The Workspace ONE Experience Workflows out-of-the-box business system integration solutions that are developed using Boomi are partially configured. You log into the Hub Services console Experience Workflows page to install and complete the business system integration with Boomi.

When you configure a business system integration pack, you log into the Boomi portal from the Experience Workflows page and select either the PROD or TEST environment to install the pack. Use the TEST environment to associate with your user acceptance testing (UAT) Hub Services environment to configure business system integration packs for testing. After testing the integration pack setup, select PROD to install the integration pack to your production environment.

After you select the environment, you configure the business system connection URLs and the integration property settings.

The Hub_Services_Boomi_Integration OAuth 2 client that is automatically created in Workspace ONE Access is the connection URL used for all integration packs that you install. The URL is automatically configured in the Experience Workflows Workspace ONE Hub Services Patch Connector, Workspace ONE Hub Services Connector, and Intermediate Data Storage Connector tabs. You do not configure the connection URL for the business system integration packs you set up.

The SMTP connector is set up with the VMware SMTP service by default. You can change the SMTP service. Changing the SMTP services is optional. You only configure the SMPT service in one integration pack setup process, and it is used with every integration pack that is configured. You cannot revert to the default SMTP service after you configure another SMTP service.

Workspace ONE Experience Workflows Out-of-the-Box Integration Packs

The following are the business system integrations that are available as out-of-the-box integration packs in Hub Services.

Business System Name Use Case Addressed
Adobe Sign Electronically sign documents
BMC Helix Change request approval
Coupa Requisition ticket approval
SAP Concur Expense report approval
Jira Service Desk Jira Service Desk ticket approval
LinkedIn Learning Notification of new learning courses in LinkedIn
Saba Notification of new learning course assigned to user
Salesforce Opportunity discount approval
Saviynt Access approval
ServiceNow Requisition ticket approval
Workday Inbox task
Zoom Notification of new Zoom meeting recordings

Set up Adobe Sign Document

The Workspace ONE Experience Workflows integration pack with Adobe Sign lets users access Adobe Sign from their Workspace ONE Intelligent Hub portal to electronically sign documents. This workflow scans for Adobe Sign agreements that require an electronically signed signature and then creates a request to sign documents notification in Workspace ONE Intelligent Hub that the user can act on.

The sequence of the workflow is as follows.

  • When the Boomi process executes the request to retrieves agreements that need signatures from Adobe Sign, it sends a notification with details that a document is ready to be signed to the user’s Workspace ONE Intelligent Hub portal.
  • The user clicks on the Go to Adobe Sign link in the notification to launch Adobe Sign in a browser where they can review and sign the document.
  • If any updates are made to the document, the notification is updated in Workspace ONE Intelligent Hub.
  • When the document is signed in the Adobe Sign app, the notification is moved to the Workspace ONE Intelligent Hub History folder in the next scheduled run.

Prerequisites

  • Obtain the Adobe Sign Connector URL.
    1. In Adobe Sign Instance, after you log in go to the Account tab. In the Account tab, select Adobe Sign API → API Information , Under Documentation select REST API Method Documentation.
    2. The REST API explorer opens in a new tab. Go to Resources and Operations and run BaseURL API.

      In the Request URL, select the Adobe Sign Connector URL, include the port number.

      Screenshot of the Request URL field
  • In your Adobe Sign account, create an integration key for this integration with Workspace ONE Intelligent Hub. The Boomi process uses the integration key to make requests to Adobe Sign.
    1. In the Adobe Sign console, click the Account tab and then click Adobe Sign API > API Information.
    2. In the API Information page, click the Integration Key link.
    3. In the Create Integration Key dialog box, complete the following steps.
      1. Enter the Integration Name. This is the name of the app with the integration key that is created. For example, WS1IntegrationKey.

        Save the integration name that you created.

      2. Enable all of the listed scope options to grant to the Integration Key.
      3. Click Save.

      The new app displays in the Access Tokens page.

    4. To get the integration key value, click the app name you created in step 3.a and then click Integration Key.
    5. Copy the integration key from the Integration Key dialog box that displays.

      You add this information to the Adobe Sign properties page in the Hub console.

  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add Adobe Sign, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Adobe Sign Document pane, click INSTALL.
  4. Configure the connector values required in the Adobe Sign set up.
    Tab Action
    Adobe Sign Connector Enter your Adobe Sign Connector customer URL. For example, https://secure.in1.adobesign.com:443.
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the Adobe Sign E-Sign Properties page, configure the property values.
    Properties Action
    INTEGRATION KEY Enter the integration key you created as a prerequisite. This key is used to enable third-party apps to access Adobe Sign data.
    WORKSPACE ONE ACCESS USER GROUPS Enter the Workspace ONE Access user groups that receives the notifications about Adobe Sign agreements. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Adobe Sign system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Adobe Sign and in the Workspace ONE Access service receive the notifications about Adobe Sign agreements.

    INITIAL RUN DAYS (<=90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL

    Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Adobe Sign.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https: //vmw-mf-assets.s3.amazonaws.com/connector-images/hub-adobe-sign.png.
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Adobe configuration before scheduling when the Adobe E-Signing notification process runs.
    1. In the Adobe SCHEDULE/RUN page [Adobe] E-Signing Document Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the {Adobe Sign] E-Signing Document [Workspace ONE] scheduler to send signing document notifications.

    Do not schedule the following process that are listed in the Schedule page.

    • [Adobe Sign] E-Signing Document Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set Up BMC Helix Change Request Approvals

The Workspace ONE Experience Workflows integration pack with BMC Helix scans for change requests in the BMC Helix Change Management application that require approval and creates an approval notification in Workspace ONE Intelligent Hub that the approver can act on to approve or decline.

The sequence of the workflow is as follows.

  • An end user submits a change requests through BMC Helix that requires approval.
  • When the Boomi process executes the change request from BMC Helix, it sends a notification to the approver in the Workspace ONE Intelligent Hub app.
  • In the Workspace ONE Intelligent Hub app, the approver can either approve or declines the change request.
  • Workspace ONE Intelligent Hub sends BMC Helix the approvers response.

Prerequisites

To create the service account and get the details to configure BMC Helix service with Workspace ONE Experience Workflows, request the information from the BMC Helix administrator.

  • Connector URL in the form of https://<company_name>-qa-restapi.onbmc.com.
  • BMC Helix service account user name.
  • BMC Helix service account password.

