Configure Service Graph Connector for Observability - Dynatrace SaaS using SGC Central

task brazil Updated Sep 10, 2026 4 min read sgcc-configure-dynatrace-saas.md
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Use the playbook in SGC Central to set up the Service Graph Connector for Observability - Dynatrace SaaS and pull Dynatrace data into your CMDB.

Before you begin

Important: The Service Graph Connector for Observability - Dynatrace SaaS is designed for the Dynatrace SaaS (3rd‑generation) platform and leverages DQL-based APIs and the Grail architecture to import data from Dynatrace into the CMDB. If you're in a Dynatrace managed (self‑hosted) or legacy SaaS environment, you should use the Service Graph Connector for Observability - Dynatrace.

Install Service Graph Connector for Observability - Dynatrace SaaS from the ServiceNow Store. For ServiceNow Store installation steps, see Install a ServiceNow Store application.

Role required: The following table shows the roles required for each stage of the playbook.

Stage Role
Prerequisites admin
Setup SGC-Admin (sn_cmdb_int_util.sgc_admin) or admin

Note: The admin user role is required to run background scripts and to provide access to global tables to the SGC-Admin user. For information about the user roles for Service Graph Connectors, see Service Graph Connector user roles.

About this task

The playbook experience for onboarding connectors is activated with SGC Central in the CMDB Workspace. To configure the SGC Central application, see Configuring SGC Central and for more information on how to interact with a playbook, see Interact with Playbook.

Procedure

  1. Use one of the following methods to open SGC Central:

    • Navigate to Workspaces > Service Graph Workspace, and from the left navigation panel, select the Ingestion icon [Omitted image "icon-sgc-central.png"] to open the SGC Central view.
    • Navigate to Workspaces > CMDB Workspace > SGC Central.

  2. On the Overview page, select Create connection.

  3. On the Create connection window, select the Dynatrace SaaS connector type, and then select Create connection.

  4. Complete the initial prerequisites when setting up a connection for the first time.

    Note: This step is required only during the first-time setup. See Perform initial setup tasks when creating a connection in SGC Central.

  5. Enter connection details and test the connection for importing Dynatrace data.

    1. In the Setup stage, select Create and test connection.

    2. On the form, fill in the fields.

Field

Description

Connection name

Name to identify the Dynatrace SaaS connection record.

Hostname

Host name of your Dynatrace environment (*Dynatrace-tenant*.apps.dynatrace.com).

Platform Token

Dynatrace platform token (see Platform tokens).Note: The platform token must not be prefixed with Bearer.
**Note:** The following permissions are required for the platform token: 
    ```
    storage:entities:read
    storage:smartscape:read
    ```

    For more information, see [Permissions in Grail](https://docs.dynatrace.com/docs/platform/grail/organize-data/assign-permissions-in-grail).

3.  Select **Create and test connection**.

4.  After the test completes, select **Continue**.

  1. Set the configuration properties for the connection.

    1. In the Setup stage, select Set configuration properties.

    2. Select the Create upstream/downstream service-to-service relationship option to enable the creation of upstream and downstream relationships between Dynatrace Service CIs (service‑to‑service).

      See the service_to_service_relationships_enabled connection property for more information.

    3. Select the Append Dynatrace tenant id to calculated service name option to enable the creation of unique names across multiple Dynatrace connections by appending the Dynatrace tenant ID to the Calculated Service names.

      See the append_tenant_id_to_service_name connection property for more information.

    4. Specify the maximum number of records to be returned per Dynatrace API request in the Dynatrace API batch size field.

      See the dynatrace_api_batch_size connection property for more information.

    5. Select Continue.

  2. Configure the import schedule.

    1. In the Setup stage, select Configure import schedule.

    2. Select the import schedule for your connection, set it to Active, and fill in the run schedule details.

    3. Select Save, then Continue.

  3. Migrate from Service Graph Connector for Observability - Dynatrace to Service Graph Connector for Observability - Dynatrace SaaS.

    1. Deactivate the scheduled import jobs for the classic Dynatrace connection.

    2. Select the classic Dynatrace connection that the Dynatrace SaaS connection replaces.

    3. Configure the migration cleanup job.

      For information on configuring the migration cleanup job, see Migrate a classic Dynatrace connection to the Dynatrace SaaS connector.

      Note: The migration cleanup job runs once with the next scheduled execution and is then deactivated.

  4. Select Confirm connection creation to verify the connection.

What to do next

Select View all connections to review the connection details.

You can manage connections from the SGC Central view of the CMDB Workspace or the Ingestion view of the Service Graph Workspace. For more information, see Managing connections added for Service Graph Connectors in SGC Central.

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