Creating an extended integration for EasyVista users

Let Oomnitza be your single source of truth!

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

Connect Oomnitza and EasyVista 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 creating, getting, and updating users.

Navigation

Adding EasyVista global variables

Adding the credentials

Creating the user integration

Creating custom mappings

Troubleshooting the integration

Creating workflows

Creating user workflows with the API block

Create New User

Get User Details

Update User Information

Creating Saas user workflows

User Role preset

Before you start

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

For the integration with Oomnitza you will need to supply the following:

• Your EasyVista Server URL i.e. <server_url + .easyvista or .easyvista-training>
• Your EasyVista Account Number.
• Your EasyVista username and a password

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 Configuration > General.
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, go to Configuration>Security>Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward button > to select the integration.
4. Enter the user name and password of your account
5. Click Create.

Integration not in the list? Click Advanced Mode and complete these steps:

1. Add the information details.
2. Click the AUTHORIZATION tab.
3. Ensure that Basic Auth is selected as the authorization type.
4. Enter the user name and password of your account.
5. Click Create. 

Next

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

Creating the user integration

1. In Oomnitza, click Configuration > Integrations > Overview.
2. Click Block view .
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. In the sidebar, search for the integration.
6. Click ADD.

Integration details overview

More information is provided about the following fields to help you complete the integration:

• User only. Add user records.
• User plus SaaS user. Add user and SaaS user records. 

The benefit of adding SaaS user records is that you can run a workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that can be retrieved depends on whether SaaS user workflows are available for the integration. 

Installation types

• Cloud. Store credentials in the Oomnitza cloud.
• Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication. 

Integration preferences

• Create & Update. Add and update records.
• Create only. Add records.
• Update only. Update records.

Editing the integration details

1. Click Edit .
2. Make your changes.

Editing the credential details

If you selected Cloud as the installation type, choose one of the following options:

• Select the credentials that were created for the integration.
• Edit the credentials that were created for the integration.
• Create new credentials

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.

1. Click Edit .
2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit .

  Selecting Edit integration to add rules for syncing data. Filtering integration results.  
 

You can add new fields to your integration by selecting Add new field   on the mapping page. 
Creating custom API fields. 

Creating custom mappings

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

Complete these actions:

1. Create a custom mapping for the EasyVista Employee Id. To do this, complete the following steps:
   1. Select the down arrow on the Employee Id field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field to EasyVista User Id.
   4. Select the Unique checkbox.
   5. Click CREATE. 
2. Ensure that the Email is mapped to the
   1. Username field on the Oomnitza side (required for integration).
   2. Email field on the Oomnitza side (required for integration).
3. Select the Role field on the Oomnitza mapping side.
4. Choose a suitable role from the list (a defined role is necessary for the integration)
5. Assign a sync key to a unique field, such as the Email.
6. Click UPDATE

Standard EasyVista to Oomnitza mappings

The following EasyVista fields can be mapped to Oomnitza:

Approved To Validate
Availability Status Id
Begin Of Contract
Cellular Number
Chat Login
Civil Status Id
Comment Employee Href
Connect: Credentials
Connect: EasyVista Account Number
Connect: EasyVista Server Url
Connector Sync Time
Cost Per Hour
Cost Per Hour Cur Id
Default Cost Center Id
Delegation From
Delegation Id
Delegation To
Department Code
Department En
Department Href
Department Id
Department Id
Department Label
Department Path
Department Path
Email
Email Address Sender Id
Employee Id
End Of Contract
Fax Number
Function Id
Href
Icq Number
Identification
Impact
Is Automatic Status
Is Evie
Is System
It Correspondent
Language Id
Last Integration
Last Name
Last Update
Location City
Location Code
Location En
Location Href
Location Id
Location Id
Location Path
Location Path
Location To Check Request Id
Login
Mail Alert
Manager Begin Of Contract
Manager Cellular Number
Manager Department Path
Manager Email
Manager Employee Id
Manager Id
Manager Last Name
Manager Location Path
Manager Phone Number
Messenger Sign Name
Notification Type Id
Passwd Last Update Ut
Person In Charge
Phone Number
Picture Path
Planning Id
Pto
Sandbox User
Style Id
Supplier Id
Supplier Path
Title Id
Trial End
Validation Level
Validator Id
Vip
Vip Level Id
Wave Address

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

If you selected Cloud as the installation type when creating the integration, see Running an extended integration

If you selected Local as the installation type when creating the integration, see Running an extended integration locally.

Viewing data ingested by Oomnitza

Viewing ingested asset data

For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.

Viewing ingested user data

For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab. 

Related Links

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations

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 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 Using the API block.

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 created in Adding EasyVista global variables or entered manually. 

For information on the specific requirements for each preset, click one of the links below:

Create New User

Get User Details

Update User Information

Using the EasyVista Create New User preset

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

• Last Name. The last name of the new user followed by the first name, for example: Morley, Gaby.
• New Email. The email of the new user.
• New Password. The password of the new user.

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

Using the EasyVista Get User Details preset

The EasyVista Get User preset allows you to get information about user in EasyVista. For further information see EasyVista REST API documentation: See an employee.

Using the EasyVista Update User Information preset

The EasyVista Update User preset allows you to update user information in EasyVista. When constructing a workflow that uses this preset, you will need to enter the same information described in EasyVista REST API documentation: Update an employee.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block

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 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 EasyVista URL and Account Number.

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

Using the EasyVista User Role preset

The EasyVista User Role preset enables you to read a user’s role and last login date from EasyVista.

Note: The EasyVista fields role and last login date need to be defined and populated for the preset to be able to retrieve the role information. 

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.

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.

Did you know
You can also create an extended integration for EasyVista assets.
Creating an extended integration for EasyVista assets