Creating a vendor extended integration in the cloud

Vendor extended integrations are pre-configured integrations that are easy to set up and ready to use. This makes them a great option for quickly and easily connecting Oomnitza with the applications you use.

In this article, we will show you how to create an extended vendor integration and store your credentials in Oomnitza's cloud.

Before you start

➢ Retrieve integration credentials and verify permissions

Make sure to obtain your organization's login credentials for the respective integration. This could include your Client ID and Secret, API token, or Username and Password.

Tip

When you view integrations in Oomnitza, links are provided to the articles on your vendor applications. These articles are also located in our help center:
1. Click Integrations.
2. Enter the name of the vendor application as the search keyword.
3. Review the information that you must provide to connect to the vendor application.

➢ Limitations

1. Integrations do not support self-signed certificates. Attempting to use a URL with a self-signed certificate will likely result in an [SSL: CERTIFICATE_VERIFY_FAILED] error. To ensure the security of data exchanges between Oomnitza and external servers, integrations can only establish connections with servers that possess trusted certificates issued by recognized Certificate Authorities (CAs). We recommend that you either switch to a CA-issued certificate (recommended) or add the server's self-signed certificate to the trust store (least recommended).
2. As we continue to update and expand our offerings, you may find that a specific vendor integration you need is not currently available. In such cases, you have the option to create a custom extended integration to meet your specific requirements

Custom extended integration

Procedure

Complete the following steps to create a vendor integration in the cloud.

1. Create the integration
2. Add the integration details
3. Add the credentials
4. Schedule the integration
5. Complete the mappings
6. Run the integration

Create the integration

1. In Oomnitza, click Configuration > Integrations and click Block view
2. On the Integrations page, scroll down to the Extended section for user or asset integrations.
3. Click NEW INTEGRATION.
4. Search for the vendor integration in the sidebar or use the Search.
5. Click ADD.

Add the integration details

Procedure
To review or update the details of the integration, click the pencil:

1. Click Edit.
2. Optional. Change the name of the extended integration.
3. Extended integrations for users only. From the User Selection list, choose one of the following options:
   1. Select User only to add user records to the User object. 
   2. Select User plus SaaS user to add user records to the User object and the SaaS object. The benefit of adding SaaS user records is that you can run a SaaS user workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that you can retrieve about SaaS users depends on the availability of SaaS user workflows for the integration. 
   If you have already added records to the SaaS object from a previous integration, you are prompted to select it from the Software SaaS Selection list.
4. For installation type, ensure that Cloud is selected.
5. For integration preferences, choose one of the following options:
   1. Create & update. This allows for updating existing records and creating new ones.
   2. Create only. This only creates new records.
   3. Update Only. This only updates existing records.
6. Enter the name of the integration user.

Add the credentials

Choose one of the following options:

• Select the credentials that were created for the integration.
• Edit the credentials that were created for the integration.
• Create new credentials

Tip
Consult our vendor documentation or click the Documentation link in Oomnitza to find out more about the specific credentials and mapping required for your integration. 

Schedule the integration

By default, Oomnitza syncs with applications every day. Ensure that the sync occurs when your system isn't busy.

1. Click Edit
2. Make your changes.
3. Click Update.

Complete the mappings

To map the fields to Oomnitza, click the pencil.

Complete these actions:

1. Click Smart Mapping to automatically map the fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
2. You can create custom mappings to map any other field that you want to add to Oomnitza. To create an optional custom mapping, complete the following steps:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza field.
   3. Change the name of the field.
   4. Select the Unique checkbox if you want to use this custom field as the sync key.
   5. Click CREATE.
3. Select a sync key, such as a Serial Number or Email. The field must have unique values.
4. Click UPDATE.

Note
If you are creating a user integration, both the Username and Email fields must be mapped, and a default Role set. You can select a suitable option from the Role dropdown on the Oomnitza mapping side.

Did you know? 
You can avail of complete additional actions on the mapping page, such as filtering the values that are mapped and creating new mapping fields.  Mapping extended integrations

Running the integration

Your integration is in Draft mode until all the required mandatory fields are added. Once you have added all of the required fields, we recommend that you complete the following steps

1. Select Launch to activate your integration.
2. Click Test Run.
3. Click Sync Sessions and copy the test run payload to the clipboard. If you encounter any errors, see troubleshooting integrations.
4. When the test run is successful, click Run Now.

Getting your results
To view the information that is collected about your assets, click Assets. To view the information about software, click the Software tab.  
To view the information that is collected about your users, click People. If you selected User plus SaaS User when running the user integration, you can also find a list of users in the Software > SaaS menu

Related Links

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations