Asset Management -- ServiceNow Asset Management gives organizations complete visibility and control over their technology and enterprise assets throughout their entire lifecycle on a single, unified platform.
IT Asset Management -- The ServiceNow IT Asset Management application gives you a unified view of hardware assets, software licenses, cloud assets, regulatory audits, contracts, and procurements to help reduce costs, maintain compliance, and manage assets.
Software Asset Management -- The ServiceNow Software Asset Management (SAM) application systematically tracks, evaluates, and manages software licenses, compliance, and optimization. You can reclaim unused software rights, purchase new software rights, and manage allocations for entitlements.
Explore -- The Software Asset Management application's user interface is enhanced to make it more user friendly and intuitive, allowing you to better manage your software installations.
Software Asset Workspace -- Use the Software Asset Workspace, the intuitive and streamlined user interface of the Software Asset Management application, to manage software licenses, compliance, and optimization.
Software asset overview -- Enhance your software asset management experience by using the modernized and user-friendly software asset overview view. The software asset overview is a simplified and intuitive environment that helps you use the application more effectively by reducing complexity.
License usage view -- Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.
Publisher details -- Monitor publisher license compliance, review true-up costs and potential savings, and identify software installations that requires remediation.
License operations view -- Use the License operations view in Software Asset Workspace to manage software asset operations. These operations include management of licenses, contracts, discovery, client access, resource value, user subscriptions, content suggestions, software asset success, cloud cost simulation, SAM implementation, IBM ASP, IBM ILMT V2 integrations, and engineering apps integrations.
Software asset analytics view -- The unified and streamlined dashboards in the Software asset analytics view in the Software Asset Workspace enable you to track your performance and view your analytics.
SaaS overview dashboard in workspace -- View all SaaS related analytics for pure SaaS, Microsoft Office 365, and Adobe Cloud in the SaaS overview dashboard in the Software asset analytics view.
Discovered inventory dashboard -- View your licensable discovered software and devices on the Discovered inventory dashboard in the Software asset analytics view of Software Asset Workspace.
Normalization and content dashboard -- View normalization trend charts on the Normalization and content dashboard, which is integrated with Performance Analytics in Software Asset Workspace.
Lifecycle management dashboard -- Review and track the end of life (EOL) software products in your asset estate to reduce risks associated with software products that are reaching or have reached EOL.
Optimization and savings dashboard in workspace -- Use the Optimization and savings dashboard to view actual and potential cost savings for your software assets. In addition, view the recommended licensing optimizations for third-party software publishers, including Microsoft, Red Hat, Adobe, and SAP. Use this information to downgrade or reclaim licenses so that you can optimize your licensing costs.
Engineering License overview dashboard in workspace -- Monitor and gain insights into your engineering applications license position and usage by viewing product usage reports in the Engineering license overview dashboard.
Cloud simulator dashboard -- Compare and evaluate the estimated costs of migrating your on-premises resources to the cloud for each cloud environment.
Success portal view in Software Asset Workspace -- Use the Success portal view in Software Asset Workspace to track the progress of your Software Asset Management (SAM) application with success goals, assign activities to track the success of your goals, run health checks on your software, maximize the usage of your SAM capabilities, and mature your SAM program with predefined maturity items.
Health check -- Use the Health check dashboard to view the results of the health scan that is performed on the configurations in your Software Asset Management application.
Value builder -- Maximize the usage of your Software Asset Management application capabilities by getting insights into integrations, playbooks, and other installations.
Create a Value builder task -- Manually create a Value builder task for publisher packs not being fully utilized in your instance.
Usage criteria for publisher packs -- Description of usage criteria that indicates whether a publisher pack is being utilized or not in your instance.
Success Guides -- Use Success Guides, which are part of Value builder tasks, to easily find information about the tasks involved in various set ups and integrations.
Microsoft 365 SaaS License Management success guide -- Track Microsoft 365 SaaS subscription licenses in the ServiceNow Software Asset Management application and proactively identify saving opportunities for Microsoft 365.
Create a Microsoft 365 integration -- Compare Microsoft 365 user subscriptions with installation usage data for a complete license compliance position.
IBM ILMT setup success guide -- This success guide provides information on the IBM License Metric Tool (ILMT) or IBM BigFix Inventory integration with the Software Asset Management application.
View all maturity items for Software Asset Management -- View the maturity of your Software Asset Management (SAM) program to analyze the status of each maturity stage, where each stage shows the number of maturity items completed.
Renewals calendar view -- Use the Renewals calendar in the Software Asset Workspace to view the entitlements nearing their expiry date and contracts nearing their expiry date or are already expired.
Overlapping usage view -- Use the Overlapping usage view in Software Asset Workspace to get insights into the feature level usage and rationalize your SaaS and Single sign-on (SSO) applications.
Content lookup portal for Software Asset Management -- The Content lookup portal gives you visibility into the data stored in the Content Library as part of the IT Asset Management Content Service via an intuitive user interface.
Virtual Agent for software requests -- You can implement ServiceNow Virtual Agent to enable your employees to request software through a predefined conversational interface that is powered by artificial intelligence. Virtual Agent helps address software requests automatically so that your IT fulfillment professionals can focus on more complex requests and incidents.
Software Asset Management Content Service -- Opt in to the Software Asset Management Content Service to share unnormalized software installation data from your organization with ServiceNow to improve the normalization process.
Content updates for Software Asset Management -- The Software Asset Management Content Service provides content updates to your instance twice every week that you can use to normalize your data.
Software models and Software entitlements -- A software model is a profile of the software that you've purchased, including information about the publisher, version, and discovery map. Software entitlements are used to relate the software model to the rights that you've purchased.
Custom publisher part numbers (PPN) -- Propagate changes to entitlements and software models by replacing your custom PPNs and custom discovery maps (DMAPs) with the Software Asset Management Content Service PPNs and DMAPs.
Software Asset Management migration -- Migrate from the Software Asset Management plugin (ITSM Software Asset Management feature of Asset Management) to the Software Asset Management application to take advantage of more powerful features. Manual actions by the customer are required after plugin activation.
Software Component Model table -- The Software Component Model [cmdb_software_component_model] table stores component model records that serves industries and use cases across different solutions on the ServiceNow Platform.
Software license metrics -- License metrics are set in software entitlements and used for reconciliation in various metric groups and software model combinations.
Unlimited software licenses -- Unlimited software licenses help you to create entitlements with unlimited allocations and unlimited rights, allowing you to license any number of software installations with no true-up cost.
Software discovery and normalization -- Identify all software installed within your organization's IT environment, including details such as publisher, product, and version. Then, standardize and validate this discovered data to ensure accuracy and consistency through software normalization.
Software discovery -- After you've imported your entitlements, use ServiceNow Discovery or Microsoft SCCM to discover software installations in your environment and transfer that data into the ServiceNow AI Platform.
Software normalization -- Standardize discovered software model data within the Software Asset Management application through the process of software model normalization.
Software suites inference -- Suite inference is used to determine whether the software is part of a suite and to infer the best or efficient suite to use when licensing.
Managing software suites -- Simplify licensing and lower the cost of licenses from vendors. Get visibility into your complex suite licenses, manage compliance, and optimize your spending on these licenses.
Suite inference rules for Adobe license metrics -- Based on the system property Use component licenses to optimize compliance when suite licenses run out, the Software Asset Management application uses suite or component licenses.
Discovery models and software installations -- Software discovery models are automatically created during discovery to identify and normalize the software installed in your environment.
File Signature Normalization -- File-based discovery finds files on UNIX or Windows servers and processes them with an established set of rules that enhance the identification of installed software. Use the results to monitor specific file types on network servers for security purposes or to manage your software licenses with the File Signature Normalization plugin for Software Asset Management - Professional (SAMP).
Product life cycles -- In the absence of vendor-provided life cycles, there are various capabilities that the Software Asset Management application provides to improve life cycle coverage.
Downgrade Rights -- The concept of downgrading licenses is built into the Software Asset Management plugin feature. Downgrading rights is the process of having acquired the rights to the latest version of software but using the rights to license earlier versions of the same software.
Allocating licenses to a user group -- Use the group allocation feature to manage the user allocation to a software entitlement in bulk. This feature enables the SAM managers to streamline and manage the license allocation process efficiently and automatically updates the user allocation when a group composition is changed.
Software license maintenance -- Get visibility into your software maintenance entitlements to effectively manage these licenses throughout their life cycle.
Microsoft Per Core licensing rules -- The Per Core licensing model is used by many Microsoft server products, such as SQL Server and BizTalk Server. It's useful when counting users or devices connecting to the software is difficult, often for internet-facing software.
Microsoft Per Core (with CAL) licensing rules -- The Per Core (with CAL) metric licensing model is followed by various Microsoft Server products such as Windows Server, System Center, and Core Infrastructure Server Suite. The number of licenses depends on the number of installations and operating system environments (OSE).
Software Asset Management health check -- The Health Check ServiceNow Store application gives a correct and reliable overview of your Software Asset Management configurations and recommends you to correct any errors that may exist.
Software reconciliation for compliance -- Automated license reconciliation keeps license positions accurate and up-to-date without manual calculations. Reconciliation runs weekly or on demand.
Software reconciliation results -- Software reconciliation results show the compliance status of software products concerning discovery and entitlements. Users with the sam_user role can view the reconciliation results.
ELP report for grouping by consumption -- Get a comprehensive overview of your software license position across various organizational levels by generating an ELP report.
Software license compliance position -- The Software Asset Management License Position report shows compliance details for each software model in a single list.
Determining compliance through Virtualization Adapter -- Software Asset Management Virtualization Adapter determines the license compliance of several software products deployed on virtualization technologies by applying license compliance rules. This feature is activated and installed with the base system in Software Asset Management.
Software reclamation rules -- Reclamation rules aggregate usage over time and specify a minimum number of hours or the latest date that a software unit must be used before the software is flagged for reclamation.
Microsoft SCCM software usage -- Activate the Microsoft SCCM software usage plugin to integrate your software usage data with the ServiceNow AI Platform.
Allocation management on Software Asset Management -- Software Asset Management (SAM) offers optimal license assignment confirming that licensing entities are allocated according to the available entitlements.
Bring your own license or subscription to the public cloud -- Bring your own license (BYOL) support enables you to determine the license compliance of your Microsoft and Oracle software products across hybrid infrastructures. Bring your own subscription (BYOS) support enables you to determine the license compliance of your Red Hat Enterprise Linux (RHEL) software products across hybrid infrastructures.
Microsoft Windows and SQL Server infrastructure details reports -- You can use the Microsoft Windows and SQL Server infrastructure details reports to gain visibility into the SQL Server and Windows Server deployments and infrastructure for different cloud providers including Microsoft Azure, AWS, and GCP.
Understanding your cluster infrastructure -- Get a holistic and strategic analysis of all the entities in your clusters in one view on the Software Asset Management application.
Executive insights into KPIs using the Asset Management Executive dashboard -- Use the Asset Management Executive dashboard to gain visibility into critical KPIs for the Software Asset Management application, Hardware Asset Management application, and the Cloud Cost Management application via a single dashboard.
Cloud cost simulation -- Simulate the cost of moving your on-premise resources to the cloud environment before performing the migration.
Software asset connections -- Use third-party discovery sources to discover the installed software data that you can integrate with the Software Asset Management application.
Guided Experience for Lifecycle Reporting -- Use a guided walk-through playbook to achieve audit readiness and regulatory compliance through accurate lifecycle reporting.
Software Asset Management Guided Experiences -- The Software Asset Management Guided Experiences application provides step-by-step guidance for completing tasks in your daily software management activities.
Use Software Asset Management with Contract Management Pro -- Leverage advanced contract life cycle capabilities after a contract has been signed using the Obligation Management (sn_cm_obligation) and the Now Assist in Contract Management Pro (sn_cm_gen_ai) plugin.
Configure -- Configure the various aspects of the Software Asset Management application based on the needs of your organization.
Request Software Asset Management -- The ServiceNow Software Asset Management Professional (com.snc.samp) plugin requires a separate subscription. This plugin includes demo data. Depending on your environment, you may choose to request one or more related plugins.
Overwrite customizations for Software Asset Management migration -- When migrating from the Software Asset Management plugin (ITSM Software Asset Management feature of Asset Management) to the Software Asset Management application, further actions are required by the customer after plugin activation to ensure successful migration of customized forms and lists.
Configure SCCM for Software Asset Management -- Set up Microsoft SCCM for Software Asset Management to populate the Software Installation [cmdb_sam_sw_install] table with client software found in your environment. You can also set up SCCM for Client Software Distribution to reclaim unused and underused software.
Use SAM Workspace -- Use the Software Asset Workspace, the intuitive and streamlined user interface of the Software Asset Management application, to manage software licenses, compliance, and optimization.
Create entitlements in workspace -- Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.
Create maintenance entitlements in workspace -- Define license details, for all publishers other than Microsoft in the Software Asset Workspace. Create maintenance entitlements to manage all your software license maintenance needs such as start and end dates of your contracts and software upgrades.
Create Microsoft SA entitlements -- Define license details for Microsoft Software Assurance (SA) in the Software Asset Workspace to manage your contracts start and end dates, software upgrades, and related software entitlements.
Install Software Asset Management Guided Experiences -- Install the Software Asset Management Guided Experiences (com.sn_sam_playbook) application for step-by-step guidance for completing tasks in your daily software management activities.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.
Create a software model in the Software Asset Workspace -- Create a software model in the Software Asset Workspace. Add product details that are used to connect software rights that you purchased with software installations that are discovered on your system.
Run software reconciliation in the workspace -- Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.
Create a software removal candidate in workspace -- Removal candidates reclaim software resources in your environment. They are created automatically from reclamation rules or can be created manually.
Reclaim software -- Optimize your environment by reclaiming or removing installed software that is not being used or used infrequently.
Create a catalog request to reclaim assets -- Create a catalog request to efficiently reclaim software assets when an employee leaves an organization or moves to a different role.
Close an asset reclamation request -- Close an asset reclamation request to efficiently reclaim software assets when an employee leaves an organization or moves to a different role.
View calculations for your licenses in workspace -- Evaluate the license compliance of software applications by viewing the details for all required licenses through the Software Asset Workspace License usage view.
Create group allocations -- Create group allocations to allocate licenses to all the members of the assignment group.
Create device allocation -- Create a device allocation for a software entitlement to specify devices that have been granted rights.
View engineering license servers in workspace -- View the list of license management servers that OpenLM or Open iT connect with to get data into your ServiceNow instance in the Software Asset Workspace.
Add custom software products in workspace -- Add a custom software product for any publicly available software product that does not exist in the Software Asset Management Content Library. Custom software products enable you to normalize and account for software products that aren’t part of the Software Asset Management Content Library yet.
View custom software product suggestions in workspace -- View the product suggestions that enable you to consolidate your custom software products with corresponding software products in the Software Asset Management Content Library. By consolidating these software products, you can update all references to your custom software products with references to the software products in the Content Library. You can choose to accept or reject these suggestions.
View license usage for your installations -- Track your installation to license journey by connecting software installations to the licenses consumed and identifying statuses such as licensed, unlicensed, ignored, or requiring action.
Use publisher add-on lifecycles in the Software Lifecycle Report -- If you purchase an add-on or optional support for a software product, enable the Software Asset Management application to automatically update the life-cycle dates of that product with the extended life-cycle dates of the add-on or optional support. These updated life-cycle dates are populated in the Software Lifecycle Report [sam_sw_product_lifecycle_report] table.
Manually override edition value in workspace -- If the edition of a software installation is not automatically discovered, you can specify the edition on the Software Installation form (if known) so the software can be successfully reconciled.
Manually normalize software discovery model -- You can manually normalize a software discovery model that hasn’t been fully normalized (partially normalized, publisher normalized, or match not found) to reconcile it.
View ECCN mappings -- View the list of ECCNs that are mapped to your software products. Use this information to identify the products that are subject to U.S. export control regulations.
View or create software usage -- View software usage records to track the usage of software products that you have created reclamation rules for. You can also create software usage records manually from third party integrations or Microsoft SCCM integrations.
View SAP engines in workspace -- View the monthly engine usage measurements for SAP clients based on the license metric for each engine.
View SAP users in workspace -- View all the discovered users pulled from the SAP systems in the Software Asset Workspace.
Create a custom named user type in workspace -- Create a custom named user type that can be used with your SAP software entitlement in the Software Asset Workspace. Creating a custom named user type allows users to track licenses that are specific to their SAP systems.
Create custom SAP price lists in workspace -- Create custom SAP price lists so that you can track and manage SAP licenses based on the contracts that are specific to your SAP system.
View SSO applications in workspace -- View details related to applications that you can connect through a SSO provider in the Software Asset Workspace.
View SSO groups in workspace -- View details related to all SSO groups that have access to a SSO application in the Software Asset Workspace.
View SSO users in workspace -- View details of all users that have direct access to a SSO application in the Software Asset Workspace, but not through membership in a group.
Create a software client access record in workspace -- Add a client access record to track and manage the users or devices that are accessing a particular version of your server software using a client access license (CAL).
Create a resource value record -- Create a resource value record for each software model for which you want to calculate licensing requirements.
Create product workload mapping for CrowdStrike -- Create a product workload mapping for your CrowdStrike products for accurately associating specific products with the types of workloads they manage.
Manage phase-wise Software Asset Management implementation -- Carry out phase-wise Software Asset Management implementation by publishing only on a few software products that you want to manage initially. You can also remove the software products from the published list when you no longer want to manage those products.
Publish a specific set of your software products -- Report only on the licensable software products that are part of the current implementation phase of Software Asset Management by publishing those software products. By publishing only a few software products initially, you can assess the initial progress and gradually increase the scope of the implementation.
Remove published software products -- Remove published software products that you no longer manage or report on as part of your Software Asset Management implementation.
Create product install conditions -- Create product install conditions in the Software Asset Workspace that apply across all software models of a product during reconciliation.
Create an unrecognized publisher integration mapping -- Create an unrecognized publisher-to-subscription integration mapping for your engineering applications. You can create these mappings when the content resolver doesn't automatically identify a specific publisher.
Create an end of life (EOL) workflow request -- Manage risks associated with your software product installations that have reached the end of life (EOL) or are reaching EOL in the next 18 months. You can create an EOL request and take the required action for the EOL software.
Complete software EOL workflow request -- Perform all the tasks that are required to remove the end of life (EOL) software products from your asset inventory.
Create demand to rationalize software applications -- Create demands to rationalize SaaS and SSO applications by discontinuing software subscriptions, reducing software usage, and migrating users to approved software.
Create a demand requirement -- Create a demand requirement for rationalizing your SaaS and SSO applications.
Install Content library portal for Software Asset Management -- Install the Content library portal store application to view the data stored in the Software Asset Management Content Service.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:
Use manage contract repository agentic workflow -- Use the manage contract repository agentic workflow to improve productivity by extracting metadata and obligations automatically from signed contracts. Set the contract reminder dates for contract renewal or termination.
Initiate metadata and obligation extraction -- Reduce manual effort by leveraging the Manage contract repository agentic workflow to extract key metadata and obligations from an uploaded signed contract, and calculate the contract reminder date.
Review AI-extracted obligations -- Use the contract playbook to review, edit, approve, or reject obligations automatically extracted from contract documents. Approved obligations are added as obligations records in the Obligations tab of the contract repository.
Create obligation record -- Create obligation records for signed contracts in Software Asset Workspace to fulfill the responsibilities specified in the contract through obligation tasks.
View a software job result -- You can view the results of Software Asset Management jobs that have run to verify completion.
Manually normalize a software discovery model in Software Asset Management classic -- You can edit a software discovery model to manually normalize discovered software that has not been fully normalized (partially normalized, publisher normalized, or match not found) on the Software Discovery Models form so that it can be reconciled.
Manually override edition value in Software Asset Management classic -- When the edition of a software install is not automatically discovered, you can specify the edition on the Software Installation form with the correct value (if known) so the software can be successfully reconciled.
Add a custom software product in Software Asset Management Core UI -- If a software product does not exist in the Software Library, you can add a custom product. Custom products enable you to normalize and account for homegrown software, or software that is not yet part of the Software Library.
View PPN suggestions -- View content service suggestions for your custom PPNs and DMAPS in the Software Asset Management classic application.
Subscriptions for Software Asset Management -- The ServiceNow platform uses a licensing method where your organization is charged for using the IT Asset Management applications- ServiceNow Software Asset Management.
Managed IT Resource types -- There are five IT Resource categories in ServiceNow Software Asset Management - Server, End User Computing Device, SaaS Subscription User, PaaS Resources, and IaaS Storage.
View license report for the IT Asset Management application -- Resources that the IT Asset Management applications discover, monitor, and provision are configuration items (CIs) stored in the CMDB. The ITAM licensing module combines this information on CIs with the information on subscriptions your organization purchased to produce statistics on subscription use by IT Asset Management applications.
Supported software publisher licenses -- With Software Asset Management, there are several publisher packs that can be used to extend functionality between the ServiceNow AI Platform and your third-party software applications.
Software Asset Management publisher pack for Adobe -- Use the Software Asset Management publisher pack for Adobe to track compliance using Adobe - specific licensing metrics and integrate with Adobe Cloud.
Integrating with Adobe Cloud -- Integrate your Software Asset Management application with Adobe Cloud services to track your software subscriptions and to determine your license compliance.
Create an Adobe Cloud integration profile using OAuth -- Create an Adobe Cloud integration profile on your ServiceNow instance by using OAuth credentials to track your software subscriptions and to determine your license compliance.
Adobe subscription verification -- Determine the exact software subscription information to be pulled from the Adobe admin center and verify if the complete subscription information is pulled accurately to ServiceNow instance.
Software Asset Management publisher pack for Citrix -- Use the Citrix publisher pack for the optimization and reconciliation of your Citrix products. You can track licensing positions for your Citrix users and devices so that you can determine your license compliance.
Create entitlements for Citrix -- Software entitlements enable you to define license details that are matched to software models. You can add an entitlement individually or import a list from a spreadsheet.
Software Asset Management publisher pack for IBM -- Use the Software Asset Management publisher pack for IBM to track and optimize licensing for your IBM software products. You can also use the publisher pack to track and optimize licensing for the Red Hat Enterprise Linux Server and Red Hat Enterprise Linux for Virtual Datacenters products.
Supported IBM license types -- The Software Asset Management publisher pack for IBM adds license metrics for various IBM license types.
IBM PVU and RVU licenses -- If you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, you can track and manage IBM PVU and RVU licenses. Alternatively, you can track and manage these licenses when you integrate with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 1 or 2 of the integration APIs.
IBM user-based licenses -- You can use the Software Asset Management publisher pack for IBM to track and manage your IBM user-based licenses, including authorized user licenses and user value unit (UVU)-based licenses.
IBM virtual processor core (VPC) licenses -- If you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, you can track and manage IBM VPC licenses. Alternatively, you can track and manage these licenses when you integrate with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the integration APIs.
ILMT and BigFix Inventory integrations -- You can use an IBM License Metric Tool (ILMT) or BigFix Inventory integration to create a connection between your IBM servers and the ServiceNow AI Platform. Use this connection to import data into your ServiceNow instance so that you can track and optimize licensing for your IBM software products.
