Configure a ServiceNow Egress connection
The egress connectors enable the flow of Total Cost of Ownership (TCO) app data between Apptio and ServiceNow.
To display application TCO insights in the relevant ServiceNow dashboards, you can use the ServiceNow certified Apptio integration. The integration brings detailed, transparent, and defensible cost structures to application and service offerings within ServiceNow. It is compatible with the Quebec, Paris, and Orlando releases of ServiceNow.
- ServiceNow Egress connector enables to push data from Apptio to ServiceNow.
- ServiceNow Ingress connector enables to push data from ServiceNow to Apptio.
To configure a ServiceNow Egress connection
- On the ServiceNow platform, install the Apps and Services TCO app.
- In TBM Studio, set up the apps TCO reports.
- In DataLink, configure the DataLink egress connector.
When you configure the ServiceNow Egress connection, you can view the Apptio TCO data in ServiceNow.
Install the Apptio Apps and Services TCO integration on the ServiceNow platform
- In ServiceNow, navigate to Plugins.
- On the Plugins home page, select Find in Store.
- In the ServiceNow app store, search for Apptio Application and Services IT TCO.
- Select Install.
Learn more about the app dependencies from the application documentation in the ServiceNow Store.
Set up the apps & services TCO reports in TBM Studio
Application TCO report (including Cost Pool composition)
This report is a drill-down from Applications to Cost Source.
Mandatory columns
- Cost Model: hard code to Business Application Costing
- Fiscal period: use the following formula:
= "FY"& CurrentDate("YY") &": "&"Q"& gettimeoffset("Quarter","Start","Year") +1
- Breakdown Id: hard code to Business Unit <--> Business Application
- Business Application: Application Name (from Applications)Note: Needs to match the name field from the
cmdb_ci_business_app
ServiceNow table. - Bucket: Cost Pool (from Cost Source)
- Sub-bucket: Cost Sub Pool (from Cost Source)
- Business Unit: hard code to
Check Apptio
- Amount:
= QuarterToDate(Cost)
Optional columns
- Approved for ServiceNow Egress: you can use this as a filter on the report to filter out Apps you do not want to share with the ServiceNow Community. This needs to be added as a flag to the Applications object.
Application TCO (including IT Resource Tower composition)
This report is a drill-down from Applications to IT Resource Towers.
Mandatory columns
- Cost Model: hard code to Business Application Costing
- Fiscal period: use the following formula:
= "FY"& CurrentDate("YY") &": "&"Q"& gettimeoffset("Quarter","Start","Year") +1
- Breakdown Id: hard code to
Business Application <--> IT Shared Service
- Business Application: Application Name (from Applications)Note: Needs to match the name field from the
cmdb_ci_business_app
ServiceNow table. - IT Shared Service: IT Resource Tower Name (from IT Resource Towers)
- Business Unit: hard code to
Check Apptio
- Amount:
= QuarterToDate(Cost)
Optional columns
- Approved for ServiceNow Egress: you can use this as a filter on the report to filter out Apps you do not want to share with the ServiceNow Community. This needs to be added as a flag to the Applications object.
Configure the connection
- Obtain an OAuth 2.0 token
-
If you are using OAuth 2.0 authentication for your connector, you need to obtain a token from ServiceNow before you configure it, as follows:
- Register DataLink as a client application with your ServiceNow OAuth 2.0 source.
- Make a note of the Client_ID and Client_Secret values.
- Enter a redirect URL. Use the URL which applies to your region:
- Create the connection
-
- Open Datalink and select New Connection.
- Enter a Connection Name, then select Next.
- Select ServiceNow Apps & Services TCO Egress connector, then select Next.
- Select the agent.
You can either choose a cloud-based or on-premise agent for your egress connection. To configure an on-premise agent, see Configure an on-premises DataLink Agent for ServiceNow.
Tip: On-premise agents generally experience faster loading times than cloud-based agents.
- Configure authentication
-
- Select the authentication type to connect to your ServiceNow instance: Basic or OAuth
2.0.Note: You can only use OAuth 2.0 authentication with cloud agents.
- Enter the ServiceNow base URL (for example, https://{instance}.service-now.com).
- Enter your authentication details:
- If you are using basic authentication, enter the user name and password.
- If you are using OAuth 2.0 authentication, do the following:
- Enter the token information:
- In Authorization URL, enter the URL used for OAuth 2.0 authorization (for example, https://{instance}.service-now.com/oauth_auth.do).
- In Token URL, enter the URL for retrieving and refreshing access tokens (for example, https://{instance}.service-now.com/oauth_token.do).
- In the Client ID and Client Secret fields, enter the client ID and client secret you obtained from ServiceNow.
- If you want to limit the level of access granted to the access token, specify the Scope as READ and WRITE or READ access.
- Select Get Access Token.
DataLink encrypts the access token and uses it while running the connector.
- Enter the token information:
Note: When the OAuth 2.0 access token expires, DataLink automatically tries to refresh it.
- Select the authentication type to connect to your ServiceNow instance: Basic or OAuth
2.0.
- Enter report details
-
- In Fill in the Report details, select the BIIT host where the Costing Standard report resides. If you have just one BIIT instance, DataLink selects it automatically.
- Select the Costing Standard reports you want to upload to ServiceNow, from the reports you set up in Set up the apps & services TCO reports in TBM Studio.
- Enter Costing Standard report URLs for each of the reports, as follows:
- Navigate to Costing Standard and open the report.
- Right-click on the report and select Show API URI.
- Copy the report URL in JSON format from into the DataLink Report URL field for the report.
- Select the time period for the reports. You can choose the current or previous month, or a custom time period.
- Select Next.
- Schedule the connection
- Select your schedule option and fill in the details:
- Schedule by time
- Schedule by event, for example, run the connection after a specific connection has executed.
- Save the connection
- Select Complete in the bottom right corner to save the connection. DataLink adds the connector to the list.
- Run the connection
- To run the connection, select the arrow in the Run column next to the connection in the list. After successful execution of the connection, the TCO data from TBM Studio is pushed to your ServiceNow instance.
View the Apptio TCO data in ServiceNow
itfm_allocation_breakdown
in your ServiceNow instance. Installing the table gives
you access to the following dashboards, where you can analyze spend on Apps and Services:- Application TCO
- Business Application Costing
com.snc.financial_management
com.snc.financial_management_for_apm
com.snc.financial_management_for_spm
- Custom dashboards
- The egress connector creates the TCO data in Apptio custom table
x_appti_app_servic_apptio_tco
. You can use this table to create custom dashboards to display TCO insights. Learn more about creating custom dashboards in the ServiceNow documentation