SDP - ManageEngine Analytics Plus / Zoho Reports Integration
Integration of Zoho/ManageEngine Analytics Plus with SDP provides easy report generation, analysis and interpretation and has an advantage of timely-sync. ManageEngine Analytics Plus is for On premise integration while Zoho Reports is for On Cloud integration.
How to configure:
This feature is available under Admin>>general>>Advanced Analytics>>Setup Advanced Analytics Integration.
ZOHO REPORTS FOR ON CLOUD:
Zoho Reports is an online reporting & business intelligence service that helps you easily analyze your business data and create insightful reports and dashboards for informed decision making. With Zoho Reports - SDP Integration, the data can be easily analyzed in Service Desk Plus. Zoho Reports intuitive drag-and-drop interface can quickly 'slice & dice' the service desk data, analyze key service metrics and provide informed decisions to optimize your business operation.
STEPS TO INTEGRATE SDP WITH ZOHO REPORTS:
The integration between SDP and Zoho Reports can be done as follows:
1. The configuration wizard with
- 'Initial setup' ,
- 'Additional setup' and
- 'Remove' will be displayed.
2.In the 'Initial Setup' , the credentials and initial data synchronization will be shown.
- In the 'credentials', enter the Zoho E-mail ID and the Zoho AT key.(If you do not have a Zoho mail account, click 'Sign up')
- Click
provided next to the credentials field to obtain the Zoho AuthToken key or click on the following URL:https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoReports/reportsapi - Click 'change proxy settings' to configure proxy settings and change proxy settings. Enter the details such as Host, Port, Username and Password. For further information about proxy settings,click here.
- In 'Initial Data Synchronization', click on the calendar icon and choose the date from when the reports have to be synchronized. The data will be synchronized based on the interval specified in Additional setup>>Periodic Data Synchronization.
On clicking 'Save' Button: On clicking 'save', the entered details will be saved and the credentials will be validated ,without initializing data sync.
On clicking 'Save and sync' Button: On clicking 'save and sync', the entered details will be saved in the database and the data will get synchronized. It should be noted that the Requests, Service Requests and their Tasks, Worklogs and Additional fields (except multi select) will be synchronized.
On clicking 'Re-Sync': The 'Re-Sync' button will be available after the 'Save and Sync' process is completed.On clicking 'Re-Sync',manual sync process can be initiated.
3.In the 'Additional Setup' ,
- Periodic Data Synchronization - Choose the day and time for scheduling the periodic data synchronization.
Instant Sync - Instant sync allows you to sync the reports immediately with the database without any required scheduling. A maximum of 7 'Instant Sync's are allowed per day. Instant-sync done shows the number of times reports have been instant-synced.
- Data Retention Policy - Select the time duration for cleaning up the older data. The time period for which the data can be retained in Zoho Reports can be configured here.
- Zoho Reports User Info - In Zoho reports user info if no shared users are available in zoho reports configured database, an info message will be displayed. If shared users are available, then the zoho reports users available in SDP and not available in SDP will be displayed.
- Zoho Reports License Information - Displays the available records and license expiry date. Click renewal to renew the expired license.
The security information provides detailed information about the data transfer and other pre-cautions.
Note
- The details such as 'Zoho reports admin' ,'sync status' and 'last successful sync time' will be available on top of the page.
- By default, the Synchronization frequency under Periodic Data Synchronization section will be set to "Repeat for Every 1 Hour ". In case of failure in periodic synchronization, a failure message will be displayed and a detailed mail will be sent to admin user to resolve the problem.
4.Removing Integration:
Click 'Remove' button to remove all the configured settings and complete database in Zoho Reports. The default reports and the customized reports will also be removed.
The following will be synced with Zoho Reports/ ManageEngine Analytics Plus :
Additional fields (Incident and common to both) created for a Request, Worklog and Task will be automatically populated in Zoho Reports and ManageEngine Advanced Analytics when 'Sync' or 'Re-sync' is done. Both Worklog and Task details will also be synced.
Note
On clicking 'Save and Sync', the data will start synchronizing. After successful completion of synchronization , a success message will be displayed. For periodic data synchronization,in case of failure in periodic data synchronization, a failure message will be sent to the mail account.
