Jeanette Smith
ServiceNow Employee
ServiceNow Employee
Welcome to the ServiceNow Knowledge19 Pre-Conference - Customer Servicer Management Fundamentals Class
This is a dedicated Community Article for class communication, collaboration, and fun!!!
 
Please post your questions here using the COMMENT link. Classroom staff will be monitoring this conversation during class on May 5-6, 2019 and will answer to the best of their ability.
 
Dates: May 5 & 6
Rooms: Casanova 502, Sands Level 1
Primary Instructor:
  • James Divine - Primary Instructor
  • Gavin Lowe - Secondary Instructor
  • Jeanette Smith - Track Lead
  • Fred Delbart - TA
  • Kelli Hoeppner - TA
  • Top Tanti - TA

 

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Comments
gavinsn
ServiceNow Employee
ServiceNow Employee

Hello everyone! I am looking forward to a fun class.

felladin
Tera Guru

Hello Gavin!

seanphelan
Tera Expert

Question in the CASE to Incident Relationship: lab 3.08

The current UI action in SN creates an incident.  The case remains open for communication to the customer and the INC is being worked on by your IT agent. In our planned release of CASE CSM will be used by our Tier 1 and if they need to route to Tier2 or 3 they will create an INC.  If I was to modify the UI action to open and INC and close the case would this update to the logic of the ui action work in the agent workspace interface?

 

If the Servicedesk routes the item to Tier2/3 the case is no longer required to be open with Tier1 and Tier2/3 will not have a CSM licence.

 

andrewwaites
Tera Contributor

Good morning.

bhavna7
Tera Explorer

Bhavna Hilligrass, Red Hat, A.

chrisperry
Giga Sage

Chris Perry, Cox Enterprises Inc., A/B -- currently implementing CSM

michellenew
Kilo Contributor

Michelle, Comcast, NBCU, Planning to implement CSM

Rob Nijbroek
Tera Explorer

Rob Nijbroek, Company: Fruition Partners Netherlands, CSM status: virgin.

 

C- just learning

Shane J
Tera Guru

Shane Juedes (yee-dess)

Exact Sciences

Implementing CSM soon.

psmith969
Tera Explorer

Patrick Smith, GoDaddy.com, B

Tyler Hoge - Gl
Tera Guru

Tyler Hoge, CloudPires LLC., B

Community Alums
Not applicable

Johnny Toms, Axians (Sweden), A

bill_blaney
Kilo Expert

Bill Blaney, Sovereign Systems, we are a ServiceNow partner looking to expand into CSM!

steve_reekie
Tera Contributor

Steve Reekie, Crossfuze (UK), A/B/C

hshpits
Tera Contributor

Helen Shpits, Princeton University, A/B/C

felladin
Tera Guru

Anton Vettefyr, AddPro AB, Here to see if CSM is what we will move over to from ITSM.

Snigdha1
Tera Explorer

Vana Snigdha Tummala, CloudPires LLC, B

jermainemccord
Kilo Contributor

Already have CSM Implemented

David280
Tera Contributor

David Almqvist, working at a consultant company called Verano in Stockholm Sweden, planning to implement CSM for customers.

candrea
Mega Contributor

Casper Andrea

Capgemini Denmark

B) Planning to implement CSM for our customers

Stefan Carlsson
Kilo Explorer

Stefan Carlsson, Procori SMC a ServiceNow partner in Sweden. Here to learn and plan to implement as we have a number of CSM case around the corner

Nick Myers
Tera Explorer

Nick Myers - I work with the Bronze partner ENS, Inc., and we are planning to implement CSM.

dan_brown1
Kilo Contributor

Dan Brown, JDS Australia Silver ServiceNow Partner. Here to learn and plan implementations of CSM.

Mark_iE
Tera Contributor

Mark Enet, Konica Minolta Business Solutions. Planning a CSM implementation.

Marcus_Alt
Tera Contributor

Hi all, looking forward to a great course and a great time at K19.

