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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
  • Overview
  • Use Case Scenario
  • Connector Description
  • Connection Parameters
  • Connector Requirements
  • Installation
  • Additional Information
  • Connector Operation
  • Overview
  • Configure the XML file
  • Configuring a Source for External Processes
  • Configuring Outbound Action Tasks

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

External Process Connector

This topic provides details of the Alemba® External Process Connector, including:

  • The name of the .NET assembly file

  • The connection methodology

  • Use case scenarios

  • Architectural and functional details that ensure the running of the use case through the Outbound Action task in the Workflow Platform

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

Overview

This connector:

  • Sends values from a request, task, or a linked entity, to an external process.

  • Receives values from the executable and passes them to the request or task.

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

External processes are 3rd-party executables such as Powershell and Ping, and perform a functions that cannot performed natively by ASM.

Role

The role of this connector is to pass parameters from the Outbound Action task to the External Process and receive return parameters.

Example

As part of a virtual machine creation, ping an IP address entered into the request submission form to confirm the environment is running before continuing with the request. The IP address is passed by the Outbound Action task in the request to the Ping external process, and returns the latency value to the mapped field in the request or task.

Connector Description

The table below provides a description of the Alemba® External Process Connector.

Information fields

Name

Connector

External Process <-> ASM Core workflow

Assembly

Alemba®.Conenctor.ExternalProcess.dll

Configuration File

Alemba®.Connector.ExternalProcess.xml (default)

Configuration GUI

Alemba®.Connector.ExternalProcess.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 is installed. This file must be mapped to the connector Source.

Connection parameters

Description

Configuration File

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

Connector Requirements

Ensure that all security requirements are met for the external process to be run. When executing processes on a server other than the ASM server, ensure the executable is accessible through the firewall.

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® External Process Connector work, you must:

  1. Configure the XML file using the configuration GUI on the ASM server

  2. Configure ASM with a Source for the Alemba® External Process Connector

  3. Configure ASM Outbound Action tasks

Configure the XML file

An executable has been provided to assist in the configuration of the Alemba®.Connector.ExternalProcess.xml file, where all the connection parameters, mappable fields, and other details for the external process are defined.

Multiple versions of this XML file can be created by copying the file and giving it a different name. There are no requirements for the file name.

  1. Run the configuration GUI

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

    • Navigate to the ASM root folder

    • C:\Program Files\Alemba\ASM\

    • Run Alemba®.Connector.ExternalProcess.Config.exe

    • The Alemba® External Process Connector Configuration window opens

    • Toward the top of the window, above the Process field, is shown the XML file which will be affected by any changes that are saved.

    • On first-time configuration, the GUI opens with a simple external process (Ping) already configured to provide an example showing how to configure the tool.

  2. Change to a different XML file if this is not the file you want to modify:

  3. Once the correct XML file is selected, complete the details:

All examples below use the Ping external process.

Process

The user-defined name of the process. Multiple processes can be configured within a single XML file. Each process appears as a list item in the Action field of the Outbound Action task.

Active

Select the checkbox to make the process selectable in the Action field of the Outbound Action tasks.

Add

Creates a new blank process within the XML file. Presents a popup box to enter the new Process Name.

Clone

Creates a clone of the currently selected process under a new name within the XML file. Presents a popup box to enter the new Process Name.

Remove

Deletes the currently selected process from the XML file.

Rename

Presents a popup box to enter a new name for the currently selected process.

Description

Enter a description to help identify the purpose of the selected process and configuration.

File Path

The file path of the process to be executed. Processes that can be called from anywhere on the server, such as Ping, do not require the path to be included. Other processes require the full file path.

To execute Ping, enter Ping.

To execute paint.net enter C:\Program Files\paint.net\PaintDotNet.exe

Arguments

Define the input parameters for the process. Parameters can be values or fields mapped from the Outbound Action task. Fields must be enclosed by {{ }}, must exist as rows in the Input Fields section, and must be mapped to ASM fields in the Outbound Action task in order for a value to be passed in.

Enter {{IP Address}} to ping the IP address entered into the workflow.

Enter 192.168.1.1 to always ping 192.168.1.1 whenever the process is executed.

User Name

Enter the user name under which to run the process. If this field is blank, the process will run using the service account configured for the ASM Services.

Password

Enter the password for the supplied user name.

Input Fields

Create a row for each input field to be mapped to a field in ASM Core. Input fields created here appear as selectable Action Fields in the Outgoing tab of the Outbound Action task. These input fields can be used in the Arguments if enclosed by {{ }}.

An input field configured as shown:

  • is used in Arguments this way:

  • appears in the Outbound Action task here:

Name

Enter a name for the field. This name appears in the Outbound Action Task as a selectable Action Field, and is also used in the Arguments when defining variable parameters.

Type

Use the drop down to select the field type, such as Text, Integer, or Blob.

Format

Enter a format if DateTime was selected as the Type. If blank, will default to the server format.

dd/MM/yyyy

Test Value

Enter a value to be used when testing the configuration for this process returns the desired results. This value is used only when Test Process is pressed.

Output Pattern

Define a formula, based on Regular Expression parsing, to extract the required parameters from the output of the external process and make them available to be mapped to the ASM workflow. In the formula, replace the output parameter with a field defined in the Output Fields section and enclosed it in < >.

