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msp_manage_customers [2018/09/13 11:02]
robyn.lin
msp_manage_customers [2018/11/16 10:57] (current)
robyn.lin
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 The following update sets should be installed: The following update sets should be installed:
  
-1. Perspectium for ServiceNow ​patch2 ​update set <WRAP round info>be sure to  Finish Install, configure the Perspectium Properties, and Test Connection</​WRAP>​+1. (Latest) ​Perspectium for ServiceNow update set <WRAP round info>be sure to  Finish Install, configure the Perspectium Properties, and Test Connection</​WRAP>​
  
-2. Perspectium Common Endpoint ​patch1 ​update set+2. Perspectium Common Endpoint update set
  
 3. Perspectium Common Incident update set 3. Perspectium Common Incident update set
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 4. Perspectium SIAM Mapping UI update set 4. Perspectium SIAM Mapping UI update set
  
-5. Perspectium MSP Base update set+5. Perspectium MSP Gateway update set 
 + 
 +6. MSP Share Conditions ​update set
  
  
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 Currently Incident Management will be the only supported module in MSP Version 1. Currently Incident Management will be the only supported module in MSP Version 1.
 </​WRAP>​ </​WRAP>​
- 
-**Replication Group**: represents the assignment group for triggering replication of incidents. 
  
 **Integration User**: this field is automatically populated with a generated user based on company name. You can also use the dropdown menu to change the integration user. **Integration User**: this field is automatically populated with a generated user based on company name. You can also use the dropdown menu to change the integration user.
 +
 +*In order to trigger replication of incidents, the domain of the incident (based on caller'​s company) and the customer endpoint domain must match.
  
 **Active**: a checkbox indicating if the endpoint is active or not. **Active**: a checkbox indicating if the endpoint is active or not.
  
-**Endpoint URL**: the customer/​target endpoint URL or instance name (for ServiceNow endpoints). If an Endpoint Alias is not specified, this field will be used as the Source/​Target System display name when generating the MSP Mappings table.+**Endpoint URL/Instance**: the customer/​target endpoint URL or instance name (for ServiceNow endpoints). If an Endpoint Alias is not specified ​(below), this field will be used as the Source/​Target System display name when generating the MSP Mappings table.
  
 **Endpoint Alias**: this field is optional; if you choose to give this endpoint an alias it  will be used as the Source/​Target System display name when generating the MSP Mappings table (instead of the Endpoint URL). **Endpoint Alias**: this field is optional; if you choose to give this endpoint an alias it  will be used as the Source/​Target System display name when generating the MSP Mappings table (instead of the Endpoint URL).
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 Describes the bidirectional flow of messages from the Source to Target system. *The rows on the Mappings table cannot be edited. Describes the bidirectional flow of messages from the Source to Target system. *The rows on the Mappings table cannot be edited.
  
-**Source system**: indicates where the message originated from. As mentioned before, if an Alias was provided in the endpoint configuration it will be used as the Source system value, otherwise it will default to the Endpoint URL.+**Source system**: indicates where the message originated from. As mentioned before, if an Alias was provided in the endpoint configuration it will be used as the Source system value, otherwise it will default to the Endpoint URL.
  
 **Source Format**: type of the source message. **Source Format**: type of the source message.
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 **Target System**: indicates the message'​s target destination. If an Alias was specified in the endpoint configuration it will be used as the Target system value, otherwise it will default to the Endpoint URL. **Target System**: indicates the message'​s target destination. If an Alias was specified in the endpoint configuration it will be used as the Target system value, otherwise it will default to the Endpoint URL.
 +
 +====MSP Share Conditions====
 +The conditions specified in this related list define the conditions that must be met for replication to occur and the action suffix produced in the name field of the outbound message. ​  The conditions are executed in sequence from lowest to highest order value.
 +
 +{{:​ShareConditions.png|}}
  
 ==== Creating a New Customer Endpoint (Remedy) ==== ==== Creating a New Customer Endpoint (Remedy) ====
  
 [[http://​wiki.perspectium.com/​doku.php?​id=msp_remedy_endpoint|Remedy Customer Endpoint]] [[http://​wiki.perspectium.com/​doku.php?​id=msp_remedy_endpoint|Remedy Customer Endpoint]]
 +
 +==== Cloning an Existing Endpoint ====
 +To clone any existing endpoint, click the blue Clone Existing button located next to the New Button. You will be directed to the following page where you will choose the endpoint to clone, enter the new endpoint instance/​URL,​ endpoint alias (if any), and user and password (if you are cloning a non-ServiceNow endpoint). This action will create a new shared queue using the new endpoint instance/​URL,​ and will clone the selected Endpoint record and all its associated artifacts (Mappings, Import Set Table, Dynamic Share, Table Map, Transform Map, and Inbound Table Map) under the current customer. ​
 +
 +{{:​msp_clone_existing.png|}}
  
 ==== Viewing an Existing Customer ==== ==== Viewing an Existing Customer ====
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 <WRAP round info> <WRAP round info>
 ***Note**: If you click the Active checkbox to activate or deactivate an endpoint the Dynamic Share and Transform Map for that specific endpoint will be activated/​deactivated accordingly. ​ ***Note**: If you click the Active checkbox to activate or deactivate an endpoint the Dynamic Share and Transform Map for that specific endpoint will be activated/​deactivated accordingly. ​
 +</​WRAP>​
 +
 +==== Export to Update Set ====
 +If you click this button, the current Company, Domain, Customer, Endpoint record, and all associated artifacts (Mappings, Import Set Table, Dynamic Share, Table Map, Transform Map, and Inbound Table Map) will be pushed to the current update set. The Share Conditions will also be pushed to the current update set.
 +
 +<WRAP round info>
 +***Note**: After installing this update set, you must create your own Shared and Subscribe queues (and update the Dynamic Share target queue accordingly).
 </​WRAP>​ </​WRAP>​
  
msp_manage_customers.1536861767.txt.gz · Last modified: 2018/09/13 11:02 by robyn.lin