Evgeniy G
Kilo Explorer

Evgeniy Gilenko, Daimler AG, planning to implement CSM in my company

gavinsn
ServiceNow Employee
ServiceNow Employee

Hi, 

 

I will check on this. The Agent work space can be configured but the licensing is the issue. We will get a answer soon. 

gavinsn
ServiceNow Employee
ServiceNow Employee

clabs.link/csmf-a  Register for an instance

Igor25
Kilo Explorer

Igor Koska, consultant from Agineo GmbH, I am here to learn

hslau
Tera Expert

Helen Lau, Weill Cornell Medicine, I am here to learn how to implement CSM.

Chase Long1
Mega Explorer

Chase Long - Sovereign Systems, Sliver Partner - B, Learning to implement CSM.

andrewwaites
Tera Contributor

Here is a screenshot of the missing slide

Jeanette Smith
ServiceNow Employee
ServiceNow Employee

Thanks! I have also included it in the introduction

Elias Franz
Kilo Explorer

For some of the tables in CSM that are architecturally within the ITSM suite, are IT fulfiller licenses typically required to fully manage that information to be used in CSM?

For example, I'm not able to locate a 'Create' ACL for allowing any CSM roles to create new Assets to be used in CSM processes.

 

Thanks,

Elias

emyrold
Giga Expert

Does anyone remember the name of the book on "Experience" James mentioned a few minutes ago?

steve_reekie
Tera Contributor
Jeanette Smith
ServiceNow Employee
ServiceNow Employee

The CSM with Service Management eLearning classes can be found on ServiceNow Saba Cloud.

https://servicenow.sabacloud.com

If you don't already have an account you will first need to register. 

Once you have logged into your account then search for, and enroll into, the following: 

CSM with Service Management for BPC

and/or

CSM with Service Management for Implementer

The Implementer course has a micro-certification. 

 

David280
Tera Contributor

Does anyone know where I can find more information, tips and best practice for moving an instance from ITSM to CSM when it comes to customer tickets/cases?

Any "step.by.step" guide for what you should do in wht order or similar? Just to start with to get an idea of what needs to be done.

gavinsn
ServiceNow Employee
ServiceNow Employee

We are checking on this now. I see the acl for Read access for CSM on the asset table.  

 

Thank you.

 

 

Elias Franz
Kilo Explorer

Thanks,

The 'customerservice_manager' role includes the 'asset' role, meaning that a customer service manager (John Jason is a demo user) can manage assets. However since the 'asset' role allows them to do this, ITSM licensing needing to be in place to use these tables is the essence of my question.

 

Thanks,

Elias

David280
Tera Contributor

something is wrong with that site at the moment.

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gavinsn
ServiceNow Employee
ServiceNow Employee

Here is the licensing guide for ITSM. There are 2 SKU's for CSM.

 

 

Elias Franz
Kilo Explorer

Thanks!

seanphelan
Tera Expert

B2C

 

For those like me who are already set up for Incident, Requests etc.. and have their users in the sys_user table and are wanting to add CSM to their system you notice the the issue that the CASE identifies the POC via the csm_consumer table, not the sys_user table.  Well, this table has a field called User Login that is a reference to the csm_consumer_user table.  This table is extended from the sys_user table.  

So as a test, i moved my record row to the csm_consumer_user table and created a consumer profile.  I was able to log in via Single SignOn with no issues.  A fix script would be needed to move your data from sys_user to csm_consumer_user and keep the same sys_id so you don't loose any user history.  Then update your user load transform to point to the new consumer_user table.  I would keep any custom accounts like ones used for integration on the sys_user table move the accounts of users that you need to identify in CASE, Incident etc...

