The following guide is designed to give you a detailed overview of each tab of the integration and the tab’s intended purpose. After installing Workspace ONE and running your first sync. Your next steps are to:
Enable how your assets are created and updated within iiQ under the General Settings Tab.
Map the location of assets under the Location Mapping Tab.
Map the model for your assets under the Model Mapping Tab.
Run a full sync under the Overview Tab.
When installed, you can access the Workspace ONE Integration app by selecting Incident IQ Apps > Apps Management. This will take you to your Installed Apps page, where you can select the Manage button to access the Workspace ONE Integration management page.
Overview Tab
The Overview Tab allows you to quickly review the status of the most recent sync between Incident IQ and Workspace ONE. While syncs will automatically run overnight, you have three additional options:
Start Full Sync - manually start a new sync.
Re-Run Last Sync - re-runs the last sync.
Additionally, you can use the View Details button to take you directly to the Sync History tab to review the count of assets updated, added, or skipped over during the most recent sync.
General Settings Tab
The General Settings tab has the settings that control when information is brought in or updated automatically, as well as field mappings between the Workspace ONE and Incident IQ. As such, you can find the following settings here:
Authentication fields to enter the Workspace ONE can access asset data.
Options that control if assets are automatically created, updated, and deleted during system syncs.
The ability to turn on automatic room assignment for assets if storing this data in Workspace ONE
Custom field asset mapping options to pull in additional data for use in asset filters and custom view columns
The Authentication section is where you enter the following fields for Workspace ONE authentication information:
Base Url
Username
Password
Access Token
The Mapping section manages what data is created and updated in Incident IQ based on data coming from Workspace ONE. This includes:
Create Asset: Selecting this will automatically create assets in iiQ to match any new device discovered in Workspace ONE during a sync.
Update Asset: Selecting this will automatically update assets in iiQ to match any updates to a device’s data discovered in Workspace ONE during a sync.
Update Custom Fields: This option will only allow new information being pulled into custom fields to update during a sync.
Delete Asset: Selecting this will automatically delete assets in iiQ to match any asset deletions that have occurred in Workspace ONE during a sync.
Next, you can enable the Create Rooms option under the Import Options section. This will automatically create rooms associated with assets in Workspace ONE if these rooms do not already exist in Incident IQ.
The Matching Rules section controls how devices are matched between Workspace ONE and Incident IQ.
These options are read-only for customers and editable by iiQ Admin Employees. This includes the ability to do the following:
Only use the serial number when matching assets between Workspace ONE and iiQ
When matching assets between Workspace ONE and iiQ, prefer the serial number instead of the asset tag
Skip the creation of assets in iiQ when the asset in Workspace ONE does not have a serial number
Only allow one asset for each serial number to be imported
Restore a deleted asset in iiQ if an asset in Workspace ONE can be matched
The Map Custom Values section allows you to select additional values you want to be imported and map them to default or custom fields in iiQ. This will enable you to pull custom data fields and view column options. Click on the Add button.
Next, fill out the following field mapping options:
Select the custom value
Select the iiQ field the custom value should map to. You can map to the default field or map to a custom field.
Please note that there may be pre-configured mapping, and they can not be changed.
If you map to a Custom Field, you must set a field name, select a field type (text, number, or date), and set whether the field information needs to be searchable through filters.
Next are the Workspace ONE options, where you can control additional Workspace ONE-iiQ integration settings. This includes the ability to do the following:
Don’t automatically update the asset owner in iiQ
Remove the existing owner in iiQ for assets that have an empty owner field in Workspace ONE
Remove the existing owner in iiQ for assets where the owner field in Workspace ONE can't be matched to a valid user
Location Mappings Tab
This tab allows you to select or modify your current location mappings between iiQ and Workspace ONE. If a device does not match any location mappings, you can automatically assign it to a default location in Incident IQ. This is especially important if you are using the Workspace ONE integration to create assets, as assets must have a location set automatically.
Location is required for an asset to be created in iiQ. The way this works during a sync is as follows:
If an asset matches the location mapping, then the asset will get created and assigned to the corresponding location the mapping is set to.
If an asset does not match a location mapping no location mappings are present, and a default location is selected, the asset will be created and assigned to the default location.
If an asset does not match a custom mapping, no custom mappings are present, and no default location is set, it will not be created during a sync.
The Custom Mapping Options allow you to choose how you would like devices to map in iiQ. You can match by Location Names or the Owner’s location between Workspace ONE and iiQ.
When the Location Name is selected, you will be presented with a list of locations currently in the system. You can choose Auto-Map Location Names to match location names between iiQ and Workspace ONE. Alternatively, you can manually search for and select your location assignments.
When mapping with a Location Name, if the full name is not visible, simply hover over the name to view the complete name.
Map by Owner’s Location will only be available if you enable one of the following Site Options. Selecting Map by Owner’s Location will automatically assign an asset location to the owner's location. Navigate to Site Options to enable the different settings:
Model Mappings Tab
This tab allows you to select or modify your current model mappings between iiQ and Workspace ONE. Unmapped models will not be imported into iiQ. You can use the Auto-Map Models button to automatically attempt to match models in your list of devices with existing models in iiQ.
Alternatively, you can manually select what model your device should map to using the drop-down menus to the right of each listed device.
If your device will not auto-map and is unavailable from the drop-down options, it most likely does not currently exist in iiQ. Select the Create New Model button on the right of the device mapping to create and activate this model automatically during your data sync.
Sync History Tab
This tab lets you view your sync history between iiQ and Workspace ONE. Every sync, whether completed successfully or not, is logged for reference purposes and available for review in the View details of a sync list.
Clicking on any sync, in particular, will open that sync’s details. You can review the list of updated, created, deleted, or skipped devices during the sync. Additionally, you can narrow your view by using the filter options at the top of the list.
Asset History Tab
The Asset History tab allows you to search for basic information on any device in your Workspace ONE. Enter a valid serial number in the Search for asset field to begin your search.
Once you’ve selected a device, you’ll be able to see the following Workspace ONE information:
External ID
Model
Owner Email
Organizational Unit
Serial Number
Location Name
During recent system syncs, you’ll see a list of actions applied to this device.
