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ServiceNow IT Service Management (ITSM) Configuration Guide

ServiceNow
Reco Security Experts
Updated
February 11, 2025
February 11, 2025

ServiceNow's IT Service Management (ITSM) offers a comprehensive suite of applications designed to streamline and enhance IT service delivery within organizations. This guide explores the core components of ServiceNow ITSM, providing detailed steps for configuration and management.

Incident Management

Incident Management in ServiceNow focuses on restoring normal service operations as swiftly as possible to minimize business impact.

Key Features:

  • Automated incident routing.
  • Real-time collaboration tools.
  • Integration with Configuration Management Database (CMDB).

Steps to Configure Incident Management:

  1. Access Incident Properties:
    • Navigate to All > Incident > Administration > Incident Properties.
    • Configure settings such as default incident priority, automatic closure duration, and more.

2. Set Up Assignment Rules:

  • Go to All > System Policy > Rules > Assignment.
  • Create a new rule specifying conditions and the assignment group for incidents.

3. Define SLAs for Incidents:

  • Navigate to All > Service Level Management > SLA > SLA Definitions.
  • Define Service Level Agreements (SLAs) to monitor incident resolution times.

Change Management

Change Management enables organizations to manage the entire lifecycle of changes with minimal risk and impact.

Key Features:

  • Standardized change procedures.
  • Risk assessment and approval workflows.
  • Integration with Incident and Problem Management.

Steps to Configure Change Management:

  1. Access Change Properties:
    • Navigate to All > Change > Administration > Change Properties.
    • Configure settings like default change type and risk assessment methods.

The image highlights the customization properties available within the Change Management module in ServiceNow. It showcases various configuration options and settings for adapting the module to specific business needs. The visual elements focus on streamlining change processes with tailored workflows and controls.

2. Define new models:

  • Go to All > Change > Administration > Change Model.
  • Customize the Change Models to align with your organization's change process.

3. Set Up Approval Policies:

  • Navigate to All > Change > Change Policy > Change Approval Policies.
  • Define approval rules based on change type, risk, and other criteria.

Problem Management

Problem Management aims to identify and manage the root causes of incidents to prevent recurrence.

Key Features:

  • Problem detection and logging.
  • Root cause analysis.
  • Known error database.

Steps to Configure Problem Management:

  1. Access Problem Properties:
    • Navigate to All > Problem > Administration > Problem Properties.
    • Set default values and behaviors for problem records.

The illustration highlights the transition properties of problem states in ServiceNow, demonstrating how issues move through different stages. It focuses on the flow between states like New, In Progress, and Resolved. This visual representation helps understand the lifecycle and management of problems in the ServiceNow platform.

2. Define Problem Categories:

  • Go to All > Problem > Administration > Problem Models.
  • Create problem models to classify problems effectively.

3. Set Up Problem Tasks:

  • Navigate to All > Problem > Administration > Problem Tasks Models.
  • Define tasks to be performed during problem investigation and resolution.

Service Catalog Management

Service Catalog Management allows organizations to create and manage a curated catalog of IT services available to end-users.

Key Features:

  • User-friendly service request portal.
  • Automated request fulfillment.
  • Approval workflows.

Steps to Configure Service Catalog:

  1. Create a New Catalog Item:
    • Navigate to All > Service Catalog > Catalog Definitions > Maintain Items.
    • Click on New to create a new catalog item.

An empty Catalog Item form in ServiceNow appears with fields left blank, ready for user input. It displays sections for item details, pricing, and service options. The form layout includes dropdown menus, text fields, and checkboxes for customization. This setup is typically used to configure new service catalog items for internal or customer-facing use.

2. Define Item Details:

  • Fill in the Name, Description, and other relevant fields.
  • Set the Price and Delivery Time if applicable.

3. Configure Variables:

  • Under the Variables tab, add questions to gather necessary information from users.

4. Set Up Workflows:

  • Associate the item with an existing workflow or create a new one to manage the fulfillment process.

Knowledge Management

Knowledge Management in ServiceNow facilitates creating, sharing, and maintaining knowledge articles to assist IT teams and end-users.

Key Features:

  • Centralized knowledge repository.
  • AI-powered article recommendations.
  • Role-based access control.

Steps to Configure Knowledge Management:

  1. Configure Knowledge Base Properties:
    • Navigate to All > Knowledge > Administration > Properties.
    • Set default values and behaviors for knowledge articles.

The Knowledge Portal in ServiceNow is a centralized location for accessing critical business information. It allows users to search, view, and share knowledge articles, FAQs, and solutions. The interface is designed to streamline information retrieval, helping users quickly find the answers they need to improve productivity and service delivery.

2. Create a Knowledge Base:

  • Navigate to All > Knowledge > Administration > Knowledge Bases.
  • Click New to define a new knowledge base.

3. Define Article Templates:

  • Go to All > Knowledge > Administration > Article Templates.
  • Customize templates to maintain consistency in articles.

4. Set Up Publishing Workflows:

  • Configure workflows to ensure proper review and approval before publication.

Configuration Management Database (CMDB)

CMDB provides a centralized repository of IT assets, helping organizations manage configuration items (CIs) effectively.

Key Features:

  • Relationship mapping between CIs.
  • Automated discovery and dependency tracking.
  • Change impact analysis.

Steps to Configure CMDB:

  1. Define CI Classes:
    • Navigate to All > Configuration > CI Class Manager.
    • Create or modify CI classes to categorize assets appropriately.
  2. Enable Discovery:
    • Use ServiceNow Discovery to populate the CMDB automatically.
  3. Establish Relationship Mapping:
    • Utilize Dependency Views to visualize relationships between CIs.

The Dependency Views window in ServiceNow displays a visual representation of relationships between various IT services and assets. It highlights dependencies and impact assessments for efficient decision-making. Users can interact with the data to better manage service disruptions and dependencies.

Service Level Management

Service Level Management (SLM) ensures that IT services meet predefined performance and availability targets.

Key Features:

  • SLA tracking and reporting.
  • Automated escalation rules.
  • Integration with Incident and Change Management.

Steps to Configure Service Level Management:

  1. Define SLAs:
    • Navigate to All > Service Level Management > SLA Definitions.
    • Create new SLAs with conditions and targets.
  2. Set Up Escalation Rules:
    • Configure escalation rules to notify stakeholders when SLAs are at risk.

Conclusion

ServiceNow IT Service Management provides IT administrators with powerful tools to manage incidents, changes, problems, and IT services effectively. By following the configuration steps outlined in this guide, administrators can optimize their ITSM processes and enhance overall service delivery.

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