 

Sample Script:

var oldRecord = new GlideRecord('sys_user');

oldRecord.addQuery('{SOME CONDITIONS IF YOU DONT WANT ALL USERS');

oldRecord.query();

while ( oldRecord.next() ) {

  var newRecord = new GlideRecord('csm_consumer_user');

  newRecord.initialize();

  newRecord.sys_updated_by = oldRecord.sys_updated_by;

  newRecord.sys_updated_on = oldRecord.sys_updated_on;

  newRecord.sys_created_by = oldRecord.sys_created_by;

  newRecord.sys_created_on = oldRecord.sys_created_on;

  newRecord.custom_field_1 = oldRecord.custom_field_2;

  newRecord.autoSysFields(false); //disables updates to sys_updated_by, sys_updated_on, sys_mod_count, sys_created_by, and sys_created_on.

  newRecord.insert();

}

 

 

 

 

Nick Myers
Tera Explorer

"The Effortless Experience"

seanphelan
Tera Expert

B2C user question from earlier if you are already set up for users on the sys_user table.

For those like me who are already set up for Incident, Requests etc.. and have their users in the sys_user table and are wanting to add CSM to their system you notice the the issue that the CASE identifies the POC via the csm_consumer table, not the sys_user table.  Well, this table has a field called User Login that is a reference to the csm_consumer_user table.  This table is extended from the sys_user table.  

So as a test, i moved my record row to the csm_consumer_user table and created a consumer profile.  I was able to log in via Single SignOn with no issues.  A fix script would be needed to move your data from sys_user to csm_consumer_user and keep the same sys_id so you don't loose any user history.  Then update your user load transform to point to the new consumer_user table.  I would keep any custom accounts like ones used for integration on the sys_user table and just move the accounts of users that you need to identify in CASE, Incident etc...

 

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**SAFE HARBOR HERE IS MY THOUGHT HOW TODO IT - NOT FULL TESTED AND VETTED**
Sample Script to move the user but keep the same sys_id for history and create Consumer profile:
//Fix Script fun in background
var oldRecord = new GlideRecord('sys_user');
oldRecord.addQuery('user_name=sphelan');//testing on this one user
oldRecord.addQuery('sys_class_name=sys_user');
oldRecord.query();
while ( oldRecord.next() ) {
//Lets move to the new table
var newRecord = new GlideRecord('csm_consumer_user');
newRecord.initialize();

newRecord.name=oldRecord.name;
newRecord.email=oldRecord.email;
newRecord.employee_number=oldRecord.employee_number;
newRecord.first_name=oldRecord.first_name;
newRecord.last_login=oldRecord.last_login;
newRecord.last_login_device=oldRecord.last_login_device;
newRecord.last_login_time=oldRecord.last_login_time;
newRecord.last_name=oldRecord.last_name;
newRecord.vip=oldRecord.vip;
newRecord.building=oldRecord.building;
newRecord.company=oldRecord.company;
newRecord.department=oldRecord.department;
newRecord.location=oldRecord.location;
newRecord.manager=oldRecord.manager;
newRecord.user_name=oldRecord.user_name;

newRecord.sys_id=oldRecord.sys_id;

newRecord.sys_updated_by = oldRecord.sys_updated_by;
newRecord.sys_updated_on = oldRecord.sys_updated_on;
newRecord.sys_created_by = oldRecord.sys_created_by;
newRecord.sys_created_on = oldRecord.sys_created_on;
newRecord.autoSysFields(false); //disables updates to sys_updated_by, sys_updated_on, sys_mod_count, sys_created_by, and sys_created_on.
newRecord.insert();

//lets make the profile
var csmprofile = new GlideRecord('csm_consumer')
csmprofile.initialize();

csmprofile.first_name=oldRecord.first_name;
csmprofile.last_name=oldRecord.last_name;
csmprofile.email=oldRecord.email;
csmprofile.street=oldRecord.street;
csmprofile.city="College Park";
csmprofile.state="Maryland"
csmprofile.zip="20740";
csmprofile.user = oldRecord.sys_id;//link to profile for login
//add other fields here you want to display on the reference field pop-up on the case form
csmprofile.insert();

//lets remove this record form the sys_user table
oldRecord.deleteRecord();

}
 

 

 

 

Version history
Last update:
‎05-01-2019 03:22 PM
Updated by: