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  • Welcome to ASM HERMES!
    • HERMES 10.6.8 Release Notes
      • 10.6.8.14379 AUG 24 MR Release Notes
      • 10.6.8.14627 SEPT 24 MR Release Notes
      • 10.6.8.14701 OCT 24 MR Release Notes
      • 10.6.8.14800 OCT 24 2 MR Release Notes
      • 10.6.8.14879 NOV 24 MR Release Notes
      • 10.6.8.14901 N0V 24 2 MR Release Notes
      • 10.6.8.15038 DEC 24 MR Release Notes
      • 10.6.8.15097 JAN 25 MR Release Notes
      • 10.6.8.15121 JAN 2 25 MR Release Notes
      • 10.6.8.15289 FEB 25 MR Release Notes
      • 10.6.8.15348 FEB 2 25 MR Release Notes
      • 10.6.8.15509 MAR 25 MR Release Notes
      • 10.6.8.15572 APRIL 25 MR Release Notes
    • HERMES 10.6.9 RC Release Notes
      • 10.6.9.14735 OCT 24 RC Release Notes
    • ASM Video Library
  • ITSM Solutions
    • Example Solutions - Best Practices for a Successful Outcome
      • Managing Changes to your ASM Application
      • Business Continuity Planning
      • Capacity Planning
      • Change Management
        • Planning Change Management
        • Build Your Workflow
      • Dynamic Ticket Routing
      • Environmental Impact Analysis (for TBL Accounting)
      • Knowledge Management
        • Planning Knowledge Management
      • Major Incident Management
        • Configure Major Incident Management
        • Allow Users to Subscribe to MI
      • Project Management
        • ASM Project Management How-To Videos
      • Service Validation and Testing
        • Example Configuration
      • User Survey Systems
        • Planning and Implementing Surveys
        • Survey Fields and Configuration
      • Workforce and Talent Management
        • Example Configuration
      • 2-Part Call Close Process
      • Incident Management
        • Planning Your Incident Management Implementation
        • Setup IPK Management
        • Build Screens to Support IPK
  • Use ASM
    • About the Alemba Service Manager Family
      • URLs and Access Parameters
        • System Access URLs
        • ASM Self Service Portal URLs
        • Pre-Populating Search Fields
    • 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
          • Cloning Tickets in Portal
          • Chasing Ticket or Request
        • Off-Line Conversations with Support
        • Closing Your Tickets
        • Reopening Your Tickets
        • Cloning Your Tickets
      • Following Tickets
      • Self-Help/Self-Diagnosis in Portal: Scripts
      • Searching the Knowledge Bank in Self Service Portal
      • Chat
        • Alembot - Chatbot
      • Service Request Catalog
      • Your Surveys
    • 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
          • Followers
        • Using Resource Manager in NANO
        • Viewing Your Outstanding Tasks
        • Keyboard Shortcuts
    • 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
          • Using Wildcards in Search
          • Outstanding Item Searches
          • Saved searches
          • Viewing Search Results in Graphs
          • Creating Reporting Views from Search Results
        • Indicators - Icons
      • View Your Consolidated Workload
      • Viewing Daily Stats
      • Chat
      • Managing Followers
      • 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
          • Managing and Using Call Activities
          • Assigning Work Based on Skills
        • 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
          • Email All Explorer Option
        • Overview of CTI in Alemba Service Manager
          • Storing Telephone Numbers for CTI
        • Logging a Call
        • Using Quick Solutions
        • Using Quick Forms
        • Deferring a Call
        • Reassigning/Forwarding a Call(s) Internally
        • Forwarding a Call Externally
        • Creating an Outage from a Call
        • Closing a Call
        • Global Updates
        • User Chased Tickets
        • Escalating Tickets
      • Sending Ad-Hoc Surveys
      • Requests and Tasks
        • Viewing your Request Workload
          • Viewing Outstanding Requests
          • Searching for Requests
        • Submit a New Request
        • Escalate a Request
        • Searching for Tasks
        • Suspending a Task
        • 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
        • SLM - 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
      • Using Quick Forms
      • Using Call Scripts in Core
      • Instant Messaging/Internal Messages
      • Sending an Email
        • Finding Recipients
      • Delegation Setup
      • Purging Data
  • SetUp & Configure ASM
    • Licensing
      • Licensing model
      • ASM Person Licenses
    • Installation and Patching
      • Alemba Service Manager On-Premise Architecture
      • HERMES Installation Guide
        • HERMES Prerequisites
        • Upgrading/Installing ASM to HERMES Step by Step Guide
      • 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
      • Patching where downloading files is not possible
        • Installation Using Setup.exe
      • Configuring external network access to ASM
      • About the Polling Services
      • Uninstalling ASM Core
    • Setting Up your System
      • On-Premise: System Console Configuration Settings
      • Logging in as Administrator
      • ASM Nano
        • Enabling Nano
        • Request Phases
      • Setup IM (Internal Messaging)
      • Setup Email
        • Setting Up Incoming and Outgoing Email
          • Email Server Configuration
          • Methods of Authentication for Mail Servers
          • Incoming Email
            • Recognized Incoming Email Subject Headings
            • Incoming POP3, and IMAP Email Server Settings
            • Incoming Email via API
            • How the Logging Analyst is Determined on an Incoming Email