An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add the BMC Helix -Change Request Approval integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the BMC Helix - Change Request Approval pane, click INSTALL.
  4. Configure the connector values required for the BMC Helix set up.
    Tab Name Action
    BMC CONNECTOR Enter your BMC Helix customer account URL. For example, https ://<yourcompany>-qa-restapi.onbmc.com.
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the BMC Change Request Properties page, configure the property values.
    Properties Action
    BMC ACCOUNT URL Enter your BMC Helix customer account URL. For example, <yourcompany>-qa-restapi.onbmc.com.
    BMC USERNAME Enter the user name to access the BMC Helix service account
    BMC PASSWORD Enter the password to access the BMX Helix service account.
    SHOW ATTACHMENTS IN APPROVAL NOTIFICATION? To include an attachment in the Notification card, select Yes.

    To not include an attachment in the Notification card, select No.

    The default is to include the attachment in the Notification card.

    WORKSPACE ONE ACCESS USER GROUPS

    Enter the Workspace ONE Access user groups that receives the approval notification. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the BMC Helix system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in BMC Helix and in the Workspace ONE Access service receive the requisition approval notification.

    INITIAL RUN DAYS (<=90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default name is BMC Helix.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://images.g2crowd.com/uploads/product/image/social_landscape/social_landscape_7400d242ae4b82b569290e9852fd31bd/bmc-helix-digital-workplace.jpg .
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the BMC Helix configuration before scheduling when the requisition request approvals notification process runs.
    1. In the BMC Helix SCHEDULE/RUN page [BMC] Change Request Approvals Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [BMC] Change Request Approvals [Workspace ONE] scheduler to send notifications.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Change Request Approval [BMC]
    • [BMC] Change Request Approvals Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up Coupa Requisition Approval

The Workspace ONE Experience Workflows integration pack with Coupa scans for requisition tickets in Coupa that require approval and creates an approval notification in Workspace ONE Intelligent Hub that the approver can act on to approve or decline the ticket.

The sequence of the workflow is as follows.

  • When the Boomi process executes the requests for a requisition approval from Coupa, it sends a notification to the approver in Workspace ONE Intelligent Hub.
  • In Workspace ONE Intelligent Hub, the approver can either approve or decline the request.
    • If any updates are made to the requisition, the notification is updated in the approving user Workspace ONE Intelligent Hub app view.
  • Workspace ONE Intelligent Hub sends Coupa the approvers response.

Prerequisites

  • Create a Coupa OAuth 2.0/OpenID Connect client with a grant type Client Credentials. When you create the client, the values of Client ID and Client Secret are configured in the integration pack set up.
    1. To create an OAuth2/OIDC Client with a grant type Client Credentials, log into Coupa as an integrations-enabled administrator.
    2. Navigate to Setup > Oauth2/OpenID Connect Clients.
    3. Click Create.
      Option Action
      Grant Type Select Client credentials
      Name
      Contact information

      Enter your Coupa contact information

      • Login
      • Contact First Name
      • Contact Last Name
      • Contact Email
      Scopes Select the following scopes.
      • core.requisition.read
      • core.approval.read
      • core.approval.write, core.user.read"
    4. Click Save.

      The client identifier, secret, and the OIDC scopes are displayed.

    5. Click Show/Hide to display and copy the secret.
  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add Coupa Requisition Approvals integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Coupa - Requisition Approvals pane, click INSTALL.
  4. Configure the connector values required for the Coupa - Requisition Approvals set up.
    Tab Name Action
    Coupa Connector Enter your Coupa customer URL. For example, https://<customer_name>.coupahost.com.

    To find the Coupa Connector name, go to the Coupa instance and copy the name from the URL.

  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the Coupa Requisition Properties page, configure the property values.
    Properties Action
    WORKSPACE ONE ACCESS USER GROUPS Enter the Workspace ONE Access user groups that receives the requisition approval notification. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Coupa system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Coupa and in the Workspace ONE Access service receive the requisition approval notification.

    COUPA ACCOUNT URL Enter the Coupa Connector URL that you configured in step 4.
    CLIENT ID Enter the OAuth 2.0/OpenID Connect Client Identifier .
    CLIENT SECRET Enter the client secret key
    INITIAL RUN DAYS (<=90). The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Coupa.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://s3.amazonaws.com/vmw-mf-assets/connector-images/hub-coupa.png .
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Coupa configuration before scheduling when the notification process runs.
    1. In the Coupa SCHEDULE/RUN page [Coupa] Requisition Approvals Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the Coupa scheduler to send requisition approval notifications.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Requisition Attachment [Coupa]
    • [Workspace ONE] Requisition Approvals Action [Coupa[
    • [Coupa] Requisition Approvals Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up SAP Concur Expense Approval

The Workspace ONE Experience Workflows integration pack with SAP Concur lets users approve or decline expense reports that are created in SAP Concur from the Workspace ONE Intelligent Hub portal. Expense reports in SAP Concur are scanned and Boomi creates an approval notification and sends the notification to the approver in the Workspace ONE Intelligent Hub app.

The sequence of the workflow is as follows.

  • The end users create an expense report in SAP Concur.
  • When the Boomi process executes a request to retrieve expense reports from SAP Concur, it sends the pending expense report notification through Hub Services to the approver in Workspace ONE Intelligent Hub.
  • In Workspace ONE Intelligent Hub, the approver can either approve the report or decline the request.
  • Workspace ONE Intelligent Hub sends the approver's response to SAP Concur.

Prerequisites

The following SAP Concur account setting values are required. You can obtain this information from your SAP Concur Partner Enablement Manager or Partner Account Manager. See the SAP Concur Authentication documentation to register the app and obtain the properties

  • Concur Account connector URL
  • Admin user name and password
  • ClientID and client secret
  • Concur API URL Prefix

    You add the Concur clientID and client secret to the Concur Requisition Properties page when you configure the SAP Concur Expense Approval integration pack in the Hub Services console.

An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add Concur Expense Approvals integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Concur - Expense Approvals pane, click INSTALL.
  4. Configure the connector values required for the SAP Concur set up.
    Tab Name Action
    Concur Connector Enter your Concur API URL that you received from the SAP Concur Partner Enablement Manager or Partner Account Manager. For example,<customer_name>.concursolution.com.
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue to configure the Concur Requisition Properties page.
    Properties Action
    CONCUR CLIENT ID Enter your Concur Client ID value that you received from the SAP Concur Partner Enablement Manager or Partner Account Manager.
    CONCUR CLIENT SECRET Enter your Concur Client Secret value that you received from the SAP Concur Partner Enablement Manager or Partner Account Manager.
    CONCUR ADMIN USERNAME Enter the Concur admin user name that you received from the SAP Concur Partner Enablement Manager or Partner Account Manager.
    CONCUR ADMIN PASSWORD Enter the admin password that you received from the SAP Concur Partner Enablement Manager or Partner Account Manager.
    CONCUR ACCOUNT URL (BASE URL) Enter the Concur API URL Prefix value that you received from the SAP Concur Partner Enablement Manager or Partner Account Manager. For example, enter https://<customer_name>.concursolution.com.
    WORKSPACE ONE ACCESS USER GROUP Enter the Workspace ONE Access user groups that receives the approval notification. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Concur system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Concur and in the Workspace ONE Access service receive the approval notification.

