How to setup an instance
CODA uses the OAuth 2.0 protocol to connect to the instance, which guarantees that the user and password information of the instance does not need to be kept in the CODA database.
In order for CODA to be able to authenticate itself with a token, an Application Registry needs to be setup in the instance.
The easiest way to get the instance ready for this connection is to install our Update Set: CODA OAuth. It will also automatically create our Application Registry, saving you additional steps in the instance. Alternatively, you can create an Application Registry by your own, selecting the type "Create an OAuth API endpoint for external clients".
ServiceNow setup
First, make sure that the Application Registry is configured correctly on your ServiceNow instance:
- Remove the value from "Client Secret" field and save the record to generate a new value
- Make sure that the Redirect URL field has the value https://app.usecoda.com
CODA setup
Once the Application Registry is configured correctly, the last step is to add the instance to CODA. To accomplish this, take the following actions:
On the homepage, click on “Add Instance”.
Enter the instance information (if the Application Registry was created using the Update Set provided by us, it is not necessary to change the Client ID field)
Click on “Go to Authenticator” and log into ServiceNow with the credentials of the intended user (preferably an admin user, so that CODA can read the script tables and perform the auto fix)
Review the scheduling that was configured for the instance
Done! Your instance is ready to use
Please use our contact form to get in touch with us if you have any inquiries or experience any issues connecting.