Use Service Now As a Content Source

ServiceNow stores tickets and help content. You can connect it with SearchUnify to find three ServiceNow content types quickly: incidents, knowledge articles, and knowledge questions.

Establish a Connection

1. Click Content Sources, then Add new content source, find ServiceNow, and click Add
2. Select ServiceNow.
3. Give your content source a Name.

   NOTE.
   
   Pick a descriptive name for easier management. For instance, "ServiceNow Tickets and Help" or "Support Team ServiceNow." 
   
   It's a good practice to stick to ASCII characters because non-ASCII Unicode characters display as a series of question marks (?).

4. Enter your ServiceNow instance URL in the Client URL field.
5. Select the content language(s) from the Language dropdown.
6. Select either Basic or OAuth for authentication.
7. If you have selected Basic, then enter your ServiceNow instance user name and password and skip to step 9.

   

8. If you have selected OAuth, then follow the instructions in Prepare Your ServiceNow Instance for OAuth Authentication to generate a Client ID and Client Secret.
9. Paste your ServiceNow Client ID and Client Secret.

   

10. Click Connect, then Allow, and finally Next.

Set Up Crawl Frequency

1. Click to fire up a calendar and select a date. Only the data created or updated after the selected date will be indexed.

   

2. Use the Frequency dropdown to select how often SearchUnify should index the data.

   

3. Click Set.

   

Select Content Types and Fields for Indexing

1. In the Rules tab, you can click to prevent a content type from being indexed.
2. Use to add, edit, or remove content fields and click Save.
3. Under By Projects, select the knowledge bases that should be indexed and click Save.

Last updated: Friday, February 26, 2021

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