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Update existing ServiceNow integrations
Published On Oct 08, 2024 - 9:44 AM

Update existing ServiceNow integrations

Update an existing ServiceNow integration with Enterprise Marketplace.
The process for onboarding ServiceNow depends on whether the configuration is created before or after the release of the user interface on August 3, 2022. If you are creating a new integration, use the latest procedures in ServiceNow integration. There are three scenarios:

Prerequisites

Before you can onboard a provider, you must meet these requirements:
  • Enterprise Marketplace: Version 08/03 or later.

For existing ServiceNow integration created before August 3

This scenario involves an existing ServiceNow integration with an Kyndryl Modern Operations Applications tenant that was created before August 3, 2022. In this case, you just need to execute the migration API by completing the following steps:
  1. Log in to the tenant you want to migrate in Kyndryl Modern Operations Applications.
  2. Navigate to the
    Developer Console
    . To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  3. Enter the following information to display the Reporting Service APIs:
    • Application:
      Select
      consume
      .
    • Service:
      Select
      SNOW_adapter_API
      .
  4. Execute the following API:
    • Method:
      POST
    • API:
      itsm/v1/itsmsystems/migrate
You can get the status of the migration using the following API:
  • Method:
    GET
  • API:
    itsm/v1/itsmsystems/migrate/{requestId}/results
  • Parameters:
    • requestId:
      The migration request ID you received when you started the migration.
After the migration process is completed, a new ITSM System is created along with required providerType, providerCode, system account, fulfillment policies, and catalog mapping policy. Any custom catalog-mapping policies present in the existing integration will be part of the new ITSM System.

Tenant created before August 3 without ServiceNow integration

This scenario covers a configuration where you want to integrate ServiceNow with an Kyndryl Modern Operations Applications tenant that was created before August 3, 2022.

Locating your user API key and API tenant URL

The API tenant URL was generated when the tenant was created. Contact the person who created the tenant to get it.
You will need the API key for the user that you will be using. If you do not have it, you can regenerate it using the following steps:
  1. Log in to your Kyndryl Modern Operations Applications tenant with the user you created.
  2. Navigate to the
    Developer Console
    . To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  3. Click
    API Key
    .
  4. Click
    Generate/Regenerate
    to generate the API key.

Configuring ServiceNow

To integrate Kyndryl Modern Operations Applications and ServiceNow, you must do some configuration in ServiceNow by completing these steps:

Creating a Kyndryl Modern Operations Applications credential

To create an Kyndryl Modern Operations Applications credential to allow ServiceNow to communicate with it, complete these steps:
  1. Log in to your ServiceNow instance.
  2. Find
    API_KEY_CREDENTIALS.LIST
    in the navigator and click it.
  3. Click
    New
    .
  4. Enter the following information for your Kyndryl Modern Operations Applications instance and click
    Save
    :
    • Name:
      The name of your new credential. Make a note of this, as you will need it when Linking ServiceNow platform.
    • Active:
      Leave this selected.
    • User name:
      The user ID used to log in to your Kyndryl Modern Operations Applications instance.
    • API key:
      The API key for your Kyndryl Modern Operations Applications instance.
    • Applies to:
      Leave this as
      All MID servers
      .
    • Order:
      Leave this as
      100
      .
  5. Assign the following roles to the credential:
    • import_admin
    • web_service_admin
    • itil
    • qs_integration_gbl_user (only visible when QuickStart packages are involved)
    • x_ibmg3_hcms.hcms_user
The record will be listed under Kyndryl Modern Operations Applications Credential.

