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ASM EOS 10.5
ASM EOS 10.5
  • Welcome to ASM EOS 10.5!
    • EOS (ASM Version 10.5) Release Notes
  • Use ASM
    • About the Alemba Service Manager Family
      • URLs and Access Parameters
        • System Access URLs
        • ASM Self Service Portal URLs
        • Pre-Populating Search Fields
      • Product Videos
    • Using the Self Service Portal
      • Logging on to Self Service Portal
        • Forgotten User ID and Password (Self Service Portal)
        • Password Expiry
      • Self Service Portal Home Page
      • Self Administration in Self Service Portal
        • Updating Your Contact Details
        • Changing Your Password
        • Delegating Work
      • Logging and Reviewing Tickets and Tasks/Approvals
        • Using the Logging Forms in Self Service Portal
        • Suggested Knowledge in the Self Service Portal
        • Reviewing Your Tickets in the Self Service Portal
      • Self Diagnosis from Self Service Portal
      • Searching the Knowledge Bank in Self Service Portal
      • Chat
      • Service Request Catalog
    • Using Nano
      • Nano Feature List
      • NANO Video Tutorial - Quick Start
      • Nano Application
        • Viewing Your Workload in NANO
        • Viewing Bulletins
        • Nano Matching Panel
        • Using the Call, Request, and Task Details window
        • Working with Entities in Nano
        • Using Resource Manager in NANO
        • Viewing Your Outstanding Tasks
    • Using ASM Core
      • Getting Started
        • The ASM Core Window
          • The Information Panel
          • The View Option
          • The New Option
          • Configuring search results
        • Changing your Password
        • Generating an ASM statistics report
        • Printable Reports from within Core
        • Searching for Items
          • Outstanding Item Searches
          • Saved searches
          • Viewing Search Results in Graphs
        • Indicators - Icons
      • Managing Your Tickets - Calls and IPK
        • Working with Calls
          • About the Call Details Window
          • Cloning Option
          • Log New Request from Call
          • Watch Call
          • Change a Call from an Incident to a Problem, Known Error, Major Incident, or Service Request
          • About the Service Window
          • About the Call Information Panel
          • About the Matching Panel
          • Add Notes - Updating Your Tickets
            • Notes: Offline Conversations with the User
        • Call Details Explorer Options
          • Call Activities Explorer Option
          • Linking Explorer Option
          • Forum Analysts Explorer Option
          • AI Ops Explorer Option
          • Viewing Event Transactions from a Call or Request
        • Overview of CTI in Alemba Service Manager
          • Storing Telephone Numbers for CTI
        • Logging a Call
        • Using Quick Forms in ASM Core
        • Deferring a Call
        • Reassigning/Forwarding a Call(s) Internally
        • Forwarding a Call Externally
        • Creating an Outage from a Call
        • Closing a Call
      • Requests and Tasks
        • Viewing your Request Workload
          • Viewing Outstanding Requests
          • Searching for Requests
        • Submit a New Request
        • Searching for Tasks
        • Completing a Task
        • Sending email from a task
        • Forwarding a Task Internally - Reassignment
        • Completing an Approval
        • Managing Change Calendars
        • Managing Resources
          • Preparing to Use Resource Manager
          • Using Resource Manager
          • Allocating Tasks in Resource Manager
      • Ordering Service Actions within ASM Core
      • Adding Attachments
      • Managing your CMDB
        • Managing CMDB Items
          • Cloning CMDB Items
          • Completing CMDB Item Details
          • CMDB Linking Diagram
          • Freezing CMDB Items
          • Linking CMDB Items
        • Managing Your Assets
          • Managing Inventory Items
          • Managing Software Products
          • Thresholds Explorer Option
          • Managing Transactions
            • Purchasing Items
            • Reserving Items
            • Allocating Items
            • Transferring Ownership of Items
            • Retiring Items
            • Changing Availability Status of Items
            • Adding an order from a search field
          • Specifying Usage Criteria
        • Managing your Service Portfolio
          • Managing Services
          • Managing Service Actions
            • Defining the Outcome of Selecting a Service Action
          • Managing Service Bundles
        • Managing Organizations
        • Managing Locations
        • Managing Cost Centers
        • Managing Jurisdictions
        • Managing Subscriber Groups
        • Managing Stakeholders
        • Options in the CMDB Items Explorer Pane
        • Allocating Change Windows to CMDB Items
        • Managing People
        • Managing Contracts
        • Managing Availability
          • Managing Outages
          • Impact Criteria
          • Displaying Outages
        • Managing Agreements
          • Defining Agreement Thresholds
          • Linking Service Items to an Agreement
          • Attaching Selection Criteria to Agreements
          • Agreement Measurements
      • Configuring AI Ops
        • Using the AI Ops Wizard
        • Managing AI Ops Rules
      • Knowledge Management
        • Managing Knowledge Entries
        • The Knowledge Bank Explorer
        • Viewing Knowledge Entries
        • Knowledge Administration
      • Configuring Reminders
      • Using IPK Workflow Rules
        • Part 1 - Building the Workflows
        • Part 2 - Defining Workflow Criteria Rules
          • Defining Call Fields for IPK Rules
        • Part 3 - Assigning Workflows to Rules
        • Configuring Call Auto Close Rules