          • Outgoing SMTP Email Server Settings
          • Outgoing Email via Webhooks
          • Configure Azure MS Graph API
          • Configuring Exchange Web Services (EWS)
            • Prerequisites
              • Web Redirect URL Configuration
              • Creating an Azure Client Secret
            • EWS - Configure Outgoing Email
            • EWS - Configure Incoming Email
            • EWS - Authorize the Connection
            • EWS - Troubleshooting
        • Mail Message Access (MMA)
      • Setup Chat
    • Configuring your System
      • Accessibility Features
      • ASM Solutions
      • Call Template Administration
      • Configuration Post Go-Live
        • Preparing Production for Sys Admins and Developers
        • ASM Application Configuration Change Management
          • ASM Application Configuration Change Screens
          • ASM Application Change Workflow Template
      • Configuration Post Go-Live using SDLC
      • Configuring Escalations and Chase
      • Configuring the Data Purge Service
      • 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 & Unlinking Fields
            • ASM System Fields for Call Screens
            • ASM System Fields for Request Screens
            • ASM System Fields for Task Screens
            • ASM System Fields for Approval Screens
            • ASM System Fields for CMDB Item Screens
          • Screen Widgets
            • Data-Grid Widgets
            • Self Service Portal System Widgets
          • Knowledge Article Screens
          • Configuring Message Templates
          • Importing/Exporting Screens
          • Troubleshooting Screens: The Screen's Dead Zone
        • Dynamic Screens
          • Deep Linking Field Data Across Screen Sets
          • Field Calculations
          • Using Rules
          • Adding Images and Progress Indicators to your screens
        • Deleting a Custom Screen
        • Configuring Button Labels
      • Conversation History Widget For Nano
      • Customizing Options for the Self Service Portal
        • Add Me: Set up "Add-Me" for Subscribing to or Following Issues
        • Styling the Self Service Portal
        • Enable Request Correction and Resubmission
      • 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
          • Email Header and Footer
        • Security
          • Security Settings
          • Security Settings (Partitioned)
          • IPK Groups
          • Workflow Management Groups
          • Controlling log in
          • Email and Pager Options for IPK and Workflow Groups
        • 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
          • 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
            • 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
            • Link Type to Reason
            • Limit Type by IPK Status
            • Link Type to Call Screen Set
            • Priority Matrix
            • Quick Forms
            • Quick Solutions
            • Reasons
            • Call Scripts: Scripting
            • Type Tiers
          • 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
          • Auditing Configuration Items
        • 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
        • Analytics
          • Analytics Settings
          • Classic Syncfusion Dashboard Server Configuration
        • 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
            • IPK Status 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
              • Languages
                • Portal Label Language Updates
                • Service Title Language Updates
            • 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
      • Workflow Template Administration
        • Basic Process for Building a Workflow
          • Task List for Workflow (Request Template) Creation
            • Create a Service Action and Attach a Workflow to it
        • Managing Tasks - Adding Tasks to the Dependency Diagram
          • About Tasks - General
          • Task Types in the Task Palette
            • Defining Request Start Details
            • 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
        • Component Workflows
        • Setting Up Amendable Requests
        • Troubleshooting Workflow and Service Action Linking
        • Sharing Parent Request Items with Child Requests
    • 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 Other Data Sources
      • Sample SQL Queries
      • Migrating your Syncfusion Dashboards to a New Server
    • FAQ
      • Limited Support/End of Life Capabilities
        • Configuration Portability
          • Overview & Best Practices
          • Porting Configuration Data
          • Viewing the Export and Import Logs
        • 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
      • Configuration or Customization
  • 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
        • Microsoft Alemba ITSM Connector
      • Build your Own Connector
        • Microsoft Entra ID (Azure Active Directory) - Connector Builder
        • Microsoft Intune - Connector Builder
      • Managing the Federated CMDB
        • Managing Scheduled Integration Scans
        • Auditing Configuration Items
      • 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
        • Webhook Payloads
      • 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
      • ASM API Quick Reference Guide
        • Getting Started: The ClientId
        • Postman for Testing
        • Search for Existing Calls
        • Locking and Updating Calls
        • Creating New Calls
  • Earlier Versions of ASM
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  • About the ASM to Azure DevOps Connector
  • Scope of the ASM to Azure DevOps Connector
  • Configure ASM and Azure DevOps Integration, Step-By-Step

