Designer Knowledge Base & User Guide

Getting Started / Initial Configuration

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This getting started guide is intended to provide you with general recommendations for the minimum initial configuration of the Designer Application within your organization.

Best-practice is to perform configuration work on a non-production instance e.g. development instance and migrate the UpdateSets and XML files to the production instance in a controlled way.

To perform the initial configuration you need ServiceNow System Admin rights. Please contact your ServiceNow Admin for further support!

1. Installation

The installation of the Designer application needs to be performed by your ServiceNow admin and takes around 10-15 minutes. It is a full handsfree installation and needs to be performed on the non-production instances e.g. sandbox, development, test, training, pre-production, and on the production instance.

After the successful purchase of the Designer application licenses will be automatically assigned by ServiceNow to your organizations ServiceNow instances but need to be entitled first.

Entitlement

To receive entitlement go to the app details page on the store.

  • Log in with your HI credentials. Please contact your company HI admin if you do not have credentials
  • Click on Complete Purchase
  • You will be presented with the contract details
  • Accept the Site Terms of Use checkbox and click on Complete Purchase button

Your app will then be entitled for install on your ServiceNow instances. 

Installation Instructions

To install the application on pre Madrid instances:

  1. Log in to the ServiceNow instance on which you want to install the app.
  2. Navigate to System Applications > Applications.
  3. For Kingston release or before, click the Downloads tab. For London release, click the Not Installed tab.
  4. Locate the app and click Install. The application is automatically installed onto your instance.
    NOTE: You can select the option to ‘Install with Demo Data‘ which will install the application with example diagrams, indicators & breakdowns and relationship definitions.

To install the application from Madrid onwards:

  1. Log in to the ServiceNow instance on which you want to install the app.
  2. Navigate to System Applications > All Available Applications > All.
  3. Search for the app you want to install.
  4. Click on Install. The application is automatically installed onto your instance.
    NOTE: You can select the option to ‘Install with Demo Data‘ which will install the application with example diagrams, indicators & breakdowns and relationship definitions.

2. Access Rights (ACLs)

Once the installation is ready, get your credentials for the various ServiceNow instances and ask the ServiceNow admin to assign the users to the following 4 groups (roles):

  • Designer Admin (minimum required to perform the remaining configuration steps)
  • Designer Editor (to create and edit diagrams)
  • Designer Reader (to read diagrams in presentation mode)
  • Designer Commit (to create new elements and relationships in ServiceNow through the Diagram)

See Roles & Groups for further details.

3. Metamodel support

Designer is a certified application natively running within the ServiceNow platform without any integration needs. A minimum configuration is necessary to provide access to the required tables.

Metamodel

Ensure your target metamodel is implemented in ServiceNow and you have a good idea about all interdependencies required. Please check, if the following is in place in ServiceNow before you proceed:

  • Tables (sys_db_object)
  • Relationship Types (cmdb_rel_type)
  • Suggested Relationships (cmdb_rel_type_suggest)

Class Definitions

Class Definitions are mandatory to define the tables which are visible within the Repository Browser to query and insert ServiceNow data. The Class Definitions are essential to define the default styling per table, too.

Designer is installed with over 100 pre-configured Class Definitions. Please go to the Class Definitions Table and activate/deactivate those required respectively create new Class Definitions.

See Class Definitions Table and Class Definitions Form for further details.

Application Cross Scope Privileges

Designer is scoped application and requires ‘Cross Scope Privileges’ to be able to read other tables, or create entries in tables (commit) if required.

Once the Class Definitions have been created make sure, that for all tables within your Metamodel an Application Cross Scope Privilege with read access is available.

See Application Cross Scope Privilege for further details.

With completing this step users can use Designer and query/receive data from the ServiceNow tables to create diagrams.

4. Shape Libraries

Shapes and shape libraries are essential for users creating diagrams. Limit the number of shapes to have standardized diagrams which can be recognized quickly and understand by any stakeholder.

Start by activating/deactivating the shape libraries and shapes your organization is requiring.

See Shape libraries for further details.

A good-practice is to create your own shape library which contains only shapes you want users to use.

See Create Your Own Shape Library for further details.

Further Configuration

The first 4 points are essential to get Designer running with a minimum configuration. But there are further steps required to configure Designer to increate the value: