New customers can use the onboarding wizard to personalize their Oomnitza instance and load integrations and applications in Oomnitza.
Onboarding wizard workflow
About onboarding
The Quickstart Wizard is designed to streamline your setup process, allowing you to effortlessly integrate various applications and vendors into your Oomnitza instance.
➢ Integrations
Oomnitza offers integration packages that come pre-configured for your convenience, simplifying the management of your vendor relationships.
Pre-configured settings include:
- ✨Credentials: Choose from a variety of authorization techniques to secure your integration, such as API and OAuth.
- ✨Mapping and data model fields: Oomnitza's platform takes the hassle out of field mapping. Not only are specific fields like "Jamf Device ID" created in your instance, but they are also automatically mapped in the integration. This auto-mapping feature streamlines your setup, making the integration process both efficient and convenient.
- ✨Saved Searches: Benefit from pre-configured search queries that simplify the task of retrieving your integration-related information.
- ✨Global settings: Global settings can be configured once to store essential integration parameters such as integration URLs, making them readily available for each subsequent integration or workflow.
- ✨Roles: Pre-configured roles eliminate the hassle of manually setting permissions, streamlining the process of assigning responsibilities and access across your team.
Depending on the integration package you choose you could also get access to pre-configured dashboards, workflows, and web screen designs.
➢ Applications
Oomnitza offers an array of pre-configured application packages designed to maximize the utility of your integrations.
Pre-configured settings include:
- ✨Dashboards: Our out-of-the-box dashboards are equipped with specially designed widgets to offer you comprehensive visibility into your IT landscape. Gain detailed insights into crucial areas such as endpoint protection, patch management, and data hygiene across various assets.
- ✨Web screen design: Optimize user engagement with our intelligent web screen design. This feature customizes the layout of fields in record views, grouping data logically for enhanced readability and user accessibility.
- ✨Workflows: Certain packages come with built-in workflows that perform specific tasks automatically. For example, our Data Hygiene package offers workflows that auto-clean your data in Oomnitza, ensuring that you maintain high data quality over time.
- ✨Saved Searches: Simplify information retrieval with our pre-configured saved searches. These search queries are embedded directly within object pages that make data retrieval easier and inform the content displayed in dashboard widgets.
- ✨Data model fields: Take advantage of additional data model fields such as "MDM Installed" and "Patch Management Installed." These fields enrich your dashboards by feeding specific data into widgets, thereby improving the overall quality and utility of your analytics.
Before you start
Before diving into Quickstart, it's crucial to ensure you're well-prepared. The following steps outline the essential prerequisites:
➢ Retrieve integration credentials and verify permissions
Make sure to obtain your organization's login credentials for the respective integration. This could include your Client ID and Secret, API token, or Username and Password.
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.
Ensure you have the appropriate level of access for the integration. You should ideally be a super administrator to manage the settings and data effectively.
➢ Role Limitations for Quickstart users
By default, Quickstart users are typically assigned the Admin Lite role. The Admin Lite role offers a streamlined introduction to our platform, focusing on fundamental tasks. Users with this role can create, edit, and archive Dashboards, Assets, Users, Audits, and Saved Searches.
As Admin Lite users become more acquainted with the platform, they can contact their Sales representative to unlock advanced features such as:
✨ Object Access: Unlock access to objects such as Software and SaaS users. While some integration packages may automatically retrieve software and SaaS user data, you'll need to specifically request access to unlock and manage these additional object types for a comprehensive oversight of your software and user base.
✨ Workflow Automation: Design and launch sophisticated workflows to streamline vital processes like employee onboarding and offboarding.
✨ Customization & Layouts: Enjoy greater control with custom field definitions in the data model and flexible record display configurations via the screen builder.
✨SaaS Enablement: Take advantage of SaaS management integrations and workflows to gain deeper insights into SaaS usage, seat availability, and user activities.
✨ Additional Features: Get access to even more features including content migration, Store content, Request Portal management, and Custom Object design.
Activating your account
Open your welcome email, and click Activate My Account
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
- Enter your username.
- Enter your password
- Click LOGIN.
Using the Quickstart wizard
1. Customize your instance
When you launch Quickstart, you'll have the option to customize your Oomnitza instance. You can choose to skip this step and update these settings later via Configuration > General > Preferences.
- Upload your company logo.
- Toggle Dark mode
to adjust the text color in the header. Enabling Dark Mode changes the text to black; disabling it keeps the text white.
- Add an accessibility label to make your logo screen-reader-friendly on hover.
Tip
Need to take a break, or you need your colleague to take over to add the packages? Because the onboarding wizard remembers where you last left off, your colleague can log in and add finish adding the packages. Then, you can jump right back in and finish the onboarding.
2. Add packages
You must select at least one integration package to proceed with the setup.
Application packages are supplementary and designed to enhance and render the information retrieved from your selected integrations.
3. Connect integrations
Before you start
More information is provided about the following fields to help you complete the integration:
SaaS and software data can only be viewed by users who have the necessary permissions for those specific objects.
User integrations
User selection
- User only: Use this option to add user records to the User object. This object is the primary page for user data and where all user data is stored.
- User plus SaaS User: Use this option to add user records to the User object and the SaaS object. The benefit of adding SaaS user records is that you can run a SaaS user workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that you can retrieve about SaaS users depends on the availability of SaaS user workflows for the integration.
Software SaaS selection
If you have already added records to the SaaS object from a previous integration, you are prompted to select it from the Software SaaS Selection list.
Asset integrations
Software
Check the Software checkbox if you wish to create software records and link them to the corresponding asset.
Procedure
- In the Connect Asset Sources, or Connect User Sources section, expand the integration section.
- Ensure that the Integration preferences are set to Create only. This ensures that only new records are created. In the future, you may consider changing this preference to Create & Update, which allows for both modifying existing records and adding new ones or Update Only, which exclusively updates existing records.
- Enter the Integration user. When new records are created, the Created by field will be automatically set to the Integration User.
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Enter the required connection information including the credentials. For help, click the Documentation
link at the top of the page.
- Click Test Run.
- 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, click Show more.
- If you're happy with the results, click Launch.
- The Applications are already added to the list and require no additional configuration.
- Click NEXT
4. View results
A summary page is displayed that shows:
- The total number of unique user records
- The total number of unique asset records
- The total number of applications
For each integration that is added, the total number of records that are ingested by Oomnitza is shown.
If the record totals match the expected results for your system, click COMPLETE
Using your instance
Once you've successfully set up your Oomnitza instance, the Oomnitza team will be notified and will reach out to you once your instance is fully operational.
In the interim, you have a variety of options to explore:
➢ Navigate to the Dashboard
You can access the Dashboard to review the information that has been retrieved through your integrations. Here you'll find various metrics and data visualizations that offer insights into your IT estate.
➢ Explore Object pages
Navigate to the object pages to delve into the details of your integrated data. Use the saved searches feature to quickly locate specific integration-related information.
➢ Monitor Workflow status
Check the status of any ongoing or completed workflows by going to the Configuration > Workflows menu. This will provide you with a real-time view of the processes related to your integrations.
➢ Create Additional Integrations
If you wish to further extend your system's capabilities, you can set up more integrations via the Configuration > Integration pages.
Note
Users with the Admin Lite role are restricted from accessing the software page. Consequently, they cannot execute SaaS integrations or Asset integrations that involve retrieving software information, such as Automox or Jamf. To unlock these features, please contact your Sales representative.
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.
- Cut and paste the error message into a text editor.
- Find the issue that caused the error. Refer to the article about the integration in the Oomnitza help center.
- Click REMOVE and add the integration again.
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