Configuring AssetTrack Server for the CA UAPM 11.3.4 Integration

Contents

Configuring CA Service Management Integration Overview

AssetTrack must be configured so that it knows how you want to read and write data to UAPM or Service Desk. This involves setting database connection information, as well as configuring field mappings and various other integration settings.

To begin, log in to the AssetTrack web interface as an Administrator, and choose Settings from the top right menu to access the AssetTrack configuration screen. Then select the CA Service Management section to configure your UAPM integration settings.

MDB Database Settings

Enter the database connection information for the UAPM MDB into the MDB Database Settings area.

Setting	Description
Server Name	The name of the SQL Server machine hosting the APM database (MDB).
Login name	The SQL username to use when accessing the MDB.
Password	The SQL password to use when accessing the MDB.
Database name	The name of the MDB database. This is typically "MDB".
Database type	The type of database server. Currently only SQL Server is supported.
Table owner	The SQL account which is the database owner (DBO) of the MDB database tables.

Click Connect to connect to the MDB. This will verify the connection settings and enable the Asset filters section below.

Caution
If you change any of the MDB settings after you've connected to an MDB, you will be warned and your filters will be cleared.

Asset filters

Asset filters allow you to control the assets that are imported from the CA MDB. You can include or exclude assets based on their Portfolio status or their Family or Class (both included in the Asset type list). Filtering assets allows you to exclude any assets that you don't want AssetTrack to import.

Setting	Description
Portfolio status	This section specifies the portfolio statuses to include or exclude. Select Include or Exclude above the list and then check the portfolio status values to include or exclude.
Asset type	This section specifies the family or class values to include or exclude. Select Include or Exclude above the list and then check the family or class values to include or exclude. Classes are displayed with their families before the ">" character.
Asset count	Click on the Recount button to count the number of assets that would be imported using the current filter settings.

Choosing your CA Service Management product

You must choose whether to integrate with CA Service Management through Asset Portfolio Management or Service Desk.

Setting	Description
CA Service Management product	This setting controls whether AssetTrack uses the Asset Portfolio Management Connect API or the Service Desk web services API to write data to the Unicenter MDB. Options are: Asset Portfolio Management (Recommended) Service Desk

Note
If you have both Asset Portfolio Management and Service Desk installed and integrated into the MDB, you should select Asset Portfolio Management, as you will be able to capture more asset information than if you were to use Service Desk. You should only select Service Desk if you do not have Asset Portfolio Management available.

Import Settings

Note

After data is imported from UAPM, your mobile device database files are automatically rebuilt. Since information in AssetTrack can only be as old as the last import, it's not necessary to rebuild mobile databases at any time other then right after an import. To disable automatic rebuilding based on the age of the database, set the Mobile device database refresh interval to 0 on the Configuring AssetTrack Server page.

Setting	Description
Max errors tolerated	The number of import errors to tolerate before aborting the entire import run. Import errors can occur if there are duplicate asset tags and/or serial numbers in the source database. Duplicate asset records will not be imported into the database, and should be fixed in the source data. However, you can increase this setting to make AssetTrack tolerate a certain number of errors and still continue to import other data.
Import contact code from	The field within the UAPM contact table to import into AssetTrack's Assignee.Code field. You should select the field in the UAPM Contact table that contains a unique value for each of your contact records. AssetTrack will display this value alongside the Assignee record in the drop down menus on devices and web forms. The options are: Alternate Identifier (ca_owned_resource.alternate_identifier) Phone Number (ca_owned_resource.pri_phone_number) User ID (ca_owned_resource.userid) Email Adress (ca_owned_resource.email_address) What is the significance of the Assignee Code field? The Importer allows you to customize which field from Unicenter's Contact object is imported as AssetTrack's Assignee Code. Assignee Code is an identifier that is useful to data entry personnel in differentiating assignees that have the same name. For example, for a common name like "John Smith", Assignee Code helps to disambiguate records that show up in autocomplete lists thoughout AssetTrack.
Import asset organization from	Indicates from which UAPM Asset field to import into Asset.Organization field within AssetTrack. Responsible Organization (ca_owned_resource.responsible_org_uuid) Organization Bought For (ca_owned_resource.org_bought_for_uuid)
Import organizations	Indicates whether AssetTrack will import Organizations from the MDB or not. Disabling this can increase the speed of imports from the MDB. If organizations are not needed on your AssetTrack forms, you do not need to import organizations.

Publish Settings

Setting	Description
Publish via webservice	Indicates whether AssetTrack should publish to UAPM via a separate web service, or if it should publish direct to UAPM: Enabled – Use this setting to have AssetTrack publish to UAPM via a web-service on another server. This setting should be disabled unless you are directed by a system administrator. Disabled (recommended) - AssetTrack publish direct to UAPM.
Write audit date	Indicates whether AssetTrack should update the ca_owned_resource.AuditDate field when creating or updating asset records: Enabled – AssetTrack will update audit date when publishing to UAPM. Disabled (default) - AssetTrack will not update the audit date when publishing to UAPM.
Lookup Assignee codes in	Indicates in which field to lookup UAPM contacts by: Alternate identifier Phone number User ID
Write assignee codes to	When creating or updating Assignees, this setting indicates which Contact field should AssetTrack write Assignee.Code to: Alternate identifier Phone number User ID
Allow AssetTrack to update existing contacts	This setting indicates whether AssetTrack is allowed to update contacts in UAPM.
Write asset organization to	When creating or updating asset records, this setting which field AssetTrack updates using the organization field: Responsible organization Organization bought For