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

MS Azure DevOps Connector

The Microsoft Azure DevOps Connector connects ASM to Azure DevOps using API methodology.

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Last updated 24 days ago

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Alemba is currently reviewing and updating the whole of the connector section, including all subsections. Expect this section to be updated by end of June, 2025.

About the ASM to Azure DevOps Connector

The Microsoft Azure DevOps Bi-Directional Connector connects ASM to Azure DevOps using API methodology, enabling you to create work items in DevOps from Calls in your ASM System, and create calls in your ASM System from work items in DevOps.

  • The Microsoft Azure DevOps Connector enables you to integrate with any type of work item across all DevOps projects

  • You can use Azure DevOps to update calls in ASM

  • Calls in ASM can update or create work items in DevOps

This guide outlines how to set up bidirectional integration between Azure DevOps and your Alemba Service Management (ASM) system to create and update tickets.

OAuth 2.0 and Personal Access Tokens

Alemba recommends that you use the Personal Access Token over OAuth (PAT). However, should you decide to use OAuth 2.0, the callback URL needs to be that of the ASM callback URL (which should have been added to the app registration in Azure). Eg. https://{server-name}/{system-name}/oauth2callback.htm

Scope of the ASM to Azure DevOps Connector

The Microsoft Azure DevOps Connector is a Bi-directional connector that allows ASM to be connected to any MS Azure DevOps instance, both Cloud or On Premise using the Azure DevOps Services REST API 5.0 (Formerly TFS).

An MS Azure DevOps Webhook ensures that Work Items (Epic or Product Backlog Item) created and updated in Azure DevOps will trigger events such as Call creation and update in ASM using the Alemba RestAPI.

Exclusions

  • The connector does not manage MS Azure DevOps Users, Groups and Group Memberships.

  • Call Forwarding is not be supported.

  • Connector does not perform any action on events such as Work Item “Deleted” or “Restored”.

Prerequisites

  • Azure DevOps Setup: Ensure you have an active project with a defined process and at least one work item type.

  • Personal Access Token (PAT): Create a PAT in Azure DevOps to facilitate secure API access.

  • Service Hooks: Configure webhooks to trigger actions based on specific events in Azure DevOps to create calls in ASM from work items in Azure DevOps.

Configure ASM and Azure DevOps Integration, Step-By-Step

Installing the Microsoft Azure DevOps Connector

After installation, the Alemba.Connector.Azure.DevOps.dll file should exist on your server.

Note: You may need to run an IIS reset to stop unnecessary processes that will prevent the installation from running. On the Application Server, go to Start > Run (as Admin), and type iisreset. Be aware of other users before doing an IIS reset.

Installation with ASM Server Console Service

  1. Open the ASM Core Server Console.

  2. For each system, right-click the system name. From the menu that appears, select Database Tasks > Run Custom SQL Script .

