Creating an extended integration for SysAid users

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

Connect Oomnitza and SysAid 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 retrieving SaaS user roles

Navigation

Before you start

Creating the user integration

Creating custom mappings

Creating workflows

SysAid User Role

Before you start

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

Before you can configure any of the available workflows with Oomnitza, you first need to enter your credentials in Oomnitza . For further information, refer to Adding your SysAid credentials to 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 SysAid fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete these actions:

1. Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
2. Create a custom mappings to map the SysAid User Id to Oomnitza. 
   1. Click the down arrow on the Id field.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field to SysAid User Id.
   4. Select the Unique checkbox.
   5. Click CREATE. 
3. 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).
4. Select the Role field on the Oomnitza mapping side.
5. Choose a suitable role from the list (a defined role is necessary for the integration)
6. Assign a sync key to a unique field, such as the Email.
7. Click UPDATE.

Standard SysAid to Oomnitza mappings

The following SysAid fields can be mapped to Oomnitza:

Building
Display Name
Email
ID
Name

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

Creating workflows

You can create a Saas User workflow in Oomnitza using the SysAid User Role preset.  This preset supplies you with the Role of your SaaS users.

Prerequisites

Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the software entry in the Software > SaaS menu.

To create a Saas User workflow using the SysAid User Role preset, complete the following steps:

1. Click Configuration > Workflows > Saas Users from the menu.
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 adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter SysAid in the search field and choose the SysAid User Role preset.
8. Click the right arrow >.
9. Enter your SysAid credentials that you created in Adding your SysAid credentials to Oomnitza.
10. Enter your SysAid subdomain. If your SysAid URL is https://mycompany.sysaid.comyour subdomain would be: mycompany.
11. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > SysAid > Users if they are not found in your SysAid instance.
12. Click SAVE.
13. Link the boxes as shown in the diagram.
14. Validate, launch, and save your workflow.

To view active SysAid users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the Saas tab, and select your software entry for SysAid.
3. Click Users in the side pane.
4. The Role column will be populated with the user details to confirm that this user has been found in your SysAid SaaS.              

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 extended connector integrations for SysAid assets.
 Creating an extended integration for SysAid assets