        • Running Multiple Workflow Types on a Call
      • The Bulletin Board
        • Viewing Bulletins
        • Managing Bulletins
      • Using Timesheets
      • Scheduling Calls and Requests
      • Quick Forms Quick Start Guide
      • Instant Messaging/Internal Messages
      • Sending an Email
        • Finding Recipients
      • Delegation Setup
    • Dashboards and Reporting
      • Dashboard Configuration and User Learning Guide
      • Descriptions of Default Reports and Dashboards (SDI Classifications)
        • 8.3 Number of Incidents and Service Requests
        • 8.4 Average Time to Respond
        • 8.6 Average time to resolve incidents or fulfill service requests
        • 8.7 First Contact Incident Resolution and Request Fulfilment Rate
        • 8.8 First Level Incident Resolution and Request Fulfillment Rate
        • 8.9 Reopned Incident Rate
        • 8.10 Backlog Management
        • 8.11 Percentage of hierarchic escalations
        • 8.21 Percentage of Functional Escalations copy
        • 8.23 Average incident resolution time by priority
        • 8.24 Average request fulfilment time by priority
        • 8.25 Average resolution time by incident category
        • 8.26 Average fulfilment time by service request type
        • 8.27 Comparison of service level targets to performance
        • 8.28 Service Desk Knowledge Usage
        • 8.29 Customer Facing Knowledge Usage
        • 8.30 Service Desk Knowledge Quality and effectiveness
        • 8.31 Customer facing knowledge quality and effectiveness
        • 8.33 Monitoring Incidents caused by changes measured against target
        • 8.34 Total cost of service delivery
        • 8.35 Average cost per incident by channel
        • 8.36 Average cost per service request by channel
        • 8.43 Problem records created through proactive problem management
        • 8.44 Incident reduction through problem management
      • Install SDI Reporting Pack
      • Dashboards and Reports (.sydx Files)
      • Connecting to Power BI/Other Data Sources
      • Sample SQL Queries
      • Migrating your Syncfusion Dashboards to a New Server
  • SetUp & Configure ASM
    • Licensing
      • Licensing model
      • ASM Person Licenses
    • Installation and Upgrade
      • Alemba Service Manager On-Premise Architecture
      • HERMES Installation Guide
        • HERMES Prerequisites
        • Upgrading/Installing ASM to HERMES Step by Step Guide
      • EOS Installation Guide
        • Upgrading/Installing ASM to EOS Step by Step Guide
        • EOS Prerequisites
        • EOS Known Issues
      • GAIA Installation Guide
        • Upgrading/Installing ASM to GAIA Step by Step Guide
        • GAIA Prerequisites
      • Installation PowerShell Parameters
        • Administration Using PowerShell Scripts
      • Installation Guide for Syncfusion Dashboards
        • Part 1-Syncfusion Dashboard Server Installation
        • Part 2-Syncfusion Server Check HTTPS Binding has been Configured
        • Part 3-Syncfusion Server User Management Server (UMS) Configuration
        • Part 4-Syncfusion Server Configure the Dashboard Server
        • Part 5-Syncfusion Server Patching the Scheduler Service
      • Upgrading from vFire 9.2 or Below
      • Installing and upgrading on Multiple Web Servers
      • About Installing or Patching to ASM 10.1
      • Upgrading where downloading files is not possible
      • On Premise Architecture Diagrams
      • Configuring external network access to ASM
      • About the Polling Services
      • Configuration or Customization
      • Uninstalling ASM Core
    • Setting Up your System
      • Logging in as Administrator
      • Configuring an existing system
      • Configuring Nano
        • Configuring Nano
        • Request Phases
      • Setup Email
        • Setting Up Incoming and Outgoing Email
          • Email Server Configuration
          • Methods of Authentication for Mail Servers
          • About - Incoming Email
            • Recognized Incoming Email Subject Headings
          • Incoming POP3, IMAP, and MAPI Email Server Settings
            • Configuring MAPI
          • Incoming Email via API
          • How the Logging Analyst is Determined on an Incoming Email
          • Outgoing SMTP and MAPI Email Server Settings
          • Outgoing Email via Web Hooks
          • Configure Azure MS Graph API
          • Configuring Exchange Web Services (EWS)
            • Prerequisites
            • EWS - Configure Outgoing Email
            • EWS - Configure Incoming Email
            • EWS - Authorize the Connection
            • EWS - Troubleshooting
        • Mail Message Access (MMA)
      • Setup IM (Internal Messaging)
      • System Administration Settings
        • Custom Global Profile Fields
        • System Settings Menu
          • Your Organization
          • Partitioning
            • Configuring Partitions
            • Partition Settings
          • System Settings
          • Security Profiles
          • Server Time Zone
            • Storing Time Zone Information
            • Time Zone Settings
          • Defining Working Hours
          • Defining public holidays
          • Reset References
          • System Source Titles
          • Browse Limits
          • Messaging
          • Message Types
            • Message Type Definitions
          • Pager Settings
          • Pager Types
          • Activity Log
          • Stored Procedures
          • System Titles
          • Quick Launch
          • Quick Notes
          • Auditing
            • Administration Audit Trail
          • User and Analyst Search Field Settings
        • Security
          • Security Settings
          • Security Settings (Partitioned)
          • IPK Groups
          • Workflow Management Groups
          • Controlling log in
        • Security Roles
          • General Access Security Role
            • Admin Tab
            • Timesheets Tab