    INITIAL RUN DAYS (<=90). The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Concur.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://s3.amazonaws.com/vmw-mf-assets/connector-images/hub-concur.png

    .
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the SAP Concur configuration before scheduling when the expense request approval notification process runs.
    1. In the Concur SCHEDULE/RUN page [Concur] Expense Request Approvals Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [Concur] Expense Request Approvals [Workspace ONE] scheduler to send approval notifications.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Expense Attachment [Concur]
    • [Workspace ONE] Expense Report Action [Concur]
    • [Concur] Expense Request Approvals Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up JIRA Service Desk Ticket Approvals

The Workspace ONE Experience Workflows integration pack with Jira Service Desk - Ticket Approvals sets up a process to send notifications through Workspace ONE Intelligent Hub to approvers when users create a request in the Jira Service Desk. Approvers click on the deep link in the notification to navigate to the Jira Service Desk portal where they can take the required action.

The sequence of the workflow is as follows.

  • When the Boomi process retrieves jira requests from the Jira Service Desk, it sends a notification with the details of the request to the approver in the Workspace ONE Intelligent Hub portal.
  • The approver clicks View Service Desk Request in the notification to deep link directly to the jira request page. The approver can approve or decline the request directly from the Jira Service Desk portal.
  • When the action is taken in the Jira Service Desk, the notification is moved to the Workspace ONE Intelligent Hub History folder in the next scheduled run.

Prerequisites

  • In the Jira Developer console, configure the following.
    • OAuth 2.0 (3LO) and save the client ID and secret values.
      1. Navigate to developer.atlassian.com, select your profile icon in the top-right corner, and from the drop down, select Developer console.
      2. Select the app from the list or create one if the app is not in the list.
        1. To create the app, select OAuth 2.0 Integration from the Create drop-down menu and provide the appropriate name and consent.
        2. Click Create.
      3. Click Settings from the left menu. In the Authentication Details section copy and save Client ID and Secret. This information is used to configure Jira Service Desk in Workspace ONE Experience Workflows.
      4. Select Authorization in the left menu.
      5. Next to OAuth 2.0 (3LO), select Configure.
      6. Enter the Callback URL. Set this to any URL that is accessible by the app. When you implement OAuth 2.0 (3LO) in your app, the redirect_uri must match this URL. For example, https://platform.boomi.com.
      7. Click Save changes.
      Note: If you have not added an API to your app, do this now.
      1. Select Permissions in the left menu.
      2. Add Jira platform REST API permission. click Configure and add View Jira issue data, View user profiles scopes.
      3. Add Jira Service Management API permission, click Configure and add View Jira Service Management request data scope.

        These APIs are used in the process to get the request details from the Jira Service Desk.

    • Jira authorization code.
      1. Navigate to developer.atlassian.com.
      2. Select the app from the list.
      3. Select Authorization in the left menu.
      4. Next to OAuth 2.0 (3LO), select Configure.
      5. Copy the Jira Service Management API authorization URL.
        Example URL
        https://auth.atlassian.com/authorize?audience=api.atlassian.com&client_id=YOUR_CLIENT_ID&scope=read%3Aservicedesk-request&redirect_uri=https://YOUR_APP_CALLBACK_URL&state=${YOUR_USER_BOUND_VALUE}&response_type=code&prompt=consent
      6. Copy the Jira platform REST API authorization URL.
        Example URL
        https://auth.atlassian.com/authorize?audience=api.atlassian.com&client_id=YOUR_CLIENT_ID&scope=read%3Ajira-user%20read%3Ajira-work&redirect_uri=https://YOUR_APP_CALLBACK_URL&state=${YOUR_USER_BOUND_VALUE}&response_type=code&prompt=consent
      7. Copy the read%3Aservicedesk-request scope from the Jira Service Management API authorization URL. Paste the read%3Aservicedesk-request scope into the Jira platform REST API authorization URL.

        Manually paste %20offline_access%20 scope in the Jira platform REST API authorization URL.

        Example of the final authorization URL
        auth.atlassian.com/authorize?audience=api.atlassian.com&client_id=YOUR_CLIENT_ID&scope=read%3Aservicedesk-request%20offline_access%20read%3Ajira-user%20read%3Ajira-work&redirect_uri=https://YOUR_APP_CALLBACK_URL&state=${YOUR_USER_BOUND_VALUE}&response_type=code&prompt=consent
        Note: The following scopes are mandatory to add in the Authorization URL.scope: read:servicedesk-request, read:jira-work, read:jira-user, offline_access"
      8. Paste this authorization URL in a browser. Click Accept to allow your app to access the account.

        The Authorization Code is returned in the browser URL. Copy the Authorization Code. The other information is not required. Example of the URL with the authorization code. https:// platform.boomi.com/?code=dXe2S3w6b8Of5iCH&state=%24%7BYOUR_USER_BOUND_VALUE%7D#home;accountId=vmwareairwatch-FJ6KB3. The authorization code is dXe2S3w6b8Of5iCH.

    See the Jira documentation Jira Cloud platform Developer guide, OAuth 2.0 (3LO) apps topic.

  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add Jira Service Desk - Ticket Approvals workflow, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Jira Service Desk - Ticket Approvals pane, click INSTALL.
  4. Configure the connector values required in the Jira Service Desk set up.
    Tab Action
    Jira Connector Enter your Jira connector URL, https://api.atlassian.com.
    Jira Authentication Connector Enter your Jira authentication connector URL
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue to configure the Jira Service Desk Properties page.
    Properties Action
    BASE URL Enter the Jira URL, https://api.atassian.com.
    CLIENT ID Enter the value from the Jira OAuth 2.0 (3LO) app.
    CLIENT SECRET Enter the value from the Jira OAuth 2.0 (3LO) app
    AUTHORIZATION CODE Enter the code that displays in the callback URL query.
    REDIRECT URI Enter the callback URL. For example, https://platform.boomi.com
    WORKSPACE ONE ACCESS USER GROUPS Enter the user group that receives the notifications about Jira requests. You can add a comma-separated list of group names. Enter the Workspace ONE Access user groups that receives the notifications about Jira requests. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Jira Service Desktop system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Jira Service Desktop and in the Workspace ONE Access service receive the notification.

