Creating an extended integration for EasyVista assets

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

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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 asset and software information
• Configurable reports to share information about assets and software with your colleagues and management such as corporate-wide reports that detail the distribution and status of the assets and software in your environment
• Configurable workflows that you can easily create to automate tasks such as:
  • Getting, creating, and updating assets in EasyVista
  • Getting, creating, updating, and closing EasyVista tickets 

Navigation

Adding EasyVista global variables

Adding the credentials

Creating the asset integration

Creating custom mappings

Troubleshooting the integration

Creating workflows

Creating asset workflows with the API block

Close Ticket as Solved with Comment

Close Ticket with Comment and Status

Create New Asset

Create New Ticket

Get Asset Details

Get Ticket Information

Update Asset Information

Update Ticket Information

Before you start

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

EasyVista uses Basic Auth authentication. A username and a password are required to access the service.

For further information consult the EasyVista API documentation.

Adding EasyVista global variables

To save time when you create workflows, set your URL and Account Number as a global variable:

1. From the menu, click Settings.
2. Click Global Settings.
3. Click Add new variable (+).
4. Add the EasyVista.EasyVista Url variable and its value. 
5. Save your changes.
6. Follow steps 1 to 3 above.
7. Add the EasyVista.EasyVista Account Number variable and its value. 
8. Save your changes.

Adding the credentials

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

1. In Oomnitza, click Settings > Credentials.
2. Click Add new credential (+).
3. Add the information details.
4. Click the AUTHORIZATION tab.
5. Ensure that Basic Auth is selected as the authorization type.
6. Enter the user name and password of your EasyVista account.
7. Click Create. 

Next

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

Creating the asset integration

To configure the integration for the EasyVista Asset Load, complete the following steps:

1. In Oomnitza, click Settings > Integrations.
2. Click Integrations List View .
3. On the Integrations page, scroll down to the Extended section for Assets.
4. Click NEW INTEGRATION.
5. In the New Asset Integration sidebar, click EasyVista.
6. To integrate Oomnitza with the EasyVista Asset Load, click APPLY and then click NEXT twice.

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

1. Enter a descriptive name for the integration such as EasyVista Assets. This name will be displayed on the Integrations page once the setup is complete.
2. Select Cloud as the installation type.
3. From the Credentials list, select the credentials from the Oomnitza vault that you added for the connection. For further information, refer to Adding EasyVista credentials.
4. From the Integration Preferences list, select Create & Update. 
5. Enter the name of the user of the integration.
6. Enter your EasyVista Server URL i.e. <server_url + .easyvista or .easyvista-training>
7. Enter your EasyVista Account Number.
8. Click Next.

Creating custom mappings

Map EasyVista fields to Oomnitza fields to get the asset information that you need. For the field mapping, it is recommended to follow these steps:

1. Create a custom mapping for the EasyVista Asset Id. To do this, complete the following steps:
   1. Select the down arrow on the Asset Id field that you want to map.
   2. Select Add new Oomnitza assets field.
   3. Change the name of the field to EasyVista Asset Id.
   4. Click CREATE. 
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 assets field.
   3. Change the name of the field.
   4. Click CREATE. 
3. Map and assign a sync key to the Serial Number field.
4. Click NEXT.

Tracking information for asset loads 

When the integration is run, you can track the name of the credentials that were used and the source of the data. To do this, you map the following fields to Oomnitza:   

• Connect: Credentials
• Connect: EasyVista Account Number
• Connect: EasyVista Server Url

Custom mappings

Acquisition Type Id
Asset Guid
Asset Id
Asset Label
Asset Tag
Automatic Renewal
Availability Sla Id
Before Loan Department Id
Before Loan Department Path
Before Loan Employee Id
Before Loan Location Id
Before Loan Location Path
Billing Periodicity In Month
Budget Id
Buy Back Value
Buy Back Value Cur Id
Catalog Asset Article Model
Catalog Asset Catalog Id
Catalog Asset Href
Catalog Asset Net Price
Catalog Asset Smbios Name
Catalog Asset Title En
Catalog Asset Un Classification Path
Catalog Id
Charge Back
Charge Back Cur Id
Ci Backup By Default
Ci Status Id
Ci Version
Cm Default Change Id
Cm Default Change Path
Comment Asset Href
Configuration Id
Connect: Credentials
Connect: EasyVista Account Number
Connect: EasyVista Server Url
Connector Sync Time
Contract Type Id
Critical Level Id
D Hardware Guid
Delivery Date
Delivery Number
Department Code
Department En
Department Id
Department Id
Department Label
Department Path
Department Path
Depreciation Rule Id
E Cost
E Gdpr Email
E Gdpr Fullname
E Gdpr Gender
E Gdpr Mobile
E Gdpr Phone
E Gdpr Picture
E Gdpr Sharing
E Gdpr Type
E Health
E Health Comment
E Health Order
E Last Dates Update
E Maintenance To Do
Employee Begin Of Contract
Employee Cellular Number
Employee Department Path
Employee E Mail
Employee Id
Employee Id
Employee Last Name
Employee Location Path
Employee Phone Number
End Of Waranty
Entry Date
Estimated Percentage Use
Expected End Lend Date
Expected Return Date
Fallen Term
Fixed Asset Number
Href
Initial Start
Installation Date
Internal Delivery Date
Internal Dispo
Inventory Id
Invoice Number
Is Ci
Is Dml
Is Locked
Is Service
Last Automatic Discovery
Last Integration
Last Payment
Last Payment Cur Id
Last Physical Inventory
Last Update
License Version
Location City
Location Code
Location En
Location Href
Location Id
Location Id
Location Path
Location Path
Location To Check Request Id
Main Usage Id
Maintenance Cost
Maintenance Cost Cur Id
Max Installs
Month Duration
Monthly Fixed Cost
Monthly Fixed Cost Cur Id
Monthly Net Rental
Monthly Net Rental Cur Id
Network Identifier
Next Ci Version
Next Department Id
Next Department Path
Next Maintenance Date
Next Status Id
Next User Application Date
Next User Id
Notice
Order Details Id
Order Number
Ownership To Check Request Id
Package Path
Pipeline Status Id
Power Consumption Wh
Processor Count
Processor Socket Count
Project Id
Provider Id
Provider Path
Purchase Date
Purchase Price
Purchase Price Cur Id
Purchase Rate Id
Recycled Date
Recycling Provider Id
Recycling Provider Path
Reform Number
Removed Date
Renewal Decision Id
Renewal Value
Renewal Value Cur Id
Repaired By Id
Repaired By Path
Request Id
Resales Value
Scheduled End
Sd Catalog Id
Sd Catalog Path
Sd Default Incident Id
Sd Default Incident Path
Sd Default Request Id
Sd Default Request Path
Serial Number
Server Type Id
Sla Id
Status Id
Supplier Id
Supplier Path
Term
Update Coverage Term
Updated By Discovery
Waranty Type Id
Xpos
Ypos
Zpos

 Learn more about mapping

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

Schedule

By default, 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 what information 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.

 

Tip
To view the information that is collected about your mobile assets, click Assets. 

Troubleshooting the integration

To resolve issues when you run connector integrations, follow the steps in Accessing error logs.

The below are some common troubleshooting errors when running the EasyVista integration:

• There are special characters, for example an umlaut or diaeresis sign (Ë), in a username or email.
• There are duplicate records using the same data, i.e. an email or username. When this occurs the error log displays the following message: The record is not processed because there was another record in the same portion with the same identifier.

Creating workflows

Creating asset workflows with the API block

To reduce your workload and automate complex and repetitive tasks, you can create workflows with the API block by following the steps in Creating asset workflows with the API block. When creating the asset workflows with the API block for EasyVista, the following specific configuration is required:

To locate the available presets, enter EasyVista 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 EasyVista Credentials that you created in Adding the credentials.
2. Your URL and Account Number should be derived from the variable set in Adding EasyVista global variables or entered manually. 

The EasyVista API block workflow comes with the following presets for assets:

Close Ticket as Solved with Comment
Close Ticket with Comment and Status
Create New Asset
Create New Ticket
Get Asset Details
Get Ticket Information
Update Asset Information
Update Ticket Information

Using the EasyVista Close Ticket as Solved with Comment Preset

The Close Ticket as Solved with Comment preset allows you to close a ticket as solved and add a comment. When constructing a workflow that uses this preset, the following information is required:

• Catalog GUID. Identifier for the subject of the ticket.
• Closing Comment. Comment explaining the closing of the ticket.