          • IPK Management Security Roles
            • IPK Management Role: Options Tab
            • IPK Management Security Role: Groups Tab
            • IPK Management Security Role: IPK Streams Tab
            • IPK Management Security Role: IPK Statuses Tab
            • IPK Management Security Role: Forms Tab
            • IPK Management Security Role: Quick Launch Tab
            • IPK Management Security Role: Fwd Groups Tab
          • Workflow Management Security Roles
            • Workflow Management Security Role: Shared Tab
            • Workflow Management Security Role: Requests Tab
            • Workflow Management Security Role: Tasks Tab
            • Workflow Management Security Role: Processes Tab
            • Workflow Management Security Role: Groups Tab
            • Workflow Management Security Role: Request Screen Sets Tab
            • Workflow Management Security Role: Task Screen Sets Tab
            • Workflow Management Security Role: Appr. Screen Sets Tab
            • Workflow Management Security Role: User Approval Screen Sets Tab
            • Workflow Management Security Role: External Supplier Screen Sets Tab
            • Workflow Management Security Role: Closure Task Screen Sets Tab
            • Workflow Management Security Role: Forms Tab
            • Workflow Management Security Role: Template Tab
            • Workflow Management Security Role: Request Quick Launch Tab
            • Workflow Management Security Role: Task Quick Launch Tab
          • Configuration Management Security Roles
            • Configuration Management Security Role: CMDB Items Tab
            • Configuration Management Security Role: People Tab
            • Configuration Management Security Roles: Organizations Tab
            • Configuration Management Security Role: Locations Tab
            • Configuration Management Security Role: Contracts Tab
            • Configuration Management Security Role: Subscriber Groups Tab
            • Configuration Management Security Role: Cost Centers Tab
            • Configuration Management Security Role: Jurisdictions Tab
            • Configuration Management Security Role: Forms Tab
          • Service Level Management Security Roles
            • Service Level Management Security Role: Options Tab
            • Service Level Management Security Role: Forms Tab
          • Availability Management Security Roles
          • Knowledge Management Security Roles
            • Knowledge Management Security Role: Options Tab
            • Knowledge Management Security Role: Content Access Tab
            • Knowledge Management Security Role: Statuses Tab
          • Bulletin Board Security Roles
          • Dashboard Management Security Role
            • Dashboard Security Role Options
          • Integration Security Role
        • IPK and Workflow
          • Incident, Problem & Known Error (IPK) Management
            • Configuring IPK Settings
            • IPK Settings (Partitioned)
            • Action Type
            • Call Attributes
            • Call History Types
            • Call Impact
            • Call Physical Statuses
            • Call Priority
            • Call Screen Sets
            • Call Stakeholder Roles
            • Call States
            • Call Status Titles
            • Call Urgency
            • Closure Groups
            • Custom Call Profiles
            • User Survey
            • User Survey Screen Set
            • IPK classes
            • IPK Streams
            • IPK Statuses
            • Link Stream/Status to Call Screen Set
            • Link Type/Stream/Status to Call Screen Set
            • Link Screen Set to Reasons
            • Limit Type by IPK Status
            • Link Type to Call Screen Set
            • Link Type to Reason
            • Priority Matrix
            • Configuring Quick Forms
            • Quick Solutions
            • Reasons
            • Scripting
            • Type Tiers
            • Email and Pager Options for IPK and Workflow Groups
          • Workflow Management
            • Workflow Management Settings
            • Workflow Attributes
            • Approval Types
            • Request Action Types
            • Request Implementation Profiles
            • Request Implementation States
            • Request Link Types
            • Request Physical Statuses
            • Request Phases (Nano)
            • Request Priority
            • Request Risks
              • Request Risk Assessment
              • Request Impact
              • Request Complexity
              • Request Risk Assessment Matrix
            • Screen Sets for Requests, Tasks and Approvals
            • Request Stakeholder Roles
            • Request Completion Statuses
            • Request Types
            • Task Action Types
            • Task Phases
            • Task Physical Statuses
            • Task Priority
            • Task Status Titles
            • Task Types
            • Workflow Management History Types
            • Request History Filters
            • Workflow Processes
            • Workflow Export and Import - Workflow Porting
            • Linking Approval Screens to Partitions
        • Service Level Management
          • SLM Settings
          • Agreement Attributes
          • Agreement Selection Priority
          • CMDB Selection Priority
          • Agreement Stakeholder Roles
          • Agreement Statuses
          • Exclusion Reasons
          • Agreement Types
          • Event Activity Types
          • Agreement Matrices
          • Measurement Types
          • Payment Types
        • CMDB (Configuration Management Database)
          • CMDB Settings
          • CMDB Service Levels
          • CMDB Item Classes
          • CMDB Item Criticality
          • CMDB Item Physical Statuses
          • CMDB Item Types
          • CMDB Link Status
          • CMDB Link Types
          • Contract Support Type