    INITIAL RUN DAYS (<=90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Jira Service Desk.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://s3.amazonaws.com/vmw-mf-assets/connector-images/jira-service-desk.png .
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Jira configuration before scheduling when the approval notification process runs.
    1. In the Jira SCHEDULE/RUN page [Jira] Request Approval Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [Jira] Request Approval [Workspace ONE] scheduler to send approval notifications.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Jira Request Attachment [Jira]
    • [Jira] Request Approval Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up LinkedIn Learning Courses

The Workspace ONE Experience Workflows integration pack with LinkedIn Learning scans for new courses that LinkedIn Learning launches and creates a notification in Workspace ONE Intelligent Hub with a link to the new course. Users can click on the link to be taken directly to the course in LinkedIn Learning.

The sequence of the workflow is as follows.

  • The Boomi process is scheduled to retrieve new courses that are available in LinkedIn Learning.
  • The 10 most popular courses are retrieved. A notification with the title of the courses, descriptions, duration, and links is sent to users in Workspace ONE Intelligent Hub. If there are more than 10 popular courses, the notification notes the number of courses available but list the 10 most popular.
  • In the Workspace ONE Intelligent Hub app, users can select a course link and are sent directly to the course on the LinkedIn Learning site.

Prerequisites

  • Access token for the LinkedIn Learning instance. The access token is a value that must be included in a request header to each call to the API.
  • LinkedIn Learning Client ID and Client secret to add in the Experience Workflows Properties page. To obtain the Client ID and Client secret sign into Linkedin Learning with an admin account, or click on the Learning link in your LinkedIn account.
    1. Click Go to Admin in the upper right corner of the Learning homepage, then click Me.
    2. Select Integrate from the drop-down menu.
    3. Click Access content and reports via API.
    4. From the Generate LinkedIn Learning REST API Application section, click Add Application and enter the following information.
      • Application Name. Enter a unique application name. You can view previously used key names in the Applications section.
      • Application Description.
    5. Select one or multiple of the following keys, Content and Report.
    6. Click Generate Application.

      The Client ID and Client secret tokens are immediately created and available in the Applications section.

  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add the LinkedIn Learning integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the LinkedIn Learning Courses pane, click INSTALL.
  4. Configure the connector values required for the LinkedIn Learning set up.
    Tab Name Action
    LinkedIn Learning Connector URL to authorize with LinkedIn's API directly. https://api.linkedin.com

    LinkedIn Authentication Connector https://www.linkedin.com
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the LinkedIn Learning Properties page, configure the property values.
    Properties Action
    LINKEDIN LEARNING CLIENT ID Enter the Client ID.
    LINKEDIN LEARNING CLIENT SECRET Enter the Client secret.
    INITIAL RUN DAYS (<=90). The default value is 7 days. This value is the number of days back to retrieve new course information. You can change this value. After the initial run, only the data from the last successful run is fetched.
    WORKSPACE ONE ACCESS USER GROUPS Enter the user group that receives the notifications about LinkedIn Learning requests. You can add a comma-separated list of group names. Enter the Workspace ONE Access user groups that receives the notifications. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the LinkedIn Learning system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in LinkedIn Learning and in the Workspace ONE Access service receive the notification.

    ERROR EMAIL NOTIFICATON DL Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is LinkedIn Learning.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://vmw-mf-assets.s3.amazonaws.com/connector-images/hub-linkedin-learning.png .
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the LinkedIn Learning Notification configuration before scheduling when the notification process runs.
    1. In the LinkedIn SCHEDULE/RUN page [LinkedIn Learning] New Learnings Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [LinkedIn Learning] New Learnings [Workspace ONE] scheduler to send notifications about new learning opportunities.

    Do not schedule the following processes that are listed in the Schedule page.

    • [LinkedIn Learning] New learnings Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up Saba Learning Notification

The Workspace ONE Experience Workflows integration pack with Saba Learning scans for new training courses that are assigned to users in the Saba Learning service and creates a notification with a link to the new course in the Workspace ONE Intelligent Hub. Users can click on the link to be taken directly to the training course in a web browser.

The sequence of the workflow is as follows.

  • When the Boomi process executes the requests for new training courses that Saba Learning assigned to users, a notification that includes the curriculum name, progress status, and the due date is sent to the users in Workspace ONE Intelligent Hub.
  • In the Workspace ONE Intelligent Hub app, users click the link and are directed to the training course in a web browser.

Prerequisites

  • Identify your primary Saba Cloud URL.

    To find the Saba name, go to the Saba Cloud API dashboard and find the API Dashboard URL from the browser. For example, https://company-api.sabacloud.com.

  • Obtain the Saba Learning Client ID and Client Secret. This information is on the Saba Cloud API dashboard. If the Client Secret is not configured, click GENERATE to generate the client secret.
  • Obtain the admin user name and password.
  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add the Saba Learning integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Saba Learning pane, click INSTALL.
  4. Configure the connector values required for the Saba Learning set up.
    Tab Name Action
    Saba Connector Enter your Save connector URL. For example, https://<customer_name>-api.sabacloud.com.

    To find the Saba name, go to the Saba Cloud API dashboard and find the API Dashboard URL

  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the Saba Learning Properties page, configure the property values.
    Properties Action
    WORKSPACE ONE ACCESS USER GROUPS Enter the Workspace ONE Access user groups that receives the training notification. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Saba Learning system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Saba Learning and in the Workspace ONE Access service receive the training notification.

    SABA ADMIN USERNAME Enter the admin user name.
    SABA ADMIN PASSWORD Enter the admin user password.
    INITIAL RUN DAYS (<=90). The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Saba.

    The name displays in two places in the notification.

    • As the notification title.
    • Text in the link that directs user to the training course. For example View in Saba.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://s3.amazonaws.com/vmw-mf-assets/connector-images/hub-saba.png .
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Saba Learning Notification configuration before scheduling when the notification process runs.
    1. In the Saba SCHEDULE/RUN page [Saba] Learning Notifications Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [Saba] Learning Notifications [Workspace ONE] scheduler to send notifications about new learning opportunities.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Saba] Learning Notifications Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up Salesforce Opportunity Discount Approval

The Workspace ONE Experience Workflows integration pack with Salesforce lets users approve or decline opportunity discount requests that are created in Salesforce from the Workspace ONE Intelligent Hub portal. This experience workflow scans for discount requests in Salesforce that require approval and then creates an approval notification in Workspace ONE Intelligent Hub that the approver can act on.

The sequence of the workflow is as follows.

  • When a sales representative creates an opportunity with a discount greater than the pre-set threshold in Salesforce, a request to approve the discount is created.
  • When the Boomi process executes the request to approve a discount request from Salesforce, it sends a notification to the approver in Workspace ONE Intelligent Hub.
  • In Workspace ONE Intelligent Hub, the approver can either approve or decline the request.
  • Boomi synchronizes the user’s response with Salesforce to update the opportunity request.

