Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
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Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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Add or delete an integration instance
Applies to User Roles:
System Administrator
Before you can use an integration that is configurable in Integration Manager, you must add (and then enable) an instance of this integration.
To add an integration instance:
- Click Tailoring > Integration Manager. Integration Instance Manager opens.
- Click Add. The Integration Template Selection wizard opens.
- Select a template from the Integration Template list.
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If you want to use the field mappings provided with the template, select Import Mapping.
Note A template becomes unavailable when the number of integration instances based on this template reaches a maximum value predefined in the template.
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Click Next. The Integration Instance Information page opens. Verify or complete the fields as necessary. For the description of each field on this page, see the related topics.
Note Some fields are automatically populated with the information from the integration template. However, you can modify their values as necessary.
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Click Next. The Integration Instance Parameters page opens. This page contains all predefined parameters for the integration: General Parameters and Secure Parameters. You may set confidential parameters on the Secure Parameters tab, and the parameter values will appear as asterisks (*) for data security.
Note You can modify the predefined parameter values as necessary. However, it is not recommended to add new parameters, modify parameter names or categories.
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Click Next. The Integration Instance Fields page opens. This page contains all predefined fields available for the integration:
- SM Fields: Contains a list of fields at the Service Manager server side that can be mapped to endpoint fields.
- Endpoint Fields: Contains a list of fields at the endpoint side that can be mapped to Service Manager server fields.
- SM Fields: Contains a list of fields at the Service Manager server side that can be mapped to endpoint fields.
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Click Next. The Integration Instance Mapping page opens. This page contains all field mappings and value mappings between Service Manager server fields and endpoint fields. Review the mappings and make modifications to suit your needs if necessary.
Note The field mappings are available if you selected Import Mapping in step 4. Otherwise, the Field Mapping tab is empty. You may need to add field mappings manually. For detailed instructions about how to configure mappings, see the related topics.
- Click Finish. The new integration instance is added.
To delete an integration instance:
Note Only integration instances in Disabled status can be deleted.
- Click Tailoring > Integration Manager. Integration Instance Manager opens.
- Select the integration instance you want to delete.
- Click Delete. This will delete the integration instance record, the corresponding Field Mapping records, and the scheduler record (for schedule-based integrations only).
Related topics
Integration Manager
Service Manager Integration Suite (SMIS)
Integration Instance Mapping
Integration Instance Information fields
Edit an integration instance
Add or delete field mappings
Edit field mappings
Configure value mappings
Enable or disable an integration instance
Monitor integration instance status
Monitor failover tasks
Configure a callback
