SMAX Integration Management

Module 1: Course Overview

• Explain the daily classroom schedule and structure
• Review the overall course objectives

Module 2: Integration Management Overview

• Overview of Integration Management Platforms
• On-Premises Bridge Agents and Endpoints Overview
• External Systems and Configurations Overview
• Integration Studio
• Integration with OpenText Products
• Integration with Third-Party Products

Module 3: Integrate Service Management with UCMDB

• Native SACM Integration Solution Value
• Native SACM Architecture
• Deployment and Migration
• Native SACM Deployment mode
• Universal Discovery on SaaS Overview
• Multi-Tenant and Data domain rules
• CMS Gateway Implementation
• Enable Native SACM in Service Management
• Configure SACM in Service Management
• UCMDB Data Import for Native SACM
• Basic Troubleshooting

Module 4: Integrate Service Management with Operations Orchestration

• Integrate Service Management with OO
• Overview of the Integration
• Classic vs Containerized OO options for integration
• Benefits of integrating SMAX and OO
• Use Cases
• Service Management with Classic OO Integration steps
• SMAX to OO Integration pictorial representation
• Basic Overview of the Integration Steps
• Run OO flows from Service Management
• SMAX Integration Business Rule that launches an OO Flow
• Record level - Task Plan with automated task
• Entity/Workflow level – Business rule to run OO flow
• Operations Orchestration flow output.
• Capture OO flow output in user options
• OO SMAX Integration Content Pack flows
• Run OO flows in OO RAS
• Set up encryption for an Operations Orchestration integration
• Install and configure the On-Premise Bridge (OPB) agent

Module 5: REST API

• Overview of REST API
• Connect to the REST API
• Authentication Endpoint Service
• EMS REST API
• Data Structure
• Entity type and Field names
• Special field types – Enumerations, Entity Links, Date/time, and Images
• Special considerations
• Locking system
• Retrieving information from Service Management
• EMS Query
• Posting information to Service Management
• EMS REST API Queries - Retrieving related record
• Retrieving related record properties
• Retrieving related records based on relationships
• Retrieving grouped aggregated record data
• EMS REST API Queries – Filtering based on related record
• Filtering based on related record properties
• Filtering based on many-to-many record properties
• Query Language extensions
• EMS REST API Queries – Restrictions and Limitations
• Single record APIs.
• Record bulk Collection API
• Record bulk create and update
• Request Body
• Response Body
• EMS bulk to update a request record
• EMS bulk to create a new incident record
• EMS bulk to update a request record
• Many2Many relationship
• Clear the value in a field
• Limitations
• REST API collection query protocol
• Manage person API
• Create/Update/Delete users
• Additional User Data
• Create/Update contacts JSON structure
• Get job status JSON structure
• Notes and Limitations
• Comments API.
• Add Single Comment API
• Add Multiple Comments API
• Get Comments API
• Get Single Comment API
• Update Comment API
• Delete Comment API
• Additional APIs
• Case Exchange REST API
• Encryption domain API
• User lock API

Module 6: Integration Studio

• Overview of Integration Studio.
• Power of Integration Studio
• Integration Studio Components
• Component Relation Diagram
• Data flow diagram
• Integration modes
• Integration Studio vs OO
• Feature Overview
• Integration Studio Components
• Connectors
• Actions
• Common Actions
• Common Action – Manage data
• Common Action – Loop actions
• Common Action – Scenario control
• Endpoint
• Endpoint – Authentication Type
• Endpoint – Execution History
• Integrations
• Scenario
• Rules
• Triggers
• Expression
• Supported Expression
• Objects and properties
• Supported functions
• Complex JSON support
• Other functionalities
• Stop / Continue scenario
• Attachment support
• Export and Import
• Seamless upgrades
• Data Persistency
• Integration Studio Content
• Connector for OpenText Products
• Connectors for Third-Party Products
• Generic connector
• Out-of-the-box Templates

Module 7: Integrate Service Management with ALM Octane

• Overview of ALM Octane Integration
• Explain the Use cases in detail:
• Use case 1: Portal-based Defect or Enhancement requests
• Use case 2: Change request to enhancement
• Use case 3: Incident/Request/Problem to defect
• Use case 4: Keep exchanged records in sync
• Setup the integration
• Prepare integration user
• Export the certificate from the Octane instance
• Configure SMAX
• Create an endpoint
• Create an integration using predefined scenarios
• Configure the scenarios
• Use the scenarios.
• Use case 1: Portal-based Defect or Enhancement requests
• Use case 2: Change request to enhancement
• Use case 3: Incident/Request/Problem to defect
• Use case 4: Keep exchanged records in sync