Linking ServiceNow to Kyndryl Modern Operations Applications

To link ServiceNow to Kyndryl Modern Operations Applications, complete these steps:
  1. Log in to your ServiceNow instance.
  2. Find
    Kyndryl Marketplace Integration Configuration
    in the navigator and click it.
  3. Enter the following attributes for your Kyndryl Modern Operations Applications installation:
    • Kyndryl Modern Operations Applications URL:
      The tenant API URL for Kyndryl Modern Operations Applications. For more information, consult with your Kyndryl Modern Operations Applications tenant admin.
      This URL is different from the tenant UI URL.
    • Kyndryl Modern Operations Applications Credential:
      The credential used to connect to Kyndryl Modern Operations Applications.
    • Approval Workflow:
      This is used to set which system controls the approval workflow, which can be Kyndryl Modern Operations Applications or ServiceNow. For more information, see Setting the ServiceNow approval workflow.
    • Number of retries to be performed for failed O/B request:
      Allows you to change the number of times failed outbound calls to Kyndryl Modern Operations Applications are retried. The default number is three.
    • Enable Discovery:
      Determines whether the ServiceNow discovery feature is enabled. If the discovery feature is disabled, Kyndryl Modern Operations Applications links the catalog request for a Day 2 Operations to a stack CI that is created and managed by Kyndryl Modern Operations Applications. Otherwise it will link to the underlying CI discovered by ServiceNow.
    • Enable QuickStart:
      Determine whether to use QuickStart, which is a ServiceNow product that supports ITSM for VMware Aria Automation (formerly vRA) custom catalogs and services.
    • Quickstart Authentication Profile:
      Select the ServiceNow user profile that you want to use for QuickStart.
    • Allow Anonymous User:
      Set this to
      Yes
      if you want a request to be created even if the user making that request is not present in ServiceNow.
    • Enable Outbound Call’s using MID Server:
      Determine whether to route outbound calls through an MID server, which is used when ServiceNow is on a private network.
    • Cloud Assignment Group:
      Makes sure that any request created by Kyndryl Modern Operations Applications is assigned to the specified group in ServiceNow. You can leave it as the default of
      CLOUDGROUP
      or change it to a custom name.
    • Cloud Assigned to:
      Makes sure that any Kyndryl Modern Operations Applications request is assigned to the specified cloud in ServiceNow. You can leave it as the default of
      CLOUDAUTO
      or change it to a custom name.
    • Configuration Item Assignment Group:
      Select the group that the service instance CI (shell ci) will be assigned to.
After these changes are submitted, the changes will be reflected in the ServiceNow properties.

Installing the ServiceNow Droplet

Communication between ServiceNow and Kyndryl Modern Operations Applications is performed using the Enterprise Marketplace Integration Droplet on the ServiceNow side. The Droplet is released on a quarterly basis. The latest version and installation directions are available here.

Setting the ServiceNow approval workflow

You can optionally to use the approval mechanisms in ServiceNow rather than the approval flow in Enterprise Marketplace for catalog requests. To do so, you need to provide control of one of the approvals to ServiceNow, after which the ServiceNow admin can then create an approval workflow in that tool. This section covers only the policy needed for ServiceNow approval. For more information, see Approval process. Complete the following steps:
  1. Open the tenant that you want to allow ServiceNow to control the approval flow for in Kyndryl Modern Operations Applications.
  2. Navigate to the
    Approval Policies
    page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  3. Click
    New Policy
    .
  4. Enter the following parameters for the policy:
    • Name:
      Enter a name for your policy.
    • Start Date:
      Enter a date when the policy will become active.
    • End Date:
      Enter a date when the policy will become inactive.
    • Does not expire:
      Select this to keep the policy active indefinitely.
    • Status:
      Set as
      Draft
      while the policy is being created, and
      Active
      to apply it.
    • Associate Approval Policy with a Business Entity:
      This section allows you to set a context in which the policy is applied, such as a team or organization. For more information, see Context.
  5. Click
    Add Rule
    , create a rule using the following parameters that will allow ServiceNow to control the approval process, and then click
    Apply Rule
    :
    • Name:
      Enter a name for your rule.
    • Order Type:
      Select the type of order that you want the rule to affect.
    • Provider:
      Select the cloud service provider or providers that you want to cover.
    • Total Monthly Cost Is:
      (optional) You can set the rule to only affect requests of certain amounts. In this case, select a logical expression and enter a
      Monthly Cost
      . If you want to you can
      Include one time charge in calculation
      .
    • Budget Is:
      (optional) Sets the rule to use the status of the budget (
      Available
      ,
      Not Available
      , or
      Not Applicable
      ) when determining whether the rule applies.
    • Approval Outcomes:
      Set
      Technical
      ,
      Financial
      , or both to
      External Approval
      . When prompted, select
      itsm
      in the
      external
      field.
  6. Click
    Create Policy
    .
The policies are applied in the order that they are listed. To change this order, click
Change Sequence
and drag and drop the policies into the order that you want.

