Business rules in Ivanti Service Manager will run specified scripts when certain events occur. To enable your Ivanti Service Manager data to be shared out, you will need to link your web service scripts to business rules.


Prerequisites


(warning) First, you will need to create Ivanti integrations and create Ivanti web service script actions.

Procedure

To create Ivanti business rules, follow these steps:


Navigate to Business Rules

Log into Ivanti Service Manager and click the  in the upper right-hand corner of the screen to access your settings. Then, on the left-hand side Settings panel, navigate to Business Objects (under Build). On the resulting page, click the table you are integrating with to access business objects for that table. Finally, in the upper right-hand corner of the resulting page, click Business Rules.

(info) NOTEThis setup assumes you will sync data from your Ivanti incident table. To sync other data from Ivanti, contact Perspectium Support for a guided setup.

Add a business rule trigger

Expand the Triggered Actions list and click Add Trigger. In the resulting window, type Perspectium Create Incident for the Trigger Name and click the On Insert box next to Object Event.

Save your business rule trigger settings

Under Action That Will Be Executed By This Trigger, choose the Use copy of existing action option. Then, from the Select Action dropdown, choose Perspectium Create Incident to link your web service script to this business rule trigger. Finally, click Save in the bottom right-hand corner of the window to save your business rule trigger settings.


Create additional business rule triggers

Using Steps #1-3 as a guide, create business rule triggers according to the table shown below. This setup assumes you will sync data from your Ivanti incident table. 

Table Trigger NameObject EventRelationship EventRelationshipAction that will be executed by this trigger
IncidentPerspectium Update IncidentOn UpdateN/AN/APerspectium Update Incident
AttachmentPerspectium Create Incident AttachmentN/AOn LinkIncidentContainsAttachmentPerspectium Create Incident Attachment
Journal NotesPerspectium Create Incident CommentN/AOn LinkIncidentContainsJournalPerspectium Create Incident Comment

To sync other tables data from Ivanti, follow the examples listed below. 

Table Trigger NameObject EventRelationship EventRelationshipAction that will be executed by this trigger
ChangePerspectium Update ChangeOn UpdateN/AN/APerspectium Update Change
AttachmentPerspectium Create Change AttachmentN/AOn LinkChangeContainsAttachmentPerspectium Create Change Attachment
Journal NotesPerspectium Create Change CommentN/AOn LinkChangeContainsJournalPerspectium Create Change Comment
Table Trigger NameObject EventRelationship EventRelationshipAction that will be executed by this trigger
ProblemPerspectium Update ProblemOn UpdateN/AN/APerspectium Update Problem
AttachmentPerspectium Create Problem AttachmentN/AOn LinkProblemContainsAttachmentPerspectium Create Problem Attachment
Journal NotesPerspectium Create Problem CommentN/AOn LinkProblemContainsJournalPerspectium Create Problem Comment
Table Trigger NameObject EventRelationship EventRelationshipAction that will be executed by this trigger
Service RequestPerspectium Update Service RequestOn UpdateN/AN/APerspectium Update Service Request
AttachmentPerspectium Create Service Request AttachmentN/AOn LinkServiceReqContainsAttachmentPerspectium Create Service Request Attachment
Journal NotesPerspectium Create Service Request CommentN/AOn LinkServiceReqContainsJournalPerspectium Create Service Request Comment
Table Trigger NameObject EventRelationship EventRelationshipAction that will be executed by this trigger
TaskPerspectium Update TaskOn UpdateN/AN/APerspectium Update Task
AttachmentPerspectium Create Task AttachmentN/AOn LinkAssignmentContainsAttachmentPerspectium Create Task Attachment
Journal NotesPerspectium Create Task CommentN/AOn LinkJournalAssocTaskContainsJournalPerspectium Create Task Comment

(info) NOTE: The Perspectium Create Attachment and Perspectium Create Comment triggers will require a Relation Event and associated Relationship to be configured on the first Create Triggered Action window (in Step #2).


Next steps


Create a custom Correlation ID field for Ivanti