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VSA 10-BMS Integration

Introduction

This article explains how to integrate VSA 10 with BMS.

Prerequisites

  1. You should have admin access to VSA 10.
  2. You should have admin access to BMS.

Steps

Do the following on the VSA 10 side:

  1. Go to VSA > Integrations > BMS Integration.
  2. Click Enable Integration. A page appears with the instance name and a token with four filters on - Critical, Elevated, Normal and Low.
  3. Notification Filter: Uncheck or check whatever options you require. Once you check these notification filters, they will automatically create a BMS ticket with relevant information.
  4. Copy the token to a notepad.
  5. Click Save Changes.
    VSA10_integration.png

Do the following on the BMS side:

  1. Go to BMS > Admin > Service Desk > RMM Integration Settings.
  2. Click New. A page opens with two tabs - General Settings and Asset Mapping, General Settings being the default open tab.
    VSA10-BMS_Int1.png
    VSA10-BMS_Int2.png
  3. Under RMM Integration, the Enable button is selected by default. Leave it as it is.
  4. Integration Name: Enter an appropriate integration name.
  5. Integration Type: Select VSA 10 from the dropdown.
  6. VSA 10 Token: Paste the token that you had copied from the VSA app > BMS Integration page earlier.
  7. Under Push CRM Accounts automatically to VSA 10, click Enable.
  8. Under Enable Periodic Asset Sync, click Yes
  9. Server Name: Enter your VSA 10 instance name. This will be in the xxxxxx.vsax.net format. Enable Remote Control should be set to Yes.
  10. In the Ticket Defaults section, do the following:
  11. Status: Select the appropriate option from the dropdown.
  12. Priority: Select the appropriate option from the dropdown.
  13. Queue: Select the appropriate option from the dropdown.
  14. Ticket Type: Select the appropriate option from the dropdown.
  15. Ticket Source: Select the appropriate option from the dropdown.
  16. Click Save. You will see a success message displayed on the top.
  17. Once you save the integration, you will see four tabs - Ticket Priority Mapping, Accounts Synchronization, Assets Synchronization, and Integration Logs.
    VSA10-BMS_Int3.png
  18. Go to Ticket Priority Mapping tab.
  19. For each of the priorities on the left, select a Service Desk Priority from the dropdowns on the right. Notifications created in VSA 10 will trigger ticket creation based on what you define here. 
    VSA10-BMS_Int4.png
  20. Go to Accounts Synchronization tab.
  21. By default, all accounts will appear here. You should map them one by one.
  22. Check the box at the left most end of the account. Repeat the process for each account.
    VSA10-BMS_Int5.png
  23. Click Next. You will see a green success message under the Import Results tab.
    VSA10-BMS_Int6.png
  24. Next, go to Assets Synchronization tab.
  25. By default, all assets will appear here. You can map them one by one or sync them all.
  26. Check the box at the left most end of the account. Repeat the process for each account. Alternatively, you can check the box next to Asset Name and click Sync All Assets to sync them all at once.
    VSA10-BMS_Int7.png
  27. Click Next. You will see a green success message under the Import Results tab.
  28. You can check the logs under Integration Logs tab.
    VSA10-BMS_Int8.png

 

 

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