Setting up your instance in minutes

New customers can use the onboarding wizard to personalize their Oomnitza instance and load their vendor applications for users and assets into Oomnitza.

Onboarding wizard workflow

Contents

1. Before you start
2. Activating your account
3. Adding your company's logo (optional)
4. Adding user and asset integrations
5. Procedure
6. Troubleshooting

Before you start

Illustration: Planning workflow

Oomnitza has primed the integrations for the vendor applications that you want to manage. This means that Oomnitza knows the connection information that must be provided for each integration such as:

• The type of authorization that is required: API key authorization, OAuth 2.0, and so on.
• The format of the company-specific URL or subdomain for your vendor applications.
• The additional information that must be provided and how it must be formatted.

In addition, the fields in the vendor application are automatically mapped to Oomnitza so that key vendor data can be automatically ingested.

To add the required values for your vendor applications, you must:

• Retrieve your organization's login credentials.
• Ensure that the account of the user who integrates the vendor's application with Oomnitza has the appropriate privileges to access all the asset and user records that you want to manage in Oomnitza.
• Ensure that the correct scope is specified such as: 
  • Read only
  • Read and write
• Ensure that you retrieve your company-specific URL, subdomain, or any other information that is required to connect to the vendor's application.

Tip
To find out how to connect to your vendor applications, retrieve credentials, and connection information:
1. Click Integrations.
2. Enter the name of the vendor application as the search keyword.
3. Review the information that you must provide to connect to the vendor application.
When you add integrations in the Onboarding wizard, links are provided to the articles on your vendor applications. 

Activating your account

Open your welcome email, and click LET'S GO.

    Password requirements
    The minimum length of the password is 8 and the maximum length is 256.
    The password must contain one lower case character, one digit, and one special character.
    Allowed special characters are:
    \ | ! @ # $ % & * ( ) _ + - = { } " ' ` ~ / ?
    [ ]   
    Example: a9#let-me-in

1. Enter your username.
2. Enter your password
3. Click LOGIN.

Adding your company's logo

To personalize your instance, upload your logo.

  Logo size and image formats
  The minimum size of the logo is 100 pixels by 100 pixels. The supported image formats are:
  • GIF
  • JPEG
  • JPG
  • PNG

1. Click Upload new logo.
2. Drag and drop your logo onto the canvas or click the canvas and upload your logo.
3. Pick the background color for your logo.

You can add your logo at a later stage when you're provided with access to your configured Oomnitza instance.

Selecting light or dark mode

To choose dark mode, click Dark mode  .

Sets the color of the text and the menu items in the menu header.  

Light mode is the default mode. The font color of the text in the menu header is white.

Dark mode. The font color of the text in the menu header is black.

Adding user and asset integrations

You must complete at least one user integration and one asset integration successfully. The procedure for adding user and asset integrations is identical.

Tip
Need to take a break, or you need your colleague to take over to add the asset integrations? Because the onboarding wizard remembers where you last left off, your colleague can log in and add the asset integrations. Then, you can jump right back in and finish the onboarding.

Procedure

1. Click ADD.
2. Ensure that the Integration preference is set to Create only. 
3. Click Edit Selected. 
   1. Enter the required information.
   2. Click Save.
4. Enter the required connection information. To learn more about the connection information, click the Documentation link  at the top of the page. 
5. Click Test Run.
6. If the test runs successfully, the first five mapped fields are shown for five records. To see all the fields that are mapped to Oomnitza, you can click Show more.
7. If you're happy with the results, click Launch.
8. When you have successfully added at least one user and one asset integration, you can click Finish.

Tip
The Finish button isn't enabled? Make sure that all the integrations that you added have completed successfully. Click Show more next to the integration. If the integration hasn't completed successfully, click Remove.

Result

A summary page is displayed that shows:

• The total number of unique user records
• The total number of unique asset records 

For each integration that is added, the total number of records that are ingested by Oomnitza is shown.

Next steps

If the record totals match the expected results for your system, click Looks Good.

Oomnitza is notified that you have set up your instance and will contact you when your Oomnitza instance is up and running.

Troubleshooting

If the test run fails, an error message is displayed. The most likely causes are incorrect credentials or credentials that don't have sufficient privileges to return the information from the vendor's application or incorrect organization-specific information such as the URL of your instance.

1. Cut and paste the error message into a text editor.
2. Find the issue that caused the error. Refer to the article about the integration in the Oomnitza help center.
3. Click REMOVE and add the integration again.

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