          • Contract Types
          • Cost Center Category
          • Custom CMDB Profiles
          • Person Profile
          • External Contact Type
          • User VIP Statuses
          • Disposal Methods
          • Financial Statuses
          • Financial Category
          • Freeze Statuses
          • Link Manufacturer to Model Type
          • Manufacturers
          • Model Types
          • Organization Profiles
          • External Supplier Statuses
          • Purchase Method
          • Service Link Types
          • Service Portfolio Statuses
          • Service Cost Types
          • Service Periods
          • Asset Management - Asset Lifecycle Status
          • Asset Management - License Type
          • Asset Management - Transaction Status
          • Self Service Portal Display Categories
          • Stakeholder Roles
        • Availability
          • Configuring Availability Management
          • Outage Types
          • Schedule Definition
        • Depreciation
          • Batch Run Parameters
          • Depreciation by CMDB Item Type
          • Depreciation Methods
          • Depreciation Schedules
        • Knowledge Bank
          • Knowledge Bank Settings
          • Knowledge Base Types
          • Knowledge Entry Types
          • Knowledge Profiles
          • Knowledge Ratings
          • Knowledge Statuses
          • Knowledge Document Import
        • Bulletin Board
          • Configuring the Bulletin Board
          • Bulletin Board Priorities
          • Bulletin Stakeholder Roles
        • Text Retrieval
          • Common Words
          • Keywords
          • Synonyms
        • Dashboards
        • Self Service Portal
          • Self Service Portal Settings
          • Self Service Portal Settings (Partitioned)
          • Self Service Portal Roles
            • Options Tab
            • CMDB Tab
            • Content Access Tab
            • Workflow Templates Tab
            • Call Templates Tab
            • Dashboard Management Tab
          • Self Service Portal Systems
          • Self Service Portal My Options
          • Self Service Portal Tables
          • Service Order Status Titles
          • Question Mappings
          • Catalog Promoted Items
          • Suggested Knowledge in the Self Service Portal
          • Creating Custom Pages
          • Link Organization to Portal Key
        • Nano
        • Preview Features/Advanced Options
          • Settings
            • Multi Language
            • Call Activities
            • Enable Active Directory Mappings to Sub Groups
            • CTI
              • Setting up the Alemba Service Manager CTI
            • SignalR Scale Out Options
            • External Chat tool Integrations
          • Portal Settings
          • Global Search
          • Chat Bot
    • FAQ
    • Moving Configurations, Workflows and Screens From Test to Production
    • Designing/Configuring your System
      • Configuring Screens
        • Creating New Screen Sets
        • Screens Available for Configuration using ASM Designer
        • Building Screens in ASM Designer
          • Configuring Fields
          • Creating a Custom Field
          • Deleting Fields
          • Building Screen Widgets
          • Knowledge Article Screens
          • Configuring Message Templates
          • Importing/Exporting Screens
        • Dynamic Screens
          • Deep Linking Field Data Across Screen Sets
          • Field Calculations & Risk Calculation
          • Using Rules
          • Adding Images and Progress Indicators to your screens
        • Deleting a Custom Screen
        • Configuring Button Labels
      • Customizing Options for the Self Service Portal
      • Styling the Self Service Portal
      • Call Template Administration
      • Workflow Template Administration
        • Steps for Workflow (Request Template) Creation
          • Basic Process for Building a Workflow
          • Managing Tasks - Adding Tasks to the Dependency Diagram
            • Task Types in the Task Palette
              • Defining Request Start Details
              • Creating a Task
              • Creating a Standard Task
              • Create Request Task
              • Creating an Approval Task
              • Creating a User Approval Task
              • Conditional Branching Tasks
                • Defining a Dependency Rule
                • Defining Dependency Actions
              • Creating a Messaging Task
              • Creating a Delay Task
              • Creating a Manage CMDB Task
                • Recursive CMDB Task
                • Adding Transactions to a Manage CMDB task
                • Asset Management Transactions in a Manage CMDB Task
                • Mapping Fields to be Updated by a Transaction
              • Creating an Outbound Action Task
              • Creating an SLM Start Clock/Stop Clock Task
              • Creating an External Supplier Task
              • Creating a Run External Procedure Tasks
              • Creating a Change Window Task
              • Creating a Closure Task
              • Creating an Activation Task
          • Create a Service Action and Attach a Workflow to it
          • Setting Up Post Provision Service Actions
          • Troubleshooting Workflow and Service Action Linking
        • Component Workflows
        • Setting Up Amendable Requests
        • Sharing Parent Request Items with Child Requests
      • Planning Knowledge Management
      • Accessibility Features
      • Common ASM Use Cases and Solutions
        • Use Cases - Workforce and Talent Management
          • Example Configuration
        • Use Cases - Service Validation and Testing
          • Example Configuration
        • Use Cases - Project Management
          • ASM Project Management How-To Videos
        • Use Cases - Setup Major Incident Management
        • Use Cases - Business Continuity Planning