Integrating using v2 APIs -- You can use version 2 of the IBM License Metric Tool (ILMT) and BigFix Inventory integration APIs to create a connection between your IBM servers and the ServiceNow AI Platform.
Request the License Compliance -- If you are using version 2 of the IBM License Metric Tool (ILMT) and BigFix Inventory integration APIs to integrate with ILMT or BigFix Inventory, request the IBM License Compliance for Software Asset Management application from the ServiceNow Store. Use the integration to track and manage your IBM licenses.
Transform maps for v2 APIs -- When you import data from the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, your ServiceNow instance uses a default transform map to process this data into ServiceNow tables.
View the peak usage of your IBM software products -- If you are integrating with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, view the highest full capacity and sub-capacity Processor Value Unit (PVU), Resource Value Unit (RVU), and Virtual Processor Core (VPC) usage for your IBM software products within an aggregated time period of up to 90 days.
View the peak usage of your IBM software products by device -- If you are integrating with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, view the highest full capacity and sub-capacity Processor Value Unit (PVU), Resource Value Unit (RVU), and Virtual Processor Core (VPC) usage for your IBM software products by physical host or virtual machine (VM).
View the devices that are running your IBM software products -- If you are integrating with the IBM License Metric Tool (ILMT) or BigFix Inventory using version 2 of the ILMT and BigFix Inventory integration APIs, view the complete list of physical hosts and virtual machines (VMs) that are running your IBM software products.
Integrating using v1 APIs -- You can use version 1 of the IBM License Metric Tool (ILMT) and BigFix Inventory integration APIs to create a connection between your IBM servers and the ServiceNow AI Platform.
Transform maps for v1 APIs -- When you import data from the IBM License Metric Tool (ILMT) or BigFix Inventory using version 1 of the ILMT and BigFix Inventory integration APIs, your ServiceNow instance uses transform maps to process this data into ServiceNow tables.
Setting up an integration using HTTPS -- You can set up an IBM License Metric Tool (ILMT) or BigFix Inventory integration for IBM compliance reporting.
HTTPS with the MID Server -- You can set up an IBM License Metric Tool (ILMT) or BigFix Inventory integration for IBM compliance reporting.
HTTPS without the MID Server -- You can set up an IBM License Metric Tool (ILMT) or BigFix Inventory integration for IBM compliance reporting.
Create a connection to ILMT or BigFix Inventory -- If you're using an HTTP connection or you've finished the initial configuration for HTTPS, establish a connection between your IBM server and the ServiceNow AI Platform.
Validate your ILMT connection health -- Validate the health of your ILMT connections to help improve the success of each connection. Use the results to evaluate how you can resolve unsuccessful connections, such as adjusting the connection response time or fixing errors related to invalid hardware serial numbers.
CVA integrations -- You can track and manage IBM licenses in both VMware vSphere environments and IBM LPAR infrastructures by integrating the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program. With these integrations, you can track and manage IBM licensing directly without having to integrate with the IBM License Metric Tool (ILMT) or BigFix Inventory.
Virtualization technologies and cloud platforms supported by ASP integrations -- IBM ASP integrations support IBM licensing in VMware vSphere environments and IBM LPAR infrastructures. These integrations also support IBM licensing in public cloud environments that are owned and managed by AWS, Microsoft Azure, and Google Cloud Platform (GCP).
IBM licensing in VMware vSphere environments -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports IBM licensing rules for VMware vSphere.
IBM licensing in IBM LPAR infrastructures -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports IBM licensing rules for IBM logical partitions.
IBM licensing in public cloud environments -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports IBM licensing rules in public cloud environments.
Licensing for IBM Cloud Paks -- When you integrate the Software Asset Management publisher pack for IBM with Software Asset Management providers that are authorized to participate in the IBM Client Value Acceleration (CVA) Program, the Software Asset Management application supports licensing rules for IBM Cloud Paks.
Reconciliation for ASP integrations -- IBM reconciliation keeps your IBM license positions accurate and up-to-date without requiring manual calculations. Reconciliation runs weekly or on-demand.
Setting up an ASP integration -- Before you can integrate the Software Asset Management publisher pack for IBM with an Authorized SAM Provider (ASP), complete the setup process.
Request the IBM License Compliance for Software Asset Management application -- Request the IBM License Compliance for Software Asset Management application from the ServiceNow Store so that you can integrate the Software Asset Management publisher pack for IBM with an Authorized SAM Provider (ASP). Use the integration to track and manage your IBM licenses.
License metrics added by the application -- The IBM License Compliance for Software Asset Management application adds license metrics that enable you to classify your IBM software products.
Request Anglepoint's IBM Licensing for Software Asset Management application -- If you are integrating the Software Asset Management publisher pack for IBM with Anglepoint, request Anglepoint's IBM Licensing for Software Asset Management application from the ServiceNow Store. This application extends the base Software Asset Management File Names [samp_file_name], File Maps [samp_file_map], and File Sets [samp_file_set] tables so that you can store IBM software information from Anglepoint.
Upload the IBM software discovery catalog to your ServiceNow instance -- Upload the IBM software discovery catalog to your ServiceNow instance so that discovery tools, such as the ServiceNow Discovery application, can identify the IBM software that is discovered in your environment.
Creating a connection for the Anglepoint integration -- If you are integrating the Software Asset Management publisher pack for IBM with Anglepoint, you can create a connection between your ServiceNow instance and the Anglepoint Elevate platform to transfer licensing data for your IBM software products.
Create an API user for the Anglepoint integration -- Create a user who is permitted to access the APIs used by the Anglepoint integration. These APIs provide the given user access to the Anglepoint integration resources that are available on your ServiceNow instance.
Configuring the API authentication method -- You can configure the API authentication method that grants users access to the Anglepoint integration resources on your ServiceNow instance.
Usage metrics for IBM software -- View the highest daily sub-capacity and full capacity Processor Value Unit (PVU), Resource Value Unit (RVU), and Virtual Processor Core (VPC) usage for your IBM software products based on the edition, license metric, and region of each product.
Top IBM software using devices -- View the breakdown for the highest daily usage of your IBM software products by physical host based on both the edition and license metric of each product.
View product classifications for your IBM components -- View the product classifications for all IBM components that are installed in your environment. These product classifications enable you to track and manage licensing for your IBM components.
Specify VMMs you are tracking licenses for -- Specify the virtual machine managers (VMMs), such as VMware vCenter Servers and IBM Hardware Management Consoles (HMCs), for which you want to track IBM licenses. You can track licenses for IBM software that is discovered within these specified VMMs only.
Deduplicating IBM software installations -- To manage your IBM licenses, you can integrate the IBM publisher pack with an Authorized SAM Provider (ASP), IBM License Metric Tool (ILMT), or BigFix Inventory. If you are switching between an ASP integration and either an ILMT or BigFix Inventory integration, you can deduplicate software installations that have the same edition, version, and language but are discovered through different sources.
Enable IBM reconciliation for specific domains -- If you are using domain separation for the integration between the Software Asset Management publisher pack for IBM and an Authorized SAM Provider (ASP), enable IBM reconciliation only for specific domains.
Verify the meta data for your IBM hosts -- To improve the accuracy of your IBM license calculations, verify the meta data for the physical hosts that your IBM software is installed on. Update any meta data that is incorrect or out of date.
Red Hat Enterprise Linux socket-pair based licensing -- The Software Asset Management publisher pack for IBM supports socket-pair based licensing rules for Red Hat Enterprise Linux Server and Red Hat Enterprise Linux for Virtual Datacenters.
Red Hat Enterprise Linux core-based licensing -- The Software Asset Management publisher pack for IBM supports core-based licensing rules for RHEL products in both physical and virtual environments.
Red Hat Enterprise Linux entitlements -- Software entitlements define the license details for your Red Hat Enterprise Linux (RHEL) products. You can create individual entitlements or import a list of entitlements from a spreadsheet.
Create entitlements for Red Hat Enterprise Linux -- Software entitlements define the license details for your Red Hat Enterprise Linux (RHEL) products. You can create individual entitlements or import a list of entitlements from a spreadsheet.
Import entitlements for Red Hat Enterprise Linux -- Software entitlements define the license details for your Red Hat Enterprise Linux (RHEL) products. You can create individual entitlements or import a list of entitlements from a spreadsheet.
Microsoft 365 integration -- Create an integration with Microsoft 365 to download subscription information that is compared with software installations for compliance.
Integrating with Microsoft 365 -- Integrating the Software Asset Management application with the Microsoft 365 service enables you to track your software subscriptions and software usage to determine license compliance and act on optimization opportunities.
Service principal authentication for Power BI APIs -- Grant your application access to Power BI service content and APIs by enabling service principal authentication for Power BI read-only APIs. Power BI service content and APIs help optimize your Microsoft 365 subscriptions, such as by downgrading subscriptions from Office 365 E5 to Office 365 E3.
Microsoft 365 subscription information -- Determine the exact software subscription information to be pulled from the Microsoft 365 admin center and verify if complete subscription information is pulled accurately to ServiceNow.
Upload usage reports to your instance -- Monitor the usage activity data for Microsoft 365 Copilot, Visio Online, and Project Online to identify reclamation candidates based on low usage.
Creating reserve entitlements for Microsoft online services -- You can create reserve entitlements for Microsoft online services to add licenses to your existing Microsoft 365 subscriptions. You can pay for the new licenses during your true-up process.
Reserve entitlement in Software Asset Management classic -- Create a reserve entitlement for all Microsoft online services in the Software Asset Management classic application so that you can add licenses to an existing Microsoft 365 subscription.
Automated license removal for Microsoft 365 -- Software Asset Management optimizes Microsoft 365 subscription usage by identifying low usage and overlapping candidates, and then automatically removing the licenses from the Microsoft 365 admin center. This proactive management helps you streamline costs and enhance the efficiency of low usage and overlapping licenses.
SQL Server licensing in container deployments -- The Software Asset Management publisher pack for Microsoft supports licensing rules for Microsoft SQL Server products that are deployed across both on-premise and cloud environments using Docker containers.
Licensable Software Products Deployed on Containers report -- You can use the Licensable Software Products Deployed on Containers report to gain visibility into the software products that are deployed across both on-premise and cloud environments using Docker containers.
Microsoft Server licensing on Hyper-V virtualization technology -- The Software Asset Management publisher pack for Microsoft supports licensing rules for Microsoft Server products, such as Microsoft Windows Server, that are deployed on Microsoft Hyper-V virtualization technology.
SQL Server licensing in high availability configurations -- The Software Asset Management publisher pack for Microsoft supports licensing rules for Microsoft SQL Server deployed through high availability and disaster recovery solutions, such as Always On availability groups.
Manage licenses for Visual Studio -- Manage your Visual Studio subscriptions with the Software Asset Management publisher pack for Microsoft. Verify license compliance and detect unlicensed installations. Reduce licensing costs by identifying subscriptions that are allocated but aren’t being used.
Cost-based licensing optimization for Microsoft -- The cost-based licensing optimization for Microsoft helps you determine the most optimal way to license your Microsoft software products across hybrid infrastructures. With this optimization, you can automatically balance license compliance with cost effectiveness to maximize cost savings.
Licensing optimization report for Microsoft -- View the realized and potential cost-based licensing optimizations for your Microsoft software products. Gain an in-depth understanding of each licensing optimization so that you can maximize cost savings across your Microsoft deployments.
Create preferred licensing assignments -- Create and define preferred licensing assignments for the Microsoft software products that are deployed on your hypervisor clusters. Use these assignments to specify whether you want to license each software product at either the physical host layer or virtual layer.
Importing entitlements from an MLS -- You can import entitlements from an MLS to automatically define the license details and license agreements that are matched to your Microsoft software models.
Windows and SQL Server Infrastructure report -- You can use the Windows and SQL Server Infrastructure report to gain visibility into the infrastructure details for all physical hosts and virtual machines (VMs) that are running Microsoft Windows Server or Microsoft SQL Server across your on-premise and public cloud environments, such as AWS and Microsoft Azure.
Microsoft dashboards in Software Asset Management classic -- View installations, cost, and compliance for Microsoft software such as SQL Server in the Software Asset Management classic application. View subscription use, cost, and compliance for Microsoft 365.SARAH: One is an analytics dashboard. Do you think we should combine?
Oracle licensing in partitioned environments -- The Software Asset Management application supports Oracle licensing rules for Oracle Database and WebLogic Server in both soft- and hard-partitioned environments. You can use partitioning to help reduce the number of licenses that are required for your installations.
Oracle licensing in soft-partitioned environments -- The Software Asset Management application supports Oracle Database and WebLogic Server licensing rules in soft-partitioned environments, such as VMware and Nutanix virtualization technology.
Oracle licensing in hard-partitioned environments -- The Software Asset Management application supports Oracle hard-partitioning licensing rules for IBM AIX Logical Partition (LPAR), Solaris Logical Domain (LDOM), and Solaris Zone.
Oracle licensing in cloud environments -- The Software Asset Management application supports licensing rules for Oracle Database and WebLogic Server (Standard, Enterprise, and Suite Editions) in cloud environments.
Oracle Multitenant option use cases -- You can view the following use cases to better understand licensing requirements for the Oracle Multitenant option.
Oracle Database licensing for Standard Editions -- Oracle Database Standard Editions are licensed on servers having a value less than the maximum capacity of sockets to help ensure risk-free license compliance.
Oracle Database options and management packs -- You can use the Software Asset Management publisher pack for Oracle to track licensing positions for your Oracle Database options and management packs. The Licensable Oracle Options [samp_oracle_option_set] table provides the complete list of database options and management packs that you can create software models for.
Feature mapping for Oracle Database options and management packs -- The Software Asset Management application automatically maps discovered Oracle features to the Oracle Database options and management packs that they’re associated with. These mappings can help you determine the usage and license compliance of your database options and management packs.
Update the default mapping for a feature -- The Software Asset Management application automatically maps discovered Oracle features to the Oracle Database options and management packs that they’re associated with. These mappings can help you determine the usage and license compliance of your database options and management packs.
Unreported Database Options Usage report -- You can use the Unreported Database Options Usage report to gain visibility into the Oracle Database options and management packs that are being used on undiscovered database instances. Although you cannot track usage for these database options and management packs, this report can help you determine any potential licensing implications that are associated with them.
Oracle reconciliation -- Oracle reconciliation keeps your Oracle license positions accurate and up-to-date without requiring manual calculations. Reconciliation runs weekly or on-demand.
Oracle Infrastructure report -- You can use the Oracle Infrastructure report to gain visibility into your Oracle infrastructure. This report includes information about the Oracle databases and WebLogic Server editions that you’re running and the configuration items that are supporting them.
Oracle DB Server Deployments per Agreement report -- You can use the Oracle DB Server Deployments per Agreement report to gain visibility into your Oracle Database server deployments across hybrid infrastructures, based on the agreement type.
Software Asset Management publisher pack for SAP -- Use the Software Asset Management publisher pack for SAP to manage and optimize your SAP licenses. Get comprehensive visibility into your SAP license compliance and uncover potential savings.
Tables installed with the SAP publisher pack -- Tables are installed with the Software Asset Management Professional for SAP plugin. The tables store data pulled from the SAP systems.
Deploy the ABAP program for SAP -- Deploy the Advanced Business Application Programming (ABAP) program to establish a connection between your SAP system and your ServiceNow instance. Deploying the ABAP program allows data to be shared between SAP and your ServiceNow instance.
Create a WSDL for the SAP service -- Generate a Web Services Description Language (WSDL) URL for the SAP service definition to use when creating SAP connections on your ServiceNow instance.
Create SAP users, roles, and authorizations -- Create the SAP user, roles, and authorization objects required for the Software Asset Management integration with the central and satellite SAP systems.
Select SAP clients to import data -- Select the Remote Function Call (RFC) connections that the SAP ABAP program uses to import data from your SAP clients into the central system and then into your ServiceNow instance.
Activate OData services and assign a system alias -- Activate the OData services and assign a system alias to support OAuth 2.0 authentication for integration with the Software Asset Management application.
Create a system user for OAuth -- Create a dedicated system user in SAP to serve as the OAuth 2.0 client ID for the Software Asset Management integration.
Configure an OAuth client in SAP -- Register and configure an OAuth 2.0 client in SAP using the system user created for OAuth authentication, to enable secure data exchange with your ServiceNow instance.
Configure roles for the OAuth user -- Create a role in SAP and assign the required authorization objects to the OAuth system user to support OData service access and background job execution for integration with the Software Asset Management application.
Establish an SAP connection using basic authentication -- After you have deployed the Advanced Business Application Programming (ABAP) program in your SAP system, create a connection profile to establish a connection between your SAP system and your ServiceNow instance using basic authentication.
Establish an SAP connection using OAuth 2.0 -- Create a connection profile to establish a connection between your SAP system and your ServiceNow instance using OAuth 2.0 authentication.
Create entitlements for SAP -- Create software entitlements to record your license information for SAP products. You can create entitlements individually or import them from a spreadsheet.
Create a custom SAP named user type -- Create a custom SAP named user type so that you can track and manage your SAP licenses based on the named user type that is specific to your SAP system.
Map a role to a named user type -- You can optimize your SAP licenses by mapping roles to a named user type. During reconciliation, discovered user roles and their assigned named user types are compared against these roles to identify user that can be given a lower named user type.
Create custom SAP price lists -- Create custom SAP price lists so that you can track and manage SAP licenses based on the contracts that are specific to your SAP system.
Import custom SAP named user types -- Import custom SAP named user types into your ServiceNow instance so that you can track and manage SAP licenses based on the named user types that are specific to your SAP system.
Import custom SAP price lists -- Import custom SAP price lists into your ServiceNow instance so that you can track and manage SAP licenses based on the contracts that are specific to your SAP system.
SAP USMM-based optimization -- Optimize licensing through SAP User License Measurement (USMM) rules that map roles to the Named User Type for an SAP client.
View active transaction codes for your SAP users -- View the SAP transaction codes (t-codes) that were actively used by your SAP users. This list is compared against your reclamation rules to determine whether the user is assigned an optimized license.
Self-declaring SAP engine license usage -- You can self-declare the license usage for any SAP engines that cannot be measured by the automated SAP engine measurement process. Use this information to gain more comprehensive visibility into your SAP license compliance position so that you can optimize your licensing costs.
Engineering license management -- Monitor engineering licenses and usage through OpenLM and Open iT to eliminate audit risks, verify license optimization, reduce inaccurate forecasting, and prevent denials. These license management services support accurate forecasting for software in industries such as aerospace, oil and gas, and construction.
SaaS License Management -- SaaS License Management helps organizations track and control cloud-based applications and service subscriptions as part of Software Asset Management (SAM). It promotes ownership, visibility, agility, and accountability, enabling better cost control and efficient use of resources.
Request SaaS License Management -- Request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) so that you can create and manage integrations with your SaaS and Single Sign-on (SSO) applications. You can use these integrations to track license usage and to reclaim unused licenses.
Installed with SaaS License Management -- User roles and tables are installed with SaaS License Management. Demo data is available for the Software Asset Management - SaaS License Management (sn_sam_saas_int) plugin.
SaaS Overview dashboard -- Optimize how much your organization spends on SaaS and SSO licensing by analyzing the subscription usage, cost, and compliance of your SaaS applications and SSO providers using the SaaS Overview dashboard.
Integrate with SaaS applications -- Create an integration profile to view software usage information and optimize stale licenses.
Integrating with Adobe Workfront -- Integrating your Software Asset Management application with the Adobe Workfront application enables you to track your software subscriptions and to reclaim unused licenses.
Generate a Workfront API key -- Integrating your Software Asset Management application with the Adobe Workfront application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Workfront integration profile -- Integrating your Software Asset Management application with the Adobe Workfront application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Aha! -- Integrating your Software Asset Management application with the Aha! service enables you to track your software subscriptions and to reclaim unused licenses.
Create an Aha! OAuth2 application -- Integrating your Software Asset Management application with the Aha! service enables you to track your software subscriptions and to reclaim unused licenses.
Create an Aha! integration profile -- Integrating your Software Asset Management application with the Aha! service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Asana -- Integrating your Software Asset Management application with the Asana application enables you to track your software subscriptions and to reclaim unused licenses.
Register an Asana OAuth 2.0 application -- Integrating your Software Asset Management application with the Asana application enables you to track your software subscriptions and to reclaim unused licenses.
Create an Asana integration profile -- Integrating your Software Asset Management application with the Asana application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Box -- Integrating your Software Asset Management application with the Box service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Box application -- Integrating your Software Asset Management application with the Box service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Box integration profile -- Integrating your Software Asset Management application with the Box service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Calendly -- Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Calendly OAuth application -- Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Calendly integration profile -- Integrating your Software Asset Management application with the Calendly service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Cisco Webex -- Integrating your Software Asset Management application with Cisco Webex applications enable you to track your software subscriptions and reclaim unused licenses.
Create a Webex Meetings OAuth application -- Integrating your Software Asset Management application with Cisco Webex applications enable you to track your software subscriptions and reclaim unused licenses.
Create a Webex Teams OAuth application -- Integrating your Software Asset Management application with Cisco Webex applications enable you to track your software subscriptions and reclaim unused licenses.
Create a Webex integration profile -- Integrating your Software Asset Management application with Cisco Webex applications enable you to track your software subscriptions and reclaim unused licenses.
Integrating with Confluence Cloud -- Integrating your Software Asset Management application with the Confluence Cloud application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Confluence Cloud OAuth 2.0 (3LO) application -- Integrating your Software Asset Management application with the Confluence Cloud application enables you to track your software subscriptions and to reclaim unused licenses.
Obtain the Cloud ID value of Confluence Cloud instance -- Integrating your Software Asset Management application with the Confluence Cloud application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Confluence Cloud integration profile -- Integrating your Software Asset Management application with the Confluence Cloud application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with CrowdStrike -- Integrating your Software Asset Management application with the CrowdStrike enables you to view CrowdStrike active host sensors information and check license compliance.
Register a CrowdStrike OAuth application -- Integrating your Software Asset Management application with the CrowdStrike enables you to view CrowdStrike active host sensors information and check license compliance.
Create a CrowdStrike integration profile -- Integrating your Software Asset Management application with the CrowdStrike enables you to view CrowdStrike active host sensors information and check license compliance.
Integrating with Docusign -- Integrating your Software Asset Management application with the Docusign service enables you to track your software subscriptions and to reclaim unused licenses.
Integrate with Docusign at Organization level -- Integrating your Software Asset Management application with the Docusign service at the organization level enables you to track your software subscriptions and envelope consumption data.
Register a Docusign application -- Integrating your Software Asset Management application with the Docusign service at the organization level enables you to track your software subscriptions and envelope consumption data.
Generate RSA keypair for Docusign integration -- Integrating your Software Asset Management application with the Docusign service at the organization level enables you to track your software subscriptions and envelope consumption data.
Generate a Java Key Store certificate -- Integrating your Software Asset Management application with the Docusign service at the organization level enables you to track your software subscriptions and envelope consumption data.
