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

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

Microsoft Active Directory Server Connector

This section of the documentation contains technical specifications about the Microsoft Active Directory Server Connector that is implemented to link ASM Core and Microsoft Active Directory.

It describes the details of the third-party application, that is, Microsoft Active Directory including:

  • The name of the .NET assembly file

  • Connection methodology

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

  • The attributes of each resource and link types that can be imported into the ASM Core Configuration Management Database (CMDB)

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

Directory servers, such as Microsoft Active Directory Server, store information about an organization’s users in groups and organizational units. ASM Core person entities are defined as person records. These persons can act as Users, Analysts, or both. Organizations that use ASM Core may want to synchronize these sources to import users from directory servers into ASM Core as persons.

The table below presents an integration scenario based on the Microsoft Active Directory Server Connector.

Scenario

An organization maintains a list of all its employees in Microsoft Active Directory. The groups are configured in Active Directory based on the department to which an employee belongs. One such group in Active Directory is the Help Desk group.

Goal

The organization intends to import all users classified under the Help Desk group into ASM Core as Analysts.

Action

The Microsoft Active Directory Server Connector is installed, the source is created, the resource type mappings are set up, the Active Directory group is specified and the Active Directory users are imported into ASM Core as persons.

Connector Description

The Microsoft Active Directory Server Connector is part of the base kit of ASM Core. As soon as ASM Core is installed, the connector is available for configuration and use from the Integration menu. Therefore, there is no need to install it separately.

This connector must be scheduled.

The table below provides a description of the Microsoft Active Directory Server Connector.

Information fields

Name

Connector

LDAP AD <-> ASM Core

Third-party application

Microsoft Active Directory

Assembly

Infra.Connector.LDAP.NED.dll

Connector class

ADConnector

Configuration file

Infra.Connector.LDAP.AD.icnf

Connection methodology

LDAP v3, by using Microsoft .NET System.DirectoryServices library

Connection Parameters

The table below provides a description of the Microsoft Active Directory Server connection parameters.

Parameters

Description

LDAP Server Path

The full LDAP path of the directory server, incorporating:

Protocol, almost always LDAP://

For LDAP over SSL, do not use LDAPS://. Use LDAP:// and select the SSL checkbox.

Server Portal number (optional)

Defaults to 389 for non SSL, 636 for SSL.

Root naming context

Expanded examples:

Server Bind

LDAP://myldapserver.mydomain.com/dc=mydomain,dc=com

Server-less Bind

LDAP://dc=mydomain,dc=com

Using custom port no 80389:

LDAP://myldapserver.mydomain.com: 80389/dc=mydomain,dc=com

User DN/ID

The Windows account that is used to connect to the Active Directory server, in the form:

User principal name, that is, login@domain. For example, sk@demo.com.

Flat domain name \ NT account name. For example, demo\sk.

If not provided, the connector will use the credentials of the executing accounts, in this case, the web server and Integration service. Ensure that both these accounts have appropriate rights.

Password

Provided

Server Bind

Checkbox

Select this option if the connection string provides a specific server for optimal performance.

Do not select this option for server-less connection strings.

SSL

Checkbox

Indicates that communication should use SSL.

Kerberos/NTLM

Checkbox

Indicates that Kerberos/NTLM should be used to authenticate the connection.

NT Domain Name

A value that is assigned to the NT domain name property of the imported person. This should be specified for multi-domain implementations to ensure the uniqueness of login IDs.

Delete Disabled Person Records

Checkbox

Selecting this option deletes person records in ASM Core if the corresponding records are disabled in the Active Directory.

If any user records are reactivated on the Active Directory side, the matching person records will be restored in ASM Core during the next scheduled Active Directory scan.

The disabled status in any Active Directory record is shown in the field userAccountControl.

The Microsoft Active Directory Server Connector and other LDAP connectors permit users on one source to be members of groups on other sources, scheduled within the same integration schedule.

The Update Date field in the information section of the person record shows the date of the last update in the ASM database and not the last date the user had modified in Active Directory database.

Resolve Functionality

Active Directory allows specifying a manager value for every user. This section describes how the Resolve functionality handles this particular Active Directory Manager field:

Background

One Active Directory user possesses one Active Directory Manager

Expected operation

In the context of the Microsoft Active Directory Server Connector, the Resolve capability allows the importation of both user and its manager, and also the creation of a link between them. If the manager cannot be found or imported or if it is not mapped, the Resolve functionality would resort to a default user-defined value for the Manager field in the ASM Core user record.

The default Active Directory schema is a maximum of one manager user.

Miscellaneous

Although, it is possible to customize the Active Directory schema so that a unique user can have several managers, this aspect is not handled by the Resolve functionality.

Active Directory base mapping

Person records in ASM Core must be created with a minimum set of fields populated. In addition, users imported by the Microsoft Active Directory Server Connector that need to log in to ASM Core are typically authenticated by Integrated Security. For this to be successful, an additional number of fields needs to be populated with the correct information from Active Directory.

The table below lists the recommended base field mappings that administrators should configure for all person mappings from Active Directory. This base mapping ensures that these minimum requirements are met. The left-hand column values reflect the current field names as viewed in ASM Core.

ASM Core person field

Active Directory user field

Login ID

Login ID

NT Account Name

User NT Account Name

FQDN

User Principal Name

NT Domain Name

NT Domain Name

Surname

Surname

First Name

First Name

Background

Description

Email ID

Email

Telephone

Telephone

Job title

Job Title

Root Certificate Installation for IIS

To install the root certificate for Internet Information Service (IIS), follow these steps:

  1. Click Start > Run and type mmc.

  2. Click File > Add/Remove Snap-in.

  3. In the Add/Remove Snap-in window, click Add .

  4. In the Add Standalone Snap-in dialog box, select Certificates from the list of Available Standalone snap-ins and then click Add .

