All Together Now: Connecting ServiceNow and JIRA to ...mkt.clarizen.com/rs/clarizen/images/FINAL-All...

Copyright © 2015 Clarizen@Work. All rights reserved !!

#ClarizenAtWork15 v www.clarizen.com!

All Together Now: Connecting ServiceNow

and JIRA to Clarizen for a Single PPM Platform



Featuring:

Ryan McArthur Programmer Analyst

County of Tulare

Sean Woods Program Manager II, PMP

County of Tulare

Angela Bunner Sr. Director of Product, PMP

Clarizen


#ClarizenAtWork15 Copyright © 2015 Clarizen@Work. All rights reserved !#ClarizenAtWork15

Agenda

!   The Clarizen Integration Hub

!   The Benefits of ServiceNow Integration

!   Customer Case Study: County of Tulare

!   The Benefits of JIRA Integration



Clarizen approach to integrations


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PRODUCTIVITY AND EFFICIENCY

Integration replaces manual work, producing reliable and robust solutions through automation

INTERFACE WITH AN EXISTING PROCESS & SYSTEMS Reduce risk in change management

CONNECTING “ISLANDS OF ACTIVITIES”

To provide a single version of the truth

TURNKEY SOLUTION Clarizen Professional Services and Integration Team takes an holistic view of the whole business and system requirements in order to provide a comprehensive solution

Why Integrations

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APPROACH to INTEGRATIONS


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Communication

Document

CRM

Ticketing

Authentication

Accounting

Reporting

APPROACH to INTEGRATIONS Connecting Islands of Activity



Clarizen Integration Hub


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Clarizen Integration Hub – Overview

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!  The integration Hub facilitates the synchronization of objects between 3rd Party systems (SaaS or On-premise) and Clarizen.

!  Key components of the integration: •  Unified user-experience with our core integrations •  System authentication (oAuth, Credentials) •  Inter-systems dynamic objects and fields mapping •  Events / Triggers creation •  Logging, monitoring and notifications


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Clarizen Integration Hub Architecture

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Clarizen Integration Hub(Sync Job)

Clarizen Integration Hub(Web site)

External system

Trigger creation

Store

Sync entity Store data

Sync eventMetadata

Trigger creation

DB

Clarizen


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Clarizen Integration Hub at work in the Salesforce App



Integration Setup Admin Tool



Define Mappings



Define Trigger Events



Track Sync Logs



Why integrate with ServiceNow?


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Why Integrations?

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Benefits of a CZ & SN Integration Ecosystem

!  Leverage each solution for it’s strengths: •  ServiceNow for IT Helpdesk •  Clarizen for work planning, execution, and collaboration

!  Optimized and streamlined project delivery

!  Standardize processes for all projects, in a single PPM tool. !  Complete project lifecycle execution.

!   Improve cross-team collaboration, for ex, allow artifacts to be synchronized across the lifecycle.

!  Cross tool traceability and reporting with automation.



Leverage the Strengths of Each Tool

ServiceNow

IT Service

Field Service

Facilities

HR Service

Clarizen

Project Management

Resource Planning

Issue, Risk, Change Mgmt

Collaboration

Work Execution

Portfolio Reporting



ServiceNow Integration Strategy

Service Management Project Execution

Assign Resources

Track Time on tickets

Service Reporting

Requests Inflow Create Project

Plan Work, Collaborate

Execute Project, Track Progress

Project Analytics

Requests that require a project, work collaboration

Time

Progress



Tulare County Our use of the API


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TCiCT PMO

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Tulare County – Our use of the API

DIVISION MANAGER

1 PROJECT

MANAGERS

5 SUPPORT STAFF

FUNDING SPEACIALIST & SAS

2

ACTIVE PROJECTS

33 COUNTY

AGENCIES

14 IT ORG

EMPLOYEES

150 IT ORG

BUSINESS UNITS

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A Brief History

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PMO had previously used Sciforma PSNext

