Configure Rollup Records in Major Security Incident Management

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Configure Rollup Records in Major Security Incident Management

    The configuration of rollup records in Major Security Incident Management allows administrators to control the information that is aggregated when a source record is associated with a Major Security Incident. This feature is essential for organizing and managing security incident data effectively.

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    Key Features

    • Role Requirements: Admin and MSI workspace admin roles are necessary for creating and updating rollup records.
    • Linked Record Configuration: Navigate to the Linked Records Configuration page to manage rollup settings.
    • Rollup Type Options: Select between 'Relationship' for related lists or 'Reference' for reference fields on forms.
    • Rollup Script Capability: For 'Relationship' types, use scripts to fetch and aggregate data from relationship tables.
    • Configuration Fields: Key fields include Name, Active status, Source Table, and Rollup Type, each serving specific purposes in the rollup process.

    Key Outcomes

    By configuring rollup records, ServiceNow customers can ensure relevant incident data is aggregated accurately, enhancing visibility and management of Major Security Incidents. This leads to improved response strategies and more efficient incident handling.

    Configure Roll up records in Major Security Incident Management to control the information, which will be rolled up when the source record is linked/proposed/promoted as Major Security Incidents.

    Role required: admin and sn_msi.workspace_admin.
    Note:
    The system admin can create the record and MSI workspace admin can update it.
    Procedure
    1. Navigate to Major Security Incident Response > Linked Records Configuration. The Linked Record Configurations page displays.
    2. Select or create a new linked record and navigate to the Roll up Record Configuration section from the same page.
      Figure 1. Rollup Record Configuration section
      Rollup record configuration
    3. Click New.

      Rollup record configuration page

    4. On the configuration page, fill the details.
      Table 1. Rollup Record Configuration
      Field Name Field Description
      Name Indicates the name of the rolling up record.
      Active Select this check box to implement the current configuration when rollup of source record happens.
      Linked Record Configuration Indicates a unique number, which refers to your parent linked records configuration and read-only.
      Source Table The source table name used in the Linked Record configuration, which is read-only.
      Rollup Type Describes the type of information which should be rolled up.
      • Relationship: Select this option if the data need to be present as a related list.
      • Reference: Select this option if the data is present as a reference field on the source table form.
      Rollup Script If the rollup type is: Relationship, then the Rollup Script field is enabled, which allows you to write script and can be used to rollup information.

      Here the script will receive the inputs which contains information of the source record and major security incident. The script should be able to find the information from the relationship tables and rollup to Linked Record (sn_msi_m2m_child) table.
      Source Field If the rollup type is: Reference, then the Source Field is available. This enables you to select the Source Table reference field which contains the information that needed to be rolled up.
      Target Field If the rollup type is: Reference, then the Target Field is available. This enables you to reference field from the Linked Record(sn_msi_m2m_child) table and will store the data which is present in the selected Source Field and in the Source Table record.

    Writing script for rollup

    Name Description
    Inputs
    • sourceSysId: Sys ID of source table record which is either getting linked / proposed / promoted.
    • msiSysId: Sys ID of major security incident to which source record is getting linked / proposed / promoted.
    Output No output return value.
    Responsibility Script should rollup information to Linked Record(sn_msi_m2m_child) table.
    • Use sourceSysID to query data from ServiceNow relationship tables.
    • After the data is fetched, roll up the data to a Linked Record (sn_msi_m2m_child) using MSIRollupEngine utility to roll up data.