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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
  • Use Case Scenario
  • Connector Description
  • Connection Parameters
  • User Diagnostics
  • Installing the SAM Connector
  • Firewall Settings
  • Federated CMDB Population
  • Functionalities based on Improved Federated CMDB Structure
  • Resource and Link Types Exposed by Connector
  • Link Types
  • Event Management
  • Functionality overview
  • Event Management Operation
  • Specific Use Cases
  • Event Management and Transactions
  • Business Rules
  • Setting up the Event Management Functionality
  • Starting the Event Management Functionality
  • Notification Attributes

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  1. Integrate
  2. Managing Integration
  3. Connectors to ASM Core
  4. CMDB Connectors
  5. EMC Smarts NCM Connector

Service Assurance Manager Connector

The Service Assurance Manager Connector is implemented to link ASM Core and EMC Smarts Service Assurance Manager (SAM).

This section of the documentation describes the details of the third-party application, that is, EMC Smarts SAM 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 in the handling of Event Management between ASM Core and EMC Smarts SAM

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.

Use Case Scenario

Purpose

An organization uses Service Assurance Manager (SAM) to discover resources in its organization’s networks and monitor its day-to-day operation. SAM automatically correlates topology and event data from multiple-managed domains to diagnose root cause problems and the impact that those problems have on business-critical processes and services. SAM enables the operations personnel to effectively prioritize their time and resources to maintain and sustain the business-critical processes and services.

Role

The roles of the SAM Connector are:

  • To expose the resources and links that allows for population and consistency checks of the CMDB.

  • To allow for communications between ASM Core and SAM in relation to the events created in SAM.

Connector Description

The table below provides a description of the SAM Connector.

Information fields

Name

Connector

EMC Smarts SAM <-> ASM Core

Third-party application

EMC SAM

Assembly

Infra.Connector.Ionix.SAM.dll

Connector class (Source class)

IonixSAMConnector

Configuration file

Infra.Connector.Ionix.SAM.icnf

Connection methodology

API

Java needs to be installed on the ASM Core server for the SAM connector to operate properly. The minimum version of Java required for this integration is Java 8, 64-bit.

Connection Parameters

The table below provides a description of the connection parameters.

Parameters

Description

Broker IP address

IP address of broker. Format: <IPADDRESS>:<PORT> for example, 192.168.0.133:426

Login ID

EMC SAM login ID

Password

EMC SAM password

SAM Domain

EMC SAM domain (default: “INCHARGE-SA”)

User Diagnostics

The connector has the facility to trace information. The data can be obtained through Polling tracing or Application tracing.

Installing the SAM Connector

This section describes how to install the SAM Connector. Installation of this connector is different from the other connectors provided for ASM. The installation instructions given here are only relevant to this connector.

Before you begin using the SAM Connector, ensure that the server has the Windows x64 version of Java Runtime Environment (JRE) installed. This is required to use the connector. You can download JRE from the Java website (Windows x64 version):

  1. Create folder C:\ASMSAM on theASM web server.

  2. Copy the file Infra.Connector.Ionix.SAM.DomainManager.jar from the ASM application root folder to the newly created C:\ASMSAM folder.

  3. Copy all files from the SAM server '<Ionix SAM installation directory>\CONSOLE\Smarts\classes' folder to the C:\ASMSAM folder on the ASM server

  4. Create or update the CLASSPATH environment variable in the system so that the connector knows where to find the Java libraries by completing the following steps.

  5. Go to Control Panel and double-click System. This displays the system properties of the current system.

  6. In the System Properties dialog box, click the Advanced tab and click Environment Variables.

  7. Find the CLASSPATH environmental variable and click Edit. If there is no CLASSPATH variable, create one by clicking New located in the System variables section.

