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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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On this page
  • Functionalities
  • Use Case Scenario
  • Connector Description
  • Connection Parameters
  • Federated CMDB population
  • Resource Types
  • Link Types
  • Outbound Actions
  • Technical Considerations
  • Outbound Actions Details
  • Job Information
  • Job Execute
  • Job Cancel
  • Job Schedule
  • Job Completion

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  1. Integrate
  2. Managing Integration
  3. Connectors to ASM Core
  4. CMDB Connectors

EMC Smarts NCM Connector

EMC Smarts NCM is also referred to as Network Configuration Manager or NCM in the ASM Core user interface.

This section of the documentation contains technical specifications about the connector that is implemented to link ASM Core and EMC Smarts NCM. This connector deals with two main aspects of the Integration Platform, namely Federated Configuration Management Database (CMDB) and Outbound actions. The documentation details the third-party application, that is, EMC Smarts NCM including:

  • The name of the .NET assembly file

  • Connection methodology

  • The resource and link types that can be discovered on the third-party application

  • The attributes of each resource and link type that can be imported into the ASM Core CMDB

  • The requirements involved with the management of Outbound actions between ASM Core and EMC Smarts NCM

For compatibility and version support details, refer to the ASM Connector Matrix.

You should familiarize yourself with the information in Installing Connectors before installing any connectors, and read the Integration topics for more information on how to configure them.

Functionalities

An organization uses EMC Smarts NCM to discover resources on their network and to maintain their compliances. The role of this connector is:

  1. To expose the resources to allow for population and consistency checks of the ASM Core CMDB.

  2. To allow for outbound workflow actions to be performed from a ASM Core workflow in order to:

    • Retrieve all configuration items (CIs) affected by a specific job already set up in EMC Smarts NCM

    • Trigger the execution or cancellation of a EMC Smarts NCM specific job

Use Case Scenario

The functionalities described allow for the running, amongst several other possibilities, of the following use cases:

  • ASM Core CMDB population with network resources previously discovered by EMC Smarts NCM.

  • Creation of a new Request for Change in the ASM System.

  • During the unfolding of the Request for Change, a ASM Core task is sent to an EMC Smarts NCM network administrator. For cross reporting requirement, this task conveys the ASM Core change request identifier.

  • The network administrator creates jobs in EMC Smarts NCM using the EMC Smarts NCM console. For every new job created, the console generates a Job ID.

  • The Job ID is manually copied in the ASM Core task and sent back to the RFC workflow.

  • A ASM outbound action task, including the Job ID specified during the previous step, calls out to EMC Smarts NCM for it to return the list of affected CIs. Job identification is performed by using the EMC Smarts NCM job identified.

  • ASM Core Change Manager can examine the Business Service dependencies in order to determine impact level before approving or denying a change.

  • A second ASM Core workflow outbound task calls out to EMC Smarts NCM to either execute or cancel a job, through the Job ID as appropriate.

Updates to the CMDB eventually happen when the next scanning process of EMC Smarts NCM resources is performed.

Connector Description

The table below provides a description of the EMC Smarts NCM Connector.

Information fields

Description

Connector

EMC Smarts NCM v4.1 <-> ASM Core

Third-party application

EMC Smarts NCM

Assembly

Infra.Connector.VMware Service Manager.NCM.VMware Service ManagerNCMConnector

Connector class

VMware Service Manager NCMConnector

Configuration file

Infra.Connector.VMware Service Manager.NCM.icnf

Connection methodology

Web Services

Connection Parameters

When creating a new EMC Smarts NCM source from the Source option of the Integration Platform, some EMC Smarts NCM specific parameters have to be entered.

The credentials of the EMC Smarts NCM analyst related to the Username and password specified below should have adequate rights to trigger, schedule and cancel jobs in EMC Smarts NCM.

The table below provides the connection parameters of the EMC Smarts NCM Connector.

Parameters

Description

Web Service URL

URL of the ASM Core NCM Web Services. For example,

http://<server

name>:8881/ws/api/41/services/ApiService?wsdl

User name

Ionix NCM user name

Password

EMC Smarts NCM password

The Connection Parameters window of EMC Smarts NCM WebService is illustrated below.

Federated CMDB population

Resource Types

This section lists the resource types and their properties that the connector has to discover on EMC Smarts NCM systems. The connector later imports the resource types it has discovered into the ASM Core CMDB.

Switch

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Router

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

VPN Concentrator

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

ATM Switch

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Firewall

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Wireless Application

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Layer 3 Switch

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Content Cache

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Load Balancer

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

VOIP Device

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Server

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

IP Phone

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Others

The attributes of this resource type are as follows:

  • Derived Device Name

  • Description

  • URL for Contextual Launch

  • Unique Identifier

  • Hostname

  • Domain Name (from fqdn)

  • Device Type

  • Management IP Address

  • Operating system

  • Device vendor

  • Device model

  • Serial Number

  • SNMP Contact

  • SNMP location

Link Types

Link types are not defined in the EMC Smarts NCM Connector. However, the connector does support the introduction of link types. This can be done by customizing the configuration file.

Outbound Actions

Technical Considerations

Interactions between ASM Core and EMC Smarts NCM systems are defined by a series of pre-defined actions. These actions are called Outbound actions in ASM Core. They and their operations are detailed and managed by the EMC Smarts NCM Connector and the Integration Platform.

