Tableau Connector for ServiceNow

Build 20.0.7711

カスタムクレデンシャル

OAuth requires the authenticating user to interact with ServiceNow using the browser. The connector facilitates this in various ways as described below.

Creating a Custom OAuth App

You can follow the procedure below to register an app and obtain the OAuth client credentials, the OAuthClientId and OAuthClientSecret. Note that you will need to activate the OAuth plugin for your instance if it is not active already.

  1. Log in to your ServiceNow instance.
  2. In the Navigator, click System OAuth -> Application Registry.
  3. Click New and then click Create an OAuth API Endpoint for External Clients.
  4. Select the Active check box, enter a name for the app, and set a Client Secret or leave this blank to have one generated automatically.
  5. Enter a value in the Redirect URL box. If you are making a desktop application, set the Redirect URL to http://localhost:33333 or a different port number of your choice. If you are making a web application, set the Redirect URL to a page on your Web app you want the user to be returned to after they have authorized your application.
  6. After clicking submit, you may navigate back to the newly created app to take note of the OAuthClientId, OAuthClientSecret, and CallbackURL values.

Authenticate to ServiceNow using the OAuth PASSWORD grant

After setting the following connection properties, you are ready to connect:

  • OAuthGrantType: Set this to PASSWORD.
  • AuthScheme: Set this to OAUTH.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.
  • OAuthClientId: Set this to the Client Id in your app settings.
  • OAuthClientSecret: Set this to the Client Secret in your app settings.
  • User: Set this to your username.
  • Password: Set this to your password.
  • Instance: Set this to your instance. For example, if your instance URL is https://MyInstance12345.service-now.com/, set the Instance property to ' MyInstance12345 '.
When you connect the connector then completes the OAuth process:

  1. Extracts the access token from the response and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Authenticate to ServiceNow using the OAuth CODE grant

After setting the following connection properties, you are ready to connect:

  • OAuthGrantType: Set this to CODE.
  • AuthScheme: Set this to OAUTH.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.
  • OAuthClientId: Set this to the Client Id in your app settings.
  • OAuthClientSecret: Set this to the Client Secret in your app settings
  • CallbackURL: Set this to the Redirect URL in your app settings.
  • Instance: Set this to your instance. For example, if your instance URL is https://MyInstance12345.service-now.com/, set the Instance property to ' MyInstance12345 '.
When you connect the connector then completes the OAuth process:

  1. Pops-up a browser where the user will need to authenticate.
  2. Retrieves the verifier code.
  3. Requests an access token using the verifier code obtained.
  4. Extracts the access token from the response and authenticates requests.
  5. Refreshes the access token when it expires.
  6. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 20.0.7711