K16 Knowledge Management Lab Guide
K16 Knowledge Management Lab Guide
Lab Guide
admin / Knowledge16
itil / Knowledge16
employee / Knowledge16
This
Page
Intentionally
Left
Blank
Lab
Goal
This
lab
explains
the
changes
to
menus
and
modules
associated
Lab
1.0
with
Knowledge
Management
v3.
New
It
also
presents
additional
details
on
each
of
the
menus
and
modules
reviewed
in
the
lab.
Menus
and
Modules
Log
on
to
Your
Training
Instance
1. Navigate
to
the
unique
instance
URL
you
received.
2. Notice
there
are
two
Knowledge
Bases
available
out-‐of-‐the-‐box.
The
Knowledge
Base
titled
Knowledge
stores
legacy
(v2)
content.
Lab
Goal
This
lab
explains
how
to
configure
the
functionality
of
the
Lab
2.0
following
Knowledge
Base
features:
Configure
Legacy
Portal
Page—to
prepare
for
possible
required
•
customizations
to
kb_home
Portal
• Article
View
Properties–to
modify
default
article
view
Properties
properties
• Knowledge
Search
Properties
and
Other
Properties–to
modify
default
knowledge
search
and
other
properties
2. Enter
the
following
information
in
the
Knowledge
Portal
Properties
section
of
the
Knowledge
Management
Properties
form:
2. Enter
the
following
information
in
the
Article
View
Properties
section
of
the
Knowledge
Management
Properties
form:
List
of
roles
(comma-‐separated)
that
can
see
user
comments
on
an
article:
itil
Use
Live
Feed
for
Knowledge
feedback:
No
(unchecked).
3. Click Save.
2. Enter
the
following
information
in
the
Knowledge
Search
Properties
section
of
the
Knowledge
Management
Properties
form:
2. Enter
the
following
information
in
the
Knowledge
Homepage
Properties
section
of
the
Knowledge
Management
Properties
form:
3. Enter
the
following
information
in
the
Other
Knowledge
Properties
section
of
the
Knowledge
Management
Properties
form:
Before
displaying
an
article’s
text
search
results
or
the
article
view,
check
field-‐level
Access
Control
Lists
(ACLs)
on
appropriate
field:
kb_knowledge.text
(HTML
article)
or
kb_knowledge.wiki
(wiki
text
article):
Yes
(checked)
4. Click
Save.
Lab
Goal
This
lab
explains
how
to
create
User
Criteria
that
limit
viewing
Lab
3.0
and
editing
content
in
specific
Knowledge
Bases.
The
lab
covers
these
setup
criteria:
User
Criteria
• Create
New
Role-‐Based
User
Criteria—to
assign
viewer
and
edit
rules
based
on
role-‐based
user
criteria
• Create
New
Multi-‐Attribute
User
Criteria—to
assign
viewer
and
edit
rules
based
on
multi-‐attribute
user
criteria
• Create
User
Criteria
for
Individual
Users—to
assign
viewer
and
edit
rules
based
on
individual
user
criteria
2. Click New.
2. Click New.
Name:
ACME
Americas
Service
Desk
Users
with
the
'itil'
role
Groups:
Service
Desk
Roles:
itil
Ensure
Active
box
is
checked
Ensure
Match
All
box
is
checked
4. Right-‐click
in
the
header,
and
click
Save.
2. Click New.
Lab
Goal
This
lab
explains
how
to
create
the
following
new
Knowledge
Lab
4.0
Bases
for
appropriately
segmented
content.
