Home > SCORCH, SCSM > Automating user creation with Ochestrator and Service Manager 2012 Part 2

Automating user creation with Ochestrator and Service Manager 2012 Part 2


Hello everyone.

This is part 2 of the automated user creation using Orchestrator and Service Manager 2012.
In the previous post we created our runbook to create the user, and in this post we will import that runbook to Service Manager and using it on our service portal.

Fire up Service Manager Console and first navigate to Administration > Connectors, select your Orchestrator connector and press “Synchronize now” if you haven’t set one up yet do it now.
Now goto Library > Runbooks Here you should see the runbook we created in Runbook Designer. If you don’t make sure you checked it in after you finished.
Select it and press “Create Runbook Automation Activity Template

Input a name for the Template and a description and press OK

This will open up a new window with the actual template. Again input some information about the runbook and check “Is Ready For Automation” very important if we don’t check this we need to start it manually.

Ok now we have our new Runbook Activity, now we  need a Service Request to run it in, so again navigate to Library and right click “Templates” and click “Create Template”

Input a name and description for the Template press Browse and pick “Service Request” then press OK

This opens up a new window with the service request.
Input what information you want then select “Activities

This is where we create the activity flow, so first press the + and select “Default Review Activity” This activity “needs” to be present, in my case just because I don’t want my users to be able to create users without me approving it first. And in most other cases because it needs to be mapped to a cost.

So go ahead and input Title and Description (we could have created another string in the runbook for example “Reason for request” and mapped that to the description of the review activity)

There are many ways to setup the vote, in this case as I am the only one that will approve I put myself as the reviewer. If you for example have 10 people that you want to be able to approve the request you can simply put them all as reviewers and set the “Approval Condition” to percentage and set it to 10%. You can also set that someone like the manager has Veto or that he must vote for the activity to be approved.

Now press OK and your back to the service request. Again press the + and this time select the Runbook template we created earlier. As we already filled out this just click OK again

You activity stage should now look like this, and we are done with the Service Request Template so just press OK

Navigate to “Library > Service Catalog” right click “Request Offerings” and click “Create Request Offering

Input Title and Description of the request, select an image if you have one and select the service request template we created earlier and press Next.

On the next screen we need to map create the user prompts. These will look the same as the “User Info” step from the runbook. Press the + and create 8 prompts and name them Firtname, Lastname, Manager, Title, Department, Phone number, Company, Type.

Select Company and press “Prompt Type” click “Simple List” and do the same for “Type” if you want select Phone and change Response Type to Optional, in many cases he won’t get a phone number until he starts, now press Next

Now we need to configure the prompts first thing is to make sure that the format of Firstname and Lastname is correct so press Firstname and click “Configure” here we can pick some premade regular expressions or we can make our own which is what we will do so click “.Net Regular Expression” And type in this ^[A-Z]{1}[A-Za-z\-]+ now the first letter has to be capital and the rest lowercase, now do the same for Lastname.

We also need to configure Company and Type with a list to choose from, so click Company > Configure

Depending on what Company’s you have in the script from Part 1 you need to input them here. If you didn’t change them yet just type Test1, Test2 and Test3, select Test1 and click “Set as default” Do the same with type and input “PC” and “TS

On the next screen we need to map all the prompts to something in either the Runbook Activity the Review activity or the Service Request. We will map everything to the Runbook Activity. This is where we could also have mapped a field for “reason for request” if you did that in the runbook.

Select the “Create New User Runbook”  and map each string to the right property in the runbook, they might not end up in the right order so make sure you select the right one. Press Next

On the next screen we can specify a knowledge article for the request with relevant information or guides.

The next screen is to publish the Request Offering as this is a lab we will publish it right away.

Now click Next and then Create

Ok now we are done with the Request Offering. Now all we need to do is to publish it to the portal.

If you haven’t published any offerings yet you probably only have the default Service Offering categories so navigate to Library > Lists and double click “Service Offering Category”.

Here you can add new Categories to the self-service portal just press “Add Item” and change the name to something like “Access and Security”

Now we have a Service Offering category so we need to add a Service Offering to that category. Navigate to Library > Service Offerings, Right click and select “Create Service Offering

Give it a name like Account Management, select the “Access and Security” category we just created. You can also select a icon if you have one. Fill in the rest and press Next

Here you can fill out SLA and Cost information, as this is a lab I won’t do this right now. Next screen is for related services, same here just press next and next again on Knowledge Articles.

On  the next screen press add and select the Request Offering we created earlier and press OK.

Make sure you select “Publish” on the next screen and finish the wizard.

If you now start your favorite web browser and navigate to your self-service portal https://”Server”:444/SMPortal you will see the Category and Service Offering we created. Press Account Management and you will also see the “New User Request”

And voila here is the request and as you can see the custom tooltip / regex  we creates works like a charm.

Now fill in the rest and submit the request.

When you are done go to My Activities, select the review activity select a reviewer and press Approve enter a comment and press Save.

The review activity is now approved and it will move onto the Runbook Activity.

If you check Runbook Designer you can see the runbook is running. When it’s done the service request will automatically change status to Complete and you will have a new User. Also check you inbox to see the mail with the user info.

There you have it, i hope you have some use for this, if not everything maybe some part of it. I will keep updating as i setup my lab.

Im reallt exited about Orchestrator and ive only just begun to scratch the surface of what this awsome complement to the System Center family can do!!

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