Create a Docusign integration profile at Organization level -- Integrating your Software Asset Management application with the Docusign service at the organization level enables you to track your software subscriptions and envelope consumption data.
Integrate with Docusign at Account level -- Integrating your Software Asset Management application with the Docusign service enables you to track your software subscriptions and to reclaim unused licenses.
Register a Docusign application -- Integrating your Software Asset Management application with the Docusign service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Docusign integration profile at Account level -- Integrating your Software Asset Management application with the Docusign service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Dropbox -- Integrating your Software Asset Management application with the Dropbox service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Dropbox application for user subscriptions -- Integrating your Software Asset Management application with the Dropbox service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Dropbox integration profile -- Integrating your Software Asset Management application with the Dropbox service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Google Workspace -- Integrating your Software Asset Management application with the Google Workspace service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Google Workspace project -- Integrating your Software Asset Management application with the Google Workspace service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Google Workspace integration profile -- Integrating your Software Asset Management application with the Google Workspace service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with GitHub -- Integrating your Software Asset Management application with the GitHub repository hosting service enables you to track your software subscriptions and reclaim unused licenses.
Integrate with GitHub Enterprise Cloud -- Integrating your Software Asset Management application with the GitHub Enterprise Cloud application help you track your software subscriptions and reclaim unused licenses.
Generate an API access token for GitHub Enterprise Cloud -- Integrating your Software Asset Management application with the GitHub Enterprise Cloud application help you track your software subscriptions and reclaim unused licenses.
Create a GitHub Enterprise Cloud integration profile -- Integrating your Software Asset Management application with the GitHub Enterprise Cloud application help you track your software subscriptions and reclaim unused licenses.
Integrate with GitHub Enterprise Server -- Integrating your Software Asset Management application with the GitHub Enterprise Server application help you track your software subscriptions and reclaim unused licenses.
Generate an API access token for GitHub Enterprise Server -- Integrating your Software Asset Management application with the GitHub Enterprise Server application help you track your software subscriptions and reclaim unused licenses.
Create a GitHub Enterprise Server integration profile -- Integrating your Software Asset Management application with the GitHub Enterprise Server application help you track your software subscriptions and reclaim unused licenses.
Integrating with GoTo -- Integrating your Software Asset Management application with GoTo applications enable you to track your software subscriptions and reclaim unused licenses.
Create a GoTo OAuth client -- Integrating your Software Asset Management application with GoTo applications enable you to track your software subscriptions and reclaim unused licenses.
Create a GoTo integration profile -- Integrating your Software Asset Management application with GoTo applications enable you to track your software subscriptions and reclaim unused licenses.
Integrating with Jira Software Cloud -- Integrating your Software Asset Management application with Atlassian Jira Software Cloud enables you to track your software subscriptions and to reclaim unused licenses.
Create a Jira account API token -- Integrate the Software Asset Management application and Jira using an API key to authenticate ServiceNow requests.
Create the child alias record for Jira -- Integrate the Software Asset Management application and Jira using an API key to authenticate ServiceNow requests.
Obtain the Cloud ID value of Jira instance -- Integrate the Software Asset Management application with your Jira account using OAuth to authenticate ServiceNow requests.
Integrating with Looker -- Integrating your Software Asset Management application with Looker, a Google Cloud application that enables you to track your software subscriptions and to reclaim unused licenses.
Configure Looker API key settings -- Integrating your Software Asset Management application with Looker, a Google Cloud application that enables you to track your software subscriptions and to reclaim unused licenses.
Create a Looker integration profile -- Integrating your Software Asset Management application with Looker, a Google Cloud application that enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Microsoft Dynamics 365 and Power Apps -- Integrating your ServiceNow instance with the Microsoft Dynamics 365 and Power Apps service enables you to track your software subscriptions and to reclaim unused licenses.
Set up Microsoft Azure Active Directory -- Integrating your ServiceNow instance with the Microsoft Dynamics 365 and Power Apps service enables you to track your software subscriptions and to reclaim unused licenses.
Set up Microsoft Dynamics 365 and Power Apps -- Integrating your ServiceNow instance with the Microsoft Dynamics 365 and Power Apps service enables you to track your software subscriptions and to reclaim unused licenses.
Optimizing Microsoft Dynamics 365 subscriptions -- Integrating your ServiceNow instance with the Microsoft Dynamics 365 and Power Apps service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Miro Enterprise -- Integrating your Software Asset Management application with the Miro Enterprise application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Miro Enterprise OAuth 2.0 application -- Integrating your Software Asset Management application with the Miro Enterprise application enables you to track your software subscriptions and to reclaim unused licenses.
Enable SCIM on your Miro Enterprise account -- Integrating your Software Asset Management application with the Miro Enterprise application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Miro Enterprise integration profile -- Integrating your Software Asset Management application with the Miro Enterprise application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with monday.com -- Integrating your Software Asset Management application with monday.com enables you to track your software subscriptions and to reclaim unused licenses.
Create a monday OAuth2 application -- Integrating your Software Asset Management application with monday.com enables you to track your software subscriptions and to reclaim unused licenses.
Create a monday.com integration profile -- Integrating your Software Asset Management application with monday.com enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with PagerDuty -- Integrating your Software Asset Management application with the PagerDuty application enables you to track your software subscriptions and to reclaim unused licenses.
Create a PagerDuty application -- Integrating your Software Asset Management application with the PagerDuty application enables you to track your software subscriptions and to reclaim unused licenses.
Configure OAuth 2.0 for your PagerDuty application -- Integrating your Software Asset Management application with the PagerDuty application enables you to track your software subscriptions and to reclaim unused licenses.
Create a PagerDuty integration profile -- Integrating your Software Asset Management application with the PagerDuty application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Rally -- Integrating your Software Asset Management application with the Broadcom Rally application enables you to track your software subscriptions and to reclaim unused licenses.
Register a Rally OAuth application -- Integrating your Software Asset Management application with the Broadcom Rally application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Rally integration profile -- Integrating your Software Asset Management application with the Broadcom Rally application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Roadmunk -- Integrating your Software Asset Management application with the Roadmunk application enables you to track your software subscriptions and to reclaim unused licenses.
Generate a Roadmunk API access token -- Integrating your Software Asset Management application with the Roadmunk application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Roadmunk integration profile -- Integrating your Software Asset Management application with the Roadmunk application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Salesforce CRM -- Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.
Register a Salesforce application -- Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.
Create a Salesforce CRM integration profile -- Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.
Create your first Salesforce CRM integration profile -- Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.
Create additional Salesforce CRM integration profiles -- Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.
Integrating with Salesforce Marketing Cloud -- Integrating your Software Asset Management application with the Salesforce Marketing Cloud service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with SAP Ariba -- Integrating your Software Asset Management application with the SAP Ariba application enables you to track your software subscriptions and reclaim unused licenses.
Download reports for SAP Ariba users consuming licenses -- Integrating your Software Asset Management application with the SAP Ariba application enables you to track your software subscriptions and reclaim unused licenses.
Create an SAP Ariba integration profile -- Integrating your Software Asset Management application with the SAP Ariba application enables you to track your software subscriptions and reclaim unused licenses.
Integrating with SAP S/4HANA Cloud Public Edition -- Integrating your Software Asset Management application with the SAP S/4HANA Public Cloud application enables you to track your software subscriptions and optimize licenses.
Create an SAP S/4HANA integration profile -- Integrating your Software Asset Management application with the SAP S/4HANA Public Cloud application enables you to track your software subscriptions and optimize licenses.
Integrating with SAP SuccessFactors -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Set up basic authentication for SAP SuccessFactors -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Create an SAP SuccessFactors connection -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Register OAuth application in SuccessFactors -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Upload the JKS certificate in your ServiceNow instance -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Register SuccessFactors as an OAuth provider -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Create the SAML2 assertion producer record -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Create credential record for the OData API -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Create connection record for the OData API -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Create an SAP SuccessFactors integration profile -- Integrating your Software Asset Management application with the SAP SuccessFactors application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Slack -- Integrating your Software Asset Management application with the Slack application enables you to track your software subscriptions and reclaim unused licenses.
Create a Slack Enterprise Grid application -- Integrating your Software Asset Management application with the Slack application enables you to track your software subscriptions and reclaim unused licenses.
Create a Slack workspace application -- Integrating your Software Asset Management application with the Slack application enables you to track your software subscriptions and reclaim unused licenses.
Create a Slack integration profile -- Integrating your Software Asset Management application with the Slack application enables you to track your software subscriptions and reclaim unused licenses.
Integrating with SmartRecruiters -- Integrating your Software Asset Management application with the SmartRecruiters application enables you to track your software subscriptions and deactivate stale users. The reclamation flow deactivates only the users’ access. The reclamation flow does not affect the subscription cost because SmartRecruiters is not priced based on the number of users.
Generate a SmartRecruiters API key -- Integrating your Software Asset Management application with the SmartRecruiters application enables you to track your software subscriptions and deactivate stale users. The reclamation flow deactivates only the users’ access. The reclamation flow does not affect the subscription cost because SmartRecruiters is not priced based on the number of users.
Create a SmartRecruiters integration profile -- Integrating your Software Asset Management application with the SmartRecruiters application enables you to track your software subscriptions and deactivate stale users. The reclamation flow deactivates only the users’ access. The reclamation flow does not affect the subscription cost because SmartRecruiters is not priced based on the number of users.
Integrating with Smartsheet -- Integrating your Software Asset Management application with the Smartsheet application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Smartsheet API access token -- Integrating your Software Asset Management application with the Smartsheet application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Smartsheet integration profile -- Integrating your Software Asset Management application with the Smartsheet application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with SurveyMonkey -- Integrating your Software Asset Management application with SurveyMonkey application enables you to track your software subscriptions and to reclaim unused licenses.
Create a private SurveyMonkey application -- Integrating your Software Asset Management application with SurveyMonkey application enables you to track your software subscriptions and to reclaim unused licenses.
Create a SurveyMonkey integration profile -- Integrating your Software Asset Management application with SurveyMonkey application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Tableau Cloud -- Integrating your Software Asset Management application with the Tableau Cloud application enables you to track your software subscriptions and to reclaim stale licenses.
Register a Tableau Cloud application -- Integrating your Software Asset Management application with the Tableau Cloud application enables you to track your software subscriptions and to reclaim stale licenses.
Create a Tableau Cloud integration profile -- Integrating your Software Asset Management application with the Tableau Cloud application enables you to track your software subscriptions and to reclaim stale licenses.
Integrating with Trello -- Integrating your Software Asset Management application with the Trello service enables you to track your software subscriptions and to reclaim unused licenses.
Generate Trello API key and token -- Integrating your Software Asset Management application with the Trello service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Trello integration profile -- Integrating your Software Asset Management application with the Trello service enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Workday -- Integrating your Software Asset Management application with the Workday applications enables you to track your software subscriptions.
Integrate with Workday using Basic Authentication -- Integrate your Software Asset Management application with the Workday application using Basic authentication method to track your software subscriptions.
Configure permissions in Workday -- Integrate your Software Asset Management application with the Workday application using Basic authentication method to track your software subscriptions.
Create a Workday integration profile -- Integrate your Software Asset Management application with the Workday application using Basic authentication method to track your software subscriptions.
Integrate with Workday using OAuth 2.0 -- Integrate your Software Asset Management application with the Workday application using OAuth 2.0 authentication method to track your software subscriptions.
Configure permissions in Workday -- Integrate your Software Asset Management application with the Workday application using OAuth 2.0 authentication method to track your software subscriptions.
Create Workday OAuth 2.0 credentials -- Integrate your Software Asset Management application with the Workday application using OAuth 2.0 authentication method to track your software subscriptions.
Create a Workday integration profile -- Integrate your Software Asset Management application with the Workday application using OAuth 2.0 authentication method to track your software subscriptions.
Integrating with Workplace from Facebook -- Integrating your Software Asset Management application with the Workplace from Facebook application enables you to track your software subscriptions and reclaim unused licenses.
Create a Workplace from Facebook integration profile -- Integrating your Software Asset Management application with the Workplace from Facebook application enables you to track your software subscriptions and reclaim unused licenses.
Integrating with Zendesk -- Integrating your Software Asset Management application with the Zendesk application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Zendesk OAuth client -- Integrating your Software Asset Management application with the Zendesk application enables you to track your software subscriptions and to reclaim unused licenses.
Create a Zendesk integration profile -- Integrating your Software Asset Management application with the Zendesk application enables you to track your software subscriptions and to reclaim unused licenses.
Integrating with Zoom -- Integrating your Software Asset Management application with the Zoom service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Zoom application -- Integrating your Software Asset Management application with the Zoom service enables you to track your software subscriptions and to reclaim unused licenses.
Create a Zoom integration profile -- Integrating your Software Asset Management application with the Zoom service enables you to track your software subscriptions and to reclaim unused licenses.
Integrate with SSO providers -- Integrate with a Single Sign-On (SSO) provider to view software usage for all connected SSO applications.
Integrating with Microsoft Entra ID -- You can integrate your ServiceNow instance with Microsoft Entra ID to view software usage for all connected SSO applications.
Create a Microsoft Entra ID application -- You can integrate your ServiceNow instance with Microsoft Entra ID to view software usage for all connected SSO applications.
Connect SSO apps -- You can integrate your ServiceNow instance with Microsoft Entra ID to view software usage for all connected SSO applications.
Integrating with Okta -- You can integrate your ServiceNow instance with Okta to view software usage for all connected SSO applications.
Create an Okta application -- You can integrate your ServiceNow instance with Okta to view software usage for all connected SSO applications.
Create an Okta integration profile -- You can integrate your ServiceNow instance with Okta to view software usage for all connected SSO applications.
Okta SSO direct integration profile -- You can integrate your ServiceNow instance with Okta to view software usage for all connected SSO applications.
Connect SSO applications -- You can integrate your ServiceNow instance with Okta to view software usage for all connected SSO applications.
Playbook for SaaS integrations -- The SaaS playbook provides step-by-step guidance for integrating an SaaS application. It takes you in a phased way through each stage of the integration process, from initiation to completion.
Create a Salesforce CRM integration -- Integrate your ServiceNow instance with the Salesforce customer relationship management (CRM) services to track your software subscriptions and to reclaim unused licenses by using the guided walk-through playbook.
SaaS License Connections -- Creating a custom integration helps you connect the Software Asset Management application with a SaaS application that doesn't have an existing integration in SaaS License Management.
Create a custom spoke -- To set up a custom integration in SaaS License Management, create a spoke to connect with a SaaS application.
Create a custom integration profile -- Create a custom integration profile to track software subscriptions and optimize stale licenses for any SaaS application.
Create a subflow to get user activity -- Create a subflow to update the Software Subscription table with each user's most recent activity in the SaaS application.
Create a subflow to get license consumption -- Create a subflow to add license consumption data to the Subscription Consumption Summaries [sam_saas_consumption_summary] table.
Viewing SSO subscription information -- You can view information about the Single Sign-On (SSO) applications, SSO users, and SSO groups that are associated with your SSO integrations.
Create an SSO group software model mapping -- Create a mapping for an SSO group with a software model to manage your licenses on group level rather than on application level.
Associate a user with subscription records -- If the User field in the Software Subscription [samp_sw_subscription] table is empty, map the field with an associated user in the User [sys_user] table within ServiceNow AI Platform.
Disconnect SSO apps -- Disconnect an SSO application to stop viewing subscription information for the app, or before creating a direct integration for the app.
Delete an integration profile -- If your company stops using a SaaS application or SSO provider, you can delete the integration profile.
Manage updated subscription identifiers -- Use the SaaS License Management application to view, manage, and resolve subscription identifiers for your SaaS and SSO applications.
Resolve unrecognized subscription identifiers -- Use the SaaS License Management application to view, manage, and resolve subscription identifiers for your SaaS and SSO applications.
Subscription exclusions for SaaS and SSO applications -- Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations.
Define user-based exclusions for SaaS and SSO applications -- Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations.
Software Spend Detection -- Use the ServiceNow Software Spend Detection application to track, analyze, and optimize software spending from imported financial data.
Request Software Spend Detection -- Request Software Spend Detection to track, analyze, and optimize software spending. To access Software Spend Detection, enable the Software Asset Management - Spend Detection (com.sn_sam_spend) plugin. This plugin includes demo data.
Opt in to Content Service -- Opt in to Content Service for Software Spend Transactions to get more accurate predictions in Software Spend Detection by sharing financial transaction data with the ServiceNow Content Service team.
Content Service for Software Spend Detection -- Opt in to Software Asset Management Content Service for Software Spend Transactions to get more accurate predictions in Software Spend Detection by sharing financial transaction data with the ServiceNow Content Service team.
Import financial transactions -- Import a Microsoft Excel spreadsheet of financial transaction data to start managing software spending.
Manually update transactions -- Manually update imported software transactions that weren't automatically labeled with a software product and publisher to track all software spending.
Installed with Software Spend Detection -- User roles and tables are installed with Software Spend Detection. Demo data is available for Software Spend Detection.
SAM Administration -- Software Asset Management administration tasks include adding custom part number records and custom license metrics. You can also refresh processor definitions and migrate software installations. Software Asset Management content service can be enabled, and migration procedures are also included.
Exclude software assets on CIs -- You may want to manage software assets installed on a subset of your configuration items in the Software Asset Management application.
Engineering license servers -- View the list of all the license management servers that OpenLM or Open iT connect with to get data into your ServiceNow instance.
Add a software pattern normalization rule -- You can add a pattern normalization rule to normalize specific software products in your environment based on a common pattern.
Create a custom file rule to manually define file sets -- Create custom rules to manually define file sets and normalize data not recognized by the SAM API. After you have created custom rules, custom file sets can be discovered with File Signature Normalization and software records can be generated.
Configure third-party discovery sources -- Set up a third-party discovery source for Software Asset Management to populate the Software Installation [cmdb_sam_sw_install] table with the software found in your environment.
Add a custom part number -- You can add a custom part number to resolve an entitlement import error that occurs when a part number does not exist in the Software Library.
Add a custom license metric -- You can add a custom license metric to modify the default reconciliation process.
Specify resource values for your custom license metrics -- If you create a custom license metric based on resource values, specify the resource value for each software product that you want to calculate licensing requirements for.
Refresh processor definitions -- After activating Software Asset Management, refresh processor definitions to normalize processors on servers in the CMDB.
Migrate software installations -- If you are using Discovery, run this script after installing the Software Asset Management application to copy previously discovered software installation records from the [cmdb_software_instance] table to the [cmdb_sam_sw_install] table, which is used by the Software Asset Management application to store software installation records.
Revert Software Asset Management customizations -- After installing the Software Asset Management application for the first time, or upgrading from the Software Asset Management Foundation plugin, you need to revert customizations for all features work. The Revert Customizations module in the Software Asset Management application can revert customized files related to Software Asset Management back to the base configurations that were skipped during the installation or upgrade process.
Manage Software Library -- Use the Manage Software Library module to manually upload software library data to on-premise instances (instances not in the cloud to receive automatic Software Library updates). You can also choose to export your normalization content for participation in the Software Asset Management content service.
Engineering License Overview dashboard -- Monitor and gain insights into your engineering applications license position and usage by viewing product usage reports in the Engineering License Overview dashboard.
Reference -- Use the descriptions provided to help you fill in the Software Asset Management forms.
License calculation for SAP cloud use types -- Use SAP S/4HANA cloud use types and their weighting factors to calculate Full Usage Equivalent (FUE) licenses for different types of users of SAP S/4HANA Cloud applications.
License usage breakdown for CrowdStrike products -- View the license usage breakdown for CrowdStrike products to understand how your license rights are used and the methodology behind license calculations.
Licensing rules for BYOL and BYOS -- View the bring your own license (BYOL) licensing rules for Microsoft and Oracle products in public cloud environments. In addition, view bring your own subscription (BYOS) licensing rules for Red Hat Enterprise Linux (RHEL) products in public cloud environments. Licensing rules can differ for virtual machines that reside on shared hosts or dedicated hosts across different cloud providers.
Software model results license metric results fields -- Software model results License Metric Results form and related list field descriptions. You can access this form through the License Metric Results related list in your software model results.
Software storage usage fields -- Determine the usage information for SaaS applications for generating downgrade subscriptions.
Software subscription fields -- Software subscription form fields, their descriptions, and the SaaS integrations for which these fields are populated.
Impact of different license types on software reconciliation -- Each license type has entitlements and conditions outlined on the entitlement form, and more importantly, these license types have a significant impact on the Software Asset Management (SAM) reconciliation process.
SAM Success Goal Details -- Fields on the SAM Success Goal Details help you create success goals for tracking the success of the Software Asset Management application in your instance.
Sample payload for generic software install records -- A sample payload that populates the Software Installation [cmdb_sam_sw_install] table in the ServiceNow instance with discovery data collected by third-party discovery sources.
Sample payload for Oracle software install records -- A sample payload for Oracle publisher pack that populates the Oracle Instance [cmdb_ci_db_ora_instance] table with software install records from third-party discovery sources.
Sample payload for VMware software install records -- A sample payload for VMware publisher pack that populates the VMware Discovered License key consumption [samp_vmware_license_key_usage] table with software install records from third-party discovery sources.
Sample payload for Citrix software install records -- A sample payload for the Citrix publisher pack that populates the Software Installation [cmdb_sam_sw__install] table with software install records from third-party discovery sources.
Sample payload for BYOL -- A sample payload that populates the Software Installation [cmdb_sam_sw_install] table in the ServiceNow instance with discovery data collected by the BYOL licensing model.
SAM Success Activity -- Fields on the SAM Success Activity form help you create success activities to track the success of your created goals.
SaaS detection report -- Use the SaaS detection report to discover and manage all SaaS applications accessed via a browser and configured within the ServiceNow Agent Client Collector for Visibility Content (ACC-VC) product. The SaaS applications that can be managed through this report can be paid or free ones.
Scheduled jobs for Microsoft 365 -- Your Microsoft 365 integration profile is set to fetch subscription and usage information automatically from the Microsoft 365 Admin Center on a schedule. If needed, you can also manually run the following scheduled jobs to get this information. Each job must be complete before starting the next one.
Scheduled jobs for Adobe -- Your Adobe integration profile is set to fetch subscription and usage information automatically from the Adobe portal on a scheduled basis. If needed, you can also run the following scheduled jobs manually to get this information. Each job must be complete before starting the next one.
Reclamation rules for Microsoft 365 integration -- Reclamation rules for Microsoft 365 integration sets the minimum usage threshold for a subscription. If a subscription remains inactive for a specified period, Software Asset Management marks the subscription as a potential reclamation candidate.
Reclamation rules for Adobe integration -- Reclamation rules for Adobe integration set the minimum usage threshold for a subscription. If a subscription remains inactive for a specified period, the Software Asset Management application marks the subscription as a potential reclamation candidate.
Subscription downgrade configuration -- Determine various downgrade configurations of SaaS applications and view the downgrade order based on the conditions.
Pricing model for Oracle Java SE Universal -- Tier-based monthly subscription price per employee is based on the number of employees directly or indirectly working in an organization.
Software EOL request fields -- Use the Software EOL request form to create a software end of life (EOL) request for software products in your asset estate that are reaching or have reached EOL.