Project began in late 2013 to find a better solution

Clarizen was chosen and go live July 1st, 2014

Many factors contributed to the selection of Clarizen

The API was a key factor in the decision making process


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Necessity is the Mother of Invention

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Lack of project metrics

Non-existent actual effort data

Devoid of work notes

Only the PMO staff would access the software


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The Solution is in the middle

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Organization is incident/support centric & has a resistance to change

Staff is already using Service-Now and a home grown time management system

“Middleware” interface was the solution utilizing the API’s

All three systems now communicate project data between them nightly

PMO has more project data than ever before


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Before any code was written we evaluated our processes.

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PROJECTS

TASKS

TIME

Assignments Time &

Updates

Assignments & Time Time



Developing our Plan Tulare County — Our use of the API




Valuable Resources

Clarizen’s outstanding documentation and support made it possible.

Documentation •  success.clarizen.com à User Manual •  clarizen.com à Resources à For Developers

Support •  success.clarizen.com à How can we help you




Retrieving information from Clarizen !  SQL does not apply. !  Build a Entity Query object containing object properties

you want to retrieve and the object properties you want to match against.

!  Can compare regular fields or reference objects.

!  Results are delivered in a queryResults object. •  Includes Success, Paging and your results (Entities)

!  Result entities are objects. !  Feels sort of like using an IEquatable interface.


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Defined what we wanted to be returned to us.

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Defined our query conditions.

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2

'Define the list of fields/objects that we want the API to return. Dim QueryFields As New List(Of String) QueryFields.Add("WorkItem.ExternalID") QueryFields.Add("Duration") ' Time Reported QueryFields.Add("Comment") ' Comments included QueryFields.Add("WorkItem.ParentProject.C_ProjectID")

How we approached the Entity Query

Dim QueryConditions As New List(Of com.clarizen.api.Compare) ‘Where time belongs to employee asked for QueryConditions.Add(New com.clarizen.api.Compare With {

.LeftExpression = New com.clarizen.api.FieldExpression With {.FieldName = "Reportedby"}, .Operator = com.clarizen.api.Operator.Equal, .RightExpression = New com.clarizen.api.ConstantExpression With {.Value = TCEmpID.Id}} )

‘and where time is for the date asked for QueryConditions.Add(New com.clarizen.api.Compare With {

.LeftExpression = New com.clarizen.api.FieldExpression With {.FieldName = "ReportedDate"}, .Operator = com.clarizen.api.Operator.Equal, .RightExpression = New com.clarizen.api.ConstantExpression With {.Value = WorkDate}} )


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Put our fields and conditions together into an EntityQuery

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Passed the EntityQuery to Clarizen, retrieving the QueryResult object

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4

'Put it together as a clarizen EntityQuery Dim query As com.clarizen.api.EntityQuery = New com.clarizen.api.EntityQuery()

With query .TypeName = "Timesheet" .Fields = QueryFields.ToArray .Paging = New com.clarizen.api.Paging With {.PageSize = 100, .PageSizeSpecified = True} .Where = New com.clarizen.api.And With {.Conditions = QueryConditions.ToArray} End With

How we approached the EntityQuery

Dim clz As com.clarizen.api.Clarizen = GetClarizen() Dim qr As com.clarizen.api.QueryResult = clz.Query(query) 'Now that the query has been run, check for success and retrieve the entities inside... If qr.Success Then… (don’t forget about paging) For Each en As com.clarizen.api.GenericEntity In qr.Entities

en is a single time card….



