Shift Left Configuration

Configure Shift Left in ServiceNow


Set up Shift Left Configuration

In ServiceNow, navigate to Shift Left > Configurations: 

Click "New" to add a new record:


Enter (or search using the magnifying glass) your MIDServer name, SMSProvider, and SiteCode, and click the "Update" button.

Go to the Recast Portal and copy the license text file by clicking the copy icon (see below screenshot):


Go back to the new record you are creating in ServiceNow and paste the license text into the "License" text box. Click the "Update" button.


Configure "Configuration Item" Shift Left Button

An alternative to manual configuration of the Configuration Item Shift Left button is to run the Add Shift Left Device Button.js script from https://github.com/Recast-Software/Shift-Left in Background Scripts.

In ServiceNow, navigate to Service Desk > Incidents:


Click "New" to open a new incident form:


Right Click on “Configuration item” and select "Configure Dictionary" from the right-click menu:

Click “Edit” Global Record if necessary.

Add the text ";x_471418_recast_ri_recast_ci" at the end of the "ref_contributions" list in the Attributes text box. Be sure to use a semicolon to separate the values.

 Click the "Update" button.


Configure the "Caller" Shift Left Button on the Incident Form

An alternative to manual configuration of the Caller Shift Left button is to run the Add Shift Left User Button.js script from https://github.com/Recast-Software/Shift-Left in Background Scripts.

Go back to the New Incident form.

Right-click on "Caller" and select "Configure Dictionary":

Click “Edit” global record if necessary.

Add the text ";x_471418_recast_ri_recast_user" at the end of the "ref_contributions" list in the Attributes text box. Be sure to use a semicolon to separate the values:


 Click the "Update" button.


Add Shift Left Roles to Users

Shift Left's roles all begin with "x_471418". To view all of the roles you can go to User Administration > Roles and search by entering 'x' in the Name field. As shown in the screenshot below, there is an ApplicationAdmin role, as well as an individual role for each type of user or device action.

You can select to give users or groups the ApplicationAdmin role which will allow them to perform all of the Shift Left user and device actions, or you can pick and choose which roles you would like them to have.

To add a role, navigate to the user and click the "Edit" button on the "Roles" tab. 


Enter 'x' to search for the Shift Left-specific roles, select the role(s) you would like the user to have, click the right arrow to move the role(s) to the Roles List and click "Save":

Now when the user is viewing an incident, the Shift Left icons should now be displayed next to the Caller and Configuration Item fields. 

Note: The Caller and Configuration Item fields must be populated, and the Configuration Item must be a computer or a server for the buttons to display.


Verifying the Installation

Navigate to an Incident Form

  • Shift Left Button will show up next to the Caller text box.
  • Shift Left Button will show up next to the Configuration Item text box.

NOTE: The Caller and Configuration Item must be populated for the Shift Left icon to display. 


Click on Caller Shift Left button

  • Dashboard will populate with Caller data. 
  • Clicking on caller actions will populate user actions box. For example: 


Click on Configuration Item Shift Left Button

  • Dashboard will populate with Device data. 
  • Clicking on device actions will populate device actions box. For example:

If you are having issues verifying your configuration, please visit these Shift Left Install Troubleshooting articles.

Would you like to learn more about Shift Left's features? Please visit these Shift Left Features articles