TUESDAY, FEBRUARY 07, 2012

Posts Tagged ‘Problem management’

I

t should come as no surprise to you that, if used properly, your CMDB can be an extremely valuable input to your incident/problem/change processes. This is true not only of the actual CIs, but also the ‘Affected CI’ records that you create. ServiceNow gives you a couple of different places to track this information. The first is the ‘Configuration Item’ field available to all Task types in the system. You can add this field by personalizing the form for any task. The second is the ‘Affected CIs’ (task_ci) many-to-many table. This can be added to any task form in your system by personalizing the related lists for that form.

This setup allows you to track a primary CI or Business Service against a given task in the field on the form, and it also allows you to track multiple Affected CIs against a task if necessary in the related list. What I don’t like about this setup is that these are managed independently so there’s not a single place to see ALL of the Affected CIs in your environment. My solution to this problem has always been to centralize all of this information into the ‘Affected CIs’ related list by copying the ‘Configuration Item’ field value into it. This simple idea gives you a much better look into your Affected CIs for reporting, and allows for more proactive troubleshooting through CI Business Service Maps as an input into your task processes.

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Assignment rules allow you to specify conditions for which a particular assignment group and/or assigned to person should be assigned to work on a particular task. Assignment rules work fine, but as I’ve worked with clients I’ve come across some common scenarios that can’t be solved with the out-of-box setup. The primary issue with assignment rules is that they only run as a record is submitted and they only run if an assignment has not been made already to the ticket being saved. Along with this, most organizations I’ve worked with choose to make the ‘Assignment group’ field mandatory. Because of this, the person working the ticket always has to make some sort of assignment before saving the record (meaning that the assignment rules never get run). I learned how to work around this issue on one of my very first Service-now implementations and I almost always implement this solution as part of any Incident Management rollout. The out-of-box assignment rules are documented here. This article shows how you can apply the same customizations to your Service-now implementation that I use for my clients. This entire customization has also been packaged into an ‘Assignment Rule Lookup’ update set to save time in implementing.

This customization includes the following features:

  • Easy to view and manage lookup table for common assignments
  • Dynamic lookup/population of assignment values as you work on the Incident form

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O
ne common problem I encounter with Service-now deployments has to do with the sharing of a field between many tables extended off of the same parent table. Because the Task table and the Configuration Item table make heavy use of extended tables this is where I see the problem most often. What is the best way to make changes to a shared field for the table that I’m working on, but not impact other tables that may be using the same field?

Let’s say that I’m in the middle of a Change management deployment and I’m using the ‘Configuration item’ field on my Change form. At the same time, my company is trying to roll out Incident management so there’s also someone from another department trying to make configuration changes to the ‘Configuration item’ field on the Incident form. The Incident management process says that the Configuration item field is optional while Change management says that it should be mandatory. Incident management has a very complex reference qualifier for the field, but Change management doesn’t want a reference qualifier at all. Since there is only one dictionary entry for the Configuration item field, we can’t both have our way if we are making configuration changes on the dictionary entry. Below are a few of the common scenarios where you might see this problem and how you can make it work for all tables that access the shared field.

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Latest Comments

  • Mark Stanger: This functionality doesn’t connect to an FTP server. See this line in the post above…...
  • Mark Stanger: The report page is back-end XML so there’s no way to directly manipulate the behavior of that...
  • Mark Stanger: Due to some ServiceNow limitations, the localhost MID server option had to be removed.
  • Matt Haak: Is it possible to use this with the local Mid Server (mid.server.localhost) It appears from this community...