'Get all tasks as long as the project is active QueryConditions.Add(New com.clarizen.api.Compare With

{ .LeftExpression = New com.clarizen.api.FieldExpression With {.FieldName = "WorkItem"},

.Operator = com.clarizen.api.Operator.In, .RightExpression = New com.clarizen.api.QueryExpression With { .Query = New com.clarizen.api.EntityQuery With { .TypeName = "Task", .Where = New com.clarizen.api.Compare With { .LeftExpression = New com.clarizen.api.FieldExpression With {.FieldName

= "ParentProject"}, .Operator = com.clarizen.api.Operator.In, .RightExpression = New com.clarizen.api.QueryExpression With { .Query = New com.clarizen.api.EntityQuery With { .TypeName = "Project", .Where = Clarizen.QC_WorkItemState("Active") } } } } } })

How we approached the EntityQuery

Query can be nested for complex queries


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Created a generic method we could send updates or create through

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1Public Function SubmitToClarizen(message() As com.clarizen.api.BaseMessage) As com.clarizen.api.Result()

Dim clz As com.clarizen.api.Clarizen = GetClarizen() Return clz.Execute(message)

End Function

How we approached updating Clarizen: Creating or Updating Clarizen



How we approached updating Clarizen: Building the Discussion Post

Built a GenericEntity containing the item to be created 2Dim CloseNotes As New com.clarizen.api.GenericEntity CloseNotes.Id = New com.clarizen.api.EntityId CloseNotes.Id.TypeName = "DiscussionPost" 'Setup the WorkItem that these notes are going to be going into Dim WorkItemID As New com.clarizen.api.EntityId With { .TypeName = "Task", .Value = TimeEntry.ClarizenTaskID } Dim workItemField As New com.clarizen.api.FieldValue With { .FieldName= “Container", .Value = WorkItemID } ‘Setup the Post Body Dim Body As New com.clarizen.api.FieldValue Body.FieldName = "Body" Body.Value = “Post Body Contents… yay, you can use HTML too, how fun is that?” 'Setup the Post Type Dim PostType As New com.clarizen.api.FieldValue PostType.FieldName = "Type" PostType.Value = "StatusUpdate" 'Setup the Post State Dim PostState As New com.clarizen.api.FieldValue PostState.FieldName = "State" PostState.Value = "Active“ 'Populate the fields into the closenote post CloseNotes.Values = New com.clarizen.api.FieldValue() {workItemField, Body, PostType, PostState, Via}



How we approached updating Clarizen: Submits the update to Clarizen

Put the GenericEntity into a CreateMessage and submit to Clarizen 3

Dim NewPostMessages As New List(Of com.clarizen.api.CreateMessage) NewPostMessages.Add(New com.clarizen.api.CreateMessage With {

.Entity = BuildDiscussionThread(TimeEntry) })

Dim TimeMessage() As com.clarizen.api.BaseMessage = NewPostMessages.ToArray Dim ClarizenResponse() As com.clarizen.api.Result = SubmitToClarizen(TimeMessage)




Processes pushed to Clarizen !  Create Time Cards !  Update Project Tasks !  Update Resource Assignments !  Create Discussion Threads BaseMessage •  Create Message

o  Entity to be Created •  Update Message

o  Reference Entity to be Updated o  FieldValues to be updated

HANDLED BY


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Task Details


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Assign Resources to Task


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Timesheet records on Task



JIRA Integration Overview



JIRA Integration Use Case

Send Project Plan & User Stories

to JIRA

2 Project

Planning

1

R&D Team breaks down Tasks, User

Stories

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Send subtasks back to Clarizen

project plan

4

Resource assignment, actual efforts, and state

synchronization

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BI-DIRECTIONAL INTEGRATION

CLARIZEN JIRA



JIRA Integration Basics

!  Bi-directional or manual sync between Clarizen Work items, and JIRA’s Issues/objects

!  Manual vs. Pooling !  Sync Strategy !  Hierarchies Challenges !  Object Mappings ! CloudHub and Integration Infrastructure


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CloudHub — IPASS Technology

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JIRA Slide — Attach to parent from JIRA

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Multi-level R&D project roadmap view

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Multi-level R&D project WBS view

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Custom action to trigger integration

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JIRA integration options

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Integrated items in JIRA

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Questions?

All Together Now: Connecting ServiceNow and JIRA to ...mkt.clarizen.com/rs/clarizen/images/FINAL-All...

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