Create user accounts for the Incident Exchange (OMi - SM) integration

Applies to User roles: System Administrator

The Incident Exchange (OMi - SM) integration is bidirectional. Synchronizing events and incidents between the Service Manager and BSM OMi systems requires integration accounts be set up for the two systems to access each other.

  1. Create an operator record with system administration privileges in Service Manager. For details, see Creating operator records.

    This is the user account that the OMi server uses to access Service Manager and to forward events to Service Manager.

    Later, when configuring the Service Manager server as a connected server in OMi, you need to specify this operator's login name and password on the Outgoing Connection tab. See Configure the Service Manager server as a connected server in OMi.

  2. Create a user account with system administration privileges on each OMi server. For details, see the OMi online help.

    This is the user account that Service Manager uses to access the OMi server and to synchronize incident changes back.

    Later, when configuring the Service Manager server as a connected server in OMi, you must specify this user's login name as the Name of the Service Manager server on the General tab, and specify this user's password as the Password on the Incoming Connection tab. See Configure the Service Manager server as a connected server in OMi.

    Also, you need to specify the same user account when adding an SM-OMi integration instance for each OMi server (the username and Password parameters). See Add an integration instance for each OMi server.


Add an integration instance for each OMi server

Configure the Service Manager server as a connected server in OMi