ServiceNow Connector for SSRS
In this article you will learn how to integrate Using ServiceNow Connector you will be able to connect, read, and write data from within SSRS. Follow the steps below to see how we would accomplish that. The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
Connect to ServiceNow in other apps
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Video Tutorial - Integrate ServiceNow data in SSRS
This video covers following and more so watch carefully. After watching this video follow the steps described in this article.
- How to download / install required driver for
ServiceNow integration in SSRS - How to configure connection for
ServiceNow - Features about
API Driver (Authentication / Query Language / Examples / Driver UI) - Using
ServiceNow Connection in SSRS
Create Data Source in ZappySys Data Gateway based on API Driver
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Download and install ZappySys ODBC PowerPack.
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Search for gateway in start menu and Open ZappySys Data Gateway:
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Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
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Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.
ServicenowDSN
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When the Configuration window appears give your data source a name if you haven't done that already, then select "ServiceNow" from the list of Popular Connectors. If "ServiceNow" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
ServicenowDSNServiceNow -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
Authenticate using ServiceNow instance username and password.
Steps how to get and use ServiceNow credentials
Locate your ServiceNow instance credentials and use them for HTTP authentication:
- Go to https://developer.servicenow.com/dev.do and log in.
- Click on your profile picture.
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When a menu appears, click on Manage instance password or a similar option:
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In a new window you will see your HTTP Basic Authentication credentials:
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Done! Use this username and password when configuring OAuth Authentication parameters.
Fill in all required parameters and set optional parameters if needed:
ServicenowDSNServiceNowBasic Auth [Http]https://[$InstanceName$].service-now.com/api/nowRequired Parameters InstanceName Fill-in the parameter... User name Fill-in the parameter... Password Fill-in the parameter... Optional Parameters ApiVersion v2 RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True Authenticate using ServiceNow instance username, password, OAuth Client ID, and Client Secret. [API reference]
Steps how to get and use ServiceNow credentials
Create OAuth application and use it for authentication:
- Login to your instance at https://your-instance-id.service-now.com.
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Start by clicking on menu item All, then search for oauth, and click Application Registry option:
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Then click button New:
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Continue by clicking Create an OAuth API endpoint for external clients option:
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Move on by naming your OAuth application and entering a Client Secret (or let it be generated automatically).
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Finally give it a final touch by increasing the Refresh Token Lifespan value to
315,360,000
(it should last for 10 years): -
Done! Now you can use Client ID and Client Secret when configuring OAuth Authentication parameters.
Fill in all required parameters and set optional parameters if needed:
ServicenowDSNServiceNowOAuth [OAuth]https://[$InstanceName$].service-now.com/api/nowRequired Parameters InstanceName Fill-in the parameter... User name Fill-in the parameter... Password Fill-in the parameter... Client ID Fill-in the parameter... Client Secret Fill-in the parameter... ApiVersion Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429|503 RetryCountMax 5 RetryMultiplyWaitTime True -
Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
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Click OK to finish creating the data source.
Read data in SSRS from ZappySys Data Gateway
- Open Visual Studio and create a new SSRS project
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Then add a new Shared Data Source (you can create a non-shared data source inside report too):
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Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:
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Once a window opens, configure it similarly. Configure "ServicenowDSN" as database name. Finally, hit Test Connection and OK:
ServicenowDSN
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Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:
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Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this:
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If you did not follow through report's creation wizard and already had report created, you can simply add a new dataset:
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Finally, once you complete the report, similar results show up:
Passing Parameters to SSRS Report / Filter data
If you want to parameterized your report then refer to this articleAdvanced topics
Create Custom Stored Procedure in ZappySys Driver
You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.
Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
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Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
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Enter the desired Procedure name and click on OK:
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Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
CREATE PROCEDURE [usp_get_orders] @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
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That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
Exec usp_get_orders '1996-01-01';
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Create Custom Virtual Table in ZappySys Driver
ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.
If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.
Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.