  5. In the Certificate Snap-in dialog box, select Computer Account and then click Next.

  6. In the Select Computer dialog box, select Local Computer.

  7. Select Finish.

  8. Close the Add Standalone Snap-in dialog box and click OK in the Add/Remove Snap-in dialog box.

  9. Right-click Trusted Root Certification Authorities and select All Tasks > Import .

  10. Use the Browse button to find and select the root certificate that you intend to import.

  11. Select Next. After the import process is over, click Finish. The root certificate is now installed. Ensure that the root certificate appears under Trusted Root Certification Authorities.

For the installation of the certificate, read Certificate Installation: Installing your IIS SSLcertificate in Microsoft IIS.

Resource Types

The Microsoft Active Directory Server Connector allows for exposure and importation of users and their properties as follows. It also allows for exposure and importation of Computer and Print Queue resources.

User

The table below lists the generic information on Microsoft Active Directory users.

Information fields

Description

Mapped to

objectClass=user

objectCategory=person

Description

Represents a user stored within Microsoft Active Directory

Must be received by Group

True

Group Types

Groups are used to classify the Microsoft Active Directory users into different categories. For instance, one group for development, another group for documentation and so on. These groups can be of three types: Container, Group and OU (Organizational Unit) as given in the table below.

Group type

Object class

Container

objectClass=container

Group

objectClass=group

OU

objectClass=organizationalunit

When importing Active Directory users, the particular group from which you intend to import the users must be specified.

Schema

The schema is the list of attributes that are available for each individual Active Directory user, as listed in the table below.

Name

Data type

Mapped to property

Object GUID

String

GUID

Last Modified

dateTime

whenChanged

Surname

String

sn

First Name

String

givenName

Description

String

description

Login ID

String

userID

User NT Account Name

String

sAmAccountName

NT Domain Name

String

Flat Domain Name connection parameter

User Principal Name

String

userPrincipalName

User Distinguished Name

String

dn

Email

String

mail

Full Address

String

streetAddress

Address Line 1

String

streetAddress (line #1)

Address Line 2

String

streetAddress (line #2)

Address Line 3

String

streetAddress (line #3)

Telephone

String

telephoneNumber

Fax

String

facsimileTelephoneNumber

State

String

s

Country

String

co

Post/Zip Code

String

postalCode

Job Title

String

title

Manager

Resource Reference

manager

Account Disabled

Boolean

userAccountControl > bit #2

City/Town/Suburb

String

I

Location

String

location

Cell

String

mobile

Locality

String

l

Department

String

department

Office

String

physicalDeliveryOfficeName

Company

String

company

Computer

A Computer is a resource stored as objectclass=Computer on the Active Directory Server:

  • Date modified

  • Distinguished name

  • Name

  • DNS host name

  • Object GUID

  • OS

  • OS service pack

  • OS version

Print Queue

A Print Queue is a resource stored as objectclass=PrintQueue on the Active Directory Server:

  • Last modified

  • Name

  • Driver name

  • GUID

  • Port name

  • URL

  • Server name

  • Print Share name

  • Distinguished name

  • Printer name

  • Color

Link Types

No link types are defined for this connector.

More about Resolve Functionality

In relation to the Resolve functionality that leads to a user-defined default value, here are some examples of when such situations can occur. There are several reasons why the manager record might not be found:

  • They belong to a different domain and that domain is not configured —Active Directory integration supports cross-domain references assuming all referenced domains are configured.

  • They do not belong to a mapped group.

  • They are excluded by user-configured mapping.

  • Imports are regulated. So, the corresponding user records are not automatically created until a user intervenes through Federated CMDB Admin.

Root Naming Assessment

Can groups and users who are members of the groups belong to different domains?

Yes. There are several requirements for this to work:

  • All domains that the target users and groups belong to must have a corresponding directory server defined in ASM Core.

  • All domains involved are required to be a child domain to a common parent or have a parent-child relationship.

For each member of a group, ASM Core does not associate the user with the directory server whose root naming context is the longest trailing substring of the user’s distinguished name. In other words, the user is identified as being located on the directory server with the longest naming context that ends the user’s distinguished name.

Example of Root Naming Assessment

Assume that there are three directory servers configured:

  1. LDAP://server1/dc=mydomain,dc=com

  2. LDAP://server2/dc=sub1,dc=mydomain,dc=com

  3. LDAP://server3/dc=sub2,dc=mydomain,dc=com

Against server 2, the following group is mapped:

Group1, DN: cn=Group1,dc=sub1,dc=mydomain,dc=com

This group has two members:

  • User1, DN: cn=User1,dc=sub1,dc=mydomain,dc=com

  • User2, DN: cn=User2,dc=sub2,dc=mydomain,dc=com

ASM Core associates User1 with server 2 because the server 2 root naming context is the longest naming context contained at the end of User1’s DN. Although the trailing part of server 3’s root naming context also concludes the user’s DN, it is not considered because not all of the naming context is included. Although all of server 1’s root naming context is found at the end of the user’s DN, server 2 is given preference because its root naming context is longer.

Similarly, User2 is associated with server 3 and not server 2 because there is no match, and not server 1 because server 3’s root naming context is longer.

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When a group member is found, their name is used to ascertain which source they belong to. Only sources with a defined root naming context are considered for selection. The user is associated with the source with the longest root naming context contained at the end of the user’s DN. See for more details.

Find out more about additional information on

Root Naming Assessment
Resolve Functionality