Configure Rollup Records in Major Security Incident Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Configure Rollup Records in Major Security Incident Management

    This guide explains how to configure rollup records in Major Security Incident Management (MSI) within ServiceNow. Rollup records control what information is aggregated or "rolled up" from source records when they are linked, proposed, or promoted as Major Security Incidents. This setup allows administrators and MSI workspace admins to customize data visibility and relationships between incidents and their associated records.

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    Key Steps to Configure Rollup Records

    • Access the configuration by navigating to Major Security Incident Response > Linked Records Configuration.
    • Select an existing linked record or create a new one, then go to the Rollup Record Configuration section.
    • Click New to create a rollup configuration and fill out the required fields.

    Important Configuration Fields

    • Name: Identifier for the rollup record configuration.
    • Active: Enables the configuration to be applied during rollup operations.
    • Linked Record Configuration: Read-only unique identifier linking to the parent record configuration.
    • Source Table: The table from which data is rolled up, also read-only.
    • Rollup Type: Determines how data is rolled up:
      • Relationship: Data appears as a related list; requires scripting.
      • Reference: Data is rolled up via reference fields; configured by selecting source and target fields.
    • Rollup Script: For Relationship type, enables custom scripting to query related data and roll it up using the MSIRollupEngine utility.
    • Source Field and Target Field: For Reference type, specify fields to map data from the source record to the linked record.

    Script Configuration Details

    When using the Relationship rollup type, scripts receive two inputs:

    • sourceSysId: Sys ID of the source record being linked or promoted.
    • msiSysId: Sys ID of the Major Security Incident.

    The script should query relevant relationship tables using sourceSysId, then use the MSIRollupEngine utility to update the Linked Record (snmsim2mchild) table with the rolled-up data. No output value is required.

    Roles and Permissions

    • System Administrator: Can create rollup record configurations.
    • MSI Workspace Admin: Can update existing configurations.

    Why This Matters

    Configuring rollup records enables you to precisely control what information from source records is aggregated into Major Security Incidents. This customization improves data clarity and relationship management, facilitating better incident response and tracking within the MSI workspace.

    Related Configurations

    • Linked Records configuration in MSI.
    • List layout configurations for MSI.
    • Example implementations for security case rollups.
    • On-demand atomic rollup operations.

    Configure Roll up records in Major Security Incident Management to control the information, which will be rolled up when the source record is linked/proposed/promoted as Major Security Incidents.

    Role required: admin and sn_msi.workspace_admin.
    Note:
    The system admin can create the record and MSI workspace admin can update it.
    Procedure
    1. Navigate to Major Security Incident Response > Linked Records Configuration. The Linked Record Configurations page displays.
    2. Select or create a new linked record and navigate to the Roll up Record Configuration section from the same page.
      Figure 1. Rollup Record Configuration section
      Rollup record configuration
    3. Click New.

      Rollup record configuration page

    4. On the configuration page, fill the details.
      Table 1. Rollup Record Configuration
      Field Name Field Description
      Name Indicates the name of the rolling up record.
      Active Select this check box to implement the current configuration when rollup of source record happens.
      Linked Record Configuration Indicates a unique number, which refers to your parent linked records configuration and read-only.
      Source Table The source table name used in the Linked Record configuration, which is read-only.
      Rollup Type Describes the type of information which should be rolled up.
      • Relationship: Select this option if the data need to be present as a related list.
      • Reference: Select this option if the data is present as a reference field on the source table form.
      Rollup Script If the rollup type is: Relationship, then the Rollup Script field is enabled, which allows you to write script and can be used to rollup information.

      Here the script will receive the inputs which contains information of the source record and major security incident. The script should be able to find the information from the relationship tables and rollup to Linked Record (sn_msi_m2m_child) table.
      Source Field If the rollup type is: Reference, then the Source Field is available. This enables you to select the Source Table reference field which contains the information that needed to be rolled up.
      Target Field If the rollup type is: Reference, then the Target Field is available. This enables you to reference field from the Linked Record(sn_msi_m2m_child) table and will store the data which is present in the selected Source Field and in the Source Table record.

    Writing script for rollup

    Name Description
    Inputs
    • sourceSysId: Sys ID of source table record which is either getting linked / proposed / promoted.
    • msiSysId: Sys ID of major security incident to which source record is getting linked / proposed / promoted.
    Output No output return value.
    Responsibility Script should rollup information to Linked Record(sn_msi_m2m_child) table.
    • Use sourceSysID to query data from ServiceNow relationship tables.
    • After the data is fetched, roll up the data to a Linked Record (sn_msi_m2m_child) using MSIRollupEngine utility to roll up data.