The current actions defined by the EMC Smarts NCM Connector are:

  • Job Information

  • Job Execute

  • Job Cancel

  • Job Schedule

  • Job Completion

When ASM Core executes any of the actions above, a communication protocol is used to ensure the proper exchange of information between the two systems. The protocol relies on the following transactions as shown:

Only the Create transaction is compulsory for an action to take place. The existence of any other transactions depends on the nature of the action. For instance, an action aimed at retrieving a readily available piece of information from EMC Smarts NCM is unlikely to handle an Update transaction. This is because this action is non-persistent. ASM Core asks for the information with a Create transaction and EMC Smarts NCM immediately replies using a Complete transaction that includes the relevant data.

The settings for the actions between ASM Core and EMC Smarts NCM are managed through the Outbound Actions option in the Integration Platform. Amongst the parameters that can be defined, a mapping between some EMC Smarts NCM and some ASM Core fields is required. The EMC Smarts NCM fields available are mainly composed of the attributes qualifying a job in EMC Smarts NCM.

The table below lists the EMC Smarts NCM field names, their types and display in ASM Core.

EMC Smarts NCM field names

Type

Field display in ASM Core

id.resourceName

String

Job ID

approvedBy

String

Job Key

id.approvedBy

String

approvedBy

auditTag

Long

auditTag

instanceIndex

String

instanceIndex

jobDescription

String

jobDescription

jobName

String

jobName

jobOwner

String

jobOwner

jobPriority

String

jobPriority

jobRunOption

String

jobRunOption

jobStatus

String

jobStatus

jobType

String

jobType

maintWindowType

String

maintWindowType

occurrencesCompleted

Long

occurrencesCompleted

targetTime

String

targetTime

updateComment

String

updateComment

updatedBy

String

updatedBy

Approved

Boolean

Approved

maintWinOverride

Boolean

maintWinOverride

Modified

Boolean

Modified

preserveTaskOrder

Boolean

preserveTaskOrder

Recurring

Boolean

Recurring

runInNextMaintWin

Boolean

runInNextMaintWin

sharedConfig

Boolean

sharedConfig

impactedDevices

String

impactedDevices

impactedDevices is not mapped to specific EMC Smarts NCM fields. It contains device IDs of every devices affected by a specific job.

Outbound Actions Details

Five Outbound actions have been implemented in the EMC Smarts NCM Connector. These actions allow, at the minimum, the running of the use case scenario given in the Use Case Scenario. However, they can be used in many different ways in order to accommodate other specific User requirements.

The five Outbound actions are:

  • Job Information

  • Job Execute

  • Job Cancel

  • Job Schedule

  • Job Completion

The first three actions — Job Information, Job Execute and Job Cancel - are asynchronous. So, the tasks in Service Manager is immediately marked as Completed. They just retrieve the information of the job. In the case of Job Execute and Job Cancel actions, it sends off an operation to be performed on the job, but does not wait for the job to complete execution in EMC Smarts NCM. The last two actions — Job Schedule and Job Completion, are synchronous and are not marked as Completed until the job is completed in EMC Smarts NCM.

The Integration Platform Guide contains detailed instructions on how to set up Outbound actions.

Job Information

When provided with an Identifier of a Job previously created in EMC Smarts NCM, this action retrieves the list of the affected devices that are impacted by the Job related to the Job Identifier supplied.

The table below provides a description of the Job Information action.

Input from ASM Core

EMC Smarts NCM job identifier

Action performed

Retrieve a list of affected devices into ASM Core

Output from EMC Smarts NCM

List of affected devices

Task deemed completed

When the initial transaction requesting specific information is sent by ASM Core to EMC Smarts NCM

Type of transactions involved

Create

Miscellaneous

Absence of Update, Notify, and Cancel transaction

Job Execute

When provided with an Identifier of a Job previously created in EMC Smarts NCM, this action triggers the execution of the Job related to the Job Identifier supplied. The table below provides a description of the Job Execute action.

Input from ASM Core

EMC Smarts NCM job identifier

Action performed

Sets the job to run in the next maintenance window

Output from EMC Smarts NCM

List of affected resources

Task deemed completed

When the initial transaction requesting a specific Job to be set up is sent by Service Manager to EMC Smarts NCM

Type of transaction involved

Create

Miscellaneous

Absence of Update, Notify and Cancel transaction

Job Cancel

When provided with an Identifier of a Job previously created in EMC Smarts NCM, this action cancels the Job related to the Job Identifier supplied. The table below provides a description of the Job Cancel action.

Input from ASM Core

EMC Smarts NCM job identifier

Action performed

Cancel a specific Job in EMC Smarts NCM

Output from EMC Smarts NCM

List of affected resources

Task deemed completed

When the initial transaction requesting a specific Job to be cancelled is sent by ASM Core to EMC Smarts NCM

Type of transactions involved

Create

Miscellaneous

Absence of Update, Notify, and Cancel transaction

Job Schedule

When provided with an Identifier of a Job previously created in EMC Smarts NCM, this action is able to schedule the Job related to the Job Identifier supplied. The table below provides a description of the Job Schedule action.

Input from ASM Core

EMC Smarts NCM job identifier

Action performed

Scheduling a specific Job in EMC Smarts NCM

Output from EMC Smarts NCM

List of affected resources

Task deemed completed

When the Completed transaction sent by EMC Smarts NCM is received by ASM Core

Type of transactions involved

Create

Job Completion

When provided with an Identifier of a Job previously created in EMC Smarts NCM, this action monitors when the Job related to the Job Identifier supplied is completed in EMC Smarts NCM. The table below provides a description of the Job Completion action.

Input from ASM Core

EMC Smarts NCM job identifier

Action performed

Scheduling a specific Job in EMC Smarts NCM

Output from EMC Smarts NCM

List of affected resources

Task deemed completed

When the Completed transaction sent by EMC Smarts NCM is received by ASM Core

Type of transactions involved

Create

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