Adding provider for providerType itsm

Before you can add ServiceNow as an ITSM provider, you need to add a Enterprise Marketplace provider for providerType itsm (available out of the box) using the following steps:
  1. Navigate to the
    Provider
    page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  2. Click
    New Provider
    .
  3. On the
    Provider Type
    tab, select
    itsm
    in the
    Select type
    field and click
    Next
    .
  4. On the
    Provider Parameters
    tab, enter the following information and click
    Create
    :
    • Provider Name:
      Provide a name for your provider.
    • Vault Name:
      Select
      mongo-vault
      .
    • Provider Code:
      The code for the ITSM provider.
    • Status:
      Keep this as
      Active
      .

Create a system account for ServiceNow

Before ServiceNow will show up as a ITSM provider in Enterprise Marketplace, you must create a system account for it by completing these steps:
  1. Open Kyndryl Modern Operations Applications.
  2. Navigate to the
    Developer Console
    . To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  3. Enter the following information to display the Reporting Service APIs:
    • Application:
      Select
      core
      .
    • Service:
      Select
      cb-credential-service
      .
  4. Execute the following API:
    • Method:
      POST
    • API:
      /cb-credential-service/api/v2.0/accounts
    • Parameters:
      • Kyndryl Modern Operations Applications Tenant API URL:
        The API URL for the tenant.
    • Payload:
      { "account": { "basicInfo": { "accountName": "<account_name>", "accountType": "master", "serviceProviderType": "<provider_type>", "serviceProviderCode": "<provider_code>", "isActive": "Active", "userType": "system", "credential_count": 1 }, "modelVersion": "v2.1", "advancedInfo": { "endpoint": "https://some.service-now.com", "authModel": "basic" }, "credentials": [ { "purpose": [ "systemIntegration" ], "context": [ { "team": [ "TEAM1" ] } ], "credentialName": "<credential_name>", "status": "Active", "passwordFields": { "username": "<user>", "password": "<password>", "client_id": "{client_id}", "client_secret": "{client_secret}" } } ] } }
The following are the payload parameters:
  • accountName:
    Enter a name for the new account.
  • accountType:
    Leave as
    master
    .
  • serviceProviderType:
    Set as
    itsm
    .
  • serviceProviderCode:
    Set as
    itsm
    .
  • isActive:
    Leave as
    Active
    .
  • userType:
    Leave as
    system
    .
  • credential_count:
    Leave as
    1
    .
  • modelVersion:
    The model version, which is currently
    v2.1
    .
  • endpoint:
    The endpoint of your ServiceNow instance.
  • authModel:
    Leave as
    basic
    .
  • purpose:
    Leave as
    systemIntegration
    .
  • team:
    Enter the team for which this account should be associated as context.
  • credentialName:
    The name of the credential you will use to sign in to ServiceNow with.
  • status:
    Leave as
    Active
    .
  • username:
    The name of the user to be used to sign in to ServiceNow.
  • password:
    The password for the above user.
  • client_id:
    Leave this empty because the authModel is
    basic
    .
  • client_secret:
    Leave this empty because the authModel is
    basic
    .

Onboarding ServiceNow as a provider

To onboard a provider, complete the following steps:
  1. Navigate to the
    ITSM System Management
    page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  2. Click
    ServiceNow
    and click
    Add Provider Endpoint
    .
  3. On the
    Generic Parameters
    tab, enter the following information and then click
    Next
    :
    • Associate any team, organization, context, environment, or account that you want associated with the ITSM system by selecting
      Associate
      and selecting the type of entity under
      Business Entities
      and the specific entity.
    • In the
      Mode of Communication
      section, select one of these types:
      • Direct:
        Select this when your ITSM system is in the public domain.
    • In the
      Additional Data Schema
      field, enter any extra description needed so that the purpose of the ITSM integration is clear or any other useful information.
  4. On the
    Review
    tab, make sure that all parameters that you entered are correct, then click
    Save
    .
  5. After the provider is onboarded, you receive a message prompting whether you want to add policies for the new provider. If you want to, click
    Ok, Add Now
    . For more information, see Adding policies for ServiceNow.

