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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
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            • 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
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        • 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
  • Installation
  • Additional Information
  • Connector Operation
  • Overview
  • Set up an Incoming Email Server in ASM Core
  • Configure an Integration Source for the Email Event Connector
  • Configure the XML file
  • Create an Integration Event Mapping
  • Before you start

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

Email Event Connector

The Alemba® Email Event Connector is implemented to generate calls or requests in Alemba Service Manager™ from 3rd party event tools that send event notifications by email. Fields in the generated calls and requests are populated with data from the emails. A configuration XML file defines field mappings between the template and the contents of event emails. New calls or requests are created from emails with unique Subjects. Existing event calls or requests are updated from emails with Subjects matching previously received emails.

This section of the documentation describes the details of the connector and how to configure it to extract data from incoming emails, including:

  • The name of the .NET assembly file

  • Connection methodology

  • The requirements involved in the handling of Event Management between ASM Core and the incoming emails.

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

Use Case Scenario

Purpose

An organization receives emails from a 3rd party application to notify them of an event.

Role

The role of this connector is to pass parameters from the email into calls or requests in ASM.

Connector Description

The table below provides a description of the connector.

Information fields

Name

Connector

Emails -> ASM Core Connector

Third-party application

any supported email applications

Assembly

Alemba®.Connector.Email.dll

Configuration file

Alemba®.Connector.Email.xml

Configuration GUI

Alemba®.Connector.Email.Config.exe

Connection methodology

not applicable

Connection Parameters

The connection parameters for this connector are contained within an XML file on the application server where ASM is installed. This file must be mapped to the connector Source.

Connection parameters

Description

Incoming Email Source

The incoming email server source configured in System Admin, to be used by the connector.

Configuration File

The file path and name of the XML file which contains the connection details and parameters for the connector. Required.

Installation

No install is required for this connector. Upon ASM Core install, this connector is visible in the Integration module, ready to be configured.

Additional Information

This connector does not include any Federated CMDB population functionality.

Connector Operation

Overview

To make the Alemba® Email Event Connector work, you must:

  1. Set up an Incoming Email Server in ASM Core

  2. Configure an Integration Source for the Email Event Connector

  3. Configure the XML file

  4. Create an Integration Event Mapping

Set up an Incoming Email Server in ASM Core

  1. Follow the steps detailed in the Email Settings topic to create an incoming email server in ASM Core that will be used by the Email Connector to retrieve emails and create calls or requests.

  2. Enter the details of the server and email account that will receive event emails from the third party application.

  3. The Call Template field in the Email Settings is ignored by the connector, which instead uses the Using template field in the Event Type Mapping Details window.

  4. In the settings for the incoming email server in ASM Core, the Active checkbox must be unselected.

  5. Conflicts will occur if the mail server is not set to be inactive in the Email Settings.

  6. Continue completing the settings for the incoming email server in ASM Core, as instructed in the Email Settings topic.

  7. Select to save the changes.

Configure an Integration Source for the Email Event Connector

  1. Select ≡ > Admin > Integration.

  2. In the Explorer pane, under Integration, select Sources.

  3. Select the button on the toolbar. In the pop up window, select Alemba® Email Event Connector from the drop-down list.

  4. In the Integration Source Details window, complete the details.

Name
Type a name for the integration source. Required.

Status

This field is pre-filled with the Active status.

Connector

This field is pre-filled with the Connector type.

Assembly.TypeName

This field is pre-filled based on the selected connector as defined in the Connector DLL. Read-only.

Incoming Email Source

Use the drop down to select the Incoming Email Server, configured in Email Settings in System Admin, that will receive the event emails. The connector will regularly check the inbox of that mail account.

The account configured in Email Settings must be set to Inactive.

Configuration File

The file path and name of the XML file which contains the field mappings for the connector. Required.

  1. Select to save the changes.

Configure the XML file

An executable has been provided to assist in the configuration of the Alemba®.Connector.Email.xml file, where the field mappings are defined.

  1. Run the configuration GUI

    • Log onto the ASM web server, if you're not already logged on

    • Navigate to the ASM root folder and run Alemba®.Connector.Email.Config.exe

    • C:\Program Files\Alemba\ASM\Alemba®.Connector.Email.Config.exe

    • The ASM Email Event Connector Config window opens

    • On first-time configuration, the GUI opens with a simple email example to demonstrate how the configuration tool works. The XML file is pre-configured with field mappings for the example email. To see the example field mappings, select Open and select the file Alemba®.Connector.Email.xml.

  2. Configure the settings:

System

Select the system configured with the Email Connector Source. The default system is selected by default.

Incoming Email

Select the incoming mail account configured in the Email Settings window in System Admin, that will receive the event emails.

The selected mail account must be set to Inactive in the Email Settings.

After selecting the System and Incoming Email, select

select to display the contents of the first email in the inbox.

If no email contents are displayed, the settings may be incorrect, or there is no email in the inbox.

From

The from address of the email

Subject

The subject of the email

Body

The body of the email

Headers

The header information contained in the email

Save the configured System and Incoming Email settings.

Configs

Use the Configs table to create fields for each unit of data you want imported into ASM from the emails. Fields created here appear as selectable Event Fields in the Incoming tab of the Event Type Mappings Details screen. Create a row for each field to be mapped to a field in a ASM call or request, configuring the columns as follows:

Field

The name of the field to display in the Event Fields column in the Incoming tab of the Event Type Mappings Details screen in ASM.

