Ivanti Service Manager (ISM), powered by HEAT, is the most affordable, flexible, and complete cloud-optimized ITSM solution available today. Ivanti ISM allows you to automate workflows, eliminating costly manual processes while making your business more efficient, compliant, and secure.
Whether you’re looking for an IT help desk and support ticket solution or need to perform more advanced ITIL service management processes, Ivanti Service Manager (ISM) solution can easily scale and adapt to meet your specific business needs.
Ivanti ISM Workshop Series Index
Part 1 – Analysis and Requirements Gathering Part 2 – Design Considerations Part 3 – Build Your On-Premise Production Installation Part 4 – Application Configuration and Testing Part 5 – Preparation for Going Live Part 6 – Updating and Upgrading Part 7 – Using Xtraction for Enhanced Reporting OVERVIEW
In this section we assume have installed Xtraction and would like to configure Ivanti Service Manager (ISM) in your Xtraction Application. The following workshop will detail the procedures you will need to follow to accomplish this goal.
What is Xtraction?
Xtraction is a web-based application that provides the ability for a user to create dashboards, documents and reports for Ivanti (and other) applications.
Dashboards, documents, and reports can display information from several applications at one-time and in real-time.
Xtraction requires very little overhead.
Using Xtraction with ISM
Configuring the data model
Configure Xtraction settings
View imported ISM dashboards
Create a new dashboard
Schedule a Report utilizing the created Dashboard
Setting up the ISM Integration
Configure the Data Model
The following steps are used to configure the data model:
1.) Map the Xtraction database accounts to your ISM database
On your SQL server map your Xtraction_RO user to your ISM database (typically HEATSM) with db_datareader permissions.
2.) Download and Prepare the XtractionConnector – Ivanti.zip
Download the XtractionConnector – Ivanti.zip package from Ivanti and place on your Xtraction server desktop and unzip.
Open the connector package and copy the Ivanti (combined).dat file to the following location: C:\Program Files (x86)\Xtraction Software\Xtraction\data\Configuration
3.) Enable the Ivanti Service Manager data Source
Open the Xtraction data model editor from the server application menu
Select File >> Open>> Browse to the Location of the Ivanti (Combined).dat file and open it
Expand Data Model >> Data Sources
Double-click on Ivanti Service Manager and check the active box
4.) Configure the connection string
Select Tools >> Connection String Editor
Scroll down to Ivanti Service Manager and click on the connection space to the right
Click on and fill in the information for the server, database, user ID, and password (for SQL authentication) or check the Integrated Security box.
Test and OK
5.) Configure the URLs
Select Tools >> Connection String Editor
Scroll Down to the entries for Ivanti Service Manager
Replace the Default server name with the name of your ISM server in each Ivanti Service Management Entry
6.) Save the Configuration File
Select File >> Save
Select File >> Exit
Navigate to your installation directory C:\Program Files (x86)\Xtraction Software\Xtraction\data\Configuration
Rename the file datamodel.dat to datamodelold.dat
Rename the file Ivanti (Combined).dat to datamodel.dat
From this point forward whenever you use the Xtraction data model editor you will open the datamodel.dat file for configuration changes.
Rename the configuration files
Configure the Xtraction settings
The following steps are used to configure the Xtraction settings.
Open the Xtraction settings application
Select the Features Tab
In the “Import Out of the Box Content Section Select Append
Click on the … and navigate to the Connector Folder (previously downloaded)
Select the “Ivanti Service Manager Dashboards.zip” folder, open and import. You may append additional connectors if desired one at time. Note that I have also added the Ivanti Endpoint Manager connection for this demonstration. • Select OK to save and exit
Viewing the Imported ISM dashboards
• Open Xtraction
• Select the Features Tab
• Expand Shared Folders
• Expand Ivanti Serviced Manager
• Here you will note the sub-folders for Change Management, Financial Transactions, Incident Management, Problem Management, Service Request, and Surveys.
Note: You may wish to examine each of these by clicking on them, to determine the applicability to your organization.
Copying a dashboard (use copy to create a new dashboard that is similar to an existing dashboard)
Select the dashboard Designer >> File >> Open >> Open a dashboard
Select the edit icon on the extreme right of the dashboard
Select File >> Save As (Copy) and provide a new name for your copied dashboard
Opening and saving a dashboard
Deleting a dashboard (removing dashboards that are not needed)
You can delete unneeded dashboards if desired by selecting the dashboard icon >> tools >> folders
Navigate to the desired report to delete and right-click for the options available
Deleting a dashboard
Create a new dashboard
The following steps are used to create a new dashboard.
Select the dashboard icon on the left side of the application
Select the File New, enter a Title, select a layout, and OK.
Select the data Source. Ivanti Service Management >> Incidents
Select List Components >> Record list and drag to the dashboard section desired
Select a new data source … Ivanti Endpoint Manager >> Computers
Select List Components >> Record List and drag to the dashboard section desired
For each section, you can use the corresponding “i” on the right of the screen to edit parameters such as title, sort order, and filter
Save the dashboard … File >> Save >> Select the desired folder >> OK
Schedule a report utilizing the created dashboard
The following steps are used to schedule a report utilizing the created dashboard:
Select the home icon on the left side of the application
Select the calendar icon on the right side of the dashboard title.
In the Options tab you may: – Edit the Scheduled Task name as desired – Select the desired format. We will use PDF
In the delivery tab, you may choose where you wish to deliver the report. Here we will send to a folder, use the report filename, and append a date stamp.
Select the scheduled tasks icon from the toolbar on the left side
To test we will right-click on the scheduled task and choose “Run Task”
Refresh the scheduled task screen and note the history section will update when the task is complete (this may take several minutes)
Open the Folder defined in the export to verify the report
We hope you have enjoyed the presentation and look forward to working with you. If you have comments or questions, feel free to send us a message!