data with either SCCM or Discovery

1. Navigate to Discovery Definition > Properties.

2. Set the Windows software is SCCM managed property (glide.discovery.software_sccm_managed) appropriately.

If this property is set to Yes, software for computer CIs is populated in the CMDB by SCCM. An internal process determines that the computer is managed by SCCM, and Discovery does not populate the software records for Windows software data. The following information level message is written to the Discovery log file."Skipping software population because the CI is managed by SCCM"

If the checkbox is cleared, the property is set to No, and the system manages software data with Windows.

3. Click Save.

If SCCM Integration is active before Discovery is enabled and the property is enabled, Discovery ignores the population of software for any CIs that are also imported through SCCM. If Discovery is enabled before the SCCM Integration, it is possible for software installation data from both sources to be mixed.

Ready for more? Check out our ServiceNow New York webinar.

ServiceNow New York webinar invite