Workflow Integration

The Cloud Management Platform supports a user defined workflow system. The workflow engine can exist within the Cloud Management Platform, or can be integrated with an ITSM platform.
CMP platform can be integrated with external Workflows implemented by ITSM or other workflow platforms for service orchestrations.

Configuring Workflow Integration

To configure the integration,

1. Login to the CMP portal as a Tenant Admin.
2. Navigate to ADMINISTRATION > INTEGRATIONS. The Integrations page is displayed. From this page, you can add, edit, or delete integrations.

1. Click the + New Integration tab. The Setup a New Integration window is displayed.

1. Enter relevant information in the following text fields.
   • Integration Name
   • URL
   • Login
   • Password
2. Ensure that the Provisioning checkbox is selected as an Integration Feature.
3. Click Test Connection. If the test connection is successful, the success message appears and the Add Integration option is activated. If the test fails, the Add Integration option continues to be inactive, and you must enter accurate details.
4. Click Add Integration to complete the integration process.

VM Provisioning Request

If the tenant admin has configured the integration, the Create Virtual Machine option during VM provisioning by the user, will be replaced with the Submit Request option.
Scenarios for provisioning VMs

• Creating VMs using the VM Blueprint (SERVICE ORCHESTRATION > APP STORE > VMs)
• Creating VMs using the VM wizard (SERVICE ORCHESTRATION > SERVICES > NEW)

When the Submit Request option is clicked, a request is generated and submitted to the configured ITSM tool (ServiceNow). Through the ITSM portal, a user with necessary permissions can approve or reject the request. If the request is approved, the VM provisioning process is triggered in CMP. If the request is rejected, then the status of the request in CMP changes to Rejected.

Viewing Requests

To view the list of requests,

1. Login to the CMP portal as a Tenant Admin or as an associated User.
2. Click the Requests icon at the top of the page.

A page with the list of requests is displayed.

This page consists of the following columns:

• Request Type - This column shows the type of request raised. Presently, Provisioning is the only request type.
• Description - This column shows the description pertaining to the request.
• Internal Request Id - This column shows the request ID that is created in the CMP portal, once a request is raised.
• Request Id - This column shows the request ID that is generated in the ServiceNow portal, once a request is raised.
• Status - This column shows the status of the request raised. The following statuses are available:
  • Approved
  • Cancelled
  • Completed
  • Denied
  • Error
  • Pending
  • Processing
• Requested By - This column shows the name of the User who has raised the request. This column is visible only to the Tenant Admin.
• Requested On - This column shows the date and time of request creation.
• Reviewer - This column shows the name of the user who has reviewed (approve or reject) the request.
• Response - This column shows the responses.
• Completion - This column shows the date and time of request completion..
• Request Info - This column shows the information associated with the status of request.
• Actions - This column enables the user to cancel a request that is in pending state.

Note: The Tenant Admin can view all the requests submitted by the associated users.

Cancelling a Request

Only the requests that are in Pending status can be cancelled by the Tenant Admin or the associated Users.
To cancel a pending request,

1. Login to the CMP portal as a Tenant Admin or as an associated User.
2. Click the Requests icon at the top of the page.

A page with the list of requests is displayed.

1. Navigate to the Actions column of the necessary request and cancel. Once the cancellation is successful, the status of the request becomes Cancelled.

Editing Integration

To edit an integration,

1. Login to the CMP portal as a Tenant Admin.
2. Navigate to ADMINISTRATION > INTEGRATIONS. The integrations are displayed in a tabular format.

1. Navigate to the Actions column of the necessary integration, and click the settings (three vertical dots) icon. A menu with two options is displayed.
2. Select Edit. A page with the Update Integration section is displayed.

1. Edit the fields based on the requirements, and click Test Connection. If the test connection is successful, the success message appears and the Save option is activated. If the test fails, the Save option continues to be inactive, and you must enter valid details.
2. Click Save. The integration is edited successfully.

Removing Integration

To remove an integration,

1. Login to the CMP portal as a Tenant Admin.
2. Navigate to ADMINISTRATION > INTEGRATIONS. A page with the list of integrations is displayed.

1. Navigate to the Actions column of the necessary integration, and click the settings (three vertical dots) icon. A menu with two options is displayed.
2. Select Delete and confirm the removal when the prompt appears. The integration is removed successfully.