User device license consumption fields -- SAM managers can view the client access license (CAL) usage details for Microsoft Windows Server in the User Device License Consumption table and create CAL records.
User resolution rule fields -- Fields on the User Resolutions Rules page help you create a rule to map the User field in the Software Subscription [samp_sw_subscription] table to an associated user in the User [sys_user] table within the ServiceNow AI Platform.
Domain separation and Software Asset Management -- Domain separation is supported in Software Asset Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Quick start tests for Software Asset Management -- Validate that Software Asset Management still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.
Now Assist for Software Asset Management (SAM) -- Use the Now Assist for Software Asset Management (SAM) application to integrate generative AI capabilities into your daily workflow, thereby minimizing manual tasks while enhancing compliance visibility and optimization insights.
Explore -- With the Now Assist for Software Asset Management (SAM) application, Software Asset Management managers can use generative AI capabilities for tasks such as generating compliance summaries, optimization recommendations, and automating SaaS user resolution.
Configure -- If you have the admin role, you can configure the Now Assist for Software Asset Management (SAM) application to use generative AI skills in the Software Asset Workspace.
Install -- If you have the admin role, you can install the Now Assist for Software Asset Management (SAM) application. The Now Assist for Software Asset Management (SAM) application integrates generative AI capabilities into your daily workflow tasks.
Use agentic workflows -- Use the Now Assist for SAM AI agent collection to complete tasks autonomously.
Help manage software request workflow -- Use the Help manage software request agentic workflow to fulfill a software request by either allocating the available entitlements or generating a purchase order for the software model.
Evaluate software removal candidates agentic workflow -- Use the Evaluate software removal candidate agentic workflow to assess installed or subscription-based software for potential removal by analyzing their usage over a specified period and determining the total number eligible for removal. After user confirmation, the workflow proceeds to reclaim the eligible software, effectively removing them.
Create software reclamation rule agentic workflow -- Use the Create software reclamation rule agentic workflow to automatically create reclamation rules by identifying software products that lack reclamation rules but are viable candidates.
Use generative AI skills -- If you have a Software Asset Management manager role, you can use generative AI capabilities to streamline your daily Software Asset Management workflow.
Generate product compliance summaries by using Now Assist for SAM -- Generate a comprehensive summary for a product that covers software deployment, license compliance, optimization, and issues. The detailed product compliance summary helps in gaining insights into your software assets and makes it easier to manage licenses.
Generate recommended actions for products by using Now Assist for SAM -- Generate a list of recommended actions to manage software license compliance and optimize licensing spend. The recommended actions help you to take appropriate steps to fix any configuration, maintenance, and optimization issues.
Resolve entitlement import errors -- Reduce manual effort when reviewing entitlement import errors in the Software Asset Workspace using Now Assist for SAM AI skills.
Hardware Asset Management -- The ServiceNow Hardware Asset Management (HAM) application is a licensable application that on activation provides advanced workflow, automation, and mobile capabilities to maintain your assets.
Explore -- Learn more about Hardware Asset Management by reviewing the benefits that it can provide for different users in your organization.
AI in Hardware Asset Management -- Set up, manage, and optimize your generative AI solutions on the ServiceNow AI Platform from a single workspace.
Supporting information -- Get a quick overview of the important information related to the Now Assist for Hardware Asset Management (HAM) application.
Agentic workflows -- Use the Now Assist for HAM AI agent collection to complete hardware asset sourcing tasks autonomously and optimize the asset repair workflow. These AI agents help resolve hardware requests quickly, improve the productivity of asset managers, and speed up repairs.
Generative AI skills -- Streamline asset management tasks in the Hardware Asset Workspace by using the generative AI skills available in the Now Assist for HAM application.
Hardware Asset Management subscription -- The ServiceNow platform uses a licensing method where your organization is charged for using the IT Asset Management application- ServiceNow Hardware Asset Management.
Hardware Asset Management licensing -- Hardware Asset Management (HAM) licensing enables you to choose the Hardware Asset Management resource categories that you want to use. You can save money by paying only for those categories that you use, and not for categories that you don't use.
Licensing framework for HAM solutions -- Manage the subscription units purchased and consumed by your organization for all the Hardware Asset Management solutions with the improved HAM licensing framework. When more than one Hardware Asset Management solution is activated on a ServiceNow instance, any licensable and opted-in resource category is licensed only under one solution.
Hardware Asset Management license exclusion -- Pay only for the assets using licensed Hardware Asset Management features and exclude an asset for which you don't want to use the licensed features.
Hardware Asset Workspace -- The Hardware Asset Workspace is the intuitive and streamlined user interface of the Hardware Asset Management application to manage your hardware assets.
Hardware asset overview -- Enhance your Hardware Asset Management experience by using the modernized and user-friendly Hardware asset overview view. The Hardware asset overview is a simplified and intuitive environment that helps you use the application more effectively by reducing complexity.
Asset analytics view -- Use the Asset analytics view to get a detailed view of all your hardware assets, the total cost of ownership (TCO) of your assets, and the asset performance.
DaaS provider view -- The DaaS provider view in the Hardware Asset Workspace is an intuitive interface of the Device as a Service application to manage the assets of the customers of DaaS providers.
Inventory view -- Use the Inventory view in the Hardware Asset Workspace to view the inventory functions such as Asset audits and Disposal orders and to take any inventory-related actions.
Asset estate view -- Use the Asset estate view in the Hardware Asset Workspace to view the asset functions and notifications such as expiring assets, expiring lease contracts, and take appropriate actions.
Model management view -- Use the Model management view in the Hardware Asset Workspace to create or edit models, view the asset model-related functions such as hardware and consumable models nearing the end of life, and take appropriate actions.
Content lookup portal -- The Content lookup portal gives you visibility into the data stored in the Content Library as part of the IT Asset Management Content Service via an intuitive user interface.
Procurement view -- Use the Procurement view in the Hardware Asset Workspace to view and manage procurement-related details such as procurement requests, purchase orders, sourcing tasks, and receiving slips.
Contract management view -- Use the Contract management view in the Hardware Asset Workspace to view and manage details of contracts such as Contract number, Contract start and end dates, terms and conditions statements.
Success portal view -- Use the Success portal view in Hardware Asset Workspace to track the progress of your Hardware Asset Management (HAM) application with success goals, assign activities to track the success of your goals, and mature your HAM program with predefined maturity items.
Asset operations view -- Use the Asset operations view in the Hardware Asset Workspace to view the asset operations-related functions such as stock rules, stock orders, procurement sourcing requests, all contract renewal requests, contract renewal line items, custom products, custom models, and take appropriate actions.
Now Mobile app -- Use the Now Mobile app to view the assets that are assigned to you, to report any issues with your assets, and to remotely receive new assets. Create incidents to report any issues with your assets to your IT department.
Asset Management Executive Dashboard -- Use the Asset Management Executive Dashboard to gain visibility into critical KPIs for Hardware Asset Management, Software Asset Management, and Cloud Cost Management applications via a single dashboard.
Sustainable IT dashboard -- Use the Asset Management Executive Dashboard to gain visibility into critical KPIs for Hardware Asset Management, Software Asset Management, and Cloud Cost Management applications via a single dashboard.
Hardware Asset dashboard -- This Platform Analytics Solution contains preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.
Asset and CI management -- Asset and configuration item (CI) management refers to creating assets, setting appropriate states and substates, synchronizing assets and CIs, managing consumables, and retiring assets.
Use HAM advisor -- As a CMDB administrator, you can use the Hardware Asset Management (HAM) dashboard in CMDB success advisor to keep hardware asset data accurate and aligned with data quality guidelines.
Set up advisor -- Use the CMDB success advisor application to configure and manage the CMDB success advisor for Hardware Asset Management (HAM).
Manage HAM opt-in and opt-out categories -- You can opt in to Hardware Asset Management (HAM) license resource categories to make the corresponding model categories available for selection in CMDB success advisor for HAM.
Get started with dashboard setup -- Set up your Hardware Asset Management (HAM) specific advisor dashboard by selecting model categories to define the HAM advisor scope.
Automatic dashboard setup -- CMDB success advisor can automatically configure the HAM advisor dashboard after installation or upgrade, providing immediate access to pre-configured hardware asset insights without selecting model categories manually.
Edit model category selection -- Manage the scope of your advisor for Hardware Asset Management (HAM) by editing model categories in CMDB success advisor to support your targeted HAM outcomes.
Monitor HAM data quality -- The CMDB success advisor for HAM dashboard enables CMDB administrators to identify and address data quality issues specific to HAM in the Configuration Management Database (CMDB).
Improve HAM data quality -- The Remediation actions panel available for a chart in the CMDB success advisor dashboard for Hardware Asset Management (HAM) suggests targeted actions to improve the overall quality of your Configuration Management Database (CMDB).
Analyze data integrations -- Improve HAM data coverage by analyzing existing and suggested data integrations, including Discovery patterns and Service Graph Connectors.
Review -- Review both existing and suggested Discovery patterns and Service Graph Connectors to improve your HAM data coverage.
Evaluate -- Identify supported model categories and attributes from a Discovery pattern or Service Graph Connector to evaluate data coverage and upgrade requirements.
Analyze CMDB settings -- Monitor and optimize Configuration Management Database (CMDB) settings that support configuration item (CI) to hardware asset synchronization, life cycle alignment, and Hardware Asset Management (HAM) data quality.
Evaluate CMDB settings for HAM -- Monitor and optimize Configuration Management Database (CMDB) settings that support configuration item (CI) to hardware asset synchronization, life cycle alignment, and Hardware Asset Management (HAM) data quality.
Assess settings -- Monitor and optimize Configuration Management Database (CMDB) settings that support configuration item (CI) to hardware asset synchronization, life cycle alignment, and Hardware Asset Management (HAM) data quality.
Verify checklist -- Monitor and optimize Configuration Management Database (CMDB) settings that support configuration item (CI) to hardware asset synchronization, life cycle alignment, and Hardware Asset Management (HAM) data quality.
HAM data indicators -- Indicators enable viewing of high-level metrics that highlight data quality, completeness, and synchronization issues across hardware assets and configuration items (CIs).
Product Instance feature in HAM -- You can consistently represent a product along all applications, processes, workflows, and user interactions through the Product Instance feature. Changes made to any of the product representations are synchronized automatically.
Asset life-cycle automation -- Automate the update of your asset records throughout its life cycle and remove the effort of manually maintaining asset accuracy.
Hardware Model Normalization -- Asset Management Hardware Model Normalization enables you to normalize the details, such as manufacturer, product, model, and device type, of your hardware and consumable models. Data from the models is compared against the data in the Hardware Model Normalization Content Service.
Return Merchandise Authorization -- Return Merchandise Authorization (RMA) is an agreement between a buyer and seller that lets the buyer return or replace a faulty product. The Asset RMA Order catalog item has prescriptive flows to streamline the RMA process.
Integrating Zebra technology RFID system -- Integrating a Zebra technology Radio Frequency Identification (RFID) system with your ServiceNow instance enables you to identify , track, and manage your hardware asset locations automatically.
Asset bundles -- Asset bundles help you bundle a group of assets, already in your inventory, as a single entity.
Asset reclamation -- Reclaim Asset catalog item integrates Asset Management module with HR module to let you efficiently reclaim assets.
Asset donation -- You can easily donate hardware and consumable assets in stock in your organization to charity organizations through an Asset Donation Order.
Pre-allocated assets -- Pre-allocated assets are often assets that the vendor still owns, but has agreed to store in a customer stockroom for just-in-time procurement.
Pallet assets -- Use the Pallet asset class to track and manage assets in your inventory as a group. You can easily move a group of assets between locations or dispose of them as a group.
Loaner assets -- Request a loaner asset or consumable when you need it for a short period of time.
Loaner asset reservation -- Request a loaner asset or consumable when you need it for a short period of time.
Advanced Shipment Notification (ASN) -- Advanced Shipment Notification (ASN) automates the creation of asset records in the In transit state when vendors supply both asset and shipment details before delivery.
Zero Touch Refresh -- Use the Zero Touch Refresh flow to fulfill employee hardware refresh requests through an external vendor without having to maintain new assets in the local stockroom.
Third-party carrier application -- You can check the status of your shipments in real time by integrating your ServiceNow instance with a third-party carrier application using the integration framework provided by the IT Asset Management application.
Asset Total Cost of Ownership -- Assets incur costs throughout their life cycle, including initial capital costs and operational costs. Asset Total Cost of Ownership helps Asset managers to understand, analyze, and track the Total Cost of Ownership (TCO) of assets, where the total cost includes initial capital cost and operation cost.
Fix defective assets -- Use the Repair flow to get the defective hardware assets in your stockroom fixed so that the repaired assets can be used in different Hardware Asset Management workflows.
Inventory picking -- As an inventory user working in large stockrooms, use the Inventory picking feature to pick the assets in the stockroom easily and facilitate the asset pick-up by technicians.
Asset put away -- Use the Asset put away feature to track asset movement efficiently in the inventory.
Zero Touch request flow -- Fulfill the hardware requests of your employees through an external provider with minimal intervention by using the Zero Touch request flow.
Asset Attestation -- Use Asset Attestation to maintain accurate details of all the serialized hardware assets that are assigned to your employees.
Asset performance reports -- Gain insights into the overall operational efficiency of your organization's hardware assets by using the asset performance reports available in the Asset analytics view.
Approximated life cycle -- Leverage the expanded lifecycle coverage for hardware and consumable models available in the ServiceNow Content library portal when explicit dates from the manufacturer aren’t available. Hardware models with approximated lifecycle dates contain a lifecycle code that indicates the dates are approximate.
Configure -- Configure Hardware Asset Management to have centralized asset data for accurate inventory and insights, automate the IT life cycle with workflows, and reduce the asset costs and risks.
Install Hardware Asset Management -- You can install the Hardware Asset Management application (sn_hamp) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence: The application includes demo data. Install related ServiceNow Store applications and plugins if they are not already installed.
Applying the CSDM guidelines to Hardware Asset Management -- Hardware Asset Management manages (contributes data to) CSDM tables. Hardware Asset Management also uses data from CSDM tables that other applications generate. Several ServiceNow products, therefore, benefit from and add value to Hardware Asset Management.
Configure Now Assist for HAM -- Configure the Now Assist for Hardware Asset Management (HAM) application to use the agentic workflow capabilities for managing your hardware asset requests autonomously.
Install -- If you have the admin role, you can install the Now Assist for Hardware Asset Management (HAM) application. Now Assist for HAM enables asset managers and procurement users to use the capabilities of agentic workflows in Hardware Asset Management.
Use -- Use the Hardware Asset Management application to manage your hardware and consumable assets.
Work with hardware normalization -- Asset Management Hardware Model Normalization enables users to normalize the details, such as manufacturer, product, model, and device type, of your hardware and consumable models. Data from the models is compared against the data in the Hardware Model Normalization Content Service.
Opt-in to the Hardware Asset Management Content Service -- Opt in to the Hardware Asset Management Content Service to improve the normalization process by sharing hardware and consumable model data from your organization with ServiceNow.
Import and export content data -- Import content data from or export content data to the Hardware Asset Management content library service to support hardware normalization of asset models. On-premise users can import or export data via a zip file using the Manage Hardware Library module.
Create a hardware or consumable model -- To begin tracking your hardware and consumable assets, create a hardware or consumable model. Then, add lifecycle information to keep track of the lifecycle phase of your model.
Add a custom product -- If you have a product that is not represented in the Asset Management Content Service yet, you can create a custom product.
Add a custom hardware model -- If you have a hardware model that isn't represented in the Asset Management Content Service yet, you can create a custom model.
Manage asset bundles from your inventory -- Create asset bundles from existing assets in your inventory to track, reserve, or deploy a group of assets as a single entity.
Create pallet assets -- Create a pallet asset from the Asset estate view in the Hardware Asset Workspace to track and manage assets in the inventory.
Add assets to a pallet -- Add base, hardware, bundle, consumable, and other pallet assets to an in-stock pallet to track and manage the assets in a stockroom as a group.
Remove assets from a pallet -- Remove the assets contained in a pallet when you don't need to track and manage them using pallets.
Delete pallet assets -- Delete a pallet asset when no assets are associated with it.
Using pallet assets for managing inventory -- You can add a pallet with the assets contained in it to transfer orders and disposal orders to manage your inventory effectively.
Manage loaner assets -- Request a loaner asset or consumable for a short period. You can also prepare the loaner asset or consumable for deployment and reclamation by using loaner asset tasks. Deploy the loaner asset or consumable for a specific period, and reclaim it on the return date.
Request a loaner asset -- Request a temporary or loaner asset or consumable and use it for a short period.
Prepare, deploy, and reclaim loaner assets -- Select and prepare the loaner asset or consumable for deployment and reclamation by using loaner asset tasks. Deploy the loaner asset or consumable for a specific period, and reclaim it on the return date.
Donate assets to charity organizations -- Use the Asset Donation flow to donate hardware and consumable assets of your organization to charity organizations.
Create an Asset Donation Order -- Create a service catalog request to donate the in-stock hardware and consumable assets in your organization to charity organizations.
Use Advanced Shipment Notification -- Use Advanced Shipment Notification (ASN) to automate and create asset records when your assets are in transit.
Manage RMA requests -- Initiate a Return Merchandise Authorization (RMA) process by submitting an RMA request to initiate an RMA process with your vendor. You can repair or replace a faulty asset.
Submit an RMA request -- Submit a Return Merchandise Authorization (RMA) request to initiate an RMA process with your vendor. You can repair or replace a faulty asset.
Closing an RMA request -- After you submit an RMA request for a defective asset, you must go through various tasks to finalize repairing or replacing the asset.
Close the Assessment task for an RMA request -- After you submit an RMA request for a defective asset, you must go through various tasks to finalize repairing or replacing the asset.
Close an RMA request with on-site repair -- After you submit an RMA request for a defective asset, you must go through various tasks to finalize repairing or replacing the asset.
Create an inventory stock order request -- Create an inventory stock order request so that you can order new hardware in bulk for your stockrooms. After your request is approved, the Hardware Stock Order flow takes you through the process of requesting, sourcing, and receiving your order.
Create a disposal order -- Create a disposal order for hardware or consumable assets. You can create a disposal order for an asset reaching its end of life cycle or an asset that is no longer functional.
Resale hardware assets -- Enhance asset management by reselling eligible retired hardware assets instead of disposing of them.
Bulk update asset resale values -- Update the resale values for assets planned for disposal, and indicate that you want to resell them instead of disposing of them, to streamline the asset resale process.
Fulfilling hardware asset requests -- You can fulfill hardware asset requests submitted through the Service Catalog application manually or by using the Help manage hardware asset requests agentic workflow.
Fulfill hardware asset requests by using an agentic workflow -- Use the Help manage hardware asset requests agentic workflow, driven by AI agents, to handle your employees' hardware asset requests automatically. The AI agents fulfill requests by either consuming the available local stock, or by generating transfer orders or purchase orders.
Fulfill hardware asset requests manually -- Use a hardware asset request flow for requesting, sourcing, and deploying hardware catalog items from the Service Catalog application.
Audit hardware asset inventory -- Perform scheduled or blind audits of stockrooms and other locations, such as offices or datacenters, to confirm accurate inventory information.
Single scan inventory audit -- Scan your inventory assets by using the ServiceNow Agent app for single scan audit records.
Multi scan inventory audit -- Scan your inventory assets by using the ServiceNow Agent app for the multi scan audit records.
Close an asset remediation task -- View the open asset remediation from the Inventory view and close the task after updating the Model category and Model fields value for the asset.
Create an asset from the inventory audit screen -- Create an asset record for the scanned asset that doesn't exist in your ServiceNow instance and that is detected when auditing inventory.
View audit results -- View the audit results after you audit your inventory. The Audit Results section is activated and shows the details of the audit result.
View deprecated audit records -- View the deprecated asset audit records that are created before switching to the common Asset Audits [sn_itam_common_asset_audit] table and stored in the Asset Audits [sn_hamp_asset_audit] table.
Request a Hardware Asset Refresh -- Use the Hardware Refresh request flow to track the aged hardware assets that are nearing the end of their life cycle. Replace them with new hardware assets.
Replace aged hardware assets -- Use the Hardware Refresh request flow to track the aged hardware assets that are nearing the end of their life cycle. Replace them with new hardware assets.
Manage expiring lease contracts -- Use the lease contract expiration flow and decide on what to do before your leased hardware asset contract expires. Get notifications about the lease contracts that are nearing their expiration dates.
Extend your lease contract -- Extend your lease contract before the contract expires and avoid paying a penalty.
Reclaim hardware assets -- Reclaim hardware assets efficiently and store them in the inventory, reassign, send it for repair, or dispose of as required.
Submit an asset reclamation request -- Use Reclaim Asset catalog item to efficiently reclaim hardware assets when an employee leaves an organization or moves to a different role.
Close an asset reclamation request -- Efficiently reclaim hardware assets when an employee leaves an organization or moves to a different role.
View RFID information of assets -- View the Radio Frequency Identification (RFID) information of assets to manage and locate important assets easily.
Calculated lifecycle templates -- Manage the complete lifecycle of hardware models by creating calculated lifecycle templates and associating these templates with the models.
Associate a hardware model -- Associate a hardware model with a Calculated lifecycle template to populate the lifecycle details of the model automatically.
Create an internal lifecycle -- Create a custom (internal) lifecycle to explicitly specify lifecycle dates for a selected hardware or consumable model in the Hardware Asset Workspace.
Connect to the Lenovo Warranty API -- Create a connection and credential to connect to the Lenovo Warranty API and download the warranty information for hardware assets.
Track Lenovo asset warranty details -- View and track the warranty details of your Lenovo hardware assets from a central location in the Asset operations view of the Hardware Asset Workspace.
Manage stockrooms -- Manage the assets in the stockroom by using appropriate stock rules, service locations, and distribution channels.
Create a new stockroom type -- If you need stockroom types that are not included in the base system, you can create a custom stockroom type.
View stockroom details -- View detailed information about the stockrooms where your hardware, consumables, bundles, pallets, loaner, enterprise, and other assets are located.
Associate a stockroom with service locations -- Manage sourcing requests that consume from local stockrooms effectively by associating your stockroom with multiple service locations. Optimize your loaner asset workflow and automated asset tasks by serving multiple locations using a single stockroom.
Remove service locations -- Remove service locations when the associated stockroom doesn't support those locations.
Exclude a stockroom from service locations -- Exclude a stockroom from service locations so that the stockroom isn't shown in the Stockrooms missing service locations important actions card in the Inventory view.
Link stockrooms into a distribution channel -- Link two geographically related stockrooms to create a distribution channel and make the distribution of assets more efficient. You can assign a preference order for each channel to source assets to the stockroom.
Exclude a stockroom from distribution channels -- Exclude a stockroom from distribution channels so that the stockroom isn't shown in the Stockrooms missing distribution channels important actions card in the Inventory view.
Create a stock rule -- Create a stock rule to control what happens when the inventory of a particular asset in a particular stockroom reaches a specified threshold.