  8. Ensure that the Variable name field is CLASSPATH.

  9. Click Edit. In the Edit System Variable dialog box, add the following values to the CLASSPATH variable in the Variable Value field: C:\ASMSAM\Infra.Connector.Ionix.SAM.DomainManager.jar; C:\ASMSAM\adm.jar; C:\ASMSAM\certj.jar; C:\ASMSAM\clsapi.jar; C:\ASMSAM\cmp_core.jar; C:\ASMSAM\cryptojce.jar; C:\ASMSAM\cryptojcommon.jar; C:\ASMSAM\i18napi.jar; C:\ASMSAM\icu4j-3_8_1.jar; C:\ASMSAM\icu4j-charsets-3_8_1.jar; C:\ASMSAM\iv2query.jar; C:\ASMSAM\java_probe.jar; C:\ASMSAM\java_probe_sample.jar; C:\ASMSAM\jcmFIPS.jar; C:\ASMSAM\jcommon-0.7.0.jar; C:\ASMSAM\jfreechart-0.9.3.jar; C:\vFireSAM\jgl3.1.0.jar; C:\vFireSAM\jvmif.jar; C:\vFireSAM\log4j-1.2.13.jar; C:\vFireSAM\logger-0.0.1.jar; C:\vFireSAM\masterpiece.jar; C:\vFireSAM\masterpiece_l10n.jar; C:\vFireSAM\monitoring_action.jar; C:\vFireSAM\monitoring_action_sample-javadoc.jar; C:\vFireSAM\monitoring_action_sample.jar; C:\vFireSAM\net.jar; C:\vFireSAM\platform.jar; C:\vFireSAM\servlet.jar; C:\vFireSAM\skclient.jar; C:\vFireSAM\sm_dxa.jar; C:\vFireSAM\sm_icf_tm_base.jar; C:\vFireSAM\sm_repos.jar; C:\vFireSAM\sm_system.jar; C:\vFireSAM\sslj.jar; C:\vFireSAM\suite.jar; C:\vFireSAM\tsgdtj50.jar; C:\vFireSAM\tsgetj50.jar; C:\vFireSAM\tsglt50.jar; C:\vFireSAM\tsgltc50.jar; C:\vFireSAM\tsgmtj50.jar; C:\vFireSAM\platform-javadoc.jar;

  10. You can append values to an environmental variable by separating each value with a semicolon.

  11. Click OK to apply the changes to the system.

  12. Next, you need to register the SAM Connector in the database:

    • Open the ASM Server Console and right-click on the system in which the connector is installed.

    • Select Database Tasks > Run Custom SQL Script in the menu that appears. A standard Windows Open dialog box appears.

    • In the Windows Open dialog box, navigate to and select the Infra.Connector.Ionix.SAM.Install.scp file which is in the ASM System's Configfolder.

    • Click Open.

    • Click No when prompted if there are other scripts to run.

  13. Close the ASM Server Console.

  14. Perform a Microsoft Internet Information Services (IIS) reset by typing iisreset in the Run command prompt.

  15. Restart the ASM Connector service.

  16. In some cases it may be required to restart the ASM Core server to pick up the new CLASSPATH

This completes the installation of the SAM Connector and makes it ready for use within the ASM application.

Firewall Settings

In certain cases, it is possible that a firewall is present between SAM and the ASM System. In such cases, the firewall needs to be set up so that it allows bi-directional TCP transactions between the system on one side, and the SAM broker and the SAM domain that is decided to be connected to, on the other side. Practically, the firewall needs to allow transactions that use the IP addresses and port details of any of the three entities.

Federated CMDB Population

This section explains how ASM handles resource and link types and their properties in order to populate and manage the CMDB.

The structure of the Federated CMDB in ASM Core has been specially modified to provide a more dynamic approach to the connector usage. With this CMDB configuration, resources and links are presented according to the user’s specific configuration and not according to the configuration file alone.

Functionalities based on Improved Federated CMDB Structure

The SAM Connector proposes a dynamic method that allows for exposure and import of resources discovered and managed by SAM. This method provides the user with the capability of importing every resource present in SAM, and not only the ones that are described in the connector configuration file.

The default option for the connector is to expose resources only from INCHARGE-SA domain. However, the connector has been so built that pulling data from any sub domains does not represent an important development effort.