Create
Create
a
Knowledge
Base
with
Unlimited
Viewing
and
•
Limited
Editing—to
create
a
Knowledge
Base
with
publicly
Knowledge
accessible
content,
to
which
only
identified
users
can
Bases
contribute
• Create
a
Knowledge
Base
with
Different
Viewing
and
Editing—to
create
a
Knowledge
Base
with
limited
editing
(only
those
identified
in
Can
Contribute)
and
limited
viewing
(only
those
identified
in
Can
Read
AND
Can
Contribute)
• Create
a
Knowledge
Base
with
Equally
Limited
Viewing
and
Editing—to
create
a
Knowledge
Base
with
highly
restricted
limitations
for
Can
Read
and
Can
Contribute
Create
a
Knowledge
Base
with
Unlimited
Visibility
and
Limited
Edit
Ability
1. Navigate
to
Knowledge
>
Administration
>
Knowledge
Bases.
2. Click New.
Name:
ITIL
Owner:
System
Administrator
Managers:
System
Administrator,
Fred
Luddy
Description:
Knowledge
Base
for
ITIL
Users
Publish
workflow:
Knowledge
–
Approval
Publish
Retire
workflow:
Knowledge
–
Approval
Retire
Set
default
knowledge
field
values:
Article
type
>
HTML
Ensure
Active
box
is
checked
Ensure
Enable
social
questions
and
answers
box
is
checked
4. Right-‐click
the
header,
and
click
Save.
6. Click Edit.
7. Select
Users
with
‘itil’
role
from
Collection
on
the
left
and
add
to
the
Can
Contribute
list
on
the
right.
hts
reserved.
©
®2016
ServiceNow,
Inc.
All
rights
reserved.
15
8. Click Save.
2. Click New.
6. Click Edit.
7. Select
Users
with
the
itil
role
from
the
Collection
on
the
left,
and
add
to
the
Can
Read
list
on
the
right.
8. Click Save.
11. Select
ACME
Americas
Service
Desk
Users
with
the
itil
role
from
Collection
on
the
left,
and
add
to
the
Can
Contribute
list
on
the
right.
2. Click New.
6. Click Edit.
7. Select
System
Administrator
Community
of
Practice
from
the
Collection
on
the
left,
and
add
it
to
the
Can
Read
list
on
the
right.
8. Click Save.
11. Select
System
Administrator
Community
of
Practice
from
Collection
on
the
left,
and
add
to
the
Can
Contribute
list
on
the
right.
Lab
Goal
This
lab
explains
how
to
create
Categories
within
new
Lab
5.0
Knowledge
Bases
using
the
following
methods.
Category
Create
Categories
Manually,
to
add
hierarchical
Categories
•
and
Subcategories
into
Knowledge
Bases
manually
Structure
Create
Categories
Manually
1. Navigate
to
Knowledge
>
Articles
>
Create
New.
3. Open the Category Picker by selecting the magnifying glass next to the Category field.
4. In the Category Picker, click the plus (+) sign at the bottom of the first column.
6. Continue
to
create
the
following
Categories
in
the
first
column,
as
completed
in
steps
4
and
5:
Change
Management
Asset
Management
Knowledge
Management
7. Highlight
Incident
Management,
hover
over
the
second
column,
and
click
the
plus
(+)
sign
at
the
bottom.
Processes
Procedures
Best
Practices
9. Under
Processes
add
the
following
subcategories:
Service
Desk
Development
Escalation
10. Add
the
same
subcategories
under
Procedures
and
Best
Practices.
11. Repeat
steps
7
through
9
for
each
of
the
remaining
primary
categories
(Change
Management,
Asset
Management,
and
Knowledge
Management).
hts
reserved.
©
®2016
ServiceNow,
Inc.
All
rights
reserved.
22
Lab
Goal
This
lab
explains
how
to
migrate
content
from
one
Knowledge
Lab
6.0
Base
to
another
using
the
following
methods:
Migrate
Migrate
Individual
Knowledge
Articles—move
an
article
•
from
one
Knowledge
Base
into
another
Knowledge
Base
Content
manually
• Migrate
Content
with
a
Script—move
content
from
one
Knowledge
Base
to
another
automatically
using
a
script
2. Open IT.
6. Click the magnifying glass next to the Category field to open the Category picker.
3. Ensure
the
security_admin
box
is
checked.
4. Click
OK.