Configure a stockroom for AI agent sourcing -- Configure a stockroom to enable AI agents in the Manage hardware asset requests agentic workflow to source hardware assets automatically.
Manage the receiving of assets at stockrooms -- Receive hardware and consumable assets at stockrooms from any workflow at a centralized location on the stockroom form in the Hardware Asset Workspace.
Receive a hardware asset at a stockroom -- Receive a single hardware asset that has arrived at your stockroom, whether it's part of a workflow or not, in the Hardware Asset Workspace.
Receive inbound shipment asset -- Receive hardware and consumable assets from one or more shipments that are in transit to your stockroom in the Hardware Asset Workspace. You can receive assets from shipments originating from any workflow.
Import assets using a template -- Receive multiple hardware and consumable assets at your stockroom by importing the asset records using an Excel template in the Hardware Asset Workspace.
Identify asset replacement options -- Use the Inventory availability report to determine suitable replacement options for your assets and their child components that are in use, in maintenance, pending repair, or defective. The report also helps you to determine the quantity of available substitute models that can be used locally, moved through the distribution channels, and estimate the lead time for new purchases.
Identify model supply and demand in a stockroom -- Use the Supply vs Demand report to evaluate the available and incoming quantity of models in your stockroom and the requests for these models from different service locations. This report helps you determine if you have enough assets to meet the demand.
Identify supply for open demands -- Use the Open demands report to determine available stock within local stockrooms and distribution channels to fulfill sourcing requests that are open.
Track shipments using the integration framework -- Track your shipments in real time by integrating your ServiceNow instance with your third-party carrier's application through the integration framework provided by the IT Asset Management application.
Integration script include -- In order to integrate with a ServiceNow instance, a third-party carrier application must have a script include that extends the base class ITAMShipmentIntegration script on its ServiceNow instance to receive the shipment tracking number from the customer's ServiceNow instance and respond with the carrier-related details.
Connect to a shipping carrier application -- Associate a shipping carrier with an integration profile to connect your ServiceNow instance to the carrier application.
Create a carrier integration profile -- Create a carrier integration profile for your carrier by specifying the API and connection details that are used to connect your ServiceNow instance to the third-party shipping carrier application.
Test the integration with the carrier API -- Check the connection with the carrier API to handle any connection issues such as invalid credentials, incorrect tracking details, and issues with the integration script include.
Stale shipments -- Shipments that are delayed due to various reasons such as an incorrect tracking number, the loss of a shipment package during transit, and invalid connection details are considered stale shipments.
Continue to track delayed shipments -- Continue to track a stale hardware asset shipment that is delayed if the reason for the delay is known.
Track a hardware asset shipment -- Track the progress of your hardware asset shipment that isn't delivered and that has a carrier associated with an active integration profile.
Track asset location using indoor maps -- Locate and track the consumables and hardware, bundle, and pallet assets in your organization by using indoor maps. Indoor maps provide an interactive interface that enables you to visualize the location of your assets within your campuses, buildings, floors, and places.
Assess performance of Hardware Asset Management -- Track the success of the Hardware Asset Management application in your instance by creating success goals. You can also create a success goal category for a success goal and track the success of your goals by creating success activities.
Create a success goal -- Create a success goal to track the success of the Hardware Asset Management application in your instance.
Create a success goal category -- Create a success goal category to associate it with the Hardware Asset Management success goal.
View HAM maturity items -- View the maturity of your Hardware Asset Management (HAM) program to analyze the status of each maturity stage, where each stage shows the number of maturity items completed.
Manage refresh of assets using Zero Touch Refresh -- Enable your employees to request hardware refreshes through an external vendor by using the Zero Touch Refresh flow on your ServiceNow instance. This process enables you to eliminate having to maintain a local inventory of new assets.
Service Exchange configuration -- The Zero Touch Refresh flow uses the Service Exchange application to connect providers with your ServiceNow instance to manage asset refresh requests. Your employees and the provider can work on requests in their own environments.
Trigger the assignment of a remote task -- As an asset provider, create remote task definitions that trigger the assignment of a remote task for your customer to communicate the details of Zero Touch Refresh requests.
Activate the remote task definitions -- Activate the remote task definitions published by the provider on your instance so that your provider can fulfill your Zero Touch Refresh requests.
Configure replacement models for a refresh model -- Configure replacement models for a hardware asset model that is refreshed. When configured, employees can select replacement models for their hardware assets on the Zero Touch Refresh form.
Request a hardware asset refresh -- Request to replace a hardware asset that you own with a new asset directly with the provider through Zero Touch Refresh.
Process a Zero Touch Refresh request -- Process a Zero Touch Refresh request to receive the assets from your provider and complete the Zero Touch Refresh flow.
Acknowledge receipt of an asset through the Core UI -- As an employee, acknowledge receipt of the new asset that you received through a Zero Touch Refresh request through the Core UI on your ServiceNow instance.
Create a task rate card -- Create a task rate card to define the type of task and the method of calculating the associated costs.
Create a labor rate card -- Create a labor rate card to record the time worked on a task and associate a rate to the task.
Create a TCO report -- Create your own Total Cost of Ownership (TCO) report to compare the actual or projected TCO of multiple assets or compare the actual or projected asset TCO with the benchmark cost of the hardware model.
Configure settings to monitor asset KPIs -- Set up the necessary configurations in the Asset operations view to enable the tracking of KPIs for your hardware assets. These settings enable you to monitor and manage the performance your assets.
Monitor hardware asset performance KPIs -- Track the asset availability and related KPI values in the report to see how well a hardware asset is performing.
View total time worked on a hardware asset -- Use the Asset task time summary report to see the details of the time spent on all tasks for an asset and its child assets, grouped by task category.
Opt-in or opt-out of HAM license resource categories -- Opt in the Hardware Asset Management (HAM) license resource categories that are part of the HAM subscription. You can purchase and opt in the resource categories that you use, and you can opt out and not pay for the categories that you don't use.
View the HAM license report -- View details of the subscriptions purchased and consumed by your organization for the managed IT resource types such as Server, End User Computing Device, Networking Device, Mobile Device, and Telecom Network Inventory using the ITAM License Report.
Exclude assets -- Exclude an asset for which you don't want to use Hardware Asset Management licensed features.
Zero Touch request flow -- Fulfill hardware asset requests of your employees through an external provider by using the Zero Touch request flow.
Configure Service Exchange -- The Zero Touch request flow uses the Service Exchange application to connect providers with your ServiceNow instance to manage hardware asset requests submitted through the Service Catalog.
Use Scratchpad feature -- As a provider, use the Scratchpad feature of the Service Exchange application to send updates to the ServiceNow instance of your consumer while performing the request fulfillment tasks.
Manage Service Catalog items -- As a catalog administrator, configure your Service Catalog items so that the hardware asset requests can be fulfilled by an external provider.
Define flow for catalog items -- Set the flow of your catalog item to Zero Touch request flow for fulfilling all the requests for that catalog item through an external provider.
Create variables for catalog item -- Create variables for your catalog item so that your provider can fulfill the requests for that item based on the variable details.
View the variables of a remote record producer -- View the variables associated with your provider's remote record producer. Variables help you identify the necessary details to include in catalog requests for fulfillment by your provider.
Fulfill a provider task -- As a provider, ship the asset requested through the Zero touch request flow to the requester.
Acknowledge received assets -- As an employee, acknowledge receipt of the new asset that you received through the Zero Touch request flow on a mobile device.
Create a provider integration profile -- Create a provider integration profile to convert any format of Scratchpad update sent by your provider to a format required for the Zero Touch request flow.
Script Include for Scratchpad updates -- To transform Scratchpad updates sent by your provider into a format required for the Zero Touch request flow, you must have a Script Include with the method transformScratchPadToHAMZTRFormat.
View submitted hardware asset requests -- View the list of hardware asset requests of your employees submitted through the Zero Touch request flow in the Asset operations view.
Manage asset repair in stockrooms -- Optimize your inventory by getting the defective hardware assets in your stockroom repaired using the Repair flow.
Request repair of defective assets -- As an asset manager, you can get the defective hardware assets in your stockroom repaired by creating repair orders.
Create repair orders in the Inventory view -- Request repair of hardware assets that are defective or pending repair by creating a repair order in the Inventory view of the Hardware Asset Workspace.
Repair order fulfillment in the Hardware Asset Workspace -- Repair order fulfillment tracks the resolution of defective and out-of-warranty hardware assets. Repair asset tasks associated with each repair order line must be completed before an order is fulfilled. Orders can be completed manually or through the Help repair hardware assets agentic workflow.
Fulfill repair orders using an agentic workflow -- Use the Help repair hardware assets agentic workflow, driven by AI agents, to handle the repair requests of defective and out-of-warranty hardware assets automatically. These AI agents validate the repair tasks, provide detailed troubleshooting and repair steps, and finally close the relevant tasks after receiving user confirmation.
Fulfill repair orders manually -- Fulfill a repair order by completing all the open repair asset tasks associated with its repair order lines.
View open repair orders for your stockroom -- View open repair orders for your stockroom to get the details of the repair order lines and repair tasks that need action.
Record time worked on asset repair tasks -- Manage and record time worked on Troubleshoot asset, Repair asset, and Evaluate asset tasks in the Hardware Asset Workspace. After you start work on a repair asset task, you can pause and resume work. You can also record the time worked manually.
Record repair task time automatically -- Record the time that you took to complete a repair task without taking any break until you completed the task.
Record repair task time manually -- Create an entry for the time worked on an asset repair task manually in the Hardware Asset Workspace.
Pause a repair task -- Record a break from a repair task in the Hardware Asset Workspace if you’re not continuing to work on it. Resume the task when you start working on it again. The system automatically tracks and calculates the actual time taken to complete the task even though the work was interrupted.
Pick assets in the Hardware Asset Workspace -- Enable the Asset pick task explicitly for your stockroom and provide granular location details of the asset to facilitate asset picking within your stockroom.
Enable the asset pick tasks for a stockroom -- Enable the Asset pick task for your stockroom so that the task is automatically added to Standard Hardware Asset requests, Hardware Asset Refresh requests, and Sourcing workflow.
Add aisles and spaces to a stockroom -- Add details of aisles and spaces in a stockroom to provide granular location details of an asset in that stockroom. The aisle and space details enable you to locate and pick an asset in the stockroom.
View open asset pick tasks -- View the open hardware asset pick tasks for your stockroom to get the details of the tasks that need action.
Manage hardware asset repair tasks -- Manage all the repair tasks associated with the defective hardware assets in your stockroom using the intuitive Mobile Agent application.
View hardware asset repair tasks -- View the Troubleshoot asset, Repair asset, and Evaluate asset tasks assigned to you by using the Mobile Agent application.
Record time spent on asset repair task -- Manage and record time worked on Troubleshoot asset, Repair asset, and Evaluate asset tasks using the Mobile Agent application. After you start working on a task, you can pause and resume work. You can also record the time worked manually.
Pause a hardware asset repair task -- Record a break from a repair task for the hardware assets using the Mobile Agent application if you’re not continuing to work on it.
Record time spent manually -- Record time worked on a hardware asset repair task manually and provide any additional comments on the task using the Mobile Agent application.
Close a hardware asset repair task -- Complete an assigned hardware asset repair task and mark the task as closed using the Mobile Agent application.
Manage hardware asset pick tasks -- Work on the hardware asset pick tasks assigned to you by using the Mobile Agent application.
Start work on asset pick task -- Indicate in the Mobile Agent application when you start work on an asset pick task assigned to you.
Record time spent on asset pick task -- Manage and record time worked on hardware asset pick tasks using the Mobile Agent application. After you start working on a task, you can pause and resume work.
Pause a hardware asset pick -- Record a break from a hardware asset pick task by using the Mobile Agent application if you’re not continuing to work on it.
Locate and pick assets -- Locate a hardware asset placed in a specific aisle and space in the stockroom by using indoor maps. After locating the asset, pick and drop off the asset to another location within the stockroom using the Mobile Agent application.
Put away assets -- Scan available assets in the inventory and perform an asset put away task in the designated scanned drop-off location.
Manage asset put away for stockrooms -- Enable the Asset put away task explicitly for your stockroom to put away the assets from the receiving bay in the designated aisle-space. View the open Asset put away task and close it after specifying the aisle-space value to move the asset in the stockroom.
Enable the asset put away task -- Enable the Asset put away feature for your stockroom so that the Asset put away task is automatically created to track asset movement.
View open put away tasks -- View the open put away tasks for your stockroom in the Hardware Asset Workspace to get the details of the tasks that need action.
Create an Asset put away task -- Create an Asset put away task manually for the In stock assets in the Hardware Asset Workspace to track the movement of assets within the stockroom.
Close an Asset put away task -- Add the asset drop-off location for an open Asset put away task and close it in the Hardware Asset Workspace.
Audit assets using Asset Attestation -- Improve the asset utilization by auditing the hardware assets assigned to your employees and validating if the employees are using the assigned assets.
Playbook for asset attestation -- The Create asset attestation playbook provides detailed, step-by-step instructions for creating an asset attestation. This playbook guides you through each stage of the attestation process, starting from filling in the asset attestation details to the completion of attestation.
Resume work on an asset attestation -- Resume work on the incomplete asset attestation activities in the playbook by using the attestation schedule details.
Create an asset attestation schedule -- Create an attestation schedule so that recurring asset attestations are created based on the frequency that you specify.
Confirming the assigned serialized hardware assets -- As an employee, acknowledge whether you have the serialized hardware that's assigned to you either through the Now Mobile app or on the Employee Center portal.
View open asset attestations -- Get the details of all asset attestations that are awaiting action from your employees in the Hardware Asset Workspace.
Cancel an asset attestation -- Cancel an asset attestation when you no longer have to validate the ownership of the serialized assets.
Cancel an attestation schedule -- Cancel an attestation schedule when you no longer want to create recurring asset attestations.
View open remediation tasks -- Get the details of all the remediation tasks for asset attestations that are awaiting your action in the Hardware Asset Workspace.
Complete the remediation task -- As an asset manager or inventory administrator, complete the open remediation task that was created when your employee denied ownership of the assigned serialized hardware asset.
Reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Hardware Asset Management.
Domain separation and Hardware Asset Management -- Domain separation is supported in Hardware Asset Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Quick start tests for Hardware Asset Management -- Validate that Hardware Asset Management (HAM) still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.
Stockroom types -- Stockroom types are categories of stockrooms.
Installed with Hardware Asset Management -- Several types of components are installed with activation of the sn_hamp plugin, including tables, user roles, and scheduled jobs.
Asset record fields -- Fields on the Hardware Asset Details form help you create hardware, software, consumable, bundle, pallet, mobile, and facility assets.
Asset audit fields -- Create New Asset Audits form and related fields description.
Audit results -- The Audit results shows the status of the assets when the scheduled or blind audits of asset stockrooms and other locations is complete.
Hardware model details -- Find the hardware model details and related list field descriptions.
Model lifecycle form -- Fields on the hardware or consumable model lifecycle form and their descriptions.
Hardware disposal order stages -- A hardware disposal order goes through various stages in the disposal process before it’s completed. With each stage, the task that's associated with that stage changes too.
HAM Success Goal Details -- Fields on the HAM Success Goal Details form help you create success goals for tracking the success of the Hardware Asset Management application in your instance.
HAM Success Activity -- Fields on the HAM Success Activity form help you create success activities to track the success of your created goals.
Maturity item details -- Fields on the Maturity item details form help you view and update the state and success goal of the maturity item.
Task closures that create shipment records -- A shipment record is created automatically when any shipment task is closed. You can track a shipment easily by specifying a tracking number and shipping carrier on the shipment task.
Asset put away task fields -- Fields on the Asset put away task form help you create a put away task for the in stock assets.
Read-only and client script modifiable fields -- Comprehensive reference of HAM table fields that are restricted from UI editing and those which can be modified using client scripts.
HAM integrations -- The Hardware Asset Management (HAM) application integrates with external systems and ServiceNow platform capabilities to extend asset data quality, lifecycle visibility, and device management across your organization.
Now Assist for Hardware Asset Management (HAM) -- Use the Now Assist for Hardware Asset Management (HAM) application to streamline and automate the hardware asset request process and the repair process with the agentic workflows.
Device as a Service -- The Device as a Service (DaaS) feature provides assets and asset management services to the customers of DaaS providers via a subscription model.
Configuring DaaS -- Plan and configure the Device as a Service (DaaS) features and functionalities.
Install Hardware Asset Management for DaaS -- You can install the Hardware Asset Management for DaaS application (com.sn_daas_ham) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.
Managing inbound asset orders for DaaS assets -- Following a request for a hardware asset, an inbound asset order is associated with this request by creating an order in the DaaS provider interface.
Prepare the picked asset -- Prepare the picked asset by inspecting the checklist and also check for any defects by using the Asset prepare task.
Ship the prepared asset -- Ship the prepared asset and capture the shipment details by using the Asset ship task.
Receive the shipped asset -- Once the shipment of the asset is complete, confirm the receipt of the asset by using the Receive task.
Managing RMA response orders for DaaS assets -- Following a request for a hardware asset return or replacement, a Return Merchandise Authorization (RMA) order is associated with this request by creating an RMA response order in the DaaS provider interface.
Create an RMA response order -- Create a Return Merchandise Authorization (RMA) response order to associate an RMA request for an asset.
Create an RMA response order line -- Create a Return Merchandise Authorization (RMA) response order line for every asset in an RMA response order.
Assess the RMA asset -- Assess the Return Merchandise Authorization (RMA) asset using either an on-site or off-site assessment procedure.
Evaluate the RMA asset -- Evaluate the Return Merchandise Authorization (RMA) asset on the scheduled date at the customer location.
Repair the RMA asset -- Indicate whether the Return Merchandise Authorization (RMA) asset has been repaired or considered unrepairable.
Evaluate the repaired asset -- Evaluate the status of the repaired asset and indicate the evaluation result as redeployable or identified for disposal.
Receive asset -- After the shipment of the asset to the DaaS provider is complete, confirm the receipt of the asset by using the Receive task.
DaaS reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Asset as a Service.
Cloud Cost Management -- ServiceNow Cloud Cost Management application (formerly Cloud Insights) gives you visibility and control of your cloud usage and spending. It helps you to discover cloud resources, break down cloud spend by cost center, business service, and other entity, provides optimization recommendations, and automates repetitive cost-saving tasks.
Explore -- Learn more about Cloud Cost Management with a sample workflow and reviewing the benefits that it can provide for different users in your organization.
Cloud Cost Management Infra Stack -- Use the Cloud Cost Management Infra Stack application to process and download billing files with improved data processing speed. The Cloud Cost Management Infra Stack application also supports high transaction volumes.
Cloud Cost Management Workspace -- Use the Cloud Cost Management Workspace, the intuitive and streamlined user interface of the Cloud Cost Management application, to analyze the full range of costs that are associated with cloud resources. You can identify and act on opportunities to save money and optimize operations.
Cloud Cost Management overview -- Enhance your experience by using the modernized and user-friendly Cloud Cost Management overview. This simplified overview page helps you use the Cloud Cost Management application more effectively by reducing complexity.
Spend analytics -- The Spend analytics page helps you gain visibility to your cloud costs by displaying your cloud, Kubernetes, and shared resources spend over a time range or a cost type that you specify.
Budget view -- Understand budget compliance by groups and service accounts can significantly improve oversight and reduce cloud spend.
Spend dashboard view -- Ensure accurate spend reporting by using the Spend view in the Cloud Cost Management Workspace.
Operations view -- Use the Operations view in the Cloud Cost Management Workspace to view and manage recommendations, cost usage tags, and administration-related operations.
Admin view -- Use the Admin view in the Cloud Cost Management Workspace that enables you to install, set up, and configure the application through a guided experience.
Discovering your cloud resources for use -- Select the service accounts to discover, the credentials for accessing the accounts, and the MID Servers that scan the resources. If you use the Discovery application, the Discovery Manager wizard simplifies the configuration process for discovering cloud attributes. If you use a different method for discovering resources, you can skip this configuration operation.
Reservation or Saving plans -- The Reservation or Saving plans feature recommends resources that could decrease costs by the conversion of on-demand payment plans to reservation plans. These plans are also called committed-use discounts, committed-use savings plans, or reserved instance plans.
Rightsizing resources -- The Rightsizing feature analyzes resource usage to recommend better sizes for resources that are wasting money by being over-provisioned or underused. A confidence rating and predicted savings support each recommendation. Schedule Rightsizing jobs to resize the resources you specify.
Rightsizing analysis for AWS -- Cloud Cost Management uses a process that is optimized for each provider. For AWS, Cloud Cost Management compares the calculated potential costs to actual billed costs and then generates recommendations.
AWS only – Rollback on failed Rightsizing attempts -- AWS only: If a Rightsizing action fails, the system immediately performs a rollback to return the resource to its original size, restarts the resource if needed, updates the change request with full details, and updates Rightsizing report data.
Unused resources -- The Unused resources feature analyzes usage data to identify resources that are wasting money because they aren’t being used. You can schedule Unused resources jobs to power off or terminate the resources that you specify.
Unused resources analysis for AWS -- Cloud Cost Management uses an optimized Unused resources process for each provider. For AWS, Cloud Cost Management compares the calculated potential costs to actual billed costs and then generates recommendations.
Business hours -- A Business hours job applies policies to identify resources that are running when they should be powered off, reports them, and can start and stop them on a schedule that you specify. Running only during specified business hours can significantly reduce your cloud spend.
Unassigned resources -- Unassigned resources policies help you to identify the resources that aren’t associated with a change group and to assign them appropriately. When a resource is assigned to the correct group, the resource can be appropriately governed even as it goes through stages such as patching, upgrading, and reconfiguring.
Cloud budgets -- To manage your cloud spend, you can define and monitor custom budget plans. The system compares the plans with billing data to calculate and report on how well budgets are being met. Understanding budget compliance by groups and service accounts can significantly improve oversight and reduce cloud spend.
Cloud service categories in Cloud Cost Management -- Provider services are grouped into service categories in Cloud Cost Management. This grouping enables you to use filters to focus your analysis on particular types of service.
Tags and tag categories -- Tag categories in the Cloud Cost Management application enable grouping multiple tag names under a single category, making it simpler to track costs against specific business entities. In the provider portal, you can define cost tags to associate resource usage with specific business entities. For example, the Application, Test, and QA tags represent cost centers.
Configure -- Plan and configure Cloud Cost Management to gain visibility into your total cloud consumption, reduce costs, and optimize the operations of your cloud platforms.
Install Cloud Cost Management -- You can install the Cloud Cost Management application (sn_clin) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.
Install Cloud Cost Management Infra Stack -- You can install the Cloud Cost Management Infra Stack application (sn_cld_infra_stack) if you have the admin role. If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes related ServiceNow Store applications and plugins if they aren’t already installed.
Configuring access to CI data on your account -- To ensure secure and reliable communications, the Discovery process communicates with your cloud provider accounts and cloud resources through one or more MID Servers. You can set up the MID Servers on your network or in one of your cloud networks.
Proxy server configuration for your Cloud Cost Management MID Server -- You can configure any MID Server to use a proxy server for Cloud Cost Management operations. Proxy servers support all cloud-based activities such as running Discovery, Billing Download jobs, and Price Sheet Download jobs.