Resource and Link Types Exposed by Connector

The dynamic model means that every resource type handled by SAM is also handled by the connector.

Following the same concept, all the attributes handled by EMC SAM for any resource type would be available when setting up field mappings.

Link Types

A link is defined for the connector by three factors - its name, the higher resource and the lower resource. The higher and lower resources are the types of resources (or resource types) that are located at the ends of the link.

For Resource types, the list of Link types displayed by the connector is dynamically generated. This means that all the relationships available in SAM are listed in this control.

The ASM Core Integration Platform allows the configuration of attributes for any links exposed by the connector. The parameters that can be modified are:

  • Impact Overridden

  • Impacts Lower

  • Impacts Upper

  • Link Status Ref

  • Link Type

Event Management

This section provides an overview of the Event Management functionality.

Functionality overview

The purposes of this functionality are:

  • To automatically transpose notifications generated by SAM into ASM Core calls or requests

  • To maintain the consistency of the information held in the notification and in the item created in ASM Core

Event Management Operation

The running of this functionality relies on the monitoring of the SAM notification queue by the SAM Connector in order to detect any new notifications. When this happens, the Integration Platform compares the attributes of the new notification against some user-defined criteria. if the criteria are met, it proceeds with the creation of a call or problem or a request depending on the user settings.

From a practical point of view, SAM notification attributes can be mapped to ASM Core fields. This mapping is used when creating a new call or request. Upon creation, the ASM Core call or request ID is sent back to SAM and the appropriate notification record is updated to reflect the ID of the item that has been created in ASM Core.

As the notification goes through updates, the connector ensures that these modifications are properly transmitted to the related ASM Core item. The current behavior of ASM Core, upon receipt of such updates and notifications, depends on the Event Mapping settings in the system.

Eventually, actions on the network will be taken and the SAM notification will be marked as Inactive or will disappear from its queue. This fact will also be transmitted to the relevant ASM Core item and the final result (Call Updated, Call Closed and so on) will again depend on the Event Mapping settings.

Specific Use Cases

The following use cases describe the scenario where an organization sets up integration between ASM Core and SAM:

Role Service Manager is responsible for Service Desk and Change operations and SAM is responsible for issuing alerts and root cause analysis.

The table below describes some specific use case scenarios on SAM and ASM Core integration.

Use case number

Use case scenario

Action

Event Management transaction

1

SAM sends an alert to ASM Core.

ASM Core logs a call with this information and automatically forwards the call to the Incident Management group. The analyst takes over the call and clicks the Acknowledge Event button.

ASM Core sends an Acknowledgement transaction to SAM.

2

SAM sends a root cause alert to ASM Core. This root cause possesses a certainty of 60%.

ASM Core logs a call in response to this alert. The network engineer fixes the issue and clears the alert in SAM.

SAM issues a Resolve transaction to ASM Core. ASM Core closes the logged call.

3

SAM sends a root cause alert to ASM Core, indicating that the root cause is the email server with 60% certainty. Two minutes later, SAM logs a new alert for the same issue, saying that the root cause is actually a switch with 90% certainty.

ASM Core logs a call in response to the first alert.

In response to the second alert, SAM issues a Delete transaction to ASM Core. ASM Core closes the call logged as a result of the first alert, and logs a new call based on the second root cause.

Event Management and Transactions

The use case scenarios in the previous section, and more generally the Event Management operation of the connector, rely on a particular communication protocol between the two systems. This protocol is composed of different transactions that are illustrated below.

The table below lists the transactions, definition and behavior in the specific case of this connector.

Event Management transactions

Description

Receive

An event is sent from an external system to ASM Core. ASM Core receives this event.

Acknowledge

ASM Core sends a transaction to an external system with a formal statement acknowledging that their event has been received.

This is different from a transactional acknowledge or not acknowledge (ack or nack) note sent between systems.

Notify

Occurs when there is a call or request within ASM Core logged due to an event sent from an external system:

  • Notification is initiated from ASM Core to the external system after an Analyst adds a note to the call or request.