6. Open ITIL.
8. Copy
and
paste
the
sys_id
into
a
notepad.
11. Right
click
the
header
bar
and
choose
Copy
sys_id.
13. Paste the following script into Run script (JavaScript executed on server) textbox:
var KB_ARTICLES_TO_MOVE = [
"KB0000009",
"KB0000006"
];
function moveKBArticle(kbNumber) {
14. Replace ‘a7e8a78bff0221009b20ffffffffff17’ with the sys_id copied in step 4.
15. Replace ‘4008ed12ff0131009b20ffffffffffef’ with the sys_id copied in step 9.
Lab
Goal
This
lab
explains
how
to
create
new
Knowledge
Articles
using
Lab
7.0
the
following
methods:
Create
Create
Knowledge
in
a
Knowledge
Base
with
Defined
•
Categories
and
an
Approval
Workflow—by
creating
New
Knowledge
Articles
in
a
set
Knowledge
Base
that
requires
Content
approval
• Create
Knowledge
in
a
Knowledge
Base
with
Undefined
Categories
and
an
Instant
Publish
Workflow—by
creating
Knowledge
Articles
in
a
Knowledge
Base
with
dynamic
categories
for
instant
publication
Create
Knowledge
in
a
Knowledge
Base
with
Defined
Categories
and
an
Approval
Workflow
1. Navigate
to
Knowledge
>
Articles
>
Create
New.
Text:
Creating
Knowledge
Articles
can
be
time-‐consuming,
and
we
know
you
can’t
create
one
for
every
Incident
you
resolve.
It’s
best
to
create
Knowledge
Articles
when
there
is
a
high
likelihood
of
an
issue
recurring,
and
having
content
available
could
help
you
or
your
peers
resolve
an
issue
faster
in
the
future.
For
example,
if
multiple
users
are
calling
in
stating
they’ve
been
locked
out
of
their
computers
because
their
passwords
have
expired,
and
there
are
reproducible
steps
you
could
provide
to
make
it
easier
for
you
or
your
peers
to
unlock
a
user’s
computer
in
the
future,
this
would
be
a
great
candidate
for
a
Knowledge
Article.
3. Right-‐click
in
the
header,
and
click
Save.
5. Click
the
Publish
UI
Action.
This
action
sends
you
back
to
the
full
list
of
knowledge
articles
(kb_knowledge.list).
6. Paste
the
copied
article
number
into
the
search
box.
Click
Enter.
7. Reopen
the
newly
created
article
and
open
the
Approvals
tab.
8. Notice
approval
requests
are
sent
to
the
users
identified
as
Managers
in
the
ITIL
Knowledge
Base.
10. Change the drop-‐down selection to Approved, and click the green check mark.
11. Notice the Workflow field now shows the article is Published.
Create
Knowledge
in
a
Knowledge
Base
with
Undefined
Categories
and
an
Instant
Publish
Workflow
1. Navigate
to
Knowledge
>
Articles
>
Create
New.
5. Click
the
Publish
UI
Action.
This
action
sends
you
back
to
the
full
list
of
knowledge
articles
(kb_knowledge.list).
6. Paste the copied article number into the search box. Click Enter.
7. Notice on the Knowledge table that the article is now in a workflow state of Published.
Lab
Goal
This
lab
explains
how
to
identify
featured
content/
pinned
Lab
8.0
articles
using
the
following
methods:
Featured
Identify
Featured
Content
for
a
Homepage—pinning
•
articles
to
either
the
Knowledge
Homepage
or
a
specific
Content/
Knowledge
Base
Homepage
Pinning
• Identify
Featured
Content
for
a
Specific
Query—pinning
articles
to
a
specific
keyword
F
• Add
Additional
Featured
Content
for
Specific
Queries
2. Open ITIL.
4. On the Knowledge keyword form, click the magnifying glass next to the Knowledge field.
5. Set filter for Knowledge Base IS ITIL and Workflow IS Published. Click Run.
7. On
the
Knowledge
keyword
form,
click
the
lock.
