Creating an extended integration for Cisco Webex users

Let Oomnitza be your single source of truth!

You'll get visibility of your Webex users as data from Webex is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and Webex in minutes

Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

• Configurable dashboards and list views of key user information
• Configurable reports to share information about users with your colleagues and management
• Configurable workflows for: 
  • Ingesting all users from Webex into Oomnitza's SaaS module
  • Deleting a user from Webex

Navigation

Adding the credentials

Creating the user integration

Creating custom mappings

Creating workflows

Creating Saas user workflows

User Role preset

Creating user workflows with the API block

Create User 

Delete user 

Before you start

Best practice
For the integration with Oomnitza, create a dedicated user account.

Webex uses OAuth authentication and requires a Client ID, Client Secret and Scope. To obtain your Client ID, Secret and Scope, simply:

1. Navigate and log in to My Webex Apps.
2. Click Create a New App, then select Create an Integration.
3. On the form, fill in the required information including your scopes. See the Webex Authentication guide for a full list of scopes.

Each Webex user account is limited to 20 integrations.

Consult the Webex Authentication guide for additional steps - such as how to request permission to use an OAuth grant flow on behalf of another user. 

Adding the credentials

To stream Webex user data into Oomnitza, complete the following steps:

1. Cick Settings > Credentials, and then click Add new credential (+).
2. On the INFORMATION tab, complete these actions:
   1. Add the name of the credential.
   2. Add the name of the owner. 
3. On the AUTHORIZATION tab, select OAuth 2.0 as the authorization type.
4. From the SaaS list, select WebexWebex OAuth 2.0.
5. Enter your Client ID, Client Secret and Scope.
6. Click Authenticate. You are prompted to log into Webex to authorize your request.
7. Click CREATE.

Next

You use the credentials that you added to create and customize your Webex integrations with Oomnitza.

Creating the user integration

Info and connect details

1. From the menu, click Settings.
2. Click Integrations List View .
3. On the Integrations page, scroll down to the Extended section for User Integrations.
4. Click NEW INTEGRATION.
5. In the New User Integration sidebar, click Webex.
6. Click APPLY next to the Webex User Load, and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed to Oomnitza, choose Update only as your integration preference. When you run the integration, you can check the error logs to see which user records weren't uploaded and why they weren't uploaded. You can then decide whether to upload the user records that were skipped by changing your integration preference to create and upload. See Access error logs.

On the connect page, complete the following steps to connect the integration:

1. Enter a descriptive name for the integration such as Webex User Load. This name will be displayed on the Integrations page once the setup is complete.
2. From the User Selection list, select User plus SaaS User.
3. From the Installation type list, select Cloud.
4. From the Credentials list, select your credentials.
5. From the Integration Preferences list, select Update only.   
6. Enter the name of the user of the integration.
7. Click Next.

Creating custom mappings

Map the Webex fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete these actions:

1. Click Smart Mapping.
2. You have the option to create custom mappings to map any other field that you want to add to Oomnitza. To create an optional custom mapping, do the following:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field.
   4. Click CREATE. 
3. Map and assign a sync key to the Email field.
4. Click NEXT.

Note: For all user loads, it is recommended that you map role information to an employee role in Oomnitza. Users need to have an employee role defined in order to access Oomnitza. If the role information is not available from the user load, it is recommended that you select Employee from the Oomnitza Role dropdown list. You have the option to overwrite this at a later point should the role information become available. 

Standard Webex to Oomnitza mappings

The following Webex fields can be mapped to Oomnitza:

Created
DisplayName
Email
First Name
ID
Invite Pending
Last Modified
Last Name
Org Id
Status
Type
User Load Connector Sync Time

Want to map more fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

When you've completed mapping the Webex to Oomnitza fields, click NEXT.

Schedule

By default, user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

1. Configure your schedule.
2. Click FINISH.

Result

A new tile is created for the integration on the Integrations page. 

What to do next

If you want to see the information that is collected now, click the tile on the Integrations page and click RUN NOW.

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings. 

Creating workflows

Creating Saas user workflows

You can create the SaaS User workflow by following the steps in Creating Saas user workflows. When creating the user workflows with the API block for Webex, the following specific configuration is required:

To locate the available presets, enter Webex in the Select Preset search field. Select your preset of choice and for every preset enter the following information in the Configure section:

1. Your correct Webex Credentials that you created in Adding the credentials.

The Webex SaaS User workflow block comes with one available preset, the User Role preset.

Using the Webex User Role preset

The Webex User Role preset enables you to read a user’s role(s). For further information see Webex API documentation: List people.

Creating user workflows with the API block

To reduce your workload and automate complex and repetitive tasks, you can create user workflows with the API block by following the steps in Creating user workflows with the API block.

To locate the available presets, enter Webex in the Select Preset search field. Select your preset of choice and for every preset enter the following information in the Configure section:

1. Your correct Webex Credentials that you created in Adding the credentials.

The API block comes with the following Webex presets:

 Create User 

Delete user 

Using the Webex Create User preset

The Webex Create User preset  preset allows you to create a Webex user. To use this preset, you need to supply the first name and last name of the new user. When working with this preset, use the Advanced Mode to configure the message payload. 

1. Click the Advanced Mode button located in the upper right of the window.
2. Select the Body tab. Modify, update or add fields that will be used in the request payload. For information on the fields that are permitted in the request payload refer to Webex API documentation: Create a person.
3. Select the Response tab. You have the option to map the Response field {{response}} to a custom long text Oomnitza field. You can create a custom field by going to People>Customization. For further information, see Creating Custom Fields in Oomnitza.

Using the Webex Delete User preset

The Webex Delete User preset  preset allows you to delete a user from Webex. Using this setup outlined below, you can run a workflow which would delete inactive users after the Webex User Role or Create User preset is run. When working with this preset, use the Advanced Mode to configure the message payload. 

1. Click the Advanced Mode button located in the upper right of the window.
2. The Webex user id is assumed to be stored in the variable {{user_external_id}}. If this is not correct, you can replace the variable {{user_external_id}} in the URL field with the correct variable or user id. 
3. Select the Response tab. You have the option to map the Response field {{response}} to a custom long text Oomnitza field. You can create a custom field by going to People>Customization. For further information, see Creating Custom Fields in Oomnitza.

For further information, refer to the Webex API documentation: Delete a person.

For further information on workflows see:
 Understanding workflows
 Workflow block overview

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your users, learn how to:

• Configure dashboards for your users and software
• Configure custom reports about your users and software
• Create workflows to automate tasks

See  Getting started for more information.