        • Use Cases - Environmental Impact Analysis (for TBL Accounting)
        • Use Cases - Capacity Planning
        • Use Cases - Knowledge Management
          • Enable and Configure the ASM KB
    • Limited Support/End of Life Capabilities
      • Configuration Portability
        • Overview & Best Practices
        • Porting Configuration Data
        • Viewing the Export and Import Logs
      • Ask a Question in Self Service Portal
      • Server Console
        • Accessing the Server Console
        • Creating a New ASM System
        • Server Console system tasks
        • Customization nodes
        • SQL Server and Table Ownership
        • Updating Scripts
        • ASM Core Registry Keys
      • Concurrent Licensing
        • License Corrals
      • Alemba Classic API
        • Programming with the Classic API
          • WCF Client
        • Code Examples
        • Return Values
        • API Message Types
        • API Lookups
        • API Transactions
          • Availability Transactions
          • Call Transactions
          • CMDB Item Transactions
          • Contract Transactions
          • Cost Center Transactions
          • Jurisdiction Transactions
          • Location Transactions
          • Organization Transactions
          • Person Transactions
          • Subscriber Group Transactions
          • Knowledge Transactions
          • Bulletin Transactions
          • System Transactions
            • Session Transactions
            • Add Note Transactions
            • Attribute Transactions
            • Development Transactions
            • Message Transactions
            • Object Transactions
            • Stakeholder Transactions
          • Workflow Transactions
            • Workflow (Request) Transactions
            • Task Transactions
        • API Classes
        • API WSTester Application
  • Integrate
    • Integration Overview
    • Managing Integration
      • Setting Up the Integration Platform
        • Defining Connectors
        • Defining Sources
        • Configuring an Integration Source
        • Resource Mapping
        • Defining Property Transforms
        • Defining Profile Maps
        • Defining Resolution Rules
        • Defining Link Type Mapping
      • Single Sign-On using SAML
        • Integrated Security vs. Single Sign On
        • Technical and Access Requirements
        • Configuring ASM for Single Sign-On
        • Importing Identity Provider Metadata
        • Service Provider Signing Certificate
        • Configuring the Service Provider
        • Exporting Service Provider Metadata
        • Importing Service Provider metadata into the Identity Provider
        • SSO Troubleshooting
        • SSL Binding
        • Creating a Self Signed Certificate
        • Extending the Single Sign-On Connector
      • Configuring Azure Active Directory discovery
      • Azure Multi-factor Authentication
      • Viewing Integration Activity
        • Viewing Integration Log
      • Connectors to ASM Core
        • Connector Matrix
        • Installing Connectors
        • CMDB Connectors
          • Altiris Network Discovery Connector
          • CA Cohesion Connector
          • Centennial Discovery/FrontRange Connector
          • EMC Smarts NCM Connector
            • Service Assurance Manager Connector
          • LANDESK Connector
          • Microsoft Azure Connector
          • Microsoft SCOM Connector
          • Microsoft SMS and SCCM Connector
          • Snow Connector
          • SolarWinds Connector
          • VMware Application Discovery Manager Connector
          • VMware vCenter Configuration Manager Connector
          • VMware vCloud Director Connector
          • vRealize Orchestrator Connector
        • LDAP Connectors to ASM Core
          • Microsoft Active Directory Server Connector
          • Novell eDirectory Server Connector
        • Generic Connectors to ASM Core
          • Email Event Connector
          • External Process Connector
          • Stored Procedure Connector
          • ASM to ASM Connector
          • Jira Connector
            • Developer Notes for the Jira ICNF
          • CSV File Connector
          • MS Azure DevOps Connector
          • Connector Suite for MS SQL Server Tables
          • Resource Databases Connector
            • Tutorial for Configuring the Database Resources Connector
      • Build your Own Connector
        • How to Build Your Own Connector
      • Managing the Federated CMDB
        • Managing Scheduled Integration Scans
      • Managing External Resources
      • Selecting Fields for Mapping
      • Managing Inbound and Outbound Actions
        • Configuring Inbound and Outbound Actions
          • Configuring Outbound Actions
            • Using Outbound Actions
          • Configuring Inbound Actions
        • Inbound or Outbound Action Source Parameters
      • Managing Events
        • Configuring Event Management
          • Event Management Source Parameters
          • Viewing Event Types
          • Managing Event Type Mappings
        • Using Events
      • Webhooks
      • Canvas App Widgets
      • Microsoft Teams Chat Integration
      • Microsoft Project Integration
      • Connector Diagnostics
    • API's
      • Alemba RestFul API
        • Alemba API Architecture
        • Installing the Alemba API
        • Logging In to the Alemba API Explorer
        • Navigating the Alemba API Explorer
        • Alemba API Programmers’ Guide
        • Alemba API Programmers' Cookbook
          • Recipes
        • Alemba API Related Database Tables
        • Using API Reporting Views
        • Authentication
          • Configuring Authentication for the Alemba API
          • Configuring Windows Authentication for the Alemba API
          • Configuring Single Sign On using SAML for the Alemba API
      • Azure/ Web API/Logic Apps
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Copyright 2023 Alemba, ASM EOS 10.4

