Creating an extended integration for Lucidchart Enterprise (SCIM) users

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

Connect Oomnitza and Lucidchart 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 that you can easily create such as: 
  • Workflows for deleting Lucidchart users
  • Workflows for deactivating SaaS users in Oomnitza

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Add credentials

Create the user integration

Create workflows

Important
To create this integration and workflows that use Oomnitza API and SaaS presets, you must:
- Have a Lucidchart enterprise plan account
- Have enabled SCIM
For more information, see Enabling SCIM and Obtaining an access token.
Alternatively, you can create an integration with the Lucid Account Users load.
Extended Connector Integration for Lucid Account Users

Before you start

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

To stream Lucidchart user data into Oomnitza, you must add your API credentials to the Oomnitza vault.

You'll need the following information:

• Your token name, which is Authorization.
• Your API key, which is Bearer followed by a space and your <API key value> .

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and Lucidchart, complete these steps:

1. Log into Oomnitza.
2. Click Settings > Credentials, and then click Add new credential (+).
3. On the INFORMATION tab, complete these actions:
   1. Add the name of the credential such as Lucidchart Users.
   2. Add the name of the owner. 
4. On the AUTHORIZATION tab, complete these actions:
   • As authorization type, select API key.
   • As token name, enter Authorization.
   • Enter Bearer, press the space bar, and enter the value for your API key.
   • Ensure that Add to header is selected.
5. Click CREATE.

Next

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

Create 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 Lucidchart.
6. Click APPLY next to Lucidchart Enterprise (SCIM) 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.

1. Enter a descriptive name for the integration such as Lucidchart Users. That'll be the name of the user integration that is shown on the Integrations page.
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.

Mappings

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

Complete these actions:

1. Click SMART MAPPINGS.
2. Create custom mappings to map the Lucidchart fields that you want to add to Oomnitza:
   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. For example, you can change the name of the Id field to Lucidchart ID.
   4. Click CREATE. 
3. Assign an Oomnitza role to the users such as Employee.
4. Assign a sync key to one of the fields such as the email field.
5. Click NEXT.   

Custom Lucidchart to Oomnitza mappings

The following Lucidchart fields can be mapped to Oomnitza:

Can Edit
Connector Sync Time
Created
Display Name
Email
Family Name
Formatted Name
Given Name
Id
Is Active
Last Modified
Location
Resource Type
Roles List
Username
Version

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

When you've completed mapping the Lucidchart 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.

Figure: Mock-up for illustration purposes

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. 

Create workflows

To reduce your workload and automate complex and repetitive tasks, you can use API and SaaS user role presets.

For example, you can use the delete preset to create a workflow that automatically deletes a Lucidchart user account that was deactivated in Oomnitza.

See Use the SaaS User Role Retrieval block to deactivate users

1. From the menu, click Software and from the Workflow list, click SaaS Users.
2. Click Add (+). The Begin and End blocks are automatically added to the sandbox.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by choosing a schedule and adding the rules that will trigger the workflow. For example, add the rule Name equals Lucidchart, and a rule to trigger the workflow such as Deactivated = 1.
5. Click the Blocks tab, and  drag and drop the API block onto the canvas.
6. Click the Edit button.
7. Enter Lucidchart in the search field and and click Lucidchart Delete User.
8. Click SAVE.
9. Connect the blocks.
10. Validate, launch, and save your workflow.

Use the SaaS User Role Retrieval block to deactivate users

1. From the menu, select Software.
2. Click Workflow and select SaaS Users.  
3. Click Add workflow (+).  The Begin and End blocks are automatically added to the canvas.
4. Enter the name of the workflow and a description.
5. Edit the Begin block.
   • Create a schedule for running the workflow.
   • Use a rule to identify the SaaS software 
   • Add rules to trigger the workflow . For example, you can add a rule to deactivate users who haven't logged in for a number of days. 
6. From the Integrations section, drag and drop the SaaS User Role Retrieval block onto the canvas.
7. Edit the SaaS User Role Retrieval block.
   1. To find the preset, type Lucidchart.
   2. Click the right arrow (>) next to Lucidchart User Role.
   3. Select your credentials. By default, the Deactivate User checkbox is selected. 
8. Connect the workflows.
9. Validate, save, and launch the workflow.

SaaS user role workflow

 Understanding workflows

 Workflow block overview 

Unleash the power of Oomnitza

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

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

 Getting started