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Build ServiceNow-Connected Visualizations in datapine
Use CData Connect Cloud and datapine to build visualizations and dashboards with access to live ServiceNow data.
datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your ServiceNow data directly from your datapine visualizations and dashboards. This article describes connecting to ServiceNow in CData Connect Cloud and building a simple ServiceNow-connected visualization in datapine.
CData Connect Cloud provides a pure SQL Server interface for ServiceNow, allowing you to query data from ServiceNow without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to ServiceNow, leveraging server-side processing to return the requested ServiceNow data quickly.
About ServiceNow Data Integration
CData simplifies access and integration of live ServiceNow data. Our customers leverage CData connectivity to:
- Get optimized performance since CData uses the REST API for data and the SOAP API for schema.
- Read, write, update, and delete ServiceNow objects like Schedules, Timelines, Questions, Syslogs and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Securely authenticate with ServiceNow, including basic (username and password), OKTA, ADFS, OneLogin, and PingFederate authentication schemes.
Many users access live ServiceNow data from preferred analytics tools like Tableau, Power BI, and Excel, and use CData solutions to integrate ServiceNow data with their database or data warehouse.
Getting Started
Configure ServiceNow Connectivity for datapine
Connectivity to ServiceNow from datapine is made possible through CData Connect Cloud. To work with ServiceNow data from datapine, we start by creating and configuring a ServiceNow connection.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "ServiceNow" from the Add Connection panel
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Enter the necessary authentication properties to connect to ServiceNow.
ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, specify the Instance, Username, and Password connection properties.
See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.
- Click Create & Test
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Navigate to the Permissions tab in the Add ServiceNow Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to ServiceNow data from datapine.
Connecting to ServiceNow from datapine
Once you configure your connection to ServiceNow in Connect Cloud, you are ready to connect to ServiceNow from datapine.
- Log into datapine
- Click Connect to navigate to the "Connect" page
- Select MS SQL Server as the data source
- In the Integration step, fill in the connection properties and click "Save and Proceed"
- Set the Internal Name
- Set Database Name to the name of the connection we just configured (e.g. ServiceNow1)
- Set Host / IP to "tds.cdata.com"
- Set Username to your Connect Cloud username (e.g. [email protected])
- Set Password to the corresponding PAT
- Set Database Port to "14333"
- In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
- In the References step, define any relationships between your selected tables and click "Save and Proceed"
- In the Data Transfer step, click "Go to Analyzer"
Visualize ServiceNow Data in datapine
After connecting to CData Connect Cloud, you are ready to visualize your ServiceNow data in datapine. Simply select the dimensions and measures you wish to visualize!
Having connect to ServiceNow from datapine, you are now able to visualize and analyze real-time ServiceNow data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!