On this page
  • Accessing the Connector
  • The Connector Builder Page
  • Authentication
  • Resource Settings
  • Resource Details
  • Resource Unique Identifier Field
  • Resource Display Field
  • Resource Last Modified Field
  • Field Sets
  • Add a new Field Set
  • Link Settings
  • Queries
  • Query All
  • Query Search
  • Query Retrieve
  • Resource Unique Identifier Field
  • What happens after you build the connector in the configuration process?

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  1. Integrate
  2. Managing Integration
  3. Build your Own Connector

How to Build Your Own Connector

The Connector Builder Page allows you to develop custom connectors so you can integrate other external applications seamlessly with ASM using the REST API.

Communication with supported external applications is performed through connectors that you can now build in the Connector designer page in ASM, rather than wait for others to build and install them on your server.

Capability effective as of: Alemba Service Manager HERMES v10.6.1.

The Connector Builder page only supports building custom Federated CMDB connectors for the following:

  • Person

  • Bulletin

  • CMDB Item

  • Contract

  • Cost Center

  • Location

  • Organization

  • Person

  • Subscriber Group

Accessing the Connector

  1. Go to Menu>System Administration>Integration

  2. Select Connector Builder

  3. To add a new connector, press Add Connector

  4. To view an existing connector, double-click

The Connector Builder Page

This page can be used to create new connectors and manage integrations with REST API’s. This screen allows you to build connectors.

  1. To build a new connector, press Add Connector and a New Connector Builder Page loads.

  2. Complete all the relevant fields: Name, Authentication, Resource Settings, Resource Details, Queries, Unique Identifier, etc...

Authentication

For authentication, you have 2 choices:

  • Basic: the simplest type of authentication, where the user will have to provide a valid username and password before using the API.

  • OAuth: uses the OAuth open-standard authentication framework to authenticate with the service, providing mechanisms for user authentication. OAuth does not share password data but instead uses authorisation tokens to prove an identity between users and service providers. OAuth is an authentication protocol that allows you to approve one application interacting with another on your behalf without giving away the password.

Resource Settings

By clicking on the plus symbol, a new section is created “New Resource” on which you can delete or expand either by clicking on the expand button or clicking on the entire section.

This new section allows you to create and define the resources and multiple new resources can be added.

The resources created in the Connector Builder will be displayed in the Integration Resources Page.

The following groups of fields are presented in the screen:

  • Resource Details

  • Queries

  • Resource Unique Identifier Field

  • Resource Display Field

  • Resource Last Modified Field

  • Field sets

Help icons are displayed near each field to give additional information and useful examples.

Resource Details

In this section, you will create and define the resource that you want to build.

  1. Resource Display Name *: This is the value that will be seen when mapping a resource.

  2. Resource Id *: A unique value for the resource to be used in ASM.

  3. Resource Category*: This will determine the type of resource to be imported. Select from the list of available resource types:

    • Person

    • Bulletin

    • CMDB Item

    • Contract

    • Cost Center

    • Location

    • Organisation

    • Person

    • Subscriber Group

4. Resource Description *: A description of the resource.

Resource Unique Identifier Field

The Field ID value needs to be the JSON attribute of the resource unique ID.

  1. Field ID*: unique identifier of what gets returned

  2. Data Type*: specifies which type of value a variable has and what type of mathematical, relational, or logical operation can be applied and chosen from the from the dropdown list: Blob, Boolean, DateTime, Float, GUID, Integer, Long, Password, String, Text.

Data Type

Used for

Example

Blob

Stores binary data as a single entity

Images, Audio, Multimedia objects, etc

Boolean

Representing logical values

TRUE, FALSE

DateTime

Stores an instant in time expressed as a calendar date and time of the day

YYYY-MM-DDThh:mm:ss, etc

Float (Real)

Numeric variable which includes all the integer numbers plus their fractions or decimals

3.15, 9.06, 00.13

GUID

Text string that represents and identification (Globally unique identifier)

ID software, hardware, documents, etc.

Integer

Numeric variable without a decimal-whole numbers

7,12, 999

Long

Used when you need a range of values more than those provided by Integer

Password

Represents a password value

String

Holds a list of characters of any length. Therefore, it can represent alphanumeric data and symbols

Hello world, Alice, Bob123

Resource Display Field

The Field ID value needs to be the JSON attribute of the resource display name.

Field ID*: Unique identifier of what gets returned

Data Type*: Specifies which type of value a variable has and what type of mathematical, relational, or logical operation can be appliedà dropdown button to choose from the list: Blob, Boolean, DateTime, Float, GUID, Integer, Long, Password, String, Text.

Resource Last Modified Field

Field ID*: Unique identifier of what gets returned

Data Type*: Specifies which type of value a variable has and what type of mathematical, relational, or logical operation can be appliedà dropdown button to choose from the list: Blob, Boolean, DateTime, Float, GUID, Integer, Long, Password, String, Text.

Field Sets

A field set is a definition of how a particular set of readable data should be retrieved and represented as a list of fields.

Multiple field sets can be combined and used to present a consolidated set of data, however field IDs must be unique with the resulting schema or field lists, so conflicts in field ID result in data being over-written.

If you have multiple field sets for the same resource and/or you’re using mapped field sets that use a separate query, it will impact the performance of the connector. This is due to the fact that it’s going to run multiple requests to the API for every resource it detects.

Field sets are groups of data that you can retrieve using a particular API call. By using this option, you can customise what kind of data should be retrieved from the 3rd party system and returned to ASM.

Most of the time, by just retrieving an entity, will have all the information that you need. For example, just retrieving a configuration item or person, will have all the information that you need, there’s no need to make another API call and combine field sets to bring more information.

