As part of this integration setup we are setting up a connection between servicenow instance and kiteworks. We will read the csv file loaded in kiteworks folder and load import that in servicenow import set table via SFTP connection.
What is Kiteworks ?
Kiteworks is a secure mobile file sharing and collaboration solution. Please see the link for more details about this. https://www.accellion.com/products/secure-file-sharing-platform.
Prerequisite for this integration
Make sure that servicenow is able to communicate with kiteworks. You will be require to setup firewall rules to allow the connection.
The two important thing that you need to setup in your KiteWorks instance. First setup the user account and second setup a folder where you can keep the files.
Setup the Kiteworks folder and load your files.
Login to the Kiteworks and create a folder. For testing purpose, create a folder and put the name of the folder as TestFolder. Now load a csv file to this folder. Let’s say the name of the file is TestFile.csv. We will use these two names later in our integration setup.
Setup the Kiteworks account.
Note : You will be require kiteworks admin role to setup the user accounts.
You can select any name for your user account. Also, you can link this to your AD and get the user name from there. In the user account there will be a field profile type. The Kiteworks system comes with three profiles by default: Standard, Restricted, and Recipient. You can create other profiles with different levels of restrictions. You will be require to setup a new profile type and make sure that the "have SFTP Access" checkbox is checked. Link the user account to this profile type.
Goto Data Source (system Import Sets->Data Source) and create new Data source with below configuration.
- Name - You can put any name of your data source. If your organization is following any naming convention, follow that.
- Import set table label - Add name of the import set table. This will auto create an import set table. This is the staging table where your file will be recorded. If you already have the import set table created then you can put that name in the import set table name field.
- Type - There are 3 options LDAP, File and JDBC for the type. Select the type as File.
- Format - There are multiple format. In this case we are loading the csv file. So select the format as CSV.
- Zipped - If the source file is zipped then check the Zipped checkbox.
- File retrieval methods - Select as SFTP.
- FilePath - This is the path where your file is kept in Kiteworks. Let’s say the file name is TestFile.csv and is stored in TestFolder. Then the FilePath will be /TestFolder/TestFile.csv
- Server - This is the server name of the Kiteworks.
- Username - Name of the user. This user should have access to read the file that is stored in respective folder. Select the username that is setup in above Kiteworks profile setup.
- Password - Password of the user profile.
Submit this record and reopen the same record. Once you reopen you will find that a connection URL has been generated automatically. Now you are ready to check the connection.
Scroll Down the form and you will see that there are few related links. Click on the Test load 10 records. Once you click on this link, servicenow integration engine will try to connect to Kiteworks SFTP Server and will fetch the file that you have configured in the data source settings. If the connection is successful then data in csv file will be loaded in the configured import set table. Now you can setup the transform map and process the data accordingly. Note: For the best practice and security perspective use a generic/service account to setup the connection.
This document was generated from the following discussion: Servicenow Accellion Kiteworks Integration