Then,
click
the
magnifying
glass
next
to
the
Keywords
field.
8. Click New.
9. Type mykb_homepage.
12. Navigate
to
Knowledge
>
Administration
>
Knowledge
Bases.
14. Open
the
Featured
Content
tab,
noticing
there
are
already
two
identified
Featured
Content
articles.
15. To
make
these
articles
show
up
on
the
knowledge
homepage,
change
their
keywords
from
homepage
to
mykb_homepage.
16. Edit both keywords for the existing featured articles by clicking the info icon next to the article
number. Clicking the article number opens the article, not the keyword form.
17. Highlight the keyword (homepage) on the keyword form by clicking it.
18. After
the
keyword
is
highlighted,
the
editing
icons
become
active.
Click
the
icon
to
remove
the
current
keyword.
19. Start
typing
mykb_homepage.
It
becomes
available
in
a
drop-‐down
list
below
the
keywords
field.
Select
it.
21. Complete the same steps for the other existing featured article.
23. Select
New.
24. On the Knowledge keyword form, click the magnifying glass next to the Knowledge field.
25. Set filter for Knowledge Base IS IT and Workflow IS Published. Click Run.
27. On
the
Knowledge
keyword
form,
click
the
lock.
Click
the
magnifying
glass
next
to
the
Keywords
field.
2. Open ITIL.
3. On the Knowledge keyword form, click the magnifying glass next to the Knowledge field.
4. Set filter for Knowledge Base IS ITIL and Workflow IS Published. Click Run.
6. On
the
Knowledge
keyword
form,
click
the
lock.
Click
the
magnifying
glass
next
to
the
Keywords
field.
7. Click New.
4. On the Knowledge keyword form, click the magnifying glass next to the Knowledge field.
5. Set filter for Knowledge Base IS IT and Workflow IS Published. Click Run.
7. On
the
Knowledge
keyword
form,
click
the
lock.
Click
the
magnifying
glass
next
to
the
Keywords
field.
8. Click New.
14. On the Knowledge keyword form, click the magnifying glass next to the Knowledge field.
15. Filter
for
Knowledge
Base
IS
System
Administrators
CoP
and
Workflow
IS
Published.
Click
Run.
17. On
the
Knowledge
keyword
form,
select
mykb_homepage.
Click
the
magnifying
glass
next
to
the
Keywords
field.
Lab
Goal
This
lab
explains
how
to
see
how
System
Administrators
and
Lab
9.0
Users
view
knowledge
bases,
content,
categories,
and
pinning,
in
the
following
scenarios:
View
• Knowledge
Homepage
as
System
Administrator—to
view
Knowledge
content
as
a
System
Administrator,
who
owns
all
Knowledge
Bases
• Knowledge
Browsing
as
System
Administrator—to
browse
the
Knowledge
Content
as
a
System
Administrator,
who
owns
all
Knowledge
Bases
• Knowledge
Searching
as
System
Administrator—to
search
for
Knowledge
Content
as
a
System
Administrator,
who
owns
all
Knowledge
Bases
• Knowledge
Homepage
as
User—to
view
content
as
a
user
limited
by
User
Criteria
• Knowledge
Browsing
as
User—to
browse
content
as
a
user
limited
by
User
Criteria
• Knowledge
Searching
as
User—to
search
for
Knowledge
Content
as
a
user
limited
by
User
Criteria
2. Notice,
because
you
(System
Administrator)
are
the
owner
of
all
five
Knowledge
Bases,
you
can
view
them
all
on
the
homepage.
2. Notice
the
“How
to
configure
VPN
for
Apple
Devices,”
article
moved
from
the
IT
Knowledge
Base
and
is
visible
in
the
browsing
frame.
3. Open
“How
to
configure
VPN
for
Apple
Devices.”
5. Use the in-‐frame Back button to return to the ITIL Knowledge Base.
7. Select
Operating
Systems
>
Windows
>
Windows
8.