Prerequisites

  • Salesforce account URL.
    1. In Salesforce, navigate to Setup and in the Quick Find search box enter Site
    2. Click Domains.
    3. Copy the domain name.
  • Salesforce OAuth SOAP endpoint URL, for example, services/Soap/u/56.0
  • Security token for your Salesforce Account.

    When you create a Salesforce account, Salesforce sends you an email message from support@salesforce.com to the email address associated with the account. The subject of the email is salesforce.com security token confirmation. This email message contains the security token for the account and is not saved in your Salesforce account. If you lose the email or forget the security token value, you must generate it again. When you change the account password or it expires, the security token is regenerated, and a similar email is sent.

  • Steps to get or reset the security token for your Salesforce account
    1. Log into Salesforce from the Salesforce account that is configured for Experience Workflows.
    2. In the Salesforce User Menu, select Setup.
    3. In the menu on the left, under Personal Setup, expand My Personal Information, and then click Reset My Security Token.

      Follow the onscreen instructions. A new email message will be sent with the new security token.

  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add Salesforce Opportunity Discount Approvals, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Salesforce - Opportunity Discount Approvals pane, click INSTALL.
  4. Configure the connector values required for the Salesforce set up.
    Tab Name Action
    Salesforce Connector Enter your Salesforce customer URL. You can copy the Salesforce URL from your Salesforce instance URL. For example, enter as https://<customer_name>.salesforce.com.
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue to configure the Salesforce Opportunity Properties page.
    Properties Action
    SALESFORCE ADMIN USERNAME Enter the Salesforce login user name.
    SALESFORCE SECURE COMBINATION TOKEN The secure combination token is a combination of your password and your Salesforce security token that you obtained as a prerequisite to configure Salesforce - Opportunity Discount Approvals.

    You append the token to the end of your password. For example, if the password is Xyz@2020 and the security token is 1y3Zqwr34QD, you enter Xyz@20201y3Zqwr34QD as the secure combination token. Note the token is case-sensitive and spaces are not allowed.

    SALESFORCE OAUTH SOAP ENDPOINT Enter the Salesforce OAuth SOAP end point your organization is using. For example, enter as services/Soap/u/56.0.
    SALESFORCE ACCOUNT URL Enter your Salesforce account URL. For example, https://customername.salesforce.com/.
    WORKSPACE ONE ACCESS USER GROUPS

    Enter the Workspace ONE Access user groups that receives the approval notification. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Salesforce system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Salesforce and in the Workspace ONE Access service receive the approval notification.

    INTIAL RUN DAYS (<=90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Salesforce.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://s3.amazonaws.com/vmw-mf-assets/connector-images/hub-salesforce.png.
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Salesforce configuration before scheduling when the approval notification process runs.
    1. In the Salesforce SCHEDULE/RUN page [Salesforce] Opportunity Discount Approvals Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [Salesforce] Opportunity Discount Approvals [Workspace ONE] scheduler to send discount approvals notifications.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Opportunity Discount Action [Salesforce]
    • [Salesforce] Opportunity Discount Approvals Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set Up Saviynt Access Approval

The Workspace ONE Experience Workflows integration pack with Saviynt scans for requests to access an entitlement in the Saviynt application and creates an access request notification in Workspace ONE Intelligent Hub that the approver can act on to approve or decline the access request.

The sequence of the workflow is as follows.

  • An end user initiates a request to access an entitlement in Saviynt.
  • When the Boomi process executes the request for access from Saviynt, it sends a notification to the approver in the Workspace ONE Intelligent Hub app.
  • In the Workspace ONE Intelligent Hub app, the approver can either approve or declines the request for access to the entitlement.
  • Workspace ONE Intelligent Hub sends Saviynt the approvers response.

Prerequisites

  • The following information from a service account in Saviynt is required.

    • Connector URL in the form of https://<saviynt_url>.saviyntcloud.com.
    • Saviynt account user name.
    • Saviynt account password.

    Saviynt recommends that you create a dedicated user with the least privilege access required to call the Saviynt API and access audit logs.

    In Enterprise Identity Cloud (EIC), associate the SAV role Role Admin or a custom SAV Role to the user.

    The following steps are a high-level overview of the steps required in the Saviynt console to create the Saviynt service account user and set up permissions. See the Saviynt documentation for instructions about how to create the user and manage user passwords and create SAV roles.

    1. Create a user ID, for example, VMWARE_REST_API.
    2. To create a service user, navigate to ADMIN > Identity Repository > Identity Repository. Click Create Users.
    3. To reset the user password, navigate to ADMIN > Admin Functions and search for the UserID. Click Manage > Change Password.

    Creating a Saviynt admin role.

    1. Create a SAV Role, for example ROLE_API.
    2. Assign SAV Role permissions.
    3. Assign the permission to access web service URL to the API SAV role.
    4. To build the SAV role, add all of the Webservice Access to Feature Access.
    5. Add the SAV role to the user created above. Navigating to ADMIN > SAV Roles and select the ROLE_API sav role, and under Users > Actions add the user.
  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add the Saviynt integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Saviynt Access Approval pane, click INSTALL.
  4. Configure the connector values required for the Saviynt set up.
    Tab Name Action
    Saviynt Connector Enter your Saviynt customer account URL. For example, https://<saviynt_url>.saviyntcloud.com .
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the Saviynt Access Request Properties page, configure the property values.
    Properties Action
    SAVIYNT ACCOUNT URL (BASE URL) Enter your Saviynt customer account URL. For example, <company>-qa-restapi.onbmc.com.
    SAVIYNT USERNAME Enter the username to access the Saviynt service account
    SAVIYNT PASSWORD Enter the password to access the BMX Helix service account.
    WORKSPACE ONE ACCESS USER GROUPS

    Enter the Workspace ONE Access user groups that receives the approval notification. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Saviynt system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Saviynt and in the Workspace ONE Access service receive the requisition approval notification.

    INITIAL RUN DAYS (<=90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL

    Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Saviynt.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https: //saviynt.com/wp-content/uploads/2019/04/saviynt-logo.svg.
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Saviynt configuration before scheduling when the requisition request approvals notification process runs.
    1. In the Saviynt SCHEDULE/RUN page [Saviynt] Access Approvals Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [Saviynt] Access Approvals [Workspace ONE] scheduler to send notifications.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Access Approvals [Saviynt]
    • [Saviynt] Access Approvals Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up ServiceNow Requisition Ticket Approval

The Workspace ONE Experience Workflows integration pack with ServiceNow scans for requisition tickets in ServiceNow that require approval and creates an approval notification in Workspace ONE Intelligent Hub that the approver can act on to approve or decline the ticket.

The sequence of the workflow is as follows.

