Oomnitza's Fall '20 release adds a wide array of new connectors to allow users to holistically integrate with a wider variety of systems. We do so using a new class of connectors called "Extended Connectors". Rather than operate through a python script hosted on a separate system, Extended connectors are all hosted internally within Oomnitza, allowing for easy setup, configuration, and modification.
- Extended Connector Integrations
- Types of Extended Connectors
- Creating a New Integration
- Setting up your Connector
- Creating Connector Mappings
- Scheduling your Connector
NOTE: There are fees associated with connectors. For questions on pricing, please contact your Oomnitza account manager, or reach out to support@oomnitza.com.
Extended Connector Integrations
On the Oomnitza Settings page, Extended Connectors are available in their own section beneath the already existing Asset and User connectors. From here, you can either create a new Extended Connector, or create a new Automated CSV Export.
Types of Extended Connectors
Oomnitza currently supports three varieties of Extended Connectors:
- Asset Extended Connectors: Creates Asset Objects in Oomnitza's Asset Module.
- User Extended Connectors: Creates User Objects in Oomnitza's People Module
- SaaS User Extended Connectors: An extension of the User Module that populates SaaS Software entries with users from that software, including details about that user, such as role.
- SaaS User Extended Connectors: An extension of the User Module that populates SaaS Software entries with users from that software, including details about that user, such as role.
Creating a New Integration
Clicking the "New Integration" button in the Extended Connectors section of the Integrations page will prompt you to select the system you wish to integrate with, from our list of available extended connectors. If you don't see the connector you're looking for, instructions for requesting new connectors are available here: https://oomnitza.zendesk.com/hc/en-us/articles/360056773473
To select a connector to set up, click "Apply" on the right, then click Next.
After selecting a connector, you'll be taken to a familiar information page with details on the nature of the connection. When you're ready to begin setting up your connection, click "Next" in the bottom right.
Setting up your Connector
The Connect Page is where you'll be entering the information necessary to connect to the external system.
Name: The name you wish to give the connector. We recommend being as detailed as possible, including system name, and a brief summary of purpose (e.g. Azure - All Devices)
Installation type (Cloud or Local): This indicates how you intend to install the connector. A Cloud installation exists entirely in Oomnitza and uses credentials stored in the Oomnitza Vault. A Local installation uses the legacy connector infrastructure and requires that the connector be hosted locally on a server or VM.
Credentials (Cloud only): The credentials (from the Oomnitza Vault) needed to connect to the external system.
Integration preferences (Create & Update, Create Only, Update Only): Determines whether the connector will Create, Update or Create and Update either Assets or Users.
Integration user: The Integration user is the user that will be used to create or update update assets. As a best practice, we at Oomnitza recommends creating a user specific to each integration to allow easy identification of changes.
Notes: A section for any additional details you wish to record about the integration.
Creating Connector Mappings
After setting up your connector's credentials, you still need to establish how fields map from the external system to Oomnitza. This can be done by dragging fields from the Connector side of the mapping screen to the appropriate field on the Oomnitza side, or by selecting the corresponding field from the dropdown.
More details on creating connector mappings can be found here: https://oomnitza.zendesk.com/hc/en-us/articles/360055776054
Scheduling your Connector
The last step in setting up your connector is scheduling when it runs. From the Schedule tab, you can establish the cadence at which the connector will run. From here, enter the interval and frequency you want the connector to run at, and when you're done click "Finish" in the lower right.
Monitoring Sync Sessions
Once a connector is up and running, the results of that connector's runs will appear in the Sync Sessions tab of the connector setup page. From here, you can see the status of each run, as well as any records experiencing errors or being skipped.
As the connector runs, records are processed in real time, and you can see individual results by refreshing the page or clicking on a currently running session.
NOTE: While results come in in real time, completion is only checked every 30 minutes, so the "loading" icon may continue spinning for some time after all results have been processed.
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