Load user allocation data to entitlement

loberle
Tera Expert

Hi all,

I need to load allocations for an entitlement.  I found the article below from a couple of years ago but was hoping for another way.

https://community.servicenow.com/community?id=community_question&sys_id=a93d5c0adbac8010feb1a851ca96190e&feedbacktype=reply

There is an entitlement import function, but I am struggling to figure it out. The Quick start guide example shown is a user table where the template is for entitlements.  It implies that there should be two templates, one for entering new and one to update existing data but I can only find one. The template that is downloaded doesn't have fields for user data. It is all entitlement related. It looks like it uses sys ids if you do want to update but asset managers by default can't see sys ids. Sys Ids are not even available to add in a list view without admin assistance.

find_real_file.png

 

Am I missing something?

 

As an asset manager, you are always allocating licenses, adding entitlements, updating contract renewals with associated assets or correcting data based on audits.  I can't ask my System admins to create import sets or help load data every day. There needs to be an easier way for Asset Managers to quickly load and correct data when needed without being an admin or waiting on them to take a step. 

Any help would be appreciated.

 

Lisa

3 REPLIES 3

Rahul Talreja
Mega Sage
Mega Sage

Hi Lisa,

I have worked on similar kind of requirement and gone through your question as well as the link you have shared.

The method which we have suggested in view to fulfilment was the transform map and import set.

If you can get a standard template and a transform map created for it in your instance, It will be mere a few click process and can be done daily in a couple of minutes.

In this to reduce human error and to ease your work, you can also make it possible to be done via only script
(This can be done by fix script) which will be a single click process.

And this fix script can also be substituted by a schedule job which may run as per the scheduled time and consider the latest updated loaded template.

Hope it may help you,
Please mark my answer correct/helpful as applicable
Thanks and Regards
Rahul

Please mark my response correct/helpful as applicable!
Thanks and Regards,
Rahul

Scott Halverso1
Mega Guru
Mega Guru

Hi Lisa,

Partnership with a system admin is critical as an asset manager using ServiceNow. This is the way the platform is designed out-of-the-box.  HAM Pro ships with a Advance Shipment spreadsheet import and SAM Pro ships with a SW Entitlement spreadsheet import capability that doesn't require a platform admin to assist.

We frequently find creative ways to allow asset managers to work around the dependancy on platform admins. 

1. Grant asset managers the roles to be their own import admins.

2. Create items in the Service Catalog where by submitting a request with an attachment the system automatically uploads the data.

3. Inbound email rules to process the spreadsheet.  Here's a post on that

4. Define a 'landing skid/file drop location' Use powershell scripts to monitor the file drop and push into ServiceNow and invoke processing/transforming

For the device/user allocation I recommend you upvote this idea to help ensure ServiceNow product owners address this opportunity.

 

If you have your admin go down the path of writing a transform map for device/user allocation, I'd recommend writing the import flexible enough to handle user or device based allocations.

Hi Scott,

Thanks for the info! I have opened a ticket for system admins to review your suggestions. I also upvoted the idea! Hopefully, Service Now will address it sooner rather than later. For Asset Manager's to be successful, we must be able to load our own data and troubleshoot our own issues without creating a ticket each time.