Add a new Field Set

This new section allows you to create the field sets and multiple new field sets can be added.

  1. Fieldset ID*: Unique identifier of what gets returned

  2. Type: dropdown button to choose from the list: Relative, Mapped.

    • Relative: will use the results from the Queries so every field that is added to the field set needs to get returned in all 3 queries.

    • Mapped: will run a separate query to bring back the fields -> Linked Query

3. Field set Query: This query will be used when retrieving fieldset data.

4. The URL * field: the API reference will be provided by the 3rd party system.

5. The Nested Object field: add a value here if you would like to select a nested object in the response.

Example: You would enter results if you would like to select the results array from a search query response: { "results": [ { "Key": "Test", "Value": true } ], "_self": "api:v2/test" }

6. The Paged? Checkbox: Enable this option if you would like to page the results. This may improve performance. If paging is enabled, the following parameters are required int the URL:

Example: api/v2/configuration-item/@UNIQUEID

  • Starting Page No*: This value will be used in the query as the page, offset or skip query parameters.

  • Page Size*: This value will be used in the query as the limit or top of the query parameters.

  • Skip Records? Checkbox: Enable this option if the API skips/offsets records, rather than incrementing page numbers.

  • @UNIQUEID: This parameter is required and will be the unique id of source.

Link Settings

Once the Resources are defined, you should be able to link them if the API supports this action.

Not all APIs will support linking.

  1. Click the Add button.

  2. Complete the link settings. Help icons are displayed near each item to give you further instruction. The following group of fields are presented in the screen:

  3. Link Details

    • Link Display Name* is the vaue that will be seen when mapping a resource link.

    • Link ID* is a unique value for the link to be used in ASM

    • Link Description* is the ASM detailed description of the link.

  4. Resource A Unique Identifier Field - dropdown button (Combo box) to select from resources. The field ID value needs to be the JSON attribute of the resource A’s unique ID.

    • Field ID*: Unique identifier

    • Data type* is the dropdown button to choose from the list: Blob, Boolean, DateTime, Float, GUID, Integer, Long, Password, String, Text.

  5. Resource B Unique Identifier Field - dropdown button (Combo box) to select from resources. The field ID value needs to be the JSON attribute of the resource B’s unique ID.

    • Field ID*: Unique identifier

    • Data type* is the dropdown button to choose from the list: Blob, Boolean, DateTime, Float, GUID, Integer, Long, Password, String, Text.

  6. Link Sync Type* - Select the sync type that will determine what type of query will be run when detecting links.

    • Absolute: Specifies that links should not be synchronized relative to a resource. The query used will need to return both resource A and resource B unique Id's.

    • Relative To A: Specifies that links will be synchronized relative to resource A. The @RESOURCEAID parameter will be passed to the query.

    • Relative To B: Specifies that links will be synchronized relative to resource B. The @RESOURCEBID parameter will be passed to the query.

  7. Link Query - This query will be used when detecting links between two resources.

    • The URL * field: the API reference will be provided by the 3rd party system.

    • The Nested Object field: add a value here if you would like to select a nested object in the response.

Example: You would enter results if you would like to select the results array from a search query response: { "results": [ { "Key": "Test", "Value": true } ], "_self": "api:v2/test" }

9. The Paged? Checkbox: Enable this option if you would like to page the results. This may improve performance.

  • Starting Page No*: This value will be used in the query as the page, offset or skip query parameters.

  • Page Size*: This value will be used in the query as the limit or top of the query parameters.

  • Skip Records? Checkbox: Enable this option if the API skips/offsets records, rather than incrementing page numbers.

  • Optional Parameters:

    • @RESOURCEAID: Use this parameter only when Relative to A sync type is selected. This parameter will be replaced with Resource A's unique id

    • @RESOURCEBID: Use this parameter only when Relative to B sync type is selected. This parameter will be replaced with Resource B's unique id

    • If paging is enabled the following parameters are required in the URL:

      • @PAGESIZE: Indicates the page size. To be used with limit or top query parameters.

      • @PAGENO: Indicates the paging position. To be used with page, offset or skip query parameters.

Example: api/v2/configuration-item/@RESOURCEAID/links

Queries

With the CMDB connectors there are 3 main queries: Query All, Query Search and Query Retrieve.

The URL fields need to be populated with 3 distinct types of API calls. The host's name is not included at this stage. The API references will be provided in the 3rd party system documentation.

Retrieving lots of data from the API could possibly impact the connector’s performance. Best practice is to select individual fields/properties in the request queries whenever possible. It is recommended to do that especially with the Query All and Query Search where the case is that lots of objects could be potentially returned.

Query All

This query will be used to return all the resources in the given scope. Runs a federated scan and retrieves all the resources from the 3rd party system.

  1. The URL * field: the API reference will be provided by the 3rd party system.

  2. The Nested Object field: add a value here if you would like to select a nested object in the response.

Example: You would enter results if you would like to select the results array from a search query response: { "results": [ { "Key": "Test", "Value": true } ], "_self": "api:v2/test" }

3. The Paged? Checkbox: Enable this option if you would like to page the results. This is generally recommended and will usually improve performance.