  3. In the Run Custom SQL Script dialog box, navigate to the Config folder in your system directory

  4. Select the appropriate SQL installation script. For example, to install the CSV Connector select Infra.Connector.CSV.Install.scp

  5. Open the file to run the script.

  6. Select No when prompted if other any other scripts need to be executed. The Server Console then parses the query files. When completed, close the Server Console.

  7. Go to Start > Run, and type iisreset.

  8. Select OK. This completes the installation of the connector that is now ready for use within ASM Core.

Installation with Powershell

Installation of the connector with PowerShell involves the command Invoke-SQLScript

  1. Access the Application Server for ASM.

  2. Open Powershell and execute the following (replace [system name] with the name of your system):

Invoke-SQLScript -System [system name]- Alemba.Connector.Azure.DevOps.Install.scp ".\script.sql

Additional Considerations

  • You need the permission Integration Setup in the General Access Security Role, to configure and use the Microsoft Azure DevOps Connector.

  • To create calls in ASM from work items in Azure DevOps, the DevOps project must have Service Hooks configured for ASM.

Configure Azure DevOps for ASM

Process Overview

At a minimum, you will need a valid Project in Azure with a Process and at least one work item. To this work item, you will need to setup the fields to suit your particular configuration. A PAT is needed for the integration and finally, service hooks to control it.

Configuring Web Hooks for ASM

To create calls in ASM from work items in Azure DevOps, you will create Service Hooks.

  1. Navigate to the Project Settings in Azure DevOps, and select Service Hooks from the menu on the left.

  2. Press the Add button in the toolbar. The New Service Hook Subscription window appears.

  3. Select Web Hooks from the menu on the left, and then press the Next button.

  4. Select a value for the field Trigger on this type of event. These values are supported for ASM:

    • Work item commented on

    • Work item created

    • Work item deleted

    • Work item restored

    • Work item updated

  5. Complete the trigger configuration by selecting filters as needed (Area Patch and Work Item Type), and then press the Next button.

    1. In the URL field, enter the URL for ASM in this format:

      https://Server_Name/System_Name/alemba.api/api/v1/webhook/azuredevops?$ClientId=########-####-####-####-############ (where Server_Name is the ASM server name, and System_Name is the ASM system name).

    2. e.g. 1 https://AlembaServer/Production/alemba.api/api/v1/webhook/azuredevops?$ClientId=?$ClientId=3566bf8b-08bc-5655-9f61-f21d2bfb1e90

    3. e.g.2 https://AlembaServer/Production/alemba.api/api/v2/webhook/azuredevops?$ClientId=?$ClientId=3566bf8b-08bc-5655-9f61-f21d2bfb1e90

    4. The Basic authentication username field requires the Login ID of an analyst record in ASM that has an IPK Management Security Role with permissions to create and update calls.

    5. Enter the corresponding password for that analyst record in the Basic authentication password field, and then select Finish.

Configure ASM for Azure DevOps

Process Summary

  1. In the Explorer pane, under Integration, select Sources to view the window.

  2. Select the New button on the toolbar. In the pop up window, select Azure DevOps Connector from the drop-down list.

  3. In the Integration Source Details window, complete the details. Refer to Connection parameters below for more information.

    1. Name of the Connection

    2. Status of the Connection

    3. Connection Parameters

      1. Endpoint is https://dev.azure.com/{your DevOps organization}/

      2. Access Token is the Personal Access you created in Azure DevOps+

      3. OAuth Token ID - An OAuth Token ID is a secure access token issued by an OAuth 2.0 authentication system that allows applications to access resources without exposing user credentials.

        1. It’s commonly used for API authentication in cloud services like Google, Azure, AWS, and APIs requiring secure access.

          🔹 Think of it like a temporary key that grants permission to an app or service to access specific data or perform actions on behalf of a user.