MANAGEENGINE ANALYTICS PLUS FOR ON PREMISES :
ManageEngine Analytics Plus is a business intelligence and reporting software from ManageEngine that helps generate detailed reports about your Help desk performance & metrics. With a variety of reporting functionalities, it helps you analyze your help desk and take control over your assets & tickets.
STEPS TO INTEGRATE SDP WITH MANAGEENGINE ANALYTICS PLUS:
After downloading and installing the ManageEngine Reports on a windows/linux machine, click Admin>>Advanced Analytics >>Initial Setup.
1. The configuration wizard with
- 'Initial setup' ,
- 'Additional setup' and
- 'Remove' will be displayed.
2.In the Initial Setup, Credentials and initial data synchronization will be shown. In the 'credentials' field, enter the following details:
- Host Name/IP Address - Enter the name of the proxy server of ME Analytics Plus or the IP Address.
- HTTPS Port Number - Enter the port number of the server in which ME Analytics Plus is installed. (8443 by default).
- Username - Enter the username of the user account in ManageEngine Analytic Plus. (administrator by default).
- Password - Enter the password of the corresponding user account. (administrator by default)
Click 'change proxy settings' to configure proxy settings and change proxy settings. Enter the details such as Host, Port, Username and Password. For further information about proxy settings,click here.
In 'Initial Data Synchronization', click on the calendar icon and choose the date from when the reports have to be synchronized . The data will be synchronized based on the interval specified in Additional setup>>Periodic Data Synchronization.
On clicking 'Save' Button: On clicking 'save', the entered details will be saved and the credentials will be validated ,without initializing data sync.
On clicking 'Save and sync' Button: On clicking 'save and sync', the entered details will be saved in the database and the data will get synchronized. It should be noted that the Requests, Service Requests and their Tasks, Worklogs and Additional fields (except multi select) will be synchronized.
On clicking 'Re-Sync': The 'Re-Sync' button will be available after the 'Save and Sync' process is completed.On clicking 'Re-Sync',manual sync process can be initiated.
3.In the Additional Setup,
- Periodic Data Synchronization - Choose the day and time for scheduling the periodic data synchronization.
- Instant Sync - Instant sync allows you to sync the reports immediately with the database without any required scheduling. A maximum of 7 'Instant Sync's are allowed per day. Instant-sync done shows the number of times reports have been instant-synced.
- Data Retention Policy - Select the time duration for cleaning up the older data. The time period for which the data can be retained in Analytics Plus can be configured here.
- ManageEngine Analytics Plus User Info - This info will display the shared users available in the ManageEngine Analytics Plus's configured Database.
- ManageEngine Analytics Plus License Information - Displays the available records and license expiry date.
The security information provides detailed information about the data transfer and other pre-cautions.
4.Removing Integration:
Click 'Remove' button to remove all the configured settings and complete database in ManageEngine Analytics Plus. The default reports and the customized reports will also be removed.
How to view Reports after Integration :
Only Users having account either in ManageEngine Analytics Plus or Zoho Reports can view Advanced Analytics Reports.
After Integrating ServiceDesk Plus with Zoho Reports/ ME Analytics Plus, the Reports can be viewed from Reports >> Advanced Analytics.
Before integration, the Advanced Analytics Reports will be displayed as follows:
When 'Advanced Analytics' is clicked a pop-up directing to the Zoho Reports Database will be displayed incase of successful integration with Zoho Reports.
Incase of integration with ManageEngine Analytics Plus, the following pop-up will be displayed when 'Advanced Analytics' is clicked.
The help icon next to 'Advanced Analytics' will display the Last Successful Sync Time, License Expiry date and the available records.
Note
1. The entire 'Sync schedule' will be ceased in four days if the continuous sync fails.
2. The Retention Policy will run once in seven days.
3. The shared users list in Zoho Reports will be categorized as 'Zoho reports users available in SDP' and 'not available in SDP'. Each category will have users and DB owners.
4. Error log file related to 'Sync' process can be traced out from 'Logs' folder available SDP_Home >>Logs.
