how to integrate itsm software by service-flow
DESCRIPTION
Service-Flow's Chief Architect Kai Virkki explains pros&cons of traditional ITSM software integrations and the benefits of using Service-FlowTRANSCRIPT
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How to integrate ITSM software?
Kai Virkki, 24.9.2013
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Agenda
ITSM integration challenges Different ways to integrate Service-Flow Lessons learned
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Integration challenges: process
Processes– Probably different at both ends– How to connect at the interface?– There might be more than 2 parties
Customer and n vendors is typical
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Vendor
Customer
Simple example processEnd user creates
new ticket
Create new ticket
Transfer to support group:
Vendor 1
Create new ticket Assign ticket
Update ticket information:
Status: Assigned
Handle ticketResolve
ticket: Status: Resolved
Update ticket information:
Status
Update ticket information:
Worklog
Update ticket info: Status:
Solved
End
End
?? ?? ?? ??
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Integration challenges: technology
– ITSM data: How to transfer? How to route? How to map? How to transform?
– What tools to use?– ITSM software integration interfaces not very well
documented or standardized– How to connect ITSM software that is usually located
inside corporate network, protected by firewalls etc?
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Different integration styles
Point-to-point
Hub-and-spoke
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Different integration technologies
FTPFTP
SOAP
REST
Database
<XML/> {JSON}
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Let’s go through the most common ones…
Email File Transfer (FTP) Web services
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Email Integration
Customer ITSM Software Vendor ITSM Software
Customer’s Mail server
Vendor’s Mail server
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emailINCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
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From: [email protected]: [email protected]: [Ticket #INC-1234] Printer broken
Body:”Customer: [email protected]: My local printer”
INCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
Many ITSM systems can transform tickets to mail out-of-the-box
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From: [email protected]: [email protected]: [Ticket #INC-1234] Printer broken
Body:”Customer: [email protected]: My local printer”
INCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
TICKETID: TN-987Title: Printer brokenCustomer: Example.comWorklog:”Customer: [email protected]: My local printer”…
Many ITSM systems can transform tickets to mail out-of-the-box
Many ITSM systems can create tickets from mail out-of-the-box
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File Transfer (FTP)
Customer ITSM Software Vendor ITSM Software
Vendor’s FTP server
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FTP
<incident> <ID> INC-1234 </ID> <Subject> Printer broken </Subject> <Description> My local printer <Description> <Category>12</Category> <Status>Untouched</Status> <Customer>[email protected]</Customer> ..</incident>
INCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
TICKETID: TN-987Title: Printer brokenDescription: My local printerCustomer: jormaState: NewCategory 1: AMS ServicesCategory 2: ……
1. Generate some text presentation of the Incident
2. Write (XML) file to FTP server
1. Read (XML) file from FTP server
2. Transform customer format to vendor format
3. Translate data
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Web services
Customer ITSM Software Vendor ITSM SoftwareAPIAPI
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Web services
ITSM vendor proprietary web services APIs Most reasonably modern software offer some
form of an API– For inserting, updating and querying tickets
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P2P Web services
Customer ITSM Software Vendor ITSM SoftwareAPIAPI
1.1: Send ticket data to insert
1.2: Reply with ID (success)
n.1: Send ticket data to update
n.2: Reply with success
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Can things be this easy?
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email?
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From: [email protected]: [email protected]: [Ticket #INC-1234] Printer broken
Body:”Customer: [email protected]: My local printerCategory: 12Status: Untouched”
INCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
TICKETID: TN-987Title: Printer brokenDescription: My local printerCategory: ASMState: AssignedCustomer: jormaCustomer ID: INC-1234…
How about getting something from the mail body?
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From: [email protected]: [email protected]: [Ticket #INC-1234] Printer broken
Body:”Customer: [email protected]: My local printerCategory: 12Status: Untouched”
INCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
TICKETID: TN-987Title: Printer brokenDescription: My local printerCategory: ASMState: AssignedCustomer: jormaCustomer ID: INC-1234…
Or translating category/status?
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From: [email protected]: [email protected]: [Ticket #INC-1234] Printer broken
Body:”Customer: [email protected]: My local printerCategory: 12”
INCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
TICKETID: TN-987Title: Printer brokenDescription: My local printerCategory: ASMState: AssignedCustomer: jormaCustomer ID: INC-1234…
Or getting the customer incident ID?
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From: [email protected]: [email protected]: #TN-987# Printer broken
Body:”Customer: jormaDescription: My local printerCategory: ASM…”
INCIDENTID: INC-1234Subject: Printer brokenDescription: My local printerCategory: 12Status: UntouchedCustomer: [email protected] Time:……
TICKETID: TN-987Title: Printer brokenDescription: My local printerCategory: ASMState: AssignedCustomer: jormaCustomer ID: INC-1234…
What if vendor cannot add our ID to subject in correct format? How then target the correct incident?
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FTP?
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FTP
Do the ITSM tools offer the functionality to send/receive ticket to/from FTP?– Most of them don’t
Do the ITSM tools offer the functionality to transfer to recipient format?– Most of them don’t
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FTP
Who is responsible of the FTP server? Did transfer to the other system succeed? How are files kept in correct temporal order? Who removes files when they have been
read?
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Web services?
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Web services
Do the ITSM tools offer functionality to send ticket data to other systems?– Many of them don’t
Do the ITSM tools offer functionality to transform to recipient format?– Most of them don’t
Do the ITSM tools offer functionality to handle the response?– Most of them don’t
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What then?
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Enterprise Service Bus (ESB) to the rescue!