        2. Setting Up an OAuth Token for Microsoft Azure (Graph API, Office 365, etc.)

          1. Navigate to Azure Active Directory → App Registrations.

          2. Click New Registration → Configure app settings.

          3. Go to Certificates & Secrets → Generate a Client Secret.

          4. Use the Client ID, Tenant ID, and Client Secret to request an OAuth token.

          Microsoft OAuth token request command (via cURL):

          shCopyEditcurl -X POST https://login.microsoftonline.com/YOUR_TENANT_ID/oauth2/v2.0/token \
            -d "client_id=YOUR_CLIENT_ID" \
            -d "client_secret=YOUR_CLIENT_SECRET" \
            -d "scope=https://graph.microsoft.com/.default" \
            -d "grant_type=client_credentials"
      4. API Version (The version of the API for your ASM system that matches the supported version of Azure, typically 5.0)

    4. Fault Detection and Tolerance

      1. Max No of Transaction Attempts - Maximum number of time ASM will try the connection

      2. Time Between Transaction Attempts - Interval distribution of attempts. e.g., 30 minutes

      3. Asynchronous Transaction Timeout - How long before transaction timeout, e.g., 30 minutes

      4. Send Fault Notifications - Email notifications recipients

        1. Always

        2. After {X} Failed Attempts

        3. Add Recipients

          1. To add a recipient for notification, click Add Recipient.

          2. In the pop-up window, select the required recipient(s):

            1. People - Select to send emails to specific people. You can refine your selection to users, analysts or external contacts by selecting/deselecting the options. Then type a name into the Name field and then click Find. Choose from the results browse table and select Add. Repeat to add as many people as required. (You can use ctrl/click to select several entries from the same search results if you wish.)

            2. Group-Select to send emails to a Workflow Group (including all members of the group). Search using the Name field and click Find. From the browse table, select each group you want to receive the email and click Add.

            3. Other-Select to send emails to a recipient specified in the chosen field when the task becomes active. A list of fields appears, including fields added through ASM Designer. After selecting the fields, click Add.

              e.g., To send a message to the Request Manager select Request No/Request Manager or to select the user linked to the request, select Request No/User.

  4. Select the Test Connection icon on the toolbar to test the connection.

  5. Save the details.

Enable Service Desk Actions

  1. Select ≡ > Admin > Integration.

  2. In the Explorer pane, under Integration, select Integration Platform Settings to view the window.

  3. Under section heading Service Desk Actions, select the Enabled checkbox, then save the changes.

  1. In the Explorer pane, under Integration, select Connectors.

  2. On the Integration Connectors window, locate the Azure DevOps Connector, and ensure that the Service Desk and Visible checkboxes are selected.

Configure 'Service Desk Actions' for DevOps

In ASM, you will enable and configure "Service Desk Actions" for your bi-directional connection to Devops. This includes 5 tabs: Action, Criteria, Fields - Outgoing, Outgoing - Response, Fields - Incoming, and Attachment - Criteria.

  1. In the Explorer pane, under Integration, select Service Desk Actions to view the window.

  2. In the Filter by Source field, select the Integration Source you created for the connector.

  1. The Service Desk Action Type window appears.

  2. Select the New button to add a new mapping. The Mapping window appears.

Configuring Service Desk Actions - ACTION Tab

The Action tab allows System Administrators to set the “Action Type” to either Create or Update from the dropdown. Selecting one or the other will cause the display to be different in the Incoming tab.

The checkbox “Only process if Visible in Portal” is only active if Action Type is Update

***You have to set up separate mappings for Creation and for Update.

  1. Name: Type a name for the mapping. This name appears in the Mappings table.

  2. Screen Set: Select a call screen set from the multi-tiered list. The screen set determines:

    • the fields that will be available for this mapping

    • the calls that create and update work items in DevOps.

  3. Action Type: Select the type of action this mapping performs:

    • Create work items in DevOps, and calls in ASM

    • Update work items in DevOps, and calls in ASM To create and update the same work item type and project in DevOps, you must create a mapping for Create and another for Update.

    • The same applies to creating and updating calls in ASM from DevOps.

  4. Unique Ref: Not Applicable for the Azure DevOps Connector

  5. Last Modified: Not Applicable for the Azure DevOps Connector

  6. Send Notify for system generated history messages: Select this option to update the work item in DevOps whenever a system-generated entry (such as an agreement escalation) is added to the history of the call that resulted in the creation of the work item from this service desk action.

