Integration Configuration - HaloITSM

Enter the API Token and Import Clients, Sites and Devices

Log into HaloITSM, and go to Options, Setup, Advanced System Settings /Max

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Enter the API Token in the API Key section, and server URL in the Max Settings dialog

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Select Max Import/Sync and in the returned dialog, confirm the Max Server address and API Key. Amend the settings if required, then click OK to begin transferring the Clients, Sites and Devices details from the Dashboard to HaloITSM.

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Simply follow the on-screen instructions to map the Dashboard elements to their HaloITSM counterparts.

Please note, only those Clients and Sites where devices are installed will be selectable within HaloITSM

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Alert and Recovery Email Configuration

HaloITSM uses the information contained in the monitoring system's notification emails to take the appropriate action, create or update the ticket.

As such, the integration is based on the monitoring system's default Mail Templates content, and where the defaults are in use (and the notifications are configured as per How to get the Integration up and running - Dashboard Setup) the Alert and Recovery email notifications will generate the relevant action in HaloITSM.

However, if non-default Mail Templates are in use, it may be necessary to edit the details in the advanced HaloITSM email rules setting to ensure the information HaloITSM is searching matches the details contained in the email notification.

This setting is found under Options, Setup, Advanced System Settings / GFIMax, Advanced Setup/Lookup Codes, Email Rules and select MAX Alert (Alert via Email)

For example in the Incoming Email Rule Details dialog HaloITSM matches the DEVICEID: string in its Alert Request - MAX Device ID Tag by default.

As such the Email Headers, Include Check ID's option in Settings, Alert Settings,Alert Routing must be ticked.

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Similarly, (if configured) a notification email is sent containing the string has recovered where a failed check subsequently passes.

If the Mail Template was edited, and the email no longer contains this string, it will be necessary to amend the text HaloITSM searches for in Close request if this string is present and request is unassigned to take account of this.

Where this string matches, HaloITSM will automatically close any tickets it has created in relation to the initial failure when a recovery notification is received, if the original outage ticket is unassigned.

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Please note, in the HaloITSM ticket, the primary asset is the asset the Alert was generated from.