Create workflows that use Oomnitza integration points such as creating, updating and retrieving user information. Surface key information in operational dashboards and create scheduled reports to share knowledge with your colleagues.
To monitor SaaS usage, use the integration point to retrieve SaaS roles (otherwise known as Resource Types). You can also use the integration point to create a data-hygiene workflow to deactivate the SaaS records in Oomnitza that were removed from the SaaS application.
Before you start
Before you create workflows, you should first create an extended integration for Docker users. You can use the information retrieved in these integrations to trigger workflows.
Creating workflows
Create user workflows
To create a user workflow, you must complete these steps:
- Navigate to workflows in Oomnitza:
- Click Configuration > Workflows
- Click Add
.
- Use search to find and select the Users object.
- Edit the Begin Block:
- Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block.
- Add the API block:
- Drag and drop the API block onto the Sandbox.
- Click Edit on the API block and enter Docker in the search field.
- Select a preset:
- Create User
- Update User
- Get User Details
-
Select your Docker credentials:
- Enter the credentials you created in Adding your Docker credentials to Oomnitza.
- Update preset:
- Enter the user's first name and last name.
- If omitted, the update will skip changing the name.
- Note: The name will only be changed, not cleared.
- Select Enabled to activate the user. If omitted, it will default to false, resulting in a deactivated user.
-
Create preset:
- Enter the user's first name, last name, and username.
- If the user already exists by email, they will be assigned to the organization on the "company" team.
- Click Advanced Mode.
- Get and Update Presets:
- Ensure that the {{docker_user_id}} in the Information tab refers to a valid Oomnitza field.
-
Map the Response
- Select the Response tab.
- Map the entire response by placing
{{response}}in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. - Once you have the entire response, you can then parse the JSON response values to custom Oomnitza fields. For example,
{{response.email}}.
- Connect the Blocks.
- Save, validate, and activate your workflow.
Reference articles for workflows
Create SaaS user workflows
You can create a Saas User workflow in Oomnitza using the Docker User Role preset. This preset fetches the Resource Type of the user.
Prerequisites
Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the software entry in the Software > SaaS menu.
To create a Saas User workflow using the Docker User Role preset, complete the following steps:
- Click Configuration > Workflows > Saas Users from the menu.
- Click Add (+). The Begin and End blocks are automatically added to the sandbox.
- Enter the name and a description of the workflow.
- Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
- Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
- Click the Edit icon.
- Enter Docker in the search field and choose the Docker SaaS User Role preset.
- Click the right arrow >.
- Enter your Credentials.
- Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Docker > Users if they are flagged as inactive in Docker. In other words, if active equals to false in Docker.
- Click SAVE.
- Connect the blocks.
- Save, validate, and activate your workflow.
To view active Docker users in the SaaS Users UI, complete the following steps:
- Click Software from the menu.
- Select the SaaS tab, and select your software entry for Docker.
- Click Users in the side pane.
- The Role column will be populated with the user details to confirm that this user has been found in your Docker SaaS.
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