Adding policies for Enterprise Marketplace

A group of default out-of-the-box policies are automatically provided. If these are insufficient, you can add your own policies by completing the following steps. For more information about policies in Enterprise Marketplace, see Operation Policies.
Policies set so that they only affect a single provider, or they can be global. The procedures vary based on whether you use V2 or V3 authorization:

Kyndryl Modern Operations Applications Tenant created after August 3

These procedures are for new Enterprise Marketplace tenants created after August 3, 2022 that you want to integrate with ServiceNow.

Creating a tenant and recording the API server URL

A tenant must be created in Enterprise Marketplace before you can integrate it with your ITSM provider. For more information, see Getting started with Kyndryl Modern Operations Applications. Record the API server URL for the tenant. You will need it later.

Creating a user and generating an API key

You must create a user in Enterprise Marketplace with the following roles. For more information, see User Access. Record the API key for the user for later use.
  • Provider Account Admin
  • System Admin
  • Buyer
  • Service Integrator
  • Policy Administrator
Generate an API key for the user you created by completing these steps:
  1. Log in to your Enterprise Marketplace tenant with the user you created.
  2. Navigate to the
    Developer Console
    . To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  3. Click
    API Key
    .
  4. Click
    Generate/Regenerate
    to generate the API key and record it.

Configuring ServiceNow

To integrate Enterprise Marketplace and ServiceNow, you must do some configuration in ServiceNow by completing these steps:

Creating a Kyndryl Modern Operations Applications credential

To create a Kyndryl Modern Operations Applications credential to allow ServiceNow to communicate with it, complete these steps:
  1. Log in to your ServiceNow instance.
  2. Find
    API_KEY_CREDENTIALS.LIST
    in the navigator and click it.
  3. Click
    New
    .
  4. Enter the following information for your Kyndryl Modern Operations Applications instance and click
    Save
    :
    • Name:
      The name of your new credential. Make a note of this, as you will need it when Linking ServiceNow to Enterprise Marketplace.
    • Active:
      Leave this selected.
    • User name:
      The user ID used to log in to your Kyndryl Modern Operations Applications instance.
    • API key:
      The API key for your Kyndryl Modern Operations Applications instance.
    • Applies to:
      Leave this as
      All MID servers
      .
    • Order:
      Leave this as
      100
      .
The record will be listed under Kyndryl Modern Operations Applications Credential.

Linking ServiceNow to Enterprise Marketplace

To link ServiceNow to Enterprise Marketplace, complete these steps:
  1. Log in to your ServiceNow instance.
  2. Find
    Kyndryl Marketplace Integration Configuration
    in the navigator and click it.
  3. Enter the following attributes for your Kyndryl Modern Operations Applications installation:
    • Kyndryl Modern Operations Applications URL:
      The tenant API URL for Enterprise Marketplace. For more information, consult with your Kyndryl Modern Operations Applications tenant admin.
      This URL is different from the tenant UI URL.
    • Kyndryl Modern Operations Applications Credential:
      The credential used to connect to Kyndryl Modern Operations Applications.
    • Approval Workflow:
      This is used to set which system controls the approval workflow, which can be Enterprise Marketplace or ServiceNow. For more information, see Setting the ServiceNow approval workflow.
    • Number of retries to be performed for failed O/B request:
      Allows you to change the number of times failed outbound calls to Enterprise Marketplace are retried. The default number is three.
    • Enable Discovery:
      Determines whether the ServiceNow discovery feature is enabled. If the discovery feature is disabled, Enterprise Marketplace links the catalog request for a Day 2 Operations to a stack CI that is created and managed by Enterprise Marketplace. Otherwise it will link to the underlying CI discovered by ServiceNow.
    • Enable QuickStart:
      Determine whether to use QuickStart, which is a ServiceNow product that supports ITSM for VMware Aria Automation (formerly vRA) custom catalogs and services.
    • Quickstart Authentication Profile:
      Select the ServiceNow user profile that you want to use for QuickStart.
    • Allow Anonymous User:
      Set this to
      Yes
      if you want a request to be created even if the user making that request is not present in ServiceNow.
    • Enable Outbound Call’s using MID Server:
      Determine whether to route outbound calls through an MID server, which is used when ServiceNow is on a private network.
    • Cloud Assignment Group:
      Makes sure that any request created by Enterprise Marketplace is assigned to the specified group in ServiceNow. You can leave it as the default of
      CLOUDGROUP
      or change it to a custom name.
    • Cloud Assigned to:
      Makes sure that any Enterprise Marketplace request is assigned to the specified cloud in ServiceNow. You can leave it as the default of
      CLOUDAUTO
      or change it to a custom name.
    • Configuration Item Assignment Group:
      Select the group that the service instance CI (shell ci) will be assigned to.
After these changes are submitted, the changes will be reflected in the ServiceNow properties.

Installing the ServiceNow Droplet

Communication between ServiceNow and Enterprise Marketplace is performed using the Enterprise Marketplace Integration Droplet on the ServiceNow side. The Droplet is released on a quarterly basis. The latest version and installation directions are available here.

Setting the ServiceNow approval workflow

You can optionally to use the approval mechanisms in ServiceNow rather than the approval flow in Enterprise Marketplace for catalog requests. To do so, you need to provide control of one of the approvals to ServiceNow, after which the ServiceNow admin can then create an approval workflow in that tool. This section covers only the policy needed for ServiceNow approval. For more information, see Approve orders. Complete the following steps:
  1. Open the tenant that you want to allow ServiceNow to control the approval flow for in Kyndryl Modern Operations Applications.
  2. Navigate to the
    Approval Policies
    page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  3. Click
    New Policy
    .
  4. Enter the following parameters for the policy:
    • Name:
      Enter a name for your policy.
    • Start Date:
      Enter a date when the policy will become active.
    • End Date:
      Enter a date when the policy will become inactive.
    • Does not expire:
      Select this to keep the policy active indefinitely.
    • Status:
      Set as
      Draft
      while the policy is being created, and
      Active
      to apply it.
    • Associate Approval Policy with a Business Entity:
      This section allows you to set a context in which the policy is applied, such as a team or organization. For more information, see Context types.
  5. Click
    Add Rule
    , create a rule using the following parameters that will allow ServiceNow to control the approval process, and click
    Apply Rule
    :
    • Name:
      Enter a name for your rule.
    • Order Type:
      Select the type of order that you want the rule to affect.
    • Provider:
      Select the cloud service provider or providers that you want to cover.
    • Total Monthly Cost Is:
      (optional) You can set the rule to only affect requests of certain amounts. In this case, select a logical expression and enter a
      Monthly Cost
      . If you want to you can
      Include one time charge in calculation
      .
    • Budget Is:
      (optional) Sets the rule to use the status of the budget (
      Available
      ,
      Not Available
      , or
      Not Applicable
      ) when determining whether the rule applies.
    • Approval Outcomes:
      Set
      Technical
      ,
      Financial
      , or both to
      External Approval
      . When prompted, select
      itsm
      in the
      external
      field.
  6. Click
    Create Policy
    .
The policies are applied in the order that they are listed. To change this order, click
Change Sequence
and drag and drop the policies into the order that you want.

Adding provider for providerType itsm

Before you can add ServiceNow as an ITSM provider, you need to add a Enterprise Marketplace provider for providerType itsm (available out of the box) using the following steps:
  1. Navigate to the
    Provider
    page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  2. Click
    New Provider
    .
  3. On the
    Provider Type
    tab, select
    itsm
    in the
    Select type
    field and click
    Next
    .
  4. On the
    Provider Parameters
    tab, enter the following information and click
    Create
    :
    • Provider Name:
      Provide a name for your provider.
    • Vault Name:
      Select
      mongo-vault
      .
    • Provider Code:
      The code for the ITSM provider.
    • Status:
      Keep this as
      Active
      .