The output from Ping is: Minimum = 288ms, Maximum = 289ms, Average = 288ms

Therefore the Output Pattern would be defined as: Minimum = (?<timeMin>\d+)ms, Maximum = (?<timeMax>\d+)ms, Average = (?<timeAvg>\d+)ms ... where the Output Fields section contains a row with the Name value of timeMin.

Error Pattern

Same as for the Output Pattern, but used instead of the Output Pattern when the external process returns an error message. Define a formula, based on Regular Expression parsing, to extract the required parameters from the error output of the external process and make them available to be mapped to the ASM workflow. In the formula, replace the output parameter with a field defined in the Output Fields section and enclosed it in < >.

Failure Codes

Define the exit codes from the external process to trigger the failure/rejection path in the ASM workflow. Multiple error codes can be entered, separated by a comma.

Time Limit (ms)

Set a time limit for the process to complete. If a process takes longer to complete than the specified time limit, it fails.

Output Fields

Create a row for each output field to be mapped to a field in ASM Core. Output fields created here appear as selectable Action Fields in the Incoming tab of the Outbound Action task. These output fields can be used in the Output Pattern and/or Error Pattern if enclosed by < >.

Output fields configured as shown:

  • are used in the Output Pattern this way:

  • appear in the Outbound Action task here:

Output fields that are not used in either the Output Pattern or Error Pattern will return no values to the ASM task.

Name

Enter a name for the field. This name appears in the Outbound Action Task as a selectable Action Field, and is also used in the Output Pattern or Error Pattern when defining parameters.

An output field defined with the Name timeMin can be used in the Output Pattern as follows: Minimum = (?<timeMin>\d+)ms

Type

Use the drop down to select the field type, such as Text, Integer, or Blob.

Format

Enter a format of 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

  1. To test the Process has been configured correctly, select Test Process

  2. To test the Output Pattern has been configured correctly, select Test Pattern

  3. Save the configuration details by selecting Save

If the Integration Source is defined, and afterward the configuration in the XML is changed, you must re-save the Source for the connector in the Integration Platform in order for the changes to appear in Outbound Action tasks.

Configuring a Source for External Processes

  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 External Process 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, and is read-only.

Configuration File

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

Save the details.

Configuring Outbound Action Tasks

This connector is designed to be used by Outbound Action tasks in workflows.

The information contained below relates directly, and only, to configuring task fields for the External Process Connector, and assumes a basic working knowledge of tasks in workflow templates.

For general information on configuring Outbound Action tasks, refer to Creating an Outbound Action Task.

In the Mapping Details section of the Outbound Action task, complete the details:

  1. Expand the Mapping Details section, if necessary, and select the Source and Action.

Source

Select the Source configured for the External Process connector in the Integration Platform.

Action

Select the process to be run by the Outbound Action Task. Processes are defined in the XML file referenced in the Integration Source details.

  1. Select the Outgoing tab to map the fields for outgoing field values from ASM. This allows you to specify how field values from the ASM request or task correlate to the parameters in the external process (defined as Input Fields in the XML file) when this task activates.

    • Click Add. In the Add Fields window, select the parameters you want to map to fields on the task or parent request. Click OK.

    • On the browse table, click the corresponding cell in the Internal Field column. Then click the field selector button to pick a static value or a field from the task or request.

    • Depending on the field’s data type, additional options can be selected in the field selector, including: field transformations, profile maps, or resolution rules.

    • Add more field mappings if needed.

    • To delete any mapped fields, select the mapping and click Remove. In the warning dialog box, click Yes to remove the field mapping or No to cancel.

    • The Send Notify checkbox does not apply for this connector.

  2. Select the Incoming tab to map the incoming values from the external process. This allows you to specify how the values from the external process (defined as Output Fields in the XML file) correlate to fields in ASM when a response is received from the external process.

  3. Click Add. In the Add Fields window, select the task or request fields you want to map to parameters in the external process. Click OK.

    • On the browse table, click the corresponding cell in the Action Field column. Then click the field selector button to pick a static value or a parameter from the external process. These fields are defined as Output Patterns in the XML file.

    • Depending on the field’s data type, additional options can be selected in the field selector, including: field transformations, profile maps, or resolution rules.

    • In the Update column, select the conditions for populating the field in ASM. Always always updates the ASM field with the value from the stored procedure. Only When Blank only populates the ASM field with the value of the stored procedure if the field in ASM is blank. This means that an existing value in ASM cannot be overridden.

    • The On Initial Population Only update condition does not apply

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Name
Enter a name for the field. This name appears in the Outbound Action Task as a selectable Action Field, and is also used in the Arguments when defining variable parameters.

Type

Use the drop down to select the field type, such as Text, Integer, or Blob.

Format

Enter a format if DateTime was selected as the Type. If blank, will default to the server format.

dd/MM/yyyy

Test Value

Enter a value to be used when testing the configuration for this process returns the desired results. This value is used only when Test Process is pressed.

Name

Enter a name for the field. This name appears in the Outbound Action Task as a selectable Action Field, and is also used in the Output Pattern or Error Pattern when defining parameters.

An output field defined with the Name timeMin can be used in the Output Pattern as follows: Minimum = (?<timeMin>\d+)ms

Type

Use the drop down to select the field type, such as Text, Integer, or Blob.

Format

Enter a format of 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