Type

Select the type of field from the list.

Source

Select the source from the list.

Header

Enter the Name of the record in the Headers section to extract data from, if applicable.

Expression

Define a formula, based on Regular Expression parsing, to extract the required parameters from the email.

The email contains UserID: 123

Therefore the expression would be defined as UserID: (?<value>.+) And the extracted value is 123

Date Format

Enter a format if DateTime was selected as the Type. If blank, will default to the server format. Leave this field blank if Date/Time was not selected as the Type.

dd/MM/yyyy

Default

Enter a value to use as default if none can be extracted from the email.

Test

This column displays the value that will be extracted from the email using the configured settings. To run the test, select .

select to test the field mapping configuration. The outcome for each configured field (row) appears in the Test column.

  1. select Save to save the field mapping settings to the XML file.

  2. Ensure you have the correct account permissions required to modify the XML file.

Create an Integration Event Mapping

Before you start

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 saved. When starting, the connector checks the configured database table and logs a call or request for every item that is present and fulfills the criteria that are implemented in the Event mapping. This could lead to a large number of calls/requests 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 a date 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 date field in the external table has to be after this date before any action can be triggered in ASM Core.

  1. Follow the steps detailed in the Managing Event Type Mappings topic, up to the section that describes the Actions tab.

  2. In the Actions tab, it is recommended to select Update as the action for "When Deleted externally". For more information refer below - Configuring the Actions Tab.

  3. After the Actions tab is configured, continue completing the settings for the Event Mapping as instructed in the Managing Event Type Mappings topic.

  4. Select to save the changes.

Configuring the Actions Tab

Settings defined in the Actions tab of the Event Type Mappings will have a significant impact on calls and requests created by the connector.

New calls or requests are created when the connector finds an email with a unique Subject.

Existing calls or requests created from event emails, are updated when the connector finds an email with a Subject that was previously processed.

When Updated externally

This transaction is used when an email is received that has the same subject as a previous email that already generated a call or request through the connector. The action that is selected from the dropdown list determines what happens to the existing call or request.

Close

This action has no effect on the existing call or request.

Update

Updates the existing call or request, updating mapped field values (if needed) and writes an 'update' entry into the call or request history.

Add Note

Adds a note to the existing call or request's history. Mapped fields are not updated.

Take no action

This action has no effect on the existing call or request.

When Updated externally and Call or Request is closed

This transaction is used when an email is received that has the same subject as a previous email that already generated a call or request through the connector, and that call or request is closed. The action that is selected from the dropdown list determines what happens to the existing call or request.

Re-open

Reopens the closed call or request, updates mapped field values (if needed) and writes an 'update' entry into the call or request history.

Log new and link existing

Logs a new call or request and links it to the closed call.

Add Note

Adds a note to the closed call or request's history. Mapped fields are not updated.

Take no action

This action has no effect on the existing call or request.

When Notified externally

This transaction is not used by this connector and can be ignored.

When Notified externally and Call or Request is closed

This transaction is not used by this connector and can be ignored.

When Resolved externally

This transaction is not used by this connector and can be ignored.

When Resolved externally and Call or Request is closed

This transaction is not used by this connector and can be ignored.

When Deleted externally

This transaction is used when a new email is found in the inbox, and a call or request is generated by the Event Emails Connector. The action that is selected from the dropdown list determines what happens to the call or request at the time it is created.

Close

Logs the call or request and then immediately closes it

Update

Logs the call or request and then adds a note to the history

Add Note

Logs the call or request and then adds a note to the history

Take no action

No call or request is logged

When Deleted externally and Call or Request is closed

This transaction is not used by this connector and can be ignored.

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From
The from address of the email
Close
This action has no effect on the existing call or request.
Re-open
Reopens the closed call or request, updates mapped field values (if needed) and writes an 'update' entry into the call or request history.
Close
Logs the call or request and then immediately closes it

Subject

The subject of the email

Body

The body of the email

Headers

The header information contained in the email

Field

The name of the field to display in the Event Fields column in the Incoming tab of the Event Type Mappings Details screen in ASM.

Type

Select the type of field from the list.

Source

Select the source from the list.

Header

Enter the Name of the record in the Headers section to extract data from, if applicable.

Expression

Define a formula, based on Regular Expression parsing, to extract the required parameters from the email.

The email contains UserID: 123

Therefore the expression would be defined as UserID: (?<value>.+) And the extracted value is 123

Date Format

Enter a format if DateTime was selected as the Type. If blank, will default to the server format. Leave this field blank if Date/Time was not selected as the Type.

dd/MM/yyyy

Default

Enter a value to use as default if none can be extracted from the email.

Test

This column displays the value that will be extracted from the email using the configured settings. To run the test, select .

Update

Updates the existing call or request, updating mapped field values (if needed) and writes an 'update' entry into the call or request history.

Add Note

Adds a note to the existing call or request's history. Mapped fields are not updated.

Take no action

This action has no effect on the existing call or request.

Log new and link existing

Logs a new call or request and links it to the closed call.

Add Note

Adds a note to the closed call or request's history. Mapped fields are not updated.

Take no action

This action has no effect on the existing call or request.

Update

Logs the call or request and then adds a note to the history

Add Note

Logs the call or request and then adds a note to the history

Take no action

No call or request is logged