Create a system account for ServiceNow

Before ServiceNow will show up as a ITSM provider in Enterprise Marketplace, you must create a system account for it by completing these steps:
  1. Open Kyndryl Modern Operations Applications.
  2. Navigate to the
    Developer Console
    . To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  3. Enter the following information to display the Reporting Service APIs:
    • Application:
      Select
      core
      .
    • Service:
      Select
      cb-credential-service
      .
  4. Execute the following API:
    • Method:
      POST
    • API:
      /cb-credential-service/api/v2.0/accounts
    • Parameters:
      • Kyndryl Modern Operations Applications Tenant API URL:
        The API URL for the tenant.
    • Payload:
      { "account": { "basicInfo": { "accountName": "<account_name>", "accountType": "master", "serviceProviderType": "<provider_type>", "serviceProviderCode": "<provider_code>", "isActive": "Active", "userType": "system", "credential_count": 1 }, "modelVersion": "v2.1", "advancedInfo": { "endpoint": "https://some.service-now.com", "authModel": "basic" }, "credentials": [ { "purpose": [ "systemIntegration" ], "context": [ { "team": [ "TEAM1" ] } ], "credentialName": "<credential_name>", "status": "Active", "passwordFields": { "username": "<user>", "password": "<password>", "client_id": "{client_id}", "client_secret": "{client_secret}" } } ] } }
The following are the payload parameters:
  • accountName:
    Enter a name for the new account.
  • accountType:
    Leave as
    master
    .
  • serviceProviderType:
    Set as
    itsm
    .
  • serviceProviderCode:
    Set as
    itsm
    .
  • isActive:
    Leave as
    Active
    .
  • userType:
    Leave as
    system
    .
  • credential_count:
    Leave as
    1
    .
  • modelVersion:
    The model version, which is currently
    v2.1
    .
  • endpoint:
    The endpoint of your ServiceNow instance.
  • authModel:
    Leave as
    basic
    .
  • purpose:
    Leave as
    systemIntegration
    .
  • team:
    Enter the team for which this account should be associated as context.
  • credentialName:
    The name of the credential you will use to sign in to ServiceNow with.
  • status:
    Leave as
    Active
    .
  • username:
    The name of the user to be used to sign in to ServiceNow.
  • password:
    The password for the above user.
  • client_id:
    Leave this empty because the authModel is
    basic
    .
  • client_secret:
    Leave this empty because the authModel is
    basic
    .

Onboarding ServiceNow as a provider

To onboard a provider, complete the following steps:
  1. Navigate to the
    ITSM System Management
    page. To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
  2. On the
    Manage ITSM Providers
    page, click
    ServiceNow
    and click
    Add Provider Endpoint
    .
  3. On the
    Generic Parameters
    tab, enter the following information and then click
    Next
    :
    • Associate any team, organization, context, environment, or account that you want associated with the ITSM system by selecting
      Associate
      and selecting the type of entity under
      Business Entities
      and then the specific entity.
    • In the
      Mode of Communication
      section, select one of these types:
      • Direct:
        Select this when your ITSM system is in the public domain.
    • In the
      Additional Data Schema
      field, enter any extra description needed so that the purpose of the ITSM integration is clear or any other useful information.
  4. On the
    Review
    tab, make sure that all parameters that you entered are correct, then click
    Save
    .
  5. After the provider is onboarded, you receive a message prompting whether you want to add policies for the new provider. If you want to, click
    Ok, Add Now
    . For more information, see Adding policies for ServiceNow.

Adding policies for Enterprise Marketplace

A group of default out-of-the-box policies are automatically provided. If these are insufficient, you can add your own policies by completing the following steps. For more information about policies in Enterprise Marketplace, see Operation Policies.
Policies set so that they only affect a single provider, or they can be global. The procedures vary based on whether you have an older tenant or use the Foundation APIs:
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