  • Notification is initiated from an external system and is sent to ASM Core as a NOTIFY event. It is either added as a note or ignored, depending on the settings in the Event Mapping screen.

Update

Occurs when there is a call or request within ASM Core logged due to an event sent from an external system:

  • From ASM Core, an Update is created and sent to the external system when an Analyst updates a call or request by forwarding Internally, Externally, Deferring, or Saving to the database.

  • From the external system, an UPDATE message is sent to ASM Core any time an event related to a call in ASM Core is modified. The ASM Core call or request is physically closed, a note is added, or it is ignored, depending on the settings in Event Mapping.

Resolve

Occurs when the event has been resolved in the external system and a Resolve transaction is sent to ASM Core.

The ASM Core call or request is physically closed, a note is added, or it is ignored, depending on the settings in Event Mapping.

Delete

Occurs when the event is no longer valid on the external system (for example, the alert sent of the root cause with 60% certainty has been superseded by a more accurate root cause at 90% certainty). It also informs ASM Core through a transaction.

The ASM Core call or request is physically closed, a note is added, or it is ignored, depending on the settings in Event Mapping.

Business Rules

Transaction

Rules

Receive

The Receive transaction leads to a new call being logged, a new problem being created or a request being initiated depending on Integration Platform settings.

A reliable unique ID is stored against any specific call created to ensure proper management of the subsequent communications

Any possible data in relation with the time or date of the event or root cause is made available to ASM Core. This allows for possible back-dating of any call or problem logged in ASM Core after it receives a Receive message from SAM.

There are no business rules for the other transaction types.

Events are uniquely identified by both the event ID and the lastNotifiedAt date, such that for any given event, the connector treats each new occurrence of the same event as a new event in ASM Core. This is because the unique identifier in SAM is only based on the device and the type of event. Consequently, if only the ID is used, the same event type, for example Unresponsive, that occurs much later and for entirely different reasons, would be treated as the same event. Another consequence is that if an event in SAM is resolved and then reoccurs, the ASM Core call number returned to SAM will be matching the initial call logged in ASM Core and not any subsequent calls.

Setting up the Event Management Functionality

Check the following items when setting up the Event Management functionality of the SAM Connector:

  • Ensure that the Event Management checkbox is selected in the Integration Platform settings window.

  • Ensure that the SAM connector is installed and the check boxes in the Events and Visible columns are selected in the Integration Connectors window.

  • Ensure that a SAM source is defined in the Integration Source window.

  • Ensure that a SAM Event mapping is defined in the Event screen. This mapping should at least specify the action to be performed (log call or create request) when a notification is carried over, as well as the template to be used for this action.

Starting the Event Management Functionality

If the Event Management checkbox in the Integration Platform administration screen is selected, the Event Management functionality starts running as soon as a proper Event mapping is completed and saved. When starting, the connector checks the SAM notification queue and logs a call for every item that is present and fulfils the criteria that are implemented in the Event mapping. This can lead to a large number of calls being created when activating the Event Management functionality.

One solution to avoid this behavior is to include in the Event criteria setting an item based on the FirstNotifiedAt attribute. For example, you could plan to “go live” with Event management on a precise date and, as a consequence, specify that the value of FirstNotifiedAt has to be after this date before any action can be triggered in ASM Core.

Notification Attributes

The table below lists the notification attributes that are available when setting up an Event mapping.

Key
Display
Data type
Is multivalued

Acknowledged

Acknowledged

Boolean

False

AcknowledgmentTime

AcknowledgmentTime

dateTime

False

Active

Active

Boolean

False

AffectedConfigItem

AffectedConfigItem

String

False

AffectedConfigItem is not a SAM notification attribute, it is computed by the connector. It is of reference to a resource type, which means its value can be used to identify a Configuration Item that may have been imported during a previous Federated CMDB scan through the Resolve capability of Event mapping. The value is based on the fields ElementClassName and ElementName of the SAM notification. If these fields are empty, then its value is based on the fields ClassName and InstanceName. If these fields are also empty, then the value of AffectedConfigItem will be null.

