Introduction

Registering for Sofi Trial

Before installing Sofi on your ServiceNow instance, you will need to register for a free 14 day trial at [email protected]. During the trial registration process you will be provided with a unique API key, it is important you keep this key handy as you will need to paste it in your ServiceNow instance as part of the setup process. The API key allows your ServiceNow instance to connect securely to your dedicated Sofi instance.

Note: Please contact us at [email protected] if you require a new API key, as we do not store this key.

Installing Sofi

Installing Sofi on your ServiceNow instance is done using a ServiceNow Update Set and associated XML configuration file. The installation of Sofi does not affect exisiting ServiceNow configurations, a complete list of dependancies is available upon request.

After registering your Sofi trial, your instance will be provisioned. While you wait for the provisioning process to complete you can start the setup process for your ServiceNow instance.

• You will be provided with the Sofi files. A Sofi x.x.x.zip file will be provided, you will need to expand the file, resulting in two files, Sofi Update Set x.x.x.xml and Sofi Configuration x.x.x.xml.

• First step is to import the Update Set Sofi Update Set x.x.x.xml. You will need to be logged in as an Admin user in ServiceNow to perform these tasks.

• Navigate to the ServiceNow menu System >> Update Sets >> Retrieved Update Sets and click on the link – Import Update Set from XML.

• Select the update set file and click Upload, the update set will appear in the list of retrieved update sets.

• Open the update set and preview the update set. After you have previewed the update set you need to ensure you commit the update set. Further information on Update Sets can be found here ServiceNow – System Update Sets.
  Now that we have loaded Sofi on your ServiceNow instance we need to load Sofi configuration file Sofi Configuration x.x.x.xml
  Importing configuration in ServiceNow is done by opening any list view of records, right clicking on any column headings and selecting Import XML at the bottom of the list of options.
  Select the Sofi configuration file when prompted.
  Click Upload. Further information can be found here ServiceNow – Import a XML file