About Copilot-ServiceNow authentication

[takei]

Hello
I would like to obtain ServiceNow knowledge using the ServiceNow connector "GetKnowledgeArticles" from Copilot Studio.
I understand that there are three authentication methods: "Basic Authentication", "OAuth2.0", and "MiscroSoft Entra ID", but I cannot find any documentation on how to set them up.
If you are aware of the following points, please let me know.
・Setting methods and documents related to each authentication method
・I understand that "Basic authentication" and "OAuth2.0" can acquire knowledge based on the role of the user used for authentication, and "MiscroSoft Entra ID" can acquire knowledge based on the role of the user's ServiceNow account. Is it okay?

Below is the document I referred to.

https://learn.microsoft.com/connectors/service-now/
https://learn.microsoft.com/microsoft-copilot-studio/advanced-connectors

thank you.

[Rajesh Chopade1]

Hi @takei 

You can follow bellow steps to achieve:

1. Basic Authentication

 Basic Authentication involves using a ServiceNow instance's username and password for authentication.

• Setting Up:
  • You'll need to create a ServiceNow account with the appropriate roles and permissions to access knowledge articles.
  • Enter the username and password into the authentication settings in Copilot Studio.
  • Security Considerations: Basic Authentication transmits credentials in each request, which can be less secure. It’s advisable to use this method with caution, especially in production environments.
• Documentation: ServiceNow does not have specific documentation for Basic Authentication when using the connector, but you can find general info in the ServiceNow API documentation on authentication.

2. OAuth 2.0

OAuth 2.0 is a more secure method than Basic Authentication. It allows access tokens to be used for authentication rather than transmitting passwords.

• Setting Up:
  • In ServiceNow: You need to configure an OAuth provider in ServiceNow to issue access tokens.
    • Navigate to System OAuth > Application Registry and create a new OAuth Application.
    • After registering the application, ServiceNow will provide you with a Client ID and Client Secret.
  • In Copilot Studio: You’ll need to input the Client ID and Client Secret, and configure the authorization settings to handle token retrieval.
  • The access token retrieved by OAuth will be used to authenticate API requests.
• Documentation: You can find information on setting up OAuth 2.0 in ServiceNow in the ServiceNow OAuth Documentation.
• Microsoft Copilot Documentation for OAuth: For Copilot Studio, refer to OAuth 2.0 Authentication Setup.

3. Microsoft Entra ID

 Microsoft Entra ID (formerly Azure Active Directory) integrates Azure AD identities with ServiceNow, allowing for role-based access control.

• Setting Up:
  • In your Azure AD portal, you will need to register your ServiceNow application and grant appropriate permissions (such as Delegated or Application permissions).
  • In ServiceNow: You must ensure that your ServiceNow instance is configured to use Microsoft Entra ID for authentication.
  • Role Mapping: ServiceNow will use the roles assigned to the user in Azure AD to control access to knowledge articles.
  • This method is typically used in enterprise environments where user roles in ServiceNow are mapped to Azure AD roles.
• Documentation: You can find more details on Microsoft Entra ID (Azure AD) integration in the Microsoft Entra ID Integration Guide.

I hope my answer helps you to resolve your issue, if yes please mark my answer helpful and correct.

thank you

Rajesh

[takei]

Hi @Rajesh Chopade1 

Thank you for your reply.
Please provide additional information regarding Entra ID authentication.
Is it okay to configure the settings on the ServiceNow side according to the steps in the official document below?
https://www.servicenow.com/docs/bundle/washingtondc-integrate-applications/page/administer/integrati...

Also, the Microsoft document I received was displayed as 404.

thank you

[SafiC]

Hi @Rajesh Chopade1,

I'm trying to connect my CoPilot Agent from my CoPilot Studio to ServiceNow. I've performed the following steps:
1. Created OAuth application (Create an OAuth API endpoint for external clients).
2. Verified using PostMan that the connection is working (Retrieving the token and being able to create incidents).

But:
When I try making an OAuth connection using ServiceNow connector in CoPilot Studio, I get this error 

Missing code_challenge parameter in the request

Not sure if this is on the CoPilot side or on ServiceNow. I'm currently running the Washington release in ServiceNow, can you please help?

[shamill70_mh]

Did you figure this one out? I'm getting the same error from a different integration.