  • An end user requests a resource through ServiceNow that is over a pre-set dollar amount and that request requires approval. The request is tagged as pending in ServiceNow.
  • When the Boomi process executes the request for ticket approval from ServiceNow, it sends a notification to the approver in the Workspace ONE Intelligent Hub app.
  • In the Workspace ONE Intelligent Hub app, the approver can either approve or declines the request.
  • Workspace ONE Intelligent Hub sends ServiceNow the approvers response.

Prerequisites

  • ServiceNow URL Go to your company's ServiceNow URL and copy the URL, https://<yourcompany>.service-now.com.
  • Register your Workspace ONE Access application with your ServiceNow instance.
    1. In ServiceNow, navigate to System OAuth > Application Registry. Click New and select Create an OAuth API endpoint for external clients and fill in the form.
    2. After the form is submitted, search for the application name that you registered. Find and copy the Client ID value and Client Secret.

    You add this information to the ServiceNow properties page.

  • In ServiceNow, set up a user in the admin role with the minimum required access and permissions to approve or decline the request.
    1. In the Filter Navigator, search Users. 
    2. Go to Users and click New to create a new user. 
    3. Give UserID, First name, Last name, Email, Password. And check web services access only and Internal Integration User. 
    4. Then click Edit to add the roles. The approval_admin role must be added to approve or decline the request. The other role that you add needs to be added in the following tables to their Access controls (ACLs). 
    5. Create a custom role with the following access controls (ACL).
      Tables Access Permissions
      sc_request (Requests) Read and write
      sysapproval_approver (Approvals) Read and write
      sys_user (Users) Read
      sc_req_item (Request Items) Read
  • ServiceNow OAuth Access Limiting Scope
    1. Go to the system administrator drop down menu on right side of your ServiceNow console.
    2. Click Elevate Roles. In the pane that displays, check Security Admin and then click OK.
  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add the ServiceNow Requisition Ticket Approval integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the ServiceNow Requisition Approvals pane, click INSTALL.
  4. Configure the connector values required for the ServiceNow set up.
    Tab Name Action
    ServiceNow Connector Enter your ServiceNow customer account URL. For example, https ://<yourcompany>.service-now.com.
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the ServiceNow Requisition Properties page, configure the property values.
    Properties Action
    SERVICESNOW ACCOUNT URL (BASE URL) Enter your ServiceNow customer account URL. For example, https://<customer_name>.service-now.com/.
    SERVICENOW CLIENT ID Enter the client ID that was created in the ServiceNow application registry
    SERVICENOW CLIENT SECRET Enter the client secret that was created in the ServiceNow application registry.
    SERVICENOW ADMIN USERNAME Enter the ServiceNow admin user name.
    SERVICENOW ADMIN PASSWORD Enter the ServiceNow admin user password.
    WORKSPACE ONE ACCESS USER GROUPS

    Enter the Workspace ONE Access user groups that receives the approval notification. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the ServiceNow system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in ServiceNow and in the Workspace ONE Access service receive the requisition approval notification.

    INITIAL RUN DAYS (<90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL

    Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is ServiceNow.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https: //s3.amazonaws.com/vmw-mf-assets/connector-images/hub-servicenow.png.
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the ServiceNow configuration before scheduling when the requisition request approvals notification process runs.
    1. In the ServiceNow SCHEDULE/RUN page [ServiceNow] Requisition Request Approvals Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [ServiceNow] Requisition Request Approvals [Workspace ONE] scheduler to send notifications.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Requisition Approval Action [ServiceNow]
    • [Workspace ONE] Requisition Attachment [ServiceNow]
    • [ServiceNow] Requisition Request Approvals Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up Workday Inbox Task Notification

The Workspace ONE Experience Workflows integration pack with Workday scans the Workday inbox for tasks and creates a notification in Workspace ONE Intelligent Hub to notify users about tasks that are assigned to them. The notification provides a deep link to the task in Workday.

The sequence of the workflow is as follows.

  • The Boomi process uses a custom report to fetch tasks that are in the user’s Workday inbox and sends a notification with the task details to the user's Workspace ONE Intelligent Hub app.
  • Users select the link which is a deep link that sends them directly to the Workday app to take action.

Prerequisite

  • Register Workspace ONE Intelligent Hub app as a client application in the Workday Inbox instance.
  • The following Workspace ONE Intelligent Hub values configured in Workday are required to configure Workday Inbox Task Review integration with Hub Services.
    • Client ID
    • Client Secret
    • Authtoken URL
    • Access Token URL
  • In Workday, search for the Report-as-a-Service (RaaS) custom report investors page that lets you export data from Workday. In the Actions > Web Services menu, view the URLs Web Service page and click OK. In the Workday XML page that displays, right-click REST Workday XML and copy the URL.

    The REST URL can be long. The information you need to configure the Workday properties page is configured in the REST URL as follows.

    Diagram of the REST URL format
  • The Workday connector uses the Workday REST API, which uses OAuth 2.0 for authentication. You need to register an API Client for integrations to allow connection to the REST API. In the Register API Client for Integrations page, configure the following.
    • Client Name
    • Select the Non-Expiring Refresh Tokens check box . Enabling this field, avoids regenerating and reconnecting.
    • Select the Tenant Non-Configurable functional area scope to read a custom report.

    Copy and save the Client ID and Client Secret that is created before you click Done.

  • Set up how to manage refresh token for integrations. In the View API Client page for the API client you created, select API Client > Manage Refresh Tokens for Integrations and select the Workday account users to perform the actions.

    Select Generate new refresh token if no refresh token exists. Copy and save the refresh token.

  • Create a custom report for business process transactions that are waiting for an action and configure the report in your Workday instance.
    1. In the Workday console search box, enter Create Custom Report task.
    2. Configure the Business Process Transactions Awaiting Action - IRE page.
      Field Description
      Report Name Type a name to identify the report.
      Report Type Select Advanced.
      Data Source Select All Business Process Transactions Awaiting Persons.
    3. In the Column tab, select the business object and group column heading XML alias of this report. For example, select the following business objects.
      Workday custom report business object table example
    4. In the Filter tab, add a Completed On Date >=Default Prompt filter to the report.
      Workday create filters for the report
    5. In the Prompts tab, select the prompts to allow you to indicate what parameters you want the report to have.
    6. In the Output tab, Output Type text box, select Table.
    7. In the Share tab, select Share with specific authorized groups and users. In the Authorized Users text box, enter the user names.
    8. In the Advanced tab, Web Services Options section, select Enable as Web Services.

      The custom report is created.

    9. Run the report.
  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add the Workday Inbox Task Notification integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Workday - Inbox Task Notifications pane, click INSTALL.
  4. Configure the connector values required in the Workday set up.
    Tab Name Action
    Workday Connector Enter your Workday Base URL For example, https://<customer_name>.workday.com.
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the Workday Inbox Task Properties page, configure the property values.
    Properties Action
    WORKDAY INTEGRATIONS REFRESH TOKEN Add the refresh token you saved from the Workday Refresh Token Integrations page.
    TENANT ID Enter the tenant ID URL that you use to log into Workday. This is part of the REST URL details.
    ACCOUNT NAME Enter the account name designated in the REST URL.
    REPORT NAME Enter the RAAS custom report name designated in the REST URL
    CLIENT ID Enter the client ID from the Workday Register API Client for Integration page.
    CLIENT SECRET Enter the client secret associated with the client ID.
    REPORT RESOUCE PATH Enter the report resource path in the REST URL.
    WORKSPACE ONE ACCESS USER GROUPS Enter the Workspace ONE Access user groups that receives the Workday notification about tasks in their Workday inbox. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Workday system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Workday and in the Workspace ONE Access service receive the notification.

    INITIAL RUN DAYS (<=90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL

    Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Workday.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https: //vmw-mf-assets.s3.amazonaws.com/connector-images/hub-workday.png

    .
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS SMTP user name.

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Workday configuration before scheduling when the Workday business task process runs.
    1. In the Workday SCHEDULE/RUN page [Workday] Business Process Tasks Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [Workday] Business Process Tasks [Workspace ONE] scheduler to send notifications.

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.

Set up Zoom Meeting Recording Notification

The Workspace ONE Experience Workflows integration pack with Zoom Meeting Recording Notification sets up a process to send a notifications through the Workspace ONE Intelligent Hub app to the user that set up (host) the meeting that a new zoom meeting recording is available. The user can view the recording and can invite the attendees to view the recording.

The sequence of the workflow is as follows.

  • When the Boomi process receives a notice of a new Zoom recording, it sends a notification to the user who scheduled the Zoom meeting in the Workspace ONE Intelligent Hub app that the new recording is available. The notification includes the meeting topic, date and time of the meeting, the attendee list, and recording link.
  • In Workspace ONE Intelligent Hub, the user can click on the recording link in the notification to be taken to the recording page in a web browser.
  • The user can click on a link to send the recording link to the meeting attendees. When the Boomi process receives the request to send the recording link, it sends a notification in the Workspace ONE Intelligent Hub app to the attendees.

Prerequisites

  • Obtain Outlook Properties

    Configure Outlook so that Boomi can retrieve the Zoom meeting attendee list. The following Outlook properties values are required to set up Zoom Meeting Recording Notification in Workspace ONE Experience Workflows.

    • Outlook Client ID
    • Outlook Client Secret
    • Outlook tenant

    You can obtain these values when you register a new application using the Azure portal.

    Note: You must have Global Admin privileges in Azure to register apps.

    Procedure to register a new app in Azure

    1. Sign into the Azure portal (https://portal.azure.com/) with your Microsoft account.
    2. If your account gives you access to more than one tenant, select your account in the top right corner, and set your portal session to the Azure AD tenant that you want.
    3. In the left-hand navigation pane, select the Azure Active Directory service, and then select App registrations > New registration.
    4. In the Register an application page, enter a value for Name and in Supported account types, select Accounts in this organizational directory only. Setting up the Redirect URI is optional.
    5. Click Register.

      Azure AD assigns a unique application ID to your app and the app overview page is displayed.

    6. In the registered app overview page, you can retrieve the Client ID and Tenant ID, and generate the client secret.
      • The Client ID is the Application ID value.
      • The Tenant ID is the Directory ID value.
      • To generate the client secret, in the left pane, click Certificates & secrets, then click New Client Secret. Copy the client secret from the Value column and save.
    7. Add permissions to access the web API.
      1. In the same registered app overview page, in the left pane, click API permissions.
      2. Click Add a permission, select Calendars.Read, and click Grant admin consent.
  • Obtain Zoom properties

    The following Zoom properties are required to set up the Zoom Meeting Recording Notification integration pack with Workspace ONE Experience Workflows.

    • Client ID
    • Client Secret
    • Authorization Code
    • Redirect URI

    1. To register a new application, visit the Zoom Market Place.
    2. Click Develop in the drop-down menu in the top right corner and in Build An App, select OAuth.
    3. Click Create and provide the app details.
      • App Name. Name the app.
      • App Type. Select Account-level app.
      • Distribution. Deactivate this toggle.
    4. Click Create. The new OAuth app displays in a new window. When you create the app, the Client ID and Client Secret are automatically generated. You can find these values in the App credentials tab.
    5. In the App credentials tab, in Redirect URL for OAuth, and in Add allow lists enter a valid HTTPS-secure URL, https://localhost:44238/zoom/oauthredirect and click Continue.
    6. Add the following scopes to define the API endpoints/methods that your app is allowed to use to access resources.
      Resource to Access Scope to Define
      View account info account:read:admin
      View all user meetings meeting:read:admin
      View all user recordings recording:read:admin
      View all user information user:read:admin
    7. To activate, click Install.

      A new browser opens and the Authorization Code is generated in the browser URL. Save the authorization code.

      In this example, localhost:44238/zoom/oauthredirect?code=hvKaB4802HN_QhWPVfkuTsm_pVv7Gn2Nka, the authorization code is hvKaB4802HN_QhWPVfkuTsm_pVv7Gn2Nka.

  • Create a Webhook-only app in your Zoom account

    Webhook-only apps allow you to receive near real-time information about specific events that occur in your Zoom account.

    1. Go to the Zoom App Marketplace to register your app. Click the Develop option in the drop-down menu on the top-right corner and select Build App. On the page that displays, select Webhook Only as the app type and click Create.
    2. Add the following information about your app to the configuration pages.
      Page/Section Field Name Description
      Basic Information

      App Name

      Short Description

      Company Name

      Enter the app name, add a description of the app and enter your company name.
      Developer Contact Information Name and Email Address Enter your contact information
    3. Set the app features.
      Page/Section Field Name Description
      Feature tab > Add Feature Event subscriptions Toggle to on to enable.
      Subscription name (optional) Enter the name for the subscription
      Event notification endpoint URL Enter a secure (HTTPS) Boomi listener endpoint URL. The secure URL receives POST requests containing data on the notification for each subscribed event. The Boomi endpoint URL is entered as <Shared Web Server Base URL><API endpoint path>;boomi_auth=<Base64 encoded username:token

      to validate the endpoint URL, click Validate.

      To find the URL, see How to find the Boomi Listener Endpoint URL section below.

    4. Click Add Events. In the Event types section, select Recording as the event type and select the event as All Recordings have completed. Click Done.
    5. Click Save to save the event subscription.

      Your app is activated and your Boomi endpoint URL can receive notifications for events that you subscribed to.