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Go to Custom Objects Tab and Click on Add button and Select Add Table:
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Enter the desired Table name and click on OK:
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And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
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Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
SELECT "ShipCountry", "OrderID", "CustomerID", "EmployeeID", "OrderDate", "RequiredDate", "ShippedDate", "ShipVia", "Freight", "ShipName", "ShipAddress", "ShipCity", "ShipRegion", "ShipPostalCode" FROM "Orders" Where "ShipCountry"='USA'
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That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
SELECT * FROM "vt__usa_orders_only"
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Actions supported by ServiceNow Connector
ServiceNow Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description | ||||||||||
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SysId |
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Query |
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Fields |
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SysId |
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SysId |
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TableName |
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TableName |
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SysId |
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Fields to include in response (Keep blank to get all fields -OR- Enter comma separated list) |
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Query / Order By (Server Side Filter) |
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TableName |
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TableName |
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SysId |
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TableName |
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SysId |
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Url |
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Body |
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IsMultiPart |
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Filter |
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Headers |
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Url |
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IsMultiPart |
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Filter |
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Headers |
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ServiceNow Connector Examples for SSRS Connection
This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.
Get a list of incidents [Read more...]
SELECT * FROM incident
--Using Primary Key
--SELECT * FROM any_table_here WHERE sys_id='109562a3c611227500a7b7ff98cc0dc7' --Primary Key in WHERE clause
--Using Filter Expression
--SELECT * FROM incident WITH(Query='number=INC0000001') --Equal condition
--SELECT * FROM incident WITH(Query='number!=INC0000001') --Not equal condition
--SELECT * FROM incident WITH(Query='numberININC0000001,INC0000002,INC0000003') --IN condition
--SELECT * FROM incident WITH(Query='number=INC0000001^state=7') --AND condition
--SELECT * FROM incident WITH(Query='number=INC0000001^ORnumber=INC0000002') --OR condition
--SELECT * FROM incident WITH(Query='numberLIKE0001') --LIKE condition
--SELECT * FROM incident WITH(Query='numberSTARTSWITHINC00') --StartWith condition
--SELECT * FROM incident WITH(Query='numberENDSWITH0001') --StartWith condition
--SELECT * FROM incident WITH(Query='number=INC0000001^state=7^NQORnumber=INC0000002') --AND / OR MIXED using NQ (NewQuery Operator) -- (number=INC0000001 and state=7) OR (number=INC0000002)
--more information about filter here https://docs.servicenow.com/bundle/utah-platform-user-interface/page/use/common-ui-elements/reference/r_OpAvailableFiltersQueries.html
-- To read all available tables execute this query:
-- SELECT * FROM Tables
-- Other common tables:
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-- SELECT * FROM sys_db_object
-- SELECT * FROM sys_dictionary
-- SELECT * FROM sys_user
-- SELECT * FROM sys_user_has_role
-- SELECT * FROM sys_user_grmember
-- SELECT * FROM task
-- SELECT * FROM task_sla
-- SELECT * FROM incident
-- SELECT * FROM incident_sla
-- SELECT * FROM change_request
-- SELECT * FROM cmdb_ci_computer
-- SELECT * FROM cmdb_ci_outage
-- SELECT * FROM cmdb_ci
-- SELECT * FROM sn_customerservice_case
-- SELECT * FROM kb_knowledge
-- SELECT * FROM kb_use
-- SELECT * FROM sc_req_item
-- SELECT * FROM sc_request
-- SELECT * FROM sc_task
Get an incident by sys_id [Read more...]
SELECT * FROM incident
WHERE sys_id = 'SYS_ID_GOES_HERE'
Get only selected columns and speed up the query [Read more...]
By default all column values are returned in the result set. However, you can instruct the ServiceNow API to send only specific columns you care about by setting 'Fields' parameter in the WITH clause. This will speed up the response significantly.
SELECT number,name FROM incident WITH (Fields='number,name') --Setting Fields parameter will speed up the query
Get the display value of a reference field [Read more...]
This example shows how to get related record(s) from the reference field. Basically, you need to know referenced table name for that referenced field. Then you can query by sys_id (Primary Key)
--STEP#1 returns incident number and related company (sys_id)
SELECT number,company FROM incident
--STEP#2 find related table for company field
select name,reference from get_table_columns order by 1 WITH(TableName='incident')
--STEP#3 query related table with sys_id returned in step#1
select sys_id, name from core_company where sys_id='31bea3d53790200044e0bfc8bcbe5dec'
Query table using serverside filter expression [Read more...]