    • Unselect this option to update the work item in DevOps only when an Analyst or User action is added to the call history.

  7. Only process if Visible in Portal: Select this option to update the work item in DevOps only when the Analyst or User action that was added to the history of the call is marked as "visible in the Self Service Portal".

    • Unselect this option to update the work item in DevOps whenever an Analyst or User action is added to the history of the call.

Configuring Service Desk Actions - CRITERIA Tab

Default Mapping - Select to specify that this is the default mapping for all calls with the screen set defined in the Actions tab.

Clear Default Mapping to set the conditions for applying this mapping. These conditions are set through defining a rule. You can only select internal fields or attributes as the criteria in your rule, since this is the criteria ASM uses to select items to create or update in DevOps.

**TIP: You may wish to only create work items in DevOps from calls assigned to a specific IPK Group in ASM. In this case, you would select the criteria, “Assigned Group”, the operator, equal to (=), and the value as the name of the IPK Group.

Configuring Service Desk Actions - FIELDS OUTGOING Tab

  1. Select the Fields - Outgoing tab to map fields to be updated in the DevOps work item created from the call that activated this mapping.

  2. Map each field you wish to send to Azure DevOps.

  3. Select the Outgoing-Response Tab

Configuring Service Desk Actions - OUTGOING RESPONSE Tab

Select the Outgoing - Response tab to map fields to be updated in the call when it creates the work item in DevOps. This tab can be ignored if this service desk action performs an Update.

Note: The DevOps field Work Item ID must be mapped (in the Action column) if this service desk action performs a Create in Azure DevOps.

Configuring Service Desk Actions - FIELDS INCOMING Tab

Select the Fields - Incoming tab to map fields to be updated in the call created from the DevOps work item that activated this mapping:

  1. *Default Incoming Field Mapping - Select to flag this as the default field mapping for calls created or updated in ASM from this DevOps project and work item type. This mapping will apply to an incoming service desk action if no other mapping for the project and work item type can be applied.

    • You must define a default incoming mapping

  2. Using Template - Select the Call Template that ASM Core will use when creating the call, and determines the fields available for mapping.

  3. Reference Field - Select the DevOps field to update with the number of the call created in ASM from this mapping. If the field is not blank in DevOps, the connector attempts to find the matching call in ASM, and creates the call if no match is found.

  4. This field is required for mappings that create and update.

  5. Fields Mapping browse Table - Map fields to be updated in ASM when a call is created or updated from a work item in DevOps using this service desk action mapping.

Configuring Service Desk Actions - ATTACHMENT CRITERIA Tab

**This mapping is required. The “Attachment – Criteria” tab prevents infinite update loops whereby ASM might update an Azure DevOps Work Item as a result of an update by Azure DevOps made to ASM and so on.

Configuration Example:

NOT Call: Last Updated By = “ADO Connector Test"

where "ADO Connector Test" is the Account used to connect to ASM.

This assumes that your organization will use a Person/System Account to log into ASM's API, and that that Account will not be used to log into any of ASM UIs (Core, Nano, Portal, Mobile).

to the work items for the process. You must include a field to capture the ASM reference number (CALL_NO, etc...)

Add desired Web Hooks, See ""

Ensure you have the correct clientID. See ""

Create a PAT ()

Add the following WebHooks (at a minimum) for your selected work item type (bug, task, etc...), see also , and enable:

For more information, visit the official Microsoft page .

For more information about how service hooks work,

Go to:

All Azure DevOps projects and work item types are listed in the browse table. Select the one you want to work with and then select the action button.

Service Hooks for ASM must be configured in the Azure DevOps project before mapping incoming fields. See .

Using Azure DevOps - Click Here for everything you need to know
Create an inherited process and add the fields you will need
Configuring Web Hooks
Client ID
Personal Access Token
About Tokens
About Service Hooks
Create a service hook with WebHooks
click here.
Connect to the Source
Azure Portal
Ensure there is a field on the Work Item in MS Azure DevOps that can store the ASM Call ID.
Configuring Service Hooks for ASM
Get started with the REST APIs for Azure DevOps Services and Azure DevOps Server - Azure DevOps Services REST APIMicrosoftLearn
REST API- TFS Version Mapping
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