Add an AWS service account -- Add an AWS service account to store the credential and access information.
Add an AWS GovCloud service account -- If your organization uses AWS GovCloud (US) regions, you create a service account for each region. The credentials that you create during the service account creation, are used for Cloud Discovery and Cloud Cost Management.
Create AWS Gov accounts mapping -- Create an AWS GovCloud account mapping with an associated standard AWS account to enable Cloud Cost Management to consolidate usage data and provide accurate cost recommendations across your government cloud environment.
Create AWS credentials -- Create credentials in the AWS Management Console to specify the credentials of the user when you configure the MID Servers that communicate with your AWS account.
Schedule and manage the Billing Download jobs -- Billing Download jobs download, organize, and store billing data for your payer account on the schedule that you specify. The system analyzes the data to generate reports and to make recommendations for changes in your cloud operations that can lead to cost savings.
Add a CI class type for billing data accuracy -- Specify the details of a new CI or CI type to enable the CI placement process to assign cost and usage data correctly. The process is a part of Billing Download job execution. The CI placement process associates downloaded cost and usage data with the appropriate CIs.
Cancel an AWS Billing download job -- A Billing download job obtains billing and usage data from each payer account for AWS. The Rightsizing, Unused resources, and Business hours processes use billing and usage data when generating recommendations. You can cancel any Billing download job individually.
Configuring access to CI data on your Microsoft Azure account -- To enable Discovery to communicate with your Microsoft Azure account, you specify your Service Principal credentials while configuring the MID Servers that communicate with your Microsoft Azure account.
Proxy server configuration for your Cloud Cost Management MID Server -- You can configure any MID Server to use a proxy server for Cloud Cost Management operations. Proxy servers support all cloud-based activities such as running Discovery, Billing Download jobs, and Price Sheet Download jobs.
Create a Microsoft Azure service principal -- Give Cloud Cost Management access to Microsoft Azure billing and usage data by creating a Microsoft Azure service principal.
Add a Microsoft Azure government service account -- Add a Azure GovCloud service account to store the credential and access information. The government service account is designed specifically for U.S. government agencies and their authorized partners.
Add a Microsoft Azure service account -- Add a Azure service account to store the credential and access information. You can use this service account for commercial purpose and it should be different from your Azure government service account.
Schedule and manage Azure billing download jobs -- Billing Download jobs download, organize, and store billing data for your payer account on the schedule that you specify. The system analyzes the data to generate reports and to make recommendations for changes in your cloud operations that can lead to cost savings.
Cancel an Azure Billing download job in Cloud Cost Management -- A Billing download job obtains billing and usage data from each payer account for Azure. The Rightsizing, Unused resources, and Business hours processes use billing and usage data when generating recommendations. You can cancel any Billing download job individually.
Configuring access to CI data on your Google Cloud account -- To ensure secure and reliable communications, the Discovery process communicates with your cloud provider accounts and cloud resources through one or more MID Servers. You can set up the MID Servers on your network or in one of your cloud networks.
Proxy server configuration for Cloud Cost Management MID Server -- You can configure any MID Server to use a proxy server for Cloud Cost Management operations. Proxy servers support all cloud-based activities such as running Discovery, Billing Download jobs, and Price Sheet Download jobs.
Schedule and manage the Billing Download jobs for Google Cloud -- Billing Download jobs download, organize, and store billing data for your payer account on the schedule that you specify. The system analyzes the data to generate reports and to make recommendations for changes in your cloud operations that can lead to cost savings.
Add a CI class type for billing data accuracy -- Specify the details of a new CI or CI type to enable the CI placement process to assign cost and usage data correctly. The process is a part of Billing Download job execution. The CI placement process associates downloaded cost and usage data with the appropriate CIs.
Cancel a Google Cloud Billing download job -- A Billing download job obtains billing and usage data from each payer account for Google Cloud. The Rightsizing, Unused resources, and Business hours processes use billing and usage data when generating recommendations. You can cancel any Billing download job individually.
Use -- Use Cloud Cost Management to rightsize, identify, assign, manage, and analyze usage data of your cloud resources.
Reduce resource cost with Reservation Plans -- View the Reserved Instances (RI) report, implement recommendations, and configure processes to convert on-demand payment plans to reservation plans, and save the cost of your resources.
Configure Reservation/Saving plans operations -- View the Reserved Instances (RI) report, implement recommendations, and configure processes to convert on-demand payment plans to reservation plans, and save the cost of your resources.
Resize resources with Rightsizing -- Gain better visibility of resource usage by identifying your over-provisioned or underused resources, configuring rightsizing operations, implementing rightsizing recommendations, and performing various rightsizing operations.
Configure Rightsizing operations -- Configure Rightsizing processes and specify the amount of potential rightsizing savings that triggers notifications.
Specify rate discounts for accurate pricing for Rightsizing recommendations -- To generate an accurate Rightsizing recommendation, the system analyzes usage data for the last 14 days, obtains prices from the price sheet data tables, and then applies appropriate discounts. To enable the calculations, specify the provider's discount rate for each service account.
Define a metric threshold -- To enable accurate memory usage data for use in generating Rightsizing recommendations, you first define memory metrics in your account. You then define a custom memory metric in Cloud Cost Management.
Schedule resources to be rightsized -- To rightsize a resource, add it to a Rightsizing job and specify when the job should run. You can also move resources out of one scheduled job into a different job or remove a resource from a job.
Exclude a resource from Rightsizing analysis -- To ensure that a particular resource is not considered or recommended for Rightsizing, add the resource to the Excluded Resources list. The system continues to collect cost and usage data but does not consider the resource for Rightsizing.
Manage unused resources -- Reduce cost by identifying the unused resources and scheduling jobs to power-off or terminate the unused resources.
Configure Unused resources operations -- The Unused resources feature recommends termination or power-off for resources that are wasting money because they aren’t being used. Configure Unused resources processes and specify the potential savings that trigger notifications.
Schedule unused resources to be powered off or terminated -- To terminate or power off an unused resource, add it to an Unused resources job, specify whether to terminate or power off, and specify when the job should run. You can also move resources from one scheduled job to a different job.
Exclude a resource from Unused resources analysis -- To ensure that a particular resource is not considered or recommended for Unused resources, add the resource to the Excluded Resources list. The system continues to collect cost and usage data but does not consider the resource for the processes of Unused resources.
Configure Business hours operations -- You can choose to use or to disable Business Hours features and specify the amount of non-business hour spend that triggers notifications to users or groups. Controlling unnecessary resource use can help reduce costs.
Create Business hours schedule -- Create and apply a Business hours schedule to the cloud resources for enforcing the on/off schedule.
Define or update a Business hours policy -- A Business hours job applies policies to identify resources that are running when they should be powered off, reports them, and can start and stop them on a schedule that you specify. Running only during specified business hours can significantly reduce your cloud spend.
Manage cloud budgets -- Define and monitor custom budget plans for managing your cloud spend by using the Budget view in the Cloud Cost Management Workspace.
Create or update a budget policy -- Define and monitor custom budget plans for managing your cloud spend by using the Budget view in the Cloud Cost Management Workspace.
Managed IT Resource types -- There are three IT Resource categories in ServiceNow Cloud Cost Management - Server, PaaS Resources, and IaaS Storage.
View the license report for the Cloud Cost Management application -- View details of the subscriptions purchased and consumed by your organization for the managed IT resource types such as Server, End User Computing Device, and Database using the ITAM License Report.
Assign service accounts to an insights_owner -- Assign ownership of one or more service accounts and, optionally, the related CIs to users that have the insights_owner role. An insights_owner can define jobs and policies and can view data for owned service accounts.
Update or reassign insights_owner privileges -- Assign ownership of one or more service accounts and, optionally, the related CIs to users that have the insights_owner role. An insights_owner can define jobs and policies and can view data for owned service accounts.
Create and update a tag category -- Create a tag category to enable multiple tag names for representing costs against a single business entity. For example, multiple users might independently have created the tag names "App", "AppService", and "appl" to indicate applications. With a tag category of "Application", any costs for items tagged App, AppService, or appl are correctly assigned as costs against an application.
Add or update a tag value for an AI Service tag category -- Associate a tag name with its corresponding tag value whenever a new AI service or a category within an existing AI service is introduced for Amazon Web Services (AWS), Microsoft Azure, or Google Cloud Platform (GCP).
Create or update a shared cost allocation policy -- Create a shared cost allocation policy with different allocation types to split the cost of shared cloud resources among various business lines.
Set up or update preferred currency options -- Set up or update the preferred currency options for your cloud cost and usage data to gain reporting flexibility. These currency options become available for Cloud Cost Management users to choose from.
Choose preferred currency for cost and usage data -- Choose your preferred currency from the available options that will be shown for all the billing and usage data. The currency that you choose becomes the display currency on all the dashboard widgets, recommendations (rightsizing, business hours, unused resources, reservation/savings plan), budgets, and billing data.
Compare MetricBase data with spend data -- Compare MetricBase (Clotho) data with your Spend data for Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) to diagnose and troubleshoot Cloud Cost Management billing issues.
Reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Cloud Cost Management.
Domain separation and Cloud Cost Management -- Domain separation is unsupported for Cloud Cost Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Cloud Cost Management roles -- You assign Cloud Cost Management roles to user groups and to individual users based on user activities and responsibilities.
Components installed with Cloud Cost Management -- Several types of components are installed with activation of the Cloud Cost Management application, including tables, user roles, and scheduled jobs.
Cloud service categories in Cloud Cost Management for Amazon AWS Cloud services -- In Cloud Cost Management, provider services are grouped into service categories. This grouping enables you to use filters to focus your analysis on particular types of service (for example, Compute or Database). To perform more targeted analysis, you can filter for particular services within a service category (for example, Amazon ElastiCache or Azure Database for PostgreSQL are services in the Database category).
Cloud service categories in Cloud Cost Management for Microsoft Azure services -- In Cloud Cost Management, provider services are grouped into service categories. This grouping enables you to use filters to focus your analysis on particular types of service (for example, Compute or Database). To perform more targeted analysis, you can filter for particular services within a service category (for example, Amazon ElastiCache or Azure Database for PostgreSQL are services in the Database category).
Cloud service categories in Cloud Cost Management for Google Cloud services -- In Cloud Cost Management, provider services are grouped into service categories. This grouping enables you to use filters to focus your analysis on particular types of service (for example, Compute or Database). To perform more targeted analysis, you can filter for particular services within a service category (for example, Amazon ElastiCache or Azure Database for PostgreSQL are services in the Database category).
List of Budget policy creation fields -- Fields on the Budget policy creation form help you create a budget policy to specify a budgeted amount, cost type, reset period, and other aspects of the budget.
List of default tag categories -- View the list of default tag categories on the Tag categories page. A tag category helps you to enable multiple tag names for representing costs against a single business entity.
Supported CI class types for Amazon AWS Cloud services -- Supported CI class types for AWS enable assigning cost and usage data correctly using the CI placement process. The CI placement process places a subset of CIs into corresponding CI tables that are used in the recommendation generation process for Cloud Cost Management.
Supported CI class types for Microsoft Azure services -- Supported CI class types for Microsoft Azure enable assigning cost and usage data correctly using the CI placement process. The CI placement process places a subset of CIs into corresponding CI tables that are used in the recommendation generation process for Cloud Cost Management.
Supported CI class types for Google Cloud services -- Supported CI class types for Google Cloud enable assigning cost and usage data correctly using the CI placement process. Some CI class types are placed immediately. The CI placement process places a subset of CIs into corresponding CI tables that are used in the recommendation generation process for Cloud Cost Management.
Asset Audit Response -- The ServiceNow Asset Audit Response application, which is part of ITAM for Financial Services, provides prescriptive workflows to manage and respond to your regulatory audits.
Explore -- Learn more about the Asset Audit Response application by reviewing the workflow and understanding the benefits that it can provide to your organization.
AI in Asset Audit Response -- Set up, manage, and optimize your generative AI solutions on the ServiceNow AI Platform from a single workspace.
Asset Governance Workspace -- If you are an asset manager, you can use the Asset Governance Workspace to get a comprehensive view of your assigned evidence requests and to track and manage your responses to those requests.
Asset governance overview -- Enhance your Asset Audit Response experience by using the modernized and user-friendly Asset governance overview. This simplified and intuitive overview helps you use the Asset Audit Response application more effectively by reducing complexity.
Audit Workspace -- If you are an audit manager, you can use the Audit Workspace to track and manage your financial regulatory audit engagements and corresponding evidence requests.
Configure -- Configure the Asset Audit Response application so that you can track and manage your financial regulatory audit engagements, evidence requests, and responses to those requests.
Install Asset Audit Response -- You can install the Asset Audit Response application (com.sn_audit_response) if you have the admin role. The application installs related ServiceNow Store applications and plugins if they are not already installed.
Managing audit engagements -- If you are an audit manager, you can create and manage engagements for your financial regulatory audits in the Audit Workspace.
Requesting evidence -- If you are an audit manager, you can request evidence for your financial regulatory audit engagements in the Audit Workspace.
Fulfilling evidence requests -- If you are an asset manager, you can fulfill evidence requests for financial regulatory audit engagements in the Asset Governance Workspace.
Fulfill evidence requests -- Use the Asset Response Guided Experience to fulfill and respond to evidence requests for financial regulatory audit engagements.
Reference -- Reference topics provide additional information about the Asset Audit Response application.
Domain separation and Asset Audit Response -- If any conkeyrefs are broken, re-add them from the doc/source/reuse/domain-separation/domain-separation-overview.dita file.In the short description, edit the first sentence to state whether domain separation is supported or not and add the application name. Keep the conkeyref at the end that describes domain separation.Domain separation is supported for Asset Audit Response. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
ITAM content request -- The IT Asset Management Content Service team manages and supports content requests from IT Asset Management customers.
Enterprise Asset Management -- Enterprise Asset Management is a business application that manages the entire life cycle of your enterprise connected and non connected assets.
Explore -- Use the Enterprise Asset Management application to optimize the quality and performance of assets by reducing downtime, increasing asset utilization, and extending asset lifespan while reducing operating costs for asset-intensive organizations.
Enterprise Asset Workspace -- Use the Enterprise Asset Workspace to get a comprehensive view of all your assets and manage them efficiently.
Enterprise asset overview -- Use the Enterprise asset overview as the landing page for the Enterprise Asset Workspace to get insights into key metrics.
Asset analytics view -- Use the Asset Analytics view to get a detailed view of all your assets, their overall performance, and the asset total cost of ownership (TCO).
Inventory view -- Use the Inventory view in the Enterprise Asset Workspace to optimize inventory thresholds and automate re-order process. You can create workflows and view detailed information on your inventory.
Enterprise asset estate view -- Use the Enterprise asset estate view in the Enterprise Asset Workspace to create and manage your assets. You can also view details such as asset life cycle by state, disposed assets this year, and asset requests.
Enterprise model management view -- Use the Enterprise model management view in the Enterprise Asset Workspace to create and manage enterprise models. You can also view details such as model lifecycle overview, model status, and enterprise models up for end of life.
Procurement view -- View and manage procurement-related details such as procurement requests, purchase orders, sourcing tasks, and receiving slips through the Enterprise Asset Workspace.
Contract and lease management view -- Use the Contract and lease management view in the Enterprise Asset Workspace to create and manage your enterprise asset contracts.
Asset operations view -- Use the Asset operations view in the Enterprise Asset Workspace to track and manage shipments, service catalog requests, requested items, catalog tasks, and contract renewal requests.
Work management view -- Use the Work management view in the Enterprise Asset Workspace to create and manage maintenance plans, work orders, and work order tasks.
Enterprise model normalization view -- Use the Normalization view in the Enterprise Asset Workspace to view information related to normalization such as normalization status, model content service download, lifecycle overview.
Admin center view -- Use the Admin center view in the Enterprise Asset Workspace to perform all your configuration and administrative tasks.
Configurable workspaces -- Use configurable workspaces for creating and managing medical and facility assets and models your specific industry or operational environment.
Enterprise Asset Management data model -- The Enterprise Asset Management data model provides a structured framework for representing, tracking, and managing physical assets and their relationships throughout their life cycles.
Enterprise model and asset classes -- The Enterprise Asset Management application supports enterprise model and asset classes that extend base classes within the Configuration Management Database (CMDB) class hierarchy. These extensions include class descriptions, identification rules, and dependent relationships.
Model categories -- Model categories define the relationships between enterprise model classes, enterprise asset classes, and Configuration Management Database (CMDB) CI classes in Enterprise Asset Management. Model categories connect every enterprise asset to the correct model class, asset class, and CI class.
Model classification -- Use model classification to organize and categorize enterprise models and their associated assets in a structured, consistent way across the ServiceNow platform.
Model types -- Every enterprise model in the Enterprise Asset Management application is assigned a model type that determines its structural nature. Each enterprise model can represent standalone enterprise assets, quantity-tracked consumable assets, or complex assemblies that are comprised of multiple components.
Multi-component models and assets -- Multi-component models and multi-components assets help you track the maintenance of your enterprise assets.
Asset groups -- Asset groups in the Enterprise Asset Management application provide a systematic approach to organizing assets based on their functional relationships and their physical placement within an organization. They can help improve data integrity and support maintenance planning, life-cycle tracking, reporting, and access control.
Linear assets -- Expand your asset management portfolio by creating and managing linear assets.
AI in Enterprise Asset Management -- Set up, manage, and optimize your generative AI solutions on the ServiceNow AI Platform from a single workspace.
Indoor maps -- Indoor mapping provides granular location tracking to visualize asset location on a floor map.
Mobile Agent application -- You can use the ServiceNow Mobile Agent application to create, update, and view your enterprise assets. You can also use the application to scan enterprise assets for inventory audits and to complete verifications and departures for asset disposals.
Configure -- Configure the Enterprise Asset Management application to manage the life cycle of your enterprise connected and non connected assets.
Install Enterprise Asset Management -- You can install the Enterprise Asset Management application (com.sn_eam) if you have the admin role. The application installs related ServiceNow Store applications and plugins if they are not already installed.
Install EAM Demo Data -- You can install the EAM Demo Data application (com.sn_eam_demo_data) if you have the admin role. The application includes demo data for the Enterprise Asset Management application.
Manage tabs -- Configure the options to hide or display various tabs, including tabs that are associated with specific model categories, in the Enterprise model management view and Enterprise asset estate view of the Enterprise Asset Workspace.
Manage model categories -- You can create model categories for the Enterprise Asset Management application.
Create a source -- Create a source that you can then assign to classification codes.
Create a classification code -- Create a classification code and assign it to enterprise models and model categories to increase the efficiency of enterprise models.
Create a source -- Create a source to be associated with any failure or resolution code. The source for a code could be internal, external, or even from a manufacturer.
Import failure and resolution codes -- Import multiple failure and resolution codes via Excel templates in the Admin center to assist enterprise asset technicians in diagnosing asset issues and their resolutions.
Create a failure or resolution code -- Create a failure or resolution code to help enterprise asset technicians identify either the asset failure or the solution to the asset problem.
Manage stockroom types -- If the base system stockroom types don't meet your needs, you can create a custom stockroom type in the Enterprise Asset Workspace.
Configure roles to class access -- Gain additional access to model categories by mapping individual enterprise roles to additional enterprise classes.
Create a calibration category -- Create a calibration category to indicate the type of calibration that you need to perform on your enterprise assets.
Create a quality standard -- Create a quality standard to indicate the requirements and guidelines that you must follow while performing your enterprise asset calibrations.
Create a service frequency -- Create a service frequency to specify how often you must perform an enterprise asset calibration.
Create a calibration attribute library -- Create a library of common calibration attributes that are not associated with any enterprise models or enterprise assets. Use these attributes to define the details and requirements of your commonly used calibrations.
Configuring asset TCO -- You can configure your Total Cost of Ownership (TCO) to track the total cost of your assets and to enable capital planning.
Configure task rate cards -- Create a task rate card to capture costs per task type in the Enterprise Asset Workspace.
Configure labor rate cards -- Create a labor rate card to capture costs by the time consumed on an hourly basis.
Create expense lines for closed tasks -- Automatically create expense lines for previously closed tasks, that originally had no expense lines, in order to calculate costs for those tasks.
Configuring risk -- Manage risk scores in the Enterprise Asset Management application by creating configuration values for risk likelihood, risk impact, and risk scores.
Configuring KPI monitoring settings -- Set up the necessary configurations in the Admin Center to enable the tracking of KPIs for your enterprise assets. These settings enable you to monitor and manage the performance your assets.
Opt in to track enterprise asset performance -- Monitor the performance KPIs of enterprise assets in your organization by enabling the KPI tracking for the models to which the assets belong.
Create an operational schedule -- Define the scheduled operational time, which is the duration during which the asset will be in use, by creating an operational schedule.
Configuring shipping -- Track and manage your enterprise asset shipments in real-time by integrating the Enterprise Asset Management application with third-party shipping carriers using the IT Asset Management integration framework.
Create a shipping carrier -- Create a shipping carrier record in the Enterprise Asset workspace to associate the carrier with an integration profile.
Script include for shipping carrier integrations -- Before you can integrate the Enterprise Asset Management application with a third-party shipping carrier, that shipping carrier must create a script include that extends the base ITAMShipmentIntegration script. By extending this script, you can connect to the third-party shipping carrier application and retrieve shipment details in real-time.
Integrate with a shipping carrier -- Integrate the Enterprise Asset Management application with a third-party shipping carrier so that you can track the real-time status of your enterprise asset shipments.
View integration profiles for shipping carriers -- View the integration profiles for your third-party shipping carriers in the Asset operations view of the Enterprise Asset Workspace. These integration profiles enable you to connect to third-party shipping carrier applications so that you can retrieve shipment details for your enterprise assets.
Configure a knowledge article -- Create and edit knowledge articles within a knowledge base to share information across your organization. You can create articles about the Enterprise Asset Management application on subjects such as troubleshooting and configuration.
Opt-in to the Enterprise Asset Management Content Service -- Opt in to the Enterprise Asset Management Content Service to share unnormalized enterprise model data from your organization with ServiceNow to improve the normalization process.
Create a multi-component model -- Create a multi-component model to define more than one model component based on the same product model.
Create enterprise models -- Create a model based on a top tier Enterprise Asset Management model category. Use models to manage and keep track of your assets.
Create enterprise model components -- Create model components and add them to a model. A model comprising of one or more model components is a multi-component model.
Add calibration attributes to an enterprise model -- Add calibration attributes to an enterprise model to specify and manage the calibrations that are required for the associated enterprise assets throughout their life cycles.
Enterprise Asset Management normalization -- The Enterprise Asset Management normalization process enables you to normalize your manufacturer, model name, model number, and model type data of your enterprise models.
Manage enterprise model life cycles -- Manage the complete lifecycle of enterprise models by creating calculated lifecycle templates and associating these templates with the models.
Create a multi-component asset -- Track and manage your assets by creating a multi-component asset from a multi-component model.
Create enterprise assets -- Create assets for specific model categories in the Enterprise Asset Management application.