This example shows how to filter data from a table using server side filter expression. Its always faster to do this way rather than using in WHERE clause (Client Side Filter)
SELECT * FROM incident WITH(Query='number=INC0000001') --Equal condition
--syntax (single condition)
--sysparm_query=<col_name><operator><value>
--syntax (multiple conditions)
--sysparm_query=<col_name><operator><value>[<operator><col_name><operator><value>]
--more info check below links
-- https://docs.servicenow.com/bundle/rome-application-development/page/integrate/inbound-rest/concept/c_TableAPI.html#title_table-GET
-- https://docs.servicenow.com/bundle/utah-platform-user-interface/page/use/common-ui-elements/reference/r_OpAvailableFiltersQueries.html
-- Some More Advanced Params listed here
-- https://developer.servicenow.com/dev.do#!/learn/learning-plans/xanadu/servicenow_application_developer/app_store_learnv2_rest_xanadu_request_parameters
--More examples
--SELECT * FROM any_table_here WHERE sys_id='109562a3c611227500a7b7ff98cc0dc7' --Primary Key in WHERE clause
--SELECT * FROM incident WITH(Query='number=INC0000001') --Equal condition
--SELECT * FROM incident WITH(Query='number!=INC0000001') --Not equal condition
--SELECT * FROM incident WITH(Query='numberININC0000001,INC0000002,INC0000003') --IN condition
--SELECT * FROM incident WITH(Query='number=INC0000001^state=7') --AND condition
--SELECT * FROM incident WITH(Query='number=INC0000001^ORnumber=INC0000002') --OR condition
--SELECT * FROM incident WITH(Query='numberLIKE0001') --LIKE condition
--SELECT * FROM incident WITH(Query='numberSTARTSWITHINC00') --StartWith condition
--SELECT * FROM incident WITH(Query='numberENDSWITH0001') --StartWith condition
--SELECT * FROM incident WITH(Query='number=INC0000001^state=7^NQORnumber=INC0000002') --AND / OR MIXED using NQ (NewQuery Operator) -- (number=INC0000001 and state=7) OR (number=INC0000002)
Create an incident [Read more...]
INSERT INTO incident(incident_state, severity, category, cause)
VALUES (3, 1, 'software', 'Missing a software feature.')
Update an incident [Read more...]
UPDATE incident
SET cause = 'A bug in the software'
,severity = 3
,incident_state = 2
WHERE sys_id = 'SYS_ID_GOES_HERE'
Delete an incident [Read more...]
DELETE incident
WHERE sys_id = 'SYS_ID_GOES_HERE'
Get a list of tables [Read more...]
SELECT * FROM Tables
Get a list of system tables [Read more...]
SELECT * FROM SystemTables
Get a list of user tables [Read more...]
SELECT * FROM UserTables
Get columns of a specific table [Read more...]
SELECT * FROM get_table_columns
where name = 'TableNameGoesHere'
Get all columns of all tables (can be slow) [Read more...]
SELECT * FROM get_table_columns_admin --requires readonly permissions on sys_dictionary and sys_db_object tables
Use 'generic_request' endpoint to get Accounts [Read more...]
Use 'generic_request' endpoint to get Accounts (or access another ServiceNow API). Use ServiceNow API Reference and Query Builder to build custom requests.
SELECT *
FROM generic_request
WITH(
Url='/v2/table/incident?sysparm_limit=10000&sysparm_query=numberLIKE0001^ORDERBYsys_created_on',
Filter='$.result',
Meta='sys_id:string;number:string;business_stc:int', --//comment this to see all columns (SLOW)
PagingMode='ByResponseHeaderRfc5988',
--Method='GET',
--Body='{your POST body}'
)
-- Request URL should be partial like this one:
-- /v2/some_table?some-parameter=somevalue1&some-parameter=somevalue2
Conclusion
In this article we discussed how to connect to ServiceNow in SSRS and integrate data without any coding. Click here to Download ServiceNow Connector for SSRS and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
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