Open
‘Windows:
Should
I
upgrade
to
Windows
8.x?’
10. Notice
“Windows:
Should
I
upgrade
to
Windows
8.x?”
and
“How
to
configure
VPN
for
Apple
Devices”
are
now
listed
under
“Most
Useful.”
2. Notice
multiple
results
are
received,
but
at
the
top
in
gray-‐blue
is
“What
is
the
Windows
key?”
the
article
identified
as
Featured
Content
for
the
keyword
“windows.”
4. Return
to
the
Knowledge
Homepage,
and
search
for
action.
5. Notice
multiple
results
are
received,
but
at
the
top
in
gray-‐blue
is
“UI
Action
Controls,”
the
article
we
created
and
identified
as
Featured
Content
in
the
System
Administrator
CoP
Knowledge
Base
for
the
homepage
and
the
keyword
“action.”
3. Notice,
since
Aileen
is
not
a
Knowledge
Base
Manager
or
Owner,
she
can
only
see
Knowledge
Bases
where
visibility
has
not
been
limited
based
on
User
Criteria.
2. Notice the same articles are visible to Aileen as those visible to System Administrator.
2. Notice
multiple
results
are
received,
but
at
the
top
in
gray-‐blue
is
the
“What
is
the
Windows
key?”
the
article
we
identified
as
Featured
Content
for
the
keyword
“windows.”
3. Notice you can continue to browse after searching for a phrase.
5. Notice
multiple
results
are
received,
but
“UI
Action
Controls,”
the
article
we
created
and
identified
as
Featured
Content
in
the
System
Administrator
CoP
Knowledge
Base
for
the
homepage
and
the
keyword
“action”
is
not
returned.
This
is
because
Aileen
Mottern
is
not
included
in
the
user
criteria
associated
with
this
content.
Lab
Goal
This
lab
explains
how
to
administer
and
use
Social
Q&A,
which
Lab
10.0
is
organized
by
knowledge
base,
category,
and
tags.
Enabling
• Enable
Social
Q&A—to
enable
Social
Q&A
for
a
knowledge
base
you
manage
Social
Q&A
• Disable
Social
Q&A—to
disable
Social
Q&A
for
a
knowledge
base
you
manage
• Verify
where
Social
Q&A
is
Enabled—to
ensure
only
the
appropriate
knowledge
bases
have
Social
Q&A
enabled
• Social
Q&A
Access
Controls—to
determine
which
users
have
access
to
use
Social
Q&A
within
a
specific
knowledge
base
3. Select ITIL.
4. Ensure
the
Enable
social
questions
and
answers
check
box
is
checked.
This
check
box
only
appears
if
the
Social
Q&A
plugin
has
been
enabled.
4. Click Update.
3. Notice
both
Article
and
Question
are
available
actions.
This
is
because
the
Social
Q&A
plug
in
is
active.
Select
Question.
4. On the Ask a Question form, open the Knowledge Base drop-‐down list.
5. Notice all the Knowledge Bases are available except System Administrators CoP.
2. Select ITIL.
4. The
previously
identified
user
attributes
for
knowledge
also
apply
to
Social
Q&A
for
the
ITIL
Knowledge
Base.
5. Updating
the
Can
Read
or
Can
Contribute
related
lists
for
Social
Q&A
will
also
affect
who
can
read,
edit,
or
create
content
within
the
selected
knowledge
base.
Lab
Goal
This
lab
explains
how
to
administer
and
use
Social
Q&A,
which
Lab
11.0
is
organized
by
knowledge
base,
category,
and
tags.