Create linear assets -- Create linear assets to diversify your Enterprise Asset Management portfolio.
Create segments for linear assets -- Create segments for linear assets to assign work orders to the segments. You can also create maintenance plans for the segments.
Associate a discrete asset to a linear asset -- Associate a discrete asset to a linear asset in order to query and find these assets from the linear asset at a later point of time.
Find linear asset relationships -- You can find relationships between linear assets such as overlapping, continuing, or intersecting assets.
Create additional child assets -- Create additional child assets for the model even if the assets are not defined in the model component.
Create a TCO report in Enterprise Asset Workspace -- Create a TCO report to compare the actual or projected TCO of assets or to compare the actual or projected asset TCO with the benchmark cost of the enterprise model.
Add calibration attributes to an enterprise asset -- Add calibration attributes to an enterprise asset to specify and manage the calibrations that are required for the asset throughout its life cycle.
Asset conditions -- Assessing the condition of assets in your organization aids in effective maintenance planning, resource allocation, and managing the asset life cycle.
Track assets using indoor maps in the Enterprise Asset Workspace -- Use indoor maps to locate and track the enterprise assets, consumable assets, and pallets that are deployed across your organization. Each indoor map consists of an interactive interface that enables you to visualize where your assets are located within your campuses, buildings, floors, and places.
View and add enterprise asset shipments -- Use the Shipments list to view all active enterprise asset shipments from a central location. If an existing shipment doesn’t appear on the list, you can add it manually.
Zebra MotionWorks RFID integration for Enterprise Asset Management -- You can integrate your ServiceNow instance with third-party Zebra MotionWorks location solutions to import and view real-time radio-frequency identification (RFID) location data for your enterprise assets.
View the Asset task time summary report -- Use the Asset task time summary report to see the details of the time spent on all tasks for an asset and its child assets, grouped by task category.
Asset performance reports -- Gain insights into the overall operational efficiency of your organization's enterprise assets by using the asset performance reports available in the Asset analytics view.
Bulk import of your enterprise models and assets -- Use a subflow to import enterprise models and assets of multiple types to your ServiceNow instance at one go. You can also perform a bulk update on existing models and assets.
Submitting an enterprise asset move order -- You can submit an enterprise asset move order through either the ServiceNow Service Catalog or the Inventory view of the Enterprise Asset Workspace.
Submit a move order in the Asset operations view -- Use the Asset operations view of the Enterprise Asset Workspace to submit a move order so that you can move in-use or consumed enterprise assets between locations.
Completing an enterprise asset move order -- After you submit a move order for the in-use or consumed enterprise assets that you want to move, you must perform various tasks to complete the order.
Complete the local move for an enterprise asset -- Perform all tasks that are required to move an enterprise asset without shipping it. You must perform these tasks if you set the Move type field to Local Move in an enterprise move line.
Complete the shipment for a moving enterprise asset -- Perform all tasks that are required to ship an enterprise asset. You must perform these tasks if you set the Move type field to Ship in an enterprise move line.
Normalizing enterprise models -- To standardize enterprise models, the data must be normalized. The normalization process enables you to normalize your manufacturer, model name, model number, and model type data of your enterprise models.
Import and export content data for Enterprise Asset Management -- Import and export content data to the ServiceNow Enterprise Asset Management Content Service to improve the normalization process. On-premise users can use the Manage Enterprise Library module to import or export data via a zip file.
Create custom enterprise model type -- If you have an enterprise model type that isn't represented in the Enterprise Asset Management Content Service yet, you can create a custom model type.
Create custom enterprise model library -- If you have an enterprise model library that isn't represented in the Enterprise Asset Management Content Service yet, you can create a custom model library.
Create custom enterprise product models -- If you have a product model that is not represented in the Enterprise Asset Management Content Service yet, you can create a custom product model.
Revert normalization -- You can revert the normalization of enterprise models in the Enterprise Asset Workspace.
Normalizing firmware for OT assets -- To standardize the publisher, product, and version of the firmware that is embedded into your OT assets, you must normalize the corresponding data in the associated firmware discovery models. By standardizing this information, you can track and manage your firmware more accurately and efficiently.
Import and export content data for firmware -- Import and export content data for firmware that is embedded into your on-premise OT assets. Share this data with the Content Service team so that you can help improve the normalization process.
Create a custom UNSPC classification -- If the UNSPSC classification for any firmware that is embedded into your OT assets isn't already represented in the Enterprise Asset Management Content Service, create a custom UNSPSC classification.
Create a custom firmware product -- If the firmware product that is embedded into your OT assets isn't already represented in the Enterprise Asset Management Content Service, create a custom firmware product.
Create a custom firmware version -- If the version of the firmware that is embedded into your OT assets isn't already represented in the Enterprise Asset Management Content Service, create a custom firmware version.
Create a custom CPE mapping for firmware -- If the CPE mapping for firmware that is embedded into your OT assets isn't already represented in the Enterprise Asset Management Content Service, create a custom CPE mapping.
Create a firmware model -- Create a firmware model for the firmware that's embedded into your OT assets if the model isn't already represented in the Enterprise Asset Management Content Service.
Normalize the firmware manually -- Standardize the publisher, product, and version details of the firmware that is embedded into your OT assets by normalizing the discovered firmware models manually.
Managing incidents in Enterprise Asset Management -- Incident managers or users with the itil role configure the Enterprise Asset Management application by creating, updating, and resolving IT incidents for enterprise assets.
Add a distribution channel to a stockroom in the Enterprise Asset Workspace -- Add a distribution channel to a stockroom so that you can link that stockroom with other geographically-related stockrooms. By linking your stockrooms, you can efficiently source and transfer assets between those stockrooms. You can also assign a rank to each linked stockroom to specify the order of stockrooms that you can source and transfer assets between.
Associate a stockroom with service locations -- Add service locations to a stockroom so that you can source, deploy, and retire its assets across multiple geographic locations.
Stockroom audit access by role -- Audit roles determine which stockrooms a user can view and audit. Depending on your application and assigned role, you may have access to all stockrooms or only personal stockrooms.
Audit enterprise asset inventory -- Audit your enterprise asset inventory to learn where your assets are and what their current status is.
Close an enterprise asset remediation task -- View the open enterprise asset remediation from the Inventory view and close the task after updating the Model category and Model fields value for the asset.
Prepare, deploy, and reclaim loaner assets -- Select and prepare the loaner asset or consumable for deployment and reclamation by using loaner asset tasks. Deploy the loaner asset or consumable for a specific period of time, and reclaim it on the return date.
Return Merchandise Authorization (RMA) -- A Return Merchandise Authorization (RMA) is an agreement between a buyer and a seller that allows the buyer to return, replace, or request the repair of a defective product within the specified warranty period. With the Enterprise Asset Management application, you can submit RMA orders to either replace or repair your defective enterprise assets.
Submit an RMA order -- Submit a Return Merchandise Authorization (RMA) order to initiate the replacement or repair of your defective enterprise assets.
Closing an RMA order -- After you submit a Return Merchandise Authorization (RMA) order for your defective enterprise assets, you must complete various tasks to close the order.
Complete the Prepare task for an RMA order line -- Complete the Prepare task for an RMA order line so that you can proceed with replacing or repairing the given enterprise asset. Alternatively, you can reject the RMA to avoid taking any action on the given enterprise asset.
Complete on-site repair tasks -- Perform all tasks that are required for an on-site repair so that you can complete the RMA process for a defective enterprise asset. You must perform this set of tasks separately for each defective enterprise asset that requires an on-site repair.
Complete off-site replacement or repair tasks -- Work with your asset vendor to perform all tasks that are required for an off-site replacement or repair so that you can complete the RMA process for a defective enterprise asset. You must perform this set of tasks separately for each defective enterprise asset that requires an off-site replacement or repair.
Managing recalled enterprise assets -- You can track and take action on enterprise assets that have been recalled by the asset vendor by using recall orders. You can choose to replace, repair, or retire your recalled enterprise assets. Alternatively, you can choose to provide your users with additional instructions on how to operate your recalled enterprise assets.
Submit a recall order for your enterprise assets -- Submit a recall order to initiate the replacement, repair, or retirement of enterprise assets that have been recalled by the asset vendor. You can also choose to provide your users with additional instructions on how to operate your recalled enterprise assets.
Completing a recall order for your enterprise assets -- After you submit a recall order for any enterprise assets that have been recalled by the asset vendor, you must perform various tasks to complete the order.
Repair a recalled asset on-site -- Perform all tasks that are required for an on-site repair so that you can complete the recall process for an enterprise asset that has been recalled by the asset vendor.
Repair a recalled asset off-site -- Work with your asset vendor to perform all tasks that are required for an off-site repair so that you can complete the recall process for an enterprise asset that has been recalled by the vendor.
Receive replacement assets -- Work with your asset vendor to perform all tasks that are required for an asset replacement so that you can complete the recall process for an enterprise asset that has been recalled by the vendor.
Retire recalled assets -- Perform all tasks that are required for an asset retirement so that you can complete the recall process for an enterprise asset that has been recalled by the asset vendor.
Close an enterprise asset reclamation request -- Close an asset reclamation request to efficiently reclaim enterprise assets when an employee leaves an organization or moves to a different role.
Create a repair order in the Inventory view -- Request repair of enterprise assets that are defective or pending repair by creating a repair order in the Inventory view of Enterprise Asset Workspace.
Fulfilling repair orders in the Enterprise Asset Workspace -- You can fulfill repair orders for your defective and out-of-warranty enterprise assets by completing all repair asset tasks that are associated with the corresponding repair order lines. You can fulfill these orders either manually or through the help repair enterprise assets agentic workflow.
Fulfill repair orders using an agentic workflow -- You can use the help repair enterprise assets agentic workflow to help you manage and complete the troubleshooting and repair of your defective enterprise assets. The workflow uses a collection of AI agents to automatically generate comprehensive troubleshooting, diagnostics, and repair instructions for these assets. The workflow uses also uses these AI agents to automatically validate, update, and close relevant tasks.
Fulfill repair orders manually -- Manually fulfill a repair order by completing all the open repair asset tasks associated with its repair order lines.
Record time worked on asset repair tasks in the Enterprise Asset Workspace -- Manage and record time worked on Troubleshoot asset, Repair asset, and Evaluate asset tasks in the Enterprise Asset Workspace. After you start work on a repair asset task, you can pause and resume work. You can also record the time worked manually.
Pause a repair task in the Enterprise Asset Workspace -- Record a break from a repair task in the Enterprise Asset Workspace if you’re not continuing to work on it. Resume the task when you start working on it again. The system automatically tracks and calculates the actual time taken to complete the task even though the work was interrupted.
Manage enterprise asset picking -- Inventory picking enables inventory users to locate and pick assets within large stockrooms. When you enable asset pick tasks for a stockroom and provide granular location details, technicians can retrieve assets quickly and efficiently.
Putting away enterprise assets -- Enable the Asset put away task explicitly for your stockroom to put away the assets from the receiving bay in the designated aisle-space. View the open Asset put away task and close it after specifying the aisle-space value to move the asset in the stockroom.
Receive assets from inbound shipments at stockroom -- Receive enterprise and consumable assets from one or more shipments that are in transit to your stockroom in the Enterprise Asset Workspace. You can receive assets from shipments originating from any workflow.
Identify suitable replacement options for assets in the Enterprise Asset Workspace -- Use the Inventory availability report to determine suitable replacement options for your assets and their child components that are in use, in maintenance, pending repair, or defective. The report also helps you to determine the quantity of available substitute models that can be used locally, moved through the distribution channels, and estimate the lead time for new purchases.
Identify the supply and demand for models -- Use the Supply vs Demand report to evaluate the available and incoming quantity of models in your stockroom and the requests for these models from different service locations. This report helps you determine if you have enough assets to meet the demand.
Identify the supply for open demands -- Use the Open demands report to determine available stock within local stockrooms and distribution channels to fulfill sourcing requests that are open.
Managing expiring contracts for leased enterprise assets -- You can use the Contract and lease management view to track and take action on leased enterprise assets that are nearing the end of their contracts. You can choose to return your leased enterprise assets, buy out your leased enterprise assets, or extend your lease contracts.
Begin the lease-end process -- Initiate the lease-end process for an expiring enterprise asset lease contract so that you can return the associated enterprise asset, buy out the associated enterprise asset, or extend the lease contract.
Complete the Planning task -- Complete the Planning task for an expiring enterprise asset lease contract so that you can proceed with either returning the associated enterprise asset, buying out the associated enterprise asset, or extending the lease contract.
Return a leased enterprise asset -- Return a leased enterprise asset to the asset vendor before the corresponding lease contract expires.
Create a planned work schedule for your work plan -- Create a planned work schedule to specify when you want the work plan to run and how frequently the schedule should run. You can apply one or more planned work schedules to a single work plan.
Create a maintenance plan for your enterprise assets -- Create a maintenance plan to manage and schedule routine maintenance for your enterprise assets, linear assets, and linear segments. You can run maintenance on-demand or based on a set of specific criteria.
Create a maintenance schedule -- Create a maintenance schedule to specify when you want the maintenance to run using criteria such as time intervals or field values and apply a work order template to the schedule. You can apply one or more maintenance schedules to a single maintenance plan.
Create a part requirement -- If the enterprise asset that is associated with your work order or work order task is missing a required asset or part, create a part requirement to track and verify the missing asset or part.
Create a part requirement for a multi-component asset -- qFor work orders and work order tasks that have multi-component assets, select descendant models to create part requirement records. Create part requirements for descendant models of multi-component assets can be an alternate name for tyhis topic.
Manage assets in a work order task -- Add, remove, or move enterprise assets across work order tasks to manage the work performed on specific assets.
Shut down assets for maintenance -- Move enterprise assets of a shutdown work order task to the shutdown state to indicate that the assets are unavailable for use during maintenance.
Start up assets after maintenance -- Move assets of a startup work order task to the In use state to indicate that the assets are available for use after maintenance.
Move enterprise assets to maintenance state -- Move assets of a break fix or planned maintenance work order task to the In maintenance state to indicate that the assets are under maintenance.
Managing work for your enterprise assets -- You can track and manage work for your enterprise assets and linear assets by using work orders and work order tasks. Supported asset actions for your work orders include asset deployment, swapping, removal, and calibration.
Close the Confirm asset task -- If your work order is associated with a serialized enterprise asset, complete and close the Confirm asset task for that asset.
Review the asset condition results -- After the enterprise technician has completed the condition evaluation, the enterprise asset manager reviews the condition evaluation and views the reports in the Work management dashboard.
Delivering enterprise assets -- As an enterprise asset technician, manage the delivery of enterprise assets that you have in your personal stockroom to any other warehouse stockroom by creating Drop off tasks. The asset manager of the destination stockroom receives the assets that you dropped off, verifies the asset, and completes the Receive and Drop off tasks.
Verify assets received through Drop-off task -- As an asset manager, confirm that you received the enterprise assets that were delivered to your stockroom and complete the Receive task.
Record time worked on Drop off and Receive tasks -- Manage and record time worked on Drop off and Receive asset tasks in the Enterprise Asset Workspace. After you start work on a task, you can pause and resume work. You can also record the time worked manually.
Record time worked manually -- Create an entry for the time worked on a Drop off or a Receive task manually in the Enterprise Asset Workspace.
Asset work order plans -- Work order plans organize sequential asset tasks — such as shutdowns, safety inspections, calibrations, asset condition assessments, and restarts — under a single unified plan, enabling repeatable and scalable execution.
Create a work order plan -- Create and manage a work order plan to organize, assign, schedule, and track complex asset tasks for enterprise assets and asset groups.
Fulfilling enterprise asset requests -- You can fulfill enterprise asset requests that have been submitted through the Service Catalog application. You can fulfill these requests either manually or through the help manage enterprise asset requests agentic workflow.
Fulfill enterprise asset requests by using an agentic workflow -- You can use the help manage enterprise asset requests agentic workflow to fulfill enterprise asset requests autonomously. The workflow uses a collection of AI agents to automatically source assets for these requests.
Request an enterprise asset refresh -- Use the Enterprise Asset Refresh flow to track the assets that are nearing the end of their life cycle and replace them with new assets.
Enterprise asset reclamation -- Use a reclamation workflow to coordinate an employee's offboarding process that lets you request, assess, and reclaim enterprise assets.
Manage enterprise asset inventory audit using the ServiceNow Agent app -- Use the ServiceNow Agent application to scan the enterprise assets that you want to include in your stockroom inventory audits. After you scan all enterprise assets, you can complete the audit on your ServiceNow instance.
Verify and depart enterprise assets for disposal -- Use the ServiceNow Mobile Agent application to complete the verification and departure of any enterprise assets that you want to dispose of.
Pause a task using the Mobile Agent application -- Record a break from a work order task or asset task in the Mobile Agent application if you’re not continuing to work on it. Resume the task when you start working on it again. The system automatically tracks and calculates the actual time taken to complete the task even though the work was interrupted.
Record time worked manually -- Record time worked on a work order task or asset task manually and provide any additional comments on the task using the Mobile Agent application.
Close a Pick Up Asset task using the Mobile Agent application -- Complete and close the Pick Up Asset task for the enterprise asset that you have picked up from the designated stockroom for your assigned work order using the Mobile Agent application.
Close a work order -- Close an assigned work order by marking all the required work for the associated asset as complete using the Mobile Agent application.
Create a checklist for work order tasks -- Manage your work order tasks by creating a checklist of all items that you must complete for a work order or work order task using the Mobile Agent application.
Shutdown assets for maintenance -- Move assets of a shutdown work order task to the shutdown state in the Mobile Agent application to indicate that the assets are unavailable for use during maintenance.
Start up assets after maintenance -- Move assets of a startup work order task to the In use state in the Mobile Agent application to indicate that the assets are available for use after maintenance.
Move enterprise assets to maintenance state -- Move assets of a break fix or planned maintenance work order task to the In maintenance state in the Mobile Agent application to indicate that the assets are under maintenance.
Start working on a repair task -- Indicate in the Mobile Agent application when you start work on a repair task assigned to you.
Record time worked on a repair task -- Manage and record time worked on Troubleshoot asset, Repair asset, and Evaluate asset tasks using the Mobile Agent application. After you start working on a task, you can pause and resume work. You can also record the time worked manually.
Pause an enterprise asset repair task using the Mobile Agent application -- Record a break from a repair task for the enterprise assets using the Mobile Agent application if you’re not continuing to work on it. Resume the task when you start working on it again. The system automatically tracks and calculates the actual time taken to complete the task even though the work was interrupted.
Record time worked manually -- Record time worked on an enterprise asset repair task manually and provide any additional comments on the task using the Mobile Agent application.
Record time worked on pick up tasks -- Manage and record time worked on enterprise asset pick tasks by using the Mobile Agent application. After you start working on a task, you can pause and resume work.
Locate and pick enterprise assets -- Locate an enterprise asset placed in a specific aisle and space in the stockroom by using indoor maps. After locating the asset, pick and drop off the asset to another location within the stockroom using the Mobile Agent application.
Manage Drop off tasks -- As an enterprise asset technician, manage the delivery of enterprise assets that you have in your personal stockroom to any other warehouse stockroom by creating Drop off tasks in the Mobile Agent application. The asset manager of the destination stockroom receives the assets that you dropped off, verifies the asset, and completes the Receive and Drop off tasks in the Mobile Agent application.
Create a Drop off task -- Create a Drop off task using the Mobile Agent to return the enterprise assets in your personal stockroom to any other warehouse stockroom.
Verify assets received through Drop-off task -- As an asset manager, confirm that you received the enterprise assets that were delivered to your stockroom and complete the Receive task using the Mobile Agent application.
Procuring enterprise assets -- You can use the ServiceNow Procurement application to source and receive requested enterprise assets so that you can fulfill service catalog requests.
Enterprise Asset Management reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Enterprise Asset Management.
Domain separation and Enterprise Asset Management -- Domain separation is supported in Enterprise Asset Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Audit results -- The Audit results shows the status of the assets when the scheduled or blind audits of asset stockrooms and other locations is complete.
Enterprise asset disposal order stages -- An enterprise asset disposal order goes through various stages in the disposal process before it’s completed. With each stage, the task that's associated with that stage changes too.
Terminology for linear assets -- Terms commonly used for linear assets in the Enterprise Asset Management application.
Scheduled jobs and tables for firmware model normalization -- Scheduled jobs that run during the normalization of firmware models embedded into Operational Technology (OT) assets and tables that store firmware normalization details are installed with the OT Asset Management application.
Asset put away task fields -- Fields on the Asset put away task form help you create a put away task for the in stock assets.
Industry-specific EAM solutions -- Extend Enterprise Asset Management (EAM) capabilities for specific industries, operational environments, and asset management needs using specialized applications.
Enterprise Asset Management for Healthcare -- The Enterprise Asset Management for Healthcare application is a licensable application that on activation enables you to manage healthcare-specific models, assets, and workflows.
Install Enterprise Asset Management for healthcare -- You can install the Enterprise Asset Management for Healthcare application (com.sn_eamhc) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.
OT Asset Management -- Operational Technology (OT) Asset Management is a specialized offering within the suite of Enterprise Asset Management solutions for managing Operational Technology (OT) and Operational Equipment (OE) assets. With OT Asset Management, you can effectively manage the lifecycle of OT and OE assets.
OT Asset Management licensing -- The ServiceNow platform uses a licensing method where your organization is charged for using the OT Asset Management application. In this licensing model, all assets of the Industrial and Hardware model categories are charged based on the Subscription unit ratio.
Install OT Asset Management -- You can install the OT Asset Management application (com.sn_otam) if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence: The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.
Installed with OT Asset Management -- The user role components, plugins, and applications are installed with activation of the com.sn_otam plugin.
OT Asset Workspace -- The OT Asset Workspace is the intuitive and streamlined user interface of the OT Asset Management application to manage your Operational Technology (OT) and Operational Equipment (OE) assets.
Asset and CI sync for OT assets -- Maintain synchronization between asset and CI for OT assets through MAC address on the asset and the Network Adapter CI.
Enterprise Asset Management for Data Center and Network Asset Management (DCNAM) -- Enterprise Asset Management for Data Center and Network Asset Management (DCNAM) is a licensable application that enables you to manage the life cycles of your mission-critical facility-based enterprise assets and linear assets for telecommunications networks.
Install Enterprise Asset Management for DCNAM -- You can install the Enterprise Asset Management for DCNAM application (com.sn_eam_dcnam) if you have the admin role. If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application installs related ServiceNow Store applications and plugins if they are not already installed.
Critical Environment Asset Workspace -- The Critical Environment Asset Workspace is the intuitive and streamlined user interface of the Enterprise Asset Management for Data Center and Network Asset Management (DCNAM) application.
Enterprise Asset Management for DCNAM licensing -- The Enterprise Asset Management for Data Center and Network Asset Management (DCNAM) application supports a unit-based subscription licensing model in which you must pay a recurring fee for assets to use the application. You can determine the licensing requirements and costs for these assets based on their resource categories and corresponding subscription unit ratios.
