Scenario 2: Integrate with Ivanti Automation

1. Start the Ivanti Automation Console.
2. At Library > Modules, create a Module with a Task Show Message Box.
3. Specify a title in the Caption field (e.g. Message).
4. In the Message field, create the parameters $[Purpose] and $[User experience].
5. Leave the other settings as they are and click OK to close the Show Message Box window.
6. Click OK to close the Module window.
7. At Library > Run Books create a Run Book.
8. On the Jobs tab, click Add.
9. Click the What field and add the Module that you just created.
10. In the Who field, specify the Agent that is going to execute the Run Book. For this scenario, use the Agent running on Amanda Cavendish's device. If necessary, you can also parameterize this Agent by selecting the option Use Run Book parameter.
11. Leave the other settings as they are and click OK to close the Add Run Book Job window.
12. Click OK to close the New Run Book window.

1. In the Automation Console at Library > Run Books, right-click the Run Book and click Publish in Ivanti Identity Director. This opens the Ivanti Identity Director Service Wizard.
2. Follow the steps of the wizard.
   • Template and Properties step:
     • Select the template on which the new service will be based. You can configure new service templates in Identity Director.
     • The name of the new service must be unique in the Identity Director environment.
   • Category step:
     • Select the category in the Identity Director Entitlement Catalog in which the new service will be placed.
   • Qualification step:
     • Select the qualification criteria of the new service:
       • Use from template: The qualification criteria of the service template will be applied to the new service.
       • Everyone qualifies: Every person in the Identity Director environment will qualify for the new service.
       • Base on organizational context: Select an organizational element as qualification criterion. People must be classified in this item to qualify for the service.
   • Summary step:
     • Review all configured settings for the new service.
     • When you click Create, all settings will be validated and a new service will be created.

Upon completion of the Ivanti Identity Director Wizard, you can choose to launch the Identity Director Management Portal. This option is only available if you installed the Identity Director Management Portal on the same device as the Automation Console.

When the new service is created in Identity Director:

• Its delivery workflow contains as first action a Provide Information action, if any Run Book parameter asks for input. As last action, it contains an Invoke Run Book action with the selected Run Book.
• Service attributes will be automatically created and linked to the Run Book parameters (if any).
• An exception handler will be added with an End Workflow action "Failed to deliver".
• The service will be disabled by default, which allows you to fine-tune it before you make it available in the Identity Director environment.

1. Start a web browser and browse to the Web Portal website (e.g. https://identitydirector.example.com).
2. Sign in as Amanda Cavendish.
3. In the Web Portal, click My Store.
4. Click the tile of the service that you just created.
5. Click Add to cart and then Request.
6. When asked, provide the necessary information and click OK.
7. After a moment the service is delivered and an Automation message is shown with the values that you specified when you requested the service. This means that the Run Book was successfully executed.