AuditTrailSizeLimit

AuditTrailSizeLimit

Integer

False

AutoAcknowledgmentInterval

AutoAcknowledgmentInterval

Integer

False

Category

Category

String

False

Certainty

Certainty

Float

False

ClassDisplayName

ClassDisplayName

String

False

ClassName

ClassName

String

False

ClearOnAcknowledge

ClearOnAcknowledge

Boolean

False

CreationClassName

CreationClassName

String

False

Description

Description

String

False

DisplayName

DisplayName

String

False

ElementClassName

ElementClassName

String

False

ElementName

ElementName

String

False

EventDisplayName

EventDisplayName

String

False

EventName

EventName

String

False

EventState

EventState

String

False

EventStateTable

EventStateTable

String

True

EventText

EventText

String

False

EventType

EventType

String

False

FirstNotifiedAt

FirstNotifiedAt

dateTime

False

FirstScheduledAutoAcknowledge

FirstScheduledAutoAcknowledge

Integer

False

FirstScheduledAutoArchive

FirstScheduledAutoArchive

Integer

False

FirstScheduledAutoClear

FirstScheduledAutoClear

Integer

False

Impact

Impact

Integer

False

InactiveAutoArchiveInterval

InactiveAutoArchiveInterval

Integer

False

InMaintenance

InMaintenance

Boolean

False

InstanceDisplayName

InstanceDisplayName

String

False

InstanceName

InstanceName

String

False

internalElementClassName

internalElementClassName

String

False

internalElementName

internalElementName

String

False

IsAggregate

IsAggregate

Boolean

False

IsAggregatedBy

IsAggregatedBy

Boolean

False

IsProblem

IsProblem

Boolean

False

IsRoot

IsRoot

Boolean

False

LastChangedAt

LastChangedAt

dateTime

False

LastClearedAt

LastClearedAt

dateTime

False

LastNotifiedAt

LastNotifiedAt

dateTime

False

Name

Name

String

False

NextSerialNumber

NextSerialNumber

Integer

False

OccurrenceCount

OccurrenceCount

Integer

False

OriginalSources

OriginalSources

String

True

Owner

Owner

String

False

scheduledForNotify

scheduledForNotify

Boolean

False

ServiceName

ServiceName

String

False

Severity

Severity

Integer

False

ShouldAutoAcknowledge

ShouldAutoAcknowledge

Boolean

False

ShouldAutoAcknowledgeAt

ShouldAutoAcknowledgeAt

dateTime

False

ShouldAutoArchive

ShouldAutoArchive

Boolean

False

ShouldAutoClear

ShouldAutoClear

Boolean

False

ShouldAutoClearAt

ShouldAutoClearAt

dateTime

False

ShouldInactiveAutoArchive

ShouldInactiveAutoArchive

Boolean

False

ShouldInactiveAutoArchiveAt

ShouldInactiveAutoArchiveAt

dateTime

False

ShouldScheduleAutoAcknowledge

ShouldScheduleAutoAcknowledge

Boolean

False

ShouldScheduleAutoArchive

ShouldScheduleAutoArchive

Boolean

False

ShouldScheduleAutoClear

ShouldScheduleAutoClear

boolean

False

ShouldScheduleInactiveAutoArchi ve

ShouldScheduleInactiveAutoArchive

Boolean

False

SourceDomainName

SourceDomainName

String

False

SourceEventType

SourceEventType

String

False

TroubleTicketID

TroubleTicketID

String

False

UserDefined1

UserDefined1

String

False

UserDefined10

UserDefined10

String

False

UserDefined2

UserDefined2

String

False

UserDefined3

UserDefined3

String

False

UserDefined4

UserDefined4

String

False

UserDefined5

UserDefined5

String

False

UserDefined6

UserDefined6

String

False

UserDefined7

UserDefined7

String

False

UserDefined8

UserDefined8

String

False

UserDefined9

UserDefined9

String

False

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