Quick tip on how to enable ServiceNow CMDB intelligent search in your global platform search
hi this is Mark bodman I'm here to show you a little feature that was actually implemented in the update for Washington DC release and this is a feature that takes uh the seem to be workspaces you can see here if I go to cmdb workspace uh there's a feature embedded in cmdb workspace for doing what we call natural language query or it's an intelligence search and so U when you go into this field here and you type something like all Linux servers and hit search what will happen is it's going to search the cmdb and preside provide a result of all of the Linux servers uh in this case it's just a validation step to say oh is it this table or this table so if there's ambiguity in your query you might have a number of choices but let's let's go with this one and see the results that come back here so I've got only four not too many in this particular instance uh but yeah there's something and uh that's kind of nice if you're not aware of that seem to be search feature that's pretty easy to I'll provide a link in the description to the video where we cover how this feature Works a little bit more detailed but what you can't do on this instance is to go into the global search and do it and I I've tried it before and it just basically fails so if I do uh Linux servers and This Global search right um this instance has not been configured to properly come back with all a result on this particular query so I just I'll just tell you now and the way you can check your instance to see if you're Ena if you have this AI search enabled is to go into um your all Tab and just do a search in the navigator for AI search and when I look at it in this particular instance it hasn't been enabled because you'll see is this migration tool and set up for Zing so there's a couple of options to migrate to the AI search here capabilities of the platform so you need the now next experience you also need AI search enabled for this to work so uh go through that step if you need to uh that's part of the platform I'm not going to cover how to do that it's pretty easy to do I I did it for my instance here uh to show you kind of before and after so after you actually go through the process of enabling AI search and all that what you're going to have is a different set of uh Options under Navigator AI search um will give you a whole bunch of uh additional options because now it's been configured and you can go in and do more things with it but even here if I search for uh Linux servers so you can see in the Linux servers result I don't have anything that comes back um that that search that we did on the workspace uh would be nice to being able to bring that into your Global search and now you can do that so what you're able to do now is you have to take take a couple steps to configure this but you can see that there's a list here and this is just going into other elements that are part of the search right now at the global search level and uh it's been configured to do that by default as you can see on my instance now to enable this all you have to do is a couple key steps go to the um uh AI search area and in this area you'll see something underneath the uh uh GL get advanced search management uh features you'll see this thing called search profile so the first step is search profiles want to go there now when you go to search profiles you can see these are all the different search profiles where it's been configured for different places in the platform the one we want to be able to adjust is this next experience search configuration which is that top Banner at the very top so if I go to next search experience search configuration you'll see a bunch of options now this is again I'm not going to go through all of this uh feature but I'm going to edit the record here and what we're going to do is make an update to the genius results so on the bottom here you'll see a list of different uh configuration options this genius results area is where we would go to uh add add the cmdb query at as an option for that Global search so it's already built in so you don't have to create and link to something else right you just link to an existing search capability and when you go here you're just going to go type in something uh called nlq that's the internal name um natural language query is what that stands for so we go to natural language query now the order it depends on how many of those genius search results you have in this case I only have one so I'm only only going to put one and submit so all I just a couple steps right there if you have administrative access uh you can ask your admin um to do this but it was pretty simple to do you just had to know the path to get there and there voila so now now that I've got that working I'm just going to come back to my home screen here for a second and then we're going to perform that same Linux search up here um so all Linux um again I got to spell it properly so let's hit a Refresh on that now that it's been actually configured to tap into that nlq query capability of the cdb and we see my Linux servers here uh as well now you can see that there's some optional tables that it could also find information about Linux servers these are things that will come up based on the results that that nlq would also provide as that drop down so just keep in mind if you do have a lot of data there may be some options here that you further need to refine but this is nicely integrated into the global search and now you can get to all the cmdb data just like it's anything else within the platform now the only caveats you want to be aware of is anything that's um you know um sensitive in nature that's in the CNB so you have think about access and and what to restrict that nlq search for you don't you know you don't have to have right access to the scdb you can just get to the information part of your platform now and uh I showed this to a couple customers recently and they were just like mind blown wow it's it's they can get the data is now available right there at their fingertips for any service now customer and uh it's very very valuable to them so thanks for paying attention to this little quick tip I just wanted to give you a few minutes on this little thing that came out in the Washington DC release it's part of the platform release so it was kind of obscure and hidden but for the cdb customers out there that uh uh want to liberate want to make get folks to use that cdb data much more widely this is a perfect way to do that and it's pretty uh pretty s like how they integrated these search capabilities so thank you very much for paying attention and have a great day
https://www.youtube.com/watch?v=gUdeUkrRmN8