ConfigBot for ServiceNow - CMDB Group

ConfigBot for ServiceNow - CMDB Group, helps administrators efficiently configure, manage, validate, and automate CMDB groups and their associated configuration within the ServiceNow environment. It centralizes the management of CMDB groups, including encoded queries and saved queries, along with the management of Configuration Items (CIs) associated with those groups. 


The module enables users to perform automation, validation and compare of CMDB groups and their related configurations, ensuring that group definitions, queries, CI relationships, and configuration data remain accurate, consistent, and aligned with the intended ServiceNow setup. 


Users can seamlessly manage and compare CMDB group configurations and perform automation operations across the related CMDB Group screens, making it easier to identify configuration differences, validate existing setups, and maintain consistency across environments. 


The following article explains how to use the CMDB Group module in ConfigBot to perform different operations. 


Step 1: Login to ConfigBot 


Enter your username and password on the login page, then click Submit to access your ConfigBot portal. 




Step 2: Access the CMDB Group Module 


From the ConfigBot dashboard, navigate to the CMDB, and click on CMDB Group module tile to open it. 




 Step 3: Create a New Iteration 


Click the Add New Iteration button 




  • Enter the Iteration Number 
  • Select the Workspace or ADD NEW Workspace 
  • Enter Host Address 
  • Choose the Instance Type 
  • Enter your Company ID and Username 
  • Add a Short Description 



After filling in all details, click Submit to create your iteration. 


Step 4: Set the Filter Configuration 


Once the iteration is created, open the workbook and navigate to Config Sheet and select filter type, I have selected Fetch All filter type so it will fetch all records present in the instance. 



You can also select other filter type 

  • Fetch All: will fetched all the records from the instance 
  • Fetch All, Except These: will fetch all records except those that are mentioned in the next column 
  • Fetch Only: will fetch the records that are mentioned in the next column 
  • Fetch Active Only: will only fetch active records. 
  • Fetch In Active Only: will only fetch inactive records 
  • Fetch By Query: will only fetch records that are associated with the query


Or you can use the Dependent Functionality by selecting “Yes” in Column D “Dependent” 




When Dependent is set to Yes, records are fetched based on their parent record. This ensures the only the child records associated with the selected parent configuration are retrieved. 


Dependency Relationship: 


Groups → Records are fetched using the configured filter. 

  • Group Contains Encoded Queries → Records are fetched based on the related Group records. 
  • Group Contains Saved Queries → Records are fetched based on the related Group records. 
  • Group Contains Configuration Items → Records are fetched based on the related Group records. 


Step 5: Generate Workbook 


Once the iteration is created, click on the Hamburger Menu and select Generate workbook. 




In the pop-up window: 

  • Enter your ServiceNow password 
  • Add any execution notes
  • In Advanced Options, Select All check box to Generate workbook (As we want to generate all sheets). 
  • Click Confirm and Start to process execution 




This step prepares the workbook with the basic configuration setup and backfills the data from the ServiceNow instance. 


Step 6: Review Results 


Once the execution status changes to Complete





Open the generated workbook. You will notice that the sheet backfilled with the data 





Automation (Configure Records using ConfigBot): 


Step 1: Open Generated Workbook: 


  • Click on the sheet icon to open the generated workbook. 
  • Navigate to the desired sheet  
  • Create and update. 





To Start Configuration for Automation: 


Step 2: Navigate to Groups Sheet, Create the Groups according to your configuration. 





Step 3: Navigate to Group Contains Encoded Queries Sheet, to create and attach Encoded Queries to the recently configured group. 






Step 4: Then Navigate to Group Contains Saved Queries Sheet, to add Saved Queries to the recently configured group. 





Step 5: Then Navigate to Group Contains Configuration Items Sheet, to add Configuration Items to the recently configured group. 




Step 6: Maintain Update Set:


Finally, navigate to the Config sheet. Set Maintain Update Set to Yes and enter the desired Update Set Name.





Note: Make sure to pending the status of each record before running automation. 


Step 7: Start Configuration 


Once your configuration data is set: 

  • Return to your Workspace. 
  • Click the Hamburger Menu and select Request Reprocess. 





Click the Hamburger Menu again and select Start Configuration. 





In the pop-up window: 

  • Enter your ServiceNow password 
  • Add any notes 
  • Select the Advance options boxes which you configure on sheets. 
  • Click Confirm and Start to execute 




Note: Select check boxes options as per your Configuration. 


Step 8: Result Overview 


You can click the information logs ( i ) icon on your iteration to monitor the processing status in real time logs. 



 



Once the execution Complete





Navigate to workbook to review your results. 





You will notice highlights across multiple tabs: 

  • If Red Highlights – Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow Instance. These highlights help identify areas where changes have been made or where the configurations are not aligned. 
  • Green Highlights – Indicate matching configuration values between the sheet and the ServiceNow Instance, confirming that no configuration changes have been identified. 



Validation (Validate Configuration Changes from the sheet): 


Step 1: Open the Generated workbook 


Click on the sheet icon to open the generated workbook 





Step 2: Change the status to Pending 


Navigate to the desired sheet for which you want to validate the data and change the Processing Status to “Pending” 





Step 3: Start Execution (Validation) 


Once the Processing Status is set to Pending, close the workbook and navigate back to workspace.
Click on the hamburger menu icon and select “Request Reprocess” 





Click on the hamburger menu icon one more time and now select “Start Validation” 






In the pop-up window: 

  • Enter your ServiceNow instance password 
  • Add any execution notes 
  • Select the checkbox for the desired sheet 





Step 4: Review Results 


Once the execution status changes to Complete





Open the generated workbook. 






You will notice highlights across multiple tabs: 

  • Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned.  
  • Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 



Compare (Compare Between Two Executions): 


Step 1: Should have two Generated Workbooks   


Ensure that you have two workbooks generated.  





Step 2: To Start Compare Execution: 


Click on the hamburger menu icon and select “Request Reprocess” 





Click on the hamburger menu icon one more time and now select “Compare iteration” 






In the pop-up window: 

  • Select the iteration you want to compare against. 
  • Click Confirm and Start to start the execution process. 




Once the status shows complete




Open the workbook and navigate to each sheet to see the changes 





You can notice highlights across multiple tabs: 

  • Red Highlights – Indicate differences between the two iterations. 
  • Green Highlights – Indicate matching values across both workbooks. 


These color-coded results allow you to instantly identify what has changed or remained consistent between the two ServiceNow instances. 



Or we can also Navigate to the “Compare Summary” Sheet, to find the differences 





This Sheet provides a quick and reliable way to verify data consistency between executions. Instead of manually inspecting records, you can visualize differences and matches in a structured tabular form. 


Thank You.

Updated on: 09/16/2026

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