Social
Q&A
•
•
Ask
Questions—to
submit
questions
Answer
Questions—to
provide
possible
answers
to
Questions
questions
that
have
been
asked
by
other
users
• Comment
on
Questions
and
answers—to
provide
feedback
about
specific
questions
and
answers
• Edit
Comments
and
Answers—to
clarify
previously
submitted
comments
and
answers
• Edit
Questions—to
clarify
previously
submitted
questions
• Vote
on
Questions
and
Answers—to
like
or
dislike
questions
and
answers
• Subscribe
to
a
Question—to
receive
updates
as
more
information
is
available
for
specific
questions
• Delete
a
Question—to
remove
questions
completely
• Share
a
Question—to
capture
the
URL
for
the
specific
question
to
allow
additional
users
to
find
it
quickly
Ask
Questions
1. Navigate
to
Self-‐Service
>
Knowledge.
3. Click Question.
Answer
Questions
1. Navigate
to
Self-‐Service
>
Knowledge.
4. Type the following in the Your Answer field: Have you tried turning it off and on again?
5. Click Submit.
2. Enter the following comment text: This would be very helpful for me, as well!
3. Click Update.
4. Within the same question, click Edit next to the Answer you posted.
5. Add the following text: I've realized this isn't actually helpful for this question.
6. Click Update.
Edit
Questions
1. Navigate
to
Self-‐Service
>
Knowledge.
5. Click
inside
the
WYSIWYG
editor
and
add
the
following
text:
I
specifically
mean
questions
within
the
Social
Q&A
platform.
I'm
not
sure
how
to
ask
questions
of
users
who
have
access
to
this
knowledge
base.
8. Click Update.
4. Click the Up Arrow next to the question to upvote.
6. Try
to
click
the
Up
Arrow
again.
Notice
you
cannot,
but
you
can
still
click
the
Down
Arrow.
Clicking
the
Down
Arrow
nullifies
the
previous
vote.
9. On
the
same
question,
upvote
the
Answer
from
ITIL
User.
10. Notice the Answer from ITIL User is now at the top of the list.
Delete
a
Question
1. Navigate
to
Self-‐Service
>
Knowledge.
5. Notice
you
return
to
the
previous
search.
The
question
should
no
longer
be
available
in
the
search
results.
Share
a
Question
1. Navigate
to
Self-‐Service
>
Knowledge.
Lab
Goal
This
lab
explains
how
to
administer
and
use
Social
Q&A,
which
Lab
12.0
is
organized
by
knowledge
base,
category,
and
tags.
Social
Q&A
• Create
Social
Q&A
Tags—to
create
additional
keywords
that
can
be
used
to
ensure
easier
discoverability
of
Tags
content
• Apply
Social
Q&A
Tags—to
apply
the
keywords
to
ensure
easier
discoverability
of
content
2. Click
Enter.
3. This is the list of Tags available for use in Social Q&A and across the instance.
4. Click New.
Name:
Ubuntu
Viewable
by:
Everyone
7. Click Enter.
9. Click Update.
Lab
Goal
This
lab
explains
how
to
administer
and
use
Social
Q&A,
which
Lab
13.0
is
organized
by
knowledge
base,
category,
and
tags.
Search
• Create
Meta—to
provide
keywords
to
ensure
content
is
discoverable
by
Zing
Text
Search
• Adjust
ts_weight—to
make
specific
fields
more
valuable
to
Zing
Text
Search
8. Select Meta from the Available (left) side, and move it to the Selected (right) side.
9. Click Save.
Populate
Meta
1. In
the
Meta
field,
add
the
following:
jabberwocky
Manipulate
Meta
1. Notice
the
Relevancy
indicator
is:
10.
3. Click Edit.
2. Add the Attributes field to the table by clicking the cog.
3. Filter for Table IS kb_knowledge AND Column name IS meta.
5. Open
the
Attributes
Related
List
at
the
bottom
of
the
form.
hts
reserved.
©
®2016
ServiceNow,
Inc.
All
rights
reserved.
63
7. Double-‐click in the Value field, and change the Text Search Weight to 25.
10. Notice
the
Relevancy
indicator
is:
75.
(Re-‐indexing
of
the
knowledge
table
may
take
a
few
minutes,
so
it
may
be
a
moment
before
the
Relevancy
indicator
is
updated.)