If the Paged? Checkbox is enabled the following text input fields and a checkbox will be displayed:

  • Starting Page No*: This value will be used in the query as the page, offset or skip query parameters.

  • Page Size*: This value will be used in the query as the limit or top of the query parameters.

  • Skip Records? Checkbox: Enable this option if the API skips/offsets records, rather than incrementing page numbers.

  • Parameters: If paging is enabled, the following parameters are required int the URL:

    • @PAGESIZE: Indicates the page size. To be used with limit or top query parameters.

    • @PAGENO: indicates the paging position. To be used with page, offset or skip query parameters.

Example: api/v2/configuration-item?$select=Ref,Name,Description&$filter=Name==@SEARCHTEXT&$top=@PAGESIZE&$skip=@PAGENO

Query Search

This query will be used when searching external sources. The query should filter resources by name.

  1. Access ASM Menu>Search>External resources to search for a Connector, a Source, Resource Type and Resource, bringing back a live view of the 3rd party system.

  2. The URL * field: the API reference will be provided by the 3rd party system.

  3. The Nested Object field: add a value here if you would like to select a nested object in the response.

Example: You would enter results if you would like to select the results array from a search query response: { "results": [ { "Key": "Test", "Value": true } ], "_self": "api:v2/test" }

4. The Paged? Checkbox: Enable this option if you would like to page the results. This may improve performance. If paging is enabled, the following parameters are required int the URL:

@PAGESIZE: Indicates the page size. To be used with limit or top query parameters.

@PAGENO: indicates the paging position. To be used with page, offset or skip query parameters.

Example: api/v2/configuration-item?$select=Ref,Name,Description&$filter=Name==@SEARCHTEXT&$top=@PAGESIZE&$skip=@PAGENO

5. Starting Page No*: This value will be used in the query as the page, offset or skip query parameters.

6. Page Size*: This value will be used in the query as the limit or top of the query parameters.

7. Skip Records? Checkbox: Enable this option if the API skips/offsets records, rather than incrementing page numbers.

8. Parameters: @SEARCHTEXT: Use this parameter to filter resources by name.

Query Retrieve

This query will be used when retrieving a single resource item. It reflects the details that are brought back when you select a single individual item.

  1. The URL * field: the API reference will be provided by the 3rd party system.

  2. The Nested Object field: add a value here if you would like to select a nested object in the response.

Example: You would enter results if you would like to select the results array from a search query response: { "results": [ { "Key": "Test", "Value": true } ], "_self": "api:v2/test" }

3. The Paged? Checkbox: Enable this option if you would like to page the results. This may improve performance. If paging is enabled, the following parameters are required:

  • Starting Page No*: This value will be used in the query as the page, offset or skip query parameters.

  • Page Size*: This value will be used in the query as the limit or top of the query parameters.

  • Skip Records? Checkbox: Enable this option if the API skips/offsets records, rather than incrementing page numbers.

4. UNIQUEID: This parameter is required and will be the unique id of source.

If paging is enabled, the following parameters are required int the URL: api/v2/configuration-item/@UNIQUEID

Resource Unique Identifier Field

The Field ID value needs to be the JSON attribute of the resource unique ID.

  1. Field ID*: unique identifier of what gets returned

  2. Data Type*: specifies which type of value a variable has and what type of mathematical, relational, or logical operation can be applied and chosen from the from the dropdown list: Blob, Boolean, DateTime, Float, GUID, Integer, Long, Password, String, Text.

Data Type

Used for

Example

Blob

Stores binary data as a single entity

Images, Audio, Multimedia objects, etc

Boolean

Representing logical values

TRUE, FALSE

DateTime

Stores an instant in time expressed as a calendar date and time of the day

YYYY-MM-DDThh:mm:ss, etc

Float (Real)

Numeric variable which includes all the integer numbers plus their fractions or decimals

3.15, 9.06, 00.13

GUID

Text string that represents and identification (Globally unique identifier)

ID software, hardware, documents, etc.

Integer

Numeric variable without a decimal-whole numbers

7,12, 999

Long

Used when you need a range of values more than those provided by Integer

Password

Represents a password value

String

Holds a list of characters of any length. Therefore, it can represent alphanumeric data and symbols

Hello world, Alice, Bob123

What happens after you build the connector in the configuration process?

Once your connector has been built and tested, you can put your custom connector to work. You will need to configure the connector for ASM to successfully connect to the 3rd party source with the specified parameters.

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By clicking on the Add button, a new section is created “new_field_set*” on which you can delete or expand either by clicking on the expand button or clicking on the entire section.

A new section is created “New Link*” on which you can delete or expandeither by clicking on the expand button or clicking on the entire section.

instances of external sources with which ASM can connect in order to import or update objects and exchange information.  For integration with the Federated CMDB, a source is the system to which ASM can connect to import objects discovered by a network discovery tool into ASM or import users from a directory server. 

s that you defined in the Connector Builder. This enables you to view the resource type configured on a selected source and create mappings for each of these resource types. This will allow you to create mappings between the external resource and ASM CMDB item fields.

You can for running scans on sources for the purpose of importing external resources.

You can configured on a selected source and create mappings for each of these link types.

You can for Analysts to manage external resources

Define a source to configure
Configure the resource
view and create schedules
view the resource link types
set up appropriate security rights