For further information see EasyVista REST API documentation: Close a ticket.

Using the EasyVista Close Ticket with Comment and Status Preset

The EasyVista Close Ticket with Comment and Status preset allows you to close a ticket with a status and add a comment. When constructing a workflow that uses this preset, the following information is required:

• Status GUID. Identifier of the final status of the ticket. The status is set to Closed by default. You can find a list of Status GUIDs on the examples section of the EasyVista API Documentation: View the ticket status.
• Catalog GUID. Identifier for the subject of the ticket.
• Closing Comment. Comment explaining the closing of the ticket.

For further information see EasyVista REST API documentation: Close a ticket.

Using the EasyVista Create New Asset Preset

The EasyVista Create New Asset preset allows you to create a new asset in EasyVista. When constructing a workflow that uses this preset, the following steps are required:

1. In the API block window, click the Advanced Mode button located in the upper right of the window.
2. Select the Body tab and review the asset details.
3. Select the curly brackets to the right of the window to update or add additional fields.

For further information see EasyVista REST API documentation: Create an asset.

Using the EasyVista Create New Ticket Preset

The EasyVista Create New Ticket preset allows you to create a new ticket in EasyVista. When constructing a workflow that uses this preset, the following information is required:

• Catalog Id or Catalog Code as it is referred to in EasyVista API documentation, is the code for the subject of the ticket. 
  
• Catalog GUID. Identifier for the subject of the ticket.
• Comment. Comment explaining the opening of the ticket.
• Description. Ticket description. 

There are also additional fields that can be reviewed and updated in the Body tab. To view the Body tab, do the following:

1. In the API block window, click the Advanced Mode button located in the upper right of the window.
2. Select the Body tab and review the asset details.
3. Select the curly brackets to the right of the window to update or add additional fields.

For further information see EasyVista REST API documentation: Create a ticket. 

Using the EasyVista Get Asset Details Preset

The EasyVista Get Asset Details preset allows you to get the details of an existing asset in EasyVista.

For further information see EasyVista REST API documentation: View an asset.

Using the EasyVista Get Ticket Information Preset

The EasyVista Get Ticket Information preset allows you to get the details of an existing ticket in EasyVista.

The ticket identifier (rfc_number) is assumed to be stored within a workflow variable called rfc number (Data type= Short text). If you want to use a different value, go to Advanced Mode > Information and replace the variable {{WFVariables.rfc_number}} in the URL field with the ticket id. For further information on workflow variables refer to Creating a Workflow variable.

For further information on the API call see EasyVista REST API documentation: View a ticket.

Using the EasyVista Update Asset Information Preset

The EasyVista Update Asset Information preset allows you to update an existing asset with new information. When constructing a workflow that uses this preset, the following steps are required:

1. In the API block window, click the Advanced Mode button located in the upper right of the window.
2. Select the Body tab and review the asset details.
3. Select the curly brackets to the right of the window to update or add additional fields.

For further information see EasyVista REST API documentation: Update an asset.

Using the EasyVista Update Ticket Information Preset

The EasyVista Update Ticket Information preset allows you to update an existing ticket with new information. When constructing a workflow that uses this preset, the following information is required:

• Comment. Comment explaining the opening of the ticket.
• Additional Field. Text field used to supply additional information about the ticket. 
• External Reference. Identifier of the ticket assigned by an external application.

Example:

{
 "Comment": "REST API Update - This comment has been updated from the REST API",
 "available_field_1": "Patching computers",
 "external_reference": "TEST"
}

There are also additional fields that can be reviewed and updated in the Body tab. To view the Body tab, do the following:

1. In the API block window, click the Advanced Mode button located in the upper right of the window.
2. Select the Body tab and review the asset details.
3. Select the curly brackets to the right of the window to update or add additional fields.

For further information see EasyVista REST API documentation: Update a ticket. 

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 assets, 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.

Did you know
You can also create extended connector integrations for EasyVista Users.
Creating an extended integration for EasyVista users