    6. In your registered Webhook-only app, navigate to the Feature tab and copy and save the Secret Token. This secret token is added to the Zoom Recording Properties page when you configure the Zoom integration pack in Workspace ONE Experience Workflows.

    How to find the Boomi Listener Endpoint URL

    The event notification endpoint URL for the Webhook-only app in your Zoom account is the Boomi listener endpoint URL.

    1. Navigate to the Hub Services console Home > Experience Workflows page.
    2. In the Services & Resource section. Custom Workflows page, click LAUNCH.

      The Boomi console is displayed.

    3. To find the Shared Web Server Base URL, in the Manage tab drop-down menu, select Atom Management.
    4. In the Environments page, select the environment that you installed the Zoom integration pack. In the Information column, Settings & Configuration section, click Share Web Server and in the General tab, Basic Settings section, Base URL for API Requests, copy the shared web server base URL https:// URL

      The API endpoint path ws/rest/ZoomAPI/Zoom_Webhook/notification is appended to the shared web server base URL.

    5. To find the Base64 encoded username:token, in the Environments page, select the same Zoom Integration pack, click the User Management tab and copy the value for the Username.
    6. In the Authentication Credentials section, click Show Token and copy the token.
    7. Format the endpoint URL.
      <Shared Web Server Base URL><API endpoint path>;boomi_auth=<Base64 encoded username:token
      Example of the Boomi endpoint URL
  • An email address to receive Experience Workflows email alerts when a process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

Procedure

  1. Navigate to the Hub Services console Home > Experience Workflows page.

    You are automatically logged into your Boomi portal from this page.

  2. In the Boomi portal, select the environment to add the Zoom Meeting Recording Notifications integration pack, either PROD or TEST.
  3. Click INSTALL A NEW INTEGRATION and in the Zoom Meeting Recording Notifications pane, click INSTALL.
  4. On the Configure Integration page, configure the Zoom connector values required for the Zoom Meeting Recording Notifications set up.
    Tab Name Action and Example Values
    Zoom Authentication Connector Enter your Zoom URL. Example, https://zoom.us
    Zoom Connector Example, https://api.zoom.us
    Zoom Outlook Authentication Example, https://login.microsoftonline.com
    Zoom Outlook Connector Example, https://graph.microsoft.com
  5. No action required. The connection URL for the Workspace ONE Hub Services Connector, Workspace ONE Hub Services Patch Connector, and Intermediate Data Storage Connector tabs are automatically configured. Do not change these settings.
  6. (Optional) Configure your email SMTP connector.

    The default SMTP connector that is used to send email messages is the VMware SMTP service. That default value is not displayed on this page.

    Only one SMTP connector is configured in the Workspace ONE Experience Workflows service. The SMTP connector is used for all integration packs that you set up.

    Note: You cannot revert to the default connector settings after you set up your SMTP connector.
    Tab Name Action
    EMAIL SMTP CONNECTOR
    HOST Enter the host name of the SMTP mail server.
    PORT Enter the SMTP server port number.
  7. Click Continue. In the Zoom Recording Properties page, configure the property values. The Zoom Prerequisites section described how to obtain these values.
    Properties Action
    CLIENT ID Enter the value from the Zoom OAuth app.
    CLIENT SECRET Enter the generated secret from the Zoom OAuth app
    AUTHORIZATION CODE Enter the code that displays in the callback URL query. For example, hvKaB4802HN_QhWPVfkuTsm_pVv7Gn2Nka
    REDIRECT URI Enter the callback URL. For example, https://localhost:44328/zoom/oauthredirect
    OUTLOOK CLIENTID Enter the Outlook client ID.
    OUTLOOK CLIENT SECRET Enter the Outlook client secret.
    OUTLOOK TENANT ID Enter the Outlook tenant ID.
    WORKSPACE ONE ACCESS USER GROUPS Enter the Workspace ONE Access user groups that receives the notifications. To receive notifications, users must have the same email address in both the Workspace ONE Access service and the Zoom system.

    You can add a comma-separated list of group names.

    If you do not enter a value, all users are queried and only those users that have the same email address in Zoom Meeting Recording Notifications and in the Workspace ONE Access service receive the new recording notification.

    INITIAL RUN DAYS (<=90) The default value is 7 days. This value is the number of days back to retrieve data. You can change this value. After the initial run, only the data from the last successful run is fetched.
    ERROR EMAIL NOTIFICATON DL

    Enter an email address or distribution list address to receive email alerts when the process fails. Email alerts are sent when a scheduled process fails to run successfully for any reason.

    If you do not enter an email address, error notifications are not sent.

    SYSTEM NAME Enter the name that you want to display in the notification message. The default system name is Zoom.
    CUSTOM LOGO IMAGE LINK Enter a link to the logo you want to display in the notification message. The default logo link is https://vmw-mf-assets.s3.amazonaws.com/connector-images/hub-zoom.png.
    ZOOM WEBHOOK SECRET Add the Zoom Webhook Secret Token value for the endpoint URL validation. See step 6 in the Create a Webhook-only app in your Zoom account section in Prerequisites.
  8. If you configured your SMTP connector in Step 6, in the Email SMTP Properties page, configure the SMTP property values.

    The VMware SMTP service is configured by default. That default value is not displayed on this page.

    Properties Action
    SENDER'S EMAIL ADDRESS

    In most cases, the EMAIL SMTP CONNECTOR HOST and SENDER'S EMAIL ADDRESS values are the same.

    USER NAME Enter the user name of the SMTP account.
    PASSWORD Enter the password associated with the user name.
  9. No action required. The Workspace ONE Access Properties settings TENANT URL, REMOTE APP CLIENT ID, AND REMOTE APP SHARED SECRET are preconfigured. Do not change these settings.
  10. Click CONTINUE.
  11. After you configure the properties value, test the connections associated with the Zoom configuration before scheduling when the Zoom Meeting Recording Notification process runs.
    1. In the Zoom SCHEDULE/RUN page [Zoom] New Meeting Recording Test Connection row, click RUN NOW to run the test.
    2. Click VIEW EXECUTION HISTORY to see the result of the connection process test.

      The Status column shows the execution results of the test. If the test is successful, Complete is displayed. If the connection process failed, Error is displayed.

    3. To check for details of the test and to see the error message if you have an error, click the process row.
    4. If the test is successful, configure the schedule for the integration pack.
  12. Create a schedule in the [Zoom] New Meeting Recording [Workspace ONE] scheduler to send notifications about new Zoom recordings.

    Do not schedule the following processes that are listed in the Schedule page.

    • [Workspace ONE] Zoom Attachment [Zoom]
    • [Workspace ONE] Zoom Card Creation for Invitees [Zoom]
    • [Zoom] New Meeting Recording Test Connection

    See Schedule to Run Integration Pack Processes in Workspace ONE Experience Workflows.