View your subscription consumption -- Use the ITAM Licensing Resource Counts [itam_licensing_resource_counts] table to gain insight into your subscription consumption for the Enterprise Asset Management for Data Center and Network Asset Management (DCNAM) application.
Enterprise Asset Management for Providers -- Enterprise Asset Management for Providers is a licensable application that enables Device as a Service (DaaS) providers, vendors, and manufacturers to manage all DaaS-related activities, including the fulfillment of Return Merchandise Authorization (RMA) requests, from a single location.
Install Enterprise Asset Management for Providers -- You can install the Enterprise Asset Management for Providers application (com.sn_eam_provider) if you have the admin role. The application installs related ServiceNow Store applications if they are not already installed.
Managing RMA response orders for defective DaaS assets -- If you are a DaaS provider, vendor, or manufacturer, you can fulfill RMA requests from your customers by creating and managing provider-based RMA response orders.
Create an RMA response order -- Create an RMA response order to track and manage the process of repairing or replacing the defective DaaS assets that are associated with an RMA request.
Create an RMA response order line -- Create an RMA response order line for each defective DaaS asset that you want to repair or replace through an RMA response order. Use each order line to track and manage the tasks that you must complete to repair or replace the given asset.
Completing an RMA response order -- After you create an RMA response order with corresponding RMA response order lines, you must perform various tasks to complete and close the order.
Complete the RMA assessment task -- Complete the RMA assessment task for a defective DaaS asset by assessing the asset and determining the action that you want to take on it. You can choose to repair it, replace it, or reject the associated RMA request.
Complete the Schedule task -- If you want to perform an on-site repair or replacement for a defective DaaS asset, complete the Schedule task for the asset by scheduling a visit to the customer site.
Complete the Evaluate RMA asset task -- Complete the Evaluate RMA asset task for a defective DaaS asset by evaluating the asset and determining whether you want to repair or replace it.
Complete the Repair asset task -- Complete the Repair asset task for a defective DaaS asset by repairing the asset either on-site or off-site.
Complete the Evaluate asset task -- After you repair a defective DaaS asset, complete the Evaluate asset task by evaluating the asset and determining if it can be redeployed.
Complete the Ship task -- If you want to perform a replacement or an off-site repair for a defective DaaS asset, you must complete the associated Ship task by having the customer ship the asset to you. If you choose to repair the asset, you must complete the associated Ship task by shipping the asset back to the customer after a successful repair.
Complete the Receive asset task -- After a customer ships a defective DaaS asset to you for repair or replacement, or after you ship a repaired DaaS asset back to a customer, complete the Receive asset task by verifying that the asset was received successfully.
Managing inbound asset orders for requested DaaS assets -- If you are a DaaS provider, vendor, or manufacturer, you can create and manage provider-based inbound asset orders to provide your customers with the DaaS assets that are requested through your Return Merchandise Authorization (RMA) response orders.
Create an inbound asset order -- Create an inbound asset order to track and manage the process of providing your customers with the DaaS assets that are requested through your Return Merchandise Authorization (RMA) response orders.
Create an inbound asset order line -- Create an inbound asset order line for each DaaS asset that you want to provide to your customers through an inbound asset order. Use each order line to track and manage the tasks that you must complete to provide the given asset to the customer.
Completing an inbound asset order -- After you create an inbound asset order with corresponding inbound asset order lines, you must perform various tasks to complete and close the order.
Complete the Asset selection task -- Complete the Asset selection task for a requested DaaS asset by selecting an asset that matches the criteria specified in the associated inbound asset order line.
Complete the Asset pick task -- Complete the Asset pick task for a requested DaaS asset by picking the asset that a provider asset manager selected for an inbound asset order line. You must pick the asset from the stockroom that the provider asset manager specified when selecting the asset.
Complete the Asset prepare task -- Before you ship the DaaS asset that you picked for an inbound asset order line, complete the Asset prepare task for it by completing any necessary pre-shipment checklists and by inspecting it for defects.
Complete the Asset ship task -- After you prepare the DaaS asset that you picked for an inbound asset order line, complete the Asset ship task for it by shipping it to the customer that it is requested for.
Complete the Receive task -- After you ship the DaaS asset that you prepared for an inbound asset order line, complete the Receive task for it by verifying that the customer received it successfully.
Expanded Model and Asset Classes -- The Expanded Model and Asset Classes application adds model and asset classes that extend base classes within the Configuration Management Database (CMDB) class hierarchy. These extensions include class descriptions, identification rules, identifier entries, and dependent relationships. The application also adds model categories and API categories.
Install Expanded Model and Asset Classes -- You can install the Expanded Model and Asset Classes application (sn_ent) if you have the admin role. If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application installs related ServiceNow Store applications and plugins if they are not already installed.
Verify successful installation -- After you request and install the Expanded Model and Asset Classes application, verify that all enterprise model and asset classes have been added to the CMDB class hierarchy successfully.
Create interoperability mappings -- Create interoperability mappings between assets and models so that you can define their operational relationships at a granular level.
Common applications -- Asset Management application relies on a seamless integrated ecosystem of applications to deliver complete visibility, control, and optimization of IT assets throughout their lifecycle.
Base Asset Management -- The Base Asset Management application integrates the physical, technological, contractual, and financial aspects of information technology assets. Base Asset Management focuses on the financial tracking of company property.
Explore -- The user interface of the Asset Management application is enhanced to make it more user-friendly and intuitive, enabling you to manage your hardware installations better.
Hardware asset overview -- Enhance your Asset Management experience by using the modernized and user-friendly Hardware asset overview view. The Hardware asset overview is a simplified and intuitive environment that helps you use the application more effectively by reducing complexity.
Inventory view -- Use the Inventory view in the Asset Workspace to view and manage inventory-related functions such as stockrooms and transfer orders.
Asset estate view -- Use the Asset estate view in the Asset Workspace to create, view, and modify the assets and also manage asset functions and notifications.
Model management view -- Use the Model management view in the Asset Workspace to create or modify models, view and manage the asset model-related functions such as hardware and consumable models nearing the end of life.
Contract management view -- Use the Contract management view in the Asset Workspace to view and manage details of contracts such as Contract number, Contract start and end dates, terms and conditions statements.
Example Asset Management process -- The best method for managing assets depends on business needs and how your business is organized.
Use -- Use the Asset Management application to manage your assets efficiently.
Work with Asset and CI -- Asset and configuration item (CI) management refers to creating assets, setting appropriate states and substates, synchronizing assets and CIs, managing consumables, and retiring assets.
Create assets -- Create hardware, software, consumable, bundle, pallet, mobile, and facility assets using the Core UI or the Hardware Asset Workspace.
Retire assets -- You can retire an asset at any time.
Delete assets -- You can delete an asset at any time.
Map asset and CI fields -- When you map the asset and CI fields, synchronization happens both ways. Changes to either the asset or CI record are updated to the logically mapped record. You can synchronize custom mappings and mappings provided with the base instance.
Map asset state and CI install status -- Map the asset State and Substate fields to the CI Install Status field. The Substatus field of the CI Install Status field should not be used for hardware CIs.
Map asset state and CI hardware status -- Map the asset State and Substate fields to the CI Hardware Status field. Don't use the Substatus field on hardware CIs because the CI synchronization does not update the field when assets are updated. When you create the mapping, you can set the synchronization direction from the asset, CI, or both.
Manage various assets through asset classes -- The default asset classes are Hardware, Software License, Consumable, Bundle, Software Entitlement, and Facility. These general classes can be used to manage various assets.
Create an asset class -- Creating an asset class requires defining a new table and creating a corresponding application and module, then adding the new asset class to new or existing model categories. The default asset classes are Hardware, Software License, and Consumable. These general classes can be used to manage various assets.
Create license assets -- You can manage your organization's software license assets.
Create fixed assets -- Fixed assets are containers that can hold multiple assets. Fixed assets are commonly tracked at the corporate level by a finance or accounting department, but may contain IT assets such as hardware and software.
Use depreciation with fixed assets -- Fixed assets are containers that can hold multiple assets. Fixed assets are commonly tracked at the corporate level by a finance or accounting department, but may contain IT assets such as hardware and software.
Consumables life cycle -- Consumables are assets that are not tracked individually, but as a group of the same model.
View consumable assets -- Consumables are tracked as a group of the same model, but you can view individual consumables in the consumable model record.
Consume consumable assets -- To consume consumable assets, they must have a state of In Stock and a substate of Available.
Return consumable assets to stockrooms -- Move a consumable asset that is in a consumed state and has completed its life cycle back to an in-stock status.
Dispose of consumable assets -- Dispose of those consumable assets that are no longer required in your stockrooms.
Stockrooms -- Stockrooms are places to which assets are assigned.
Stock rules -- Stock rules are defined criteria stating that when the inventory of a particular asset in a particular stockroom reaches a specified threshold, a certain number should either be transferred from another stockroom or ordered from a vendor.
Manage pre-allocated assets -- Manage pre-allocated assets, which are the assets that the vendor still owns, but has agreed to store in a customer stockroom for just-in-time procurement.
Create pre-allocated assets -- Create a pre-allocated asset that physically exists, but isn’t yet a financial liability.
Allocate a pre-allocated asset -- Assets can be allocated from pre-allocated asset records, which creates new asset records and reduces the Quantity in the original pre-allocated asset record.
Split a pre-allocated asset -- You can split a pre-allocated asset to create a group that can be moved to a different stockroom.
Manage transfer order -- Manage the asset movement from one stockroom to the other using transfer order.
Transfer order flow -- Use the Transfer Order flow to track asset movement from one stockroom to the other and the Transfer Order Line flow to handle the processing of transfer order lines. You can edit the existing flow or create a flow in the graphical Workflow Studio to meet your organization's asset transfer process.
Transfer order tasks -- Transfer assets from one location to the other by moving the assets through the transfer order process. Transfer order lines specify the exact items that comprise a transfer order.
Create a transfer order -- Create a transfer order to move one or more assets from a source stockroom to a destination stockroom.
Create transfer order line -- Add a transfer order a line to a transfer order for each asset or consumable model you want to move.
Close transfer order line task -- Progress a transfer order line through diffident stages by closing the transfer order line task.
Customize transfer order line tasks -- Understand how transfer order line tasks are structured and when to create customized template tasks or subtasks for your organization's asset transfer process.
Create a customized template task -- Create customized template tasks to configure your specific task workflow for transfer order lines. Default template tasks are available with the Asset Management application. You can’t modify or delete a default template task.
Create a template subtask -- Create template subtasks to add granularity to the transfer order line tasks. For example, before preparing for shipment, for a computer, you may want to create sub tasks for imaging the computer or adding additional software.
Transfer order line asset tracking -- Understand how asset states and stock information update automatically as a transfer order line progresses through each stage. Consumables and non-consumables are tracked differently.
Transfer order line asset tracking consumables -- When a consumable is added to a transfer order line, the stock for the consumable is split into two records and the transfer order links to the newly created stock line.
Use Organization Management -- The Organization Management application provides an easy way to perform such asset management tasks as updating users and adding vendors.
Create a new vendor or manufacturer -- The Organization Management application provides an easy way to perform such asset management tasks as updating users and adding vendors.
Locations module -- The Organization Management application provides an easy way to perform such asset management tasks as updating users and adding vendors.
Reference -- Reference topics provide additional information about the lists and forms that you use to configure and administer Asset Management.
Domain separation and Asset Management -- Domain separation is supported in Asset Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Quick start test for Asset Management -- Validate that Asset Management still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.
Installed with Asset Management -- Several tables, user roles, UI policies, script includes, client scripts, and business rules are installed with Asset Management.
Summary of transfer order line tasks -- As assets move through the transfer process, the stage of a transfer order is updated based on the individual transfer order lines tasks.
Read-only and client script modifiable fields -- Comprehensive reference of Asset Management table fields that are restricted from UI editing and those which can be modified using client scripts.
Contract Management -- Manage and track contracts with the ServiceNow Contract Management application.
Contract renewal workflow -- Use the contract renewal workflow to renew contracts that are nearing their expiry date or are already expired. This workflow enables you to renew contracts through a streamlined and managed process.
Create a contract renewal request -- Create a contract renewal request for contracts that are nearing their expiry date or are already expired.
Renew multiple child contracts -- Renew multiple child contracts under the parent contract by using the Contract selection task.
Add or remove assets for a contract renewal -- Add or remove hardware or enterprise assets from the contract renewal process. You can also view the hardware or enterprise assets carried over to the new contract.
Add or remove entitlements for a contract renewal -- Add or remove software entitlements that you want to include in the contract renewal process by using the Software assets selection task. You can also view the entitlements carried over to the new contract.
Update terms and conditions -- Update the terms and conditions in your new contract. You can also view the terms and conditions carried over to the new contract.
Add rate cards to the new contract -- Add rate card details to the new contract by using the Rate cards task to track contract expenses.
Review contract renewal details -- Review the renewal details after completing all the details of a contract by using the Renewal confirmation task. You can then either approve them or mark the details for further review.
Receive a purchase order for contract assets -- Receive the purchase order for assets covered in the contract by using the Renewal purchase order task. This task is available if you have added at least one hardware asset, created an entitlement, or selected an existing entitlement that is in the Build state.
Results of canceling a contract renewal process -- Cancelling a contract renewal process results in a change in the state of Contract, Contract Renewal Request, Contract Renewal Request Lines, and Contract Renewal tasks.
Contract approval flow -- Use the Contract Approval flow to get approval from the approver defined in the contract. You can edit the existing flow or create a flow in the graphical Workflow Studio to meet your organization's contract approval process.
Contract Management use -- Users with the contract_manager role can use the Contract Management application to create various types of contracts, such as leases, warranties, maintenance, and service.
Contract life cycle -- From creation until closure, contracts follow a life cycle that determines which fields can be edited.
Contracts -- A contract is a binding agreement between two parties.
Create a contract -- Create a contract with various contract models, which would act as a binding agreement between the two parties.
Create a software maintenance contract example -- One common use case for the Contract Management application is creating a contract to track maintenance payments for enterprise software. You can use this example to learn how to create a software maintenance contract.
Add an asset to a contract -- You can associate contracts with specific assets, including software licenses.
Add a user to a contract -- A contract can cover specific users. For example, you may use a contract to hire a group of temporary workers.
Add a configuration item to a contract -- Contracts can be associated with configuration items. You can link a contract with configuration items to clarify what the contract legally covers.
Add a document to a contract -- Contracts can be associated with documents. Linking a contract to related documents helps keep all relevant information about a contract together and easily accessible.
Adjust a contract -- After creating a contract, you can change the start date, end date, or payment amount for a contract.
Renew a contract -- After you have created a contract or the contract has expired, you can renew the contract.
Cancel a contract -- You can cancel a contract when the State is Active.
Verify contract administrator assignment for notification -- An event runs automatically each night to send reminders to contract administrators about contract expiration dates so they can renew or renegotiate the contract. You can verify that the right contract administrator is assigned to the contract.
Add terms and conditions to a contract -- After you create a terms and conditions record, add the record to a contract that is in the Awaiting Review, Rejected, Renewal Rejected, or Extension Rejected substate.
Create a contract rate card -- You can create rate cards to track contract expenses. Rate cards help to record and allocate costs.
Contract Rate Card form -- The Contract rate card form enables you to generate expense lines for recurring expenses automatically by providing detailed price information for a contract. There can be multiple rate cards for the same contract.
Create a new expense line -- Typically, expense lines are automatically generated based on assets or users, but you can create a new expense line manually if needed.
Generating expense lines based on assets or users -- An expense line is an expense amount at a given point in time and the record that incurred or generated the expense. You can generate expense lines based on assets or users assigned to the contract.
Create a rate card and assign a user or asset -- You can assign a user or asset when you create a rate card. You can only assign the user or asset that is assigned to the contract.
Configure rate card expense generation -- After assets or users are added to the rate card, you can use the Distribute cost field in the Financial section of the contract to generate rate card expenses.
View contract expense lines -- Use the Expense Lines related list or tab to view and audit all the expenses recorded for a given contract.
Monitor a contract -- You can monitor contracts by viewing contract history and creating contract reports.
Run a contract report -- A variety of contract reports are available to help track and manage contracts.
Condition check definitions -- Condition check definitions enable you to define logical conditions that indicate when to change a field value in a record.
Define a condition check -- You can define a condition check to change values in a contract when the Contract Compliance Checks scheduled job runs each night.
Domain separation and Contract Management -- Domain separation is unsupported in Contract Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Procurement -- Procurement managers can use the ServiceNow Procurement application to create purchase orders and to obtain items for fulfilling service catalog requests.
Procurement roles -- The Procurement application uses the following roles.
Procurement workflows -- Procurement uses the following workflows. You can edit the existing flows or create a flow in the graphical Workflow Studio to meet your organization's asset procurement process.
Use the Procurement Overview module -- Use the gauges on the Procurement Overview homepage to help you track and manage requests, purchase orders, and other important aspects of the procurement process.
Activate Procurement -- You can activate the Procurement plugin that provides core procurement capabilities.
Create a purchase order from a request -- You can create a purchase order directly from a request. This approach enables procurement managers to obtain items and fulfill requests from the Service Catalog. You can create multiple purchase orders from a request.
Create a transfer order from a request -- You can create a transfer order directly from a request to source hardware items and consumables from stockrooms.
Cancel a request from the service catalog -- You can cancel a request from the service catalog if, for example, the item is no longer needed or the request was not approved.
View and edit a catalog task -- Catalog tasks are used to source items and fulfill requests. You can view and edit catalog tasks from a request.
Create a purchase order -- You can create a purchase order. Purchase orders specify assets to order from a single vendor.
Create a purchase order line item -- After you save a new purchase order, you create purchase order line item records to specify the individual items to order.
Purchase order status -- Purchase orders follow a specific life cycle. The Status field on the purchase order record is always read-only.
Purchase order expected delivery date -- The purchase order record and the purchase order line item record both contain the Expected delivery date field.
Cancel a purchase order -- You can cancel purchase orders with a status of Requested, Ordered, or Pending Delivery.
Cancel a purchase order line item -- You can cancel a purchase order line items with a status of Requested, Ordered, or Pending Delivery.
Create an asset and reserve it for the requester -- Create the asset before they're delivered so that you can create the asset record with an asset tag and serial number early in the process and reserve the asset for the user who requested it. The receiver can only select the assets to be received as assets are pre-created.
Receive assets -- Assets can be received and added to the system when they are delivered to a stockroom.
Receive an asset -- When assets are received and delivered to a stockroom, they’re added to the system.
Create a receiving slip -- Receiving slips are created automatically during the process of receiving assets. You can also create receiving slips manually.
Create a receiving slip line -- When assets arrive at a stockroom and you receive them, a receiving slip is created on the purchase order. You create a receiving slip line to identify the specific assets and quantities that were received.
Consumable assets -- A consumable asset is one that is purchased in quantity and distributed. It is assigned to the consumable model category, and the asset record tracks the quantity that is available and total cost. When consumable assets are received, they are merged into an existing consumable record, if available.
Integrating with external procurement applications -- Manage an end-to-end procurement process by integrating external procurement applications with Software Asset Management and create software requisitions directly on the external procurement applications. Software Asset Management tracks these requisitions and automatically generates entitlements or entitlement import errors after these requisitions are received on the external procurement application.
Install Asset Management - Procurement Integration -- You can install the Asset Management - Procurement Integration application (app-itam-procurement-integration) from the ServiceNow Store.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:
Domain separation and Asset Management - Procurement Integration -- Domain separation is supported for Asset Management - Procurement Integration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Integrating with Coupa -- Integrating Coupa with Software Asset Management helps you create software requisitions directly on Coupa. Software Asset Management tracks these requisitions and automatically generates entitlements or entitlement import errors after these requisitions are received on Coupa.
Create a Coupa integration profile -- Create a Coupa integration profile to verify the status of the procurement-scheduled jobs, entitlements, and entitlement import errors created through this profile.
Reference data synchronization -- For a successful integration of Coupa with Software Asset Management, you must synchronize the following reference data types on both the ServiceNow Procurement application and Coupa.
Domain separation and Procurement -- Domain separation is supported in Procurement processing. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
Product Catalog -- The product catalog is a set of information about individual models. Models are specific versions or various configurations of an asset. Asset managers use the product catalog as a centralized repository for model information.
Models -- Models are specific versions or various configurations of an asset. Models are used for managing and tracking assets through various ServiceNow platform asset applications, including Product Catalog, Asset Management, and Procurement.
Model form fields -- There are fields on the Model form that apply to all types of models.
Create hardware models -- Use hardware models to track equipment assets such as servers and racks. You can create a new hardware model.
Add compatible models to a hardware model -- On a hardware model record, you can add compatible hardware models, giving you a good method for tracking hardware assets that can work together.
Add substitute models to a hardware model -- On a hardware model record, you can add substitutes to track what hardware models can be substituted for another hardware model.
Create consumable models -- Consumables are items that are tracked as a group, not individually. An example of consumable items is computer keyboards.
Bundled models -- A bundled model is a single model comprised of individual models. For example, a laptop, printer, keyboard, and mouse can be combined into a single bundled model. If you assign any one asset from the bundled model to an individual, that person receives all the components in the bundle.
Add model components to a bundle -- Add model components to a model as needed, for example, when you upgrade a bundle to include additional assets.
Remove model components from a bundle -- Remove a component from a bundled model, for example, when you want to replace it with a different component.
Software models -- Software models are created as part of the asset management process. You can create product models for software from the product catalog, but you cannot administer all aspects of the software models.
Create application models -- You can create application models that can be managed and tracked within a Scrum development process.
Work order models -- When work management is activated, the ServiceNow platform adds the Work Order Models and Work Task Models modules to the product catalog.
Add skills to a model -- You can associate skills with any model. Creating associations between skills and models is helpful if you are using work management and want to assign tasks to agents based on their skills with specific models.
Publish an item to the hardware catalog -- After you create a hardware item for the vendor catalog, publish it to the hardware catalog for viewing. The hardware catalog is a section within the service catalog.
Publish an item to the software catalog -- After you create a software item for the vendor catalog, publish it to the software catalog for viewing. The software catalog is a section within the service catalog.
View a vendor list -- You can view a list of vendors from the product catalog.
Product catalog items -- Product catalog items are hardware and software that you can track and offer in the service catalog.
Create a product catalog item -- Create hardware and software product catalog items to include in the product catalog and the service catalog.
Activate a product catalog item -- Activate a product catalog item to make it available in the product catalog and the service catalog.
Deactivate a product catalog item -- Deactivate a product catalog item to remove it from the product catalog and the service catalog.
Import a Product Catalog item -- Import a hardware and software product catalog item from one ServiceNow instance to another ServiceNow instance to include it in the product catalog.
Model categories -- Model categories associate CI classes with asset classes. Model categories are part of the Product Catalog application.
View model categories -- Default model categories are included with product catalog. You can view a list of default categories and the categories that you created.
Create assets manually -- The ServiceNow AI Platform does not create an asset automatically under certain conditions. You can create an asset manually as needed.
Edit model categories -- All default model categories can be edited, except for the Contract model category. You can edit any custom model categories that you created at any time.
Domain separation and Product Catalog -- Domain separation is supported in the Product Catalog. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.