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ESB
Customer ITSM Software Vendor ITSM SoftwareAPIAPI ESB
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ESB
Customer ITSM Software Vendor ITSM SoftwareAPIAPI ESB
ESB:• Queries or receives tickets from
customer ITSM system• Transforms to vendor format• Sends to vendor using the vendor
ITSM software API• Handles resends in case of
connections failures etc.• Handles errors
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ESB
Who owns the ESB, customer or vendor? Integrations need to be implemented to ESB,
they don’t magically happen– Adapters to ITSM tool APIs– Transformations– Translations– Retries and error-handling
Who understands the ESB logs when there are errors?
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Industry best-practice: ESB to every Enterprise!
Customer ITSM Software Vendor ITSM SoftwareAPIAPI ESB ESB
Software X Software Y
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Industry best-practice: ESB to every Enterprise!
Customer ITSM Software Vendor ITSM SoftwareAPIAPI ESB ESB
Now we have 3 integrations to build!• Customer ITSM software – ESB• ESB – ESB• Vendor ITSM software - ESB
Who builds the integrations?Who supports them?
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How about this?
Customer ITSM Software Vendor ITSM SoftwareAPIAPI
Global Service Bus / Message Broker
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Global Service Bus / Message Broker?
Take the great ideas of ESB and take them out of the enterprise to the internet and offer as a service
ITSM Software has APIs, leverage them– Ready-made adapters
Robust queuing for highly-available and reliable integrations
Customers and vendors don’t need to manage integration platforms and integrations
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Service-Flow
Not an integration platform, but a ready-to-use service for ITSM integrations
Secure, scalable, reliable and highly available message brokering
Offered as an SaaS from the cloud Customers can concentrate on their ITSM
tools and processes
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Service-Flow: Broker
Route messages (tickets creates/updates) between parties with routing rules
Routing rules selected based on message sender and contents
Map between the parties– Different mapping types and formatters
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Mapping examples: Copy
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Routing and mapping examples: Translate
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Routing and mapping examples: TableTranslate
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Routing and mapping examples: Template
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Routing and mapping examples: Default
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Service-Flow: Concepts
Flow:– An integration business case
E.g. SAP Support outsourcing
Conversation– All messages related to the same tickets
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Conversation example
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Service-Flow: Operations
The service is operated by the devops team No maintenance windows:– Upgrades done live– Usually once per week, but could be multiple
times per day Measured availability for individual service
components during last year at least 99,99%– Less than 53 minutes downtime per year
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Service-Flow: Security
All network communications between ITSM tools encrypted (SSL, 256bit).
Deployed into a cloud Platform-as-a-Service (PaaS) that runs on top of the Amazon cloud in the EU.
Amazon cloud is very secure and has certifications to prove it:– SAS70 Type II, ISO 27001, PCI DSS Level 1 etc.
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Service-Flow Architecture
SaaS Provider Z
Secure Cloud Infrastructure
Service-FlowCustomer X
Network
ITSM Tool X
Customer Y Network
ITSM Tool Y
ITSM Tool Z
SSL
SSL
SSL
Web Browser
HTTPS
Adapter X
Adapter Z
Adapter Y
User Interface
Broker
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Service-Flow architecture
Service-Flow
Vendor Y
Customer X
Efecte ITSM Suite
ServiceNow
Web API
Direct Web Services
Service-Flow
Efecte Adapter
ServiceNow Adapter
1: Create ticket
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Service-Flow architecture
Service-Flow
Vendor Y
Customer X
Efecte ITSM Suite
ServiceNow
Web API
Direct Web Services
Service-Flow
Efecte Adapter
ServiceNow Adapter
2: Send Efecte ticket XML to Service-Flow
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Service-Flow architecture
Service-Flow
Vendor Y
Customer X
Efecte ITSM Suite
ServiceNow
Web API
Direct Web Services
Service-Flow
Efecte Adapter
ServiceNow Adapter
3: Transform to Service-Flow internal format
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Service-Flow
ServiceNow Adapter
Efecte Adapter
Service-Flow architecture
Vendor Y
Customer X
Efecte ITSM Suite
ServiceNow
Web API
Direct Web Services
Service-Flow
4: Select recipient, map and transform data, keep track of the ticket conversation
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Service-Flow architecture
Service-Flow
Vendor Y
Customer X
Efecte ITSM Suite
ServiceNow
Web API
Direct Web Services
Service-Flow
Efecte Adapter
ServiceNow Adapter
5: Transform to ServiceNow web services format and send to ServiceNow
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Service-Flow architecture
Service-Flow
Vendor Y
Customer X
Efecte ITSM Suite
ServiceNow
Web API
Direct Web Services
Service-Flow
Efecte Adapter
ServiceNow Adapter
6: Insert to correct table, e.g. incident
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Service-Flow architecture
Service-Flow
Vendor Y
Customer X
Efecte ITSM Suite
ServiceNow
Web API
Direct Web Services
Service-Flow
Efecte Adapter
ServiceNow Adapter
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Service-Flow UI Demo
S-F
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Lessons learned
Processes from different organizations can be hard to map together– Good partners are needed to help with this– KISS-principle (Keep It Simple, Silly!)
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Lessons learned
Most ITSM software isn’t built with integrations in mind– Those who design integration interfaces don’t
always have experience writing integrations– File attachments are the Achilles’ heel of many
integration interfaces– Integrating can be technically challenging, but
once it’s done, it can be reused as an adapter
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Lessons learned
It might take a long time to get network access to an ITSM software inside corporate network– There aren’t any great solutions to this, but
organizations starting to use SaaS ITSM tools helps– Involve security and network people early in the
project
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Lessons learned
Many organizations are suspicious about cloud services– Cloud providers have to take security very seriously
and get applicable certifications and audits to prove their trustworthiness
– How much can organizations really trust on their own people and internal security?
– Fact of life: When doing B2B integrations, there has to be some places, where data flows outside company internal networks.
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Thank you!
@kaivirkki
Mail: [email protected]