Skip to content

Commit dfda7ff

Browse files
authored
Merge pull request #475 from ritza-co/19.07.06
Docs 19.07.06 release (Week 39, 2025)
2 parents e0e8be4 + f55e386 commit dfda7ff

Some content is hidden

Large Commits have some content hidden by default. Use the searchbox below for content that may be hidden.

43 files changed

+336
-122
lines changed

docs/auto-discovery/saas-discovery.mdx

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -45,7 +45,7 @@ The software data collected during SaaS discovery is available under the **Resou
4545

4646
### Discovered End Users
4747

48-
You can find the end user discovery data under **Resources > Organization > End Users**.
48+
You can find the end user discovery data under **Infrastructure > Organization > End Users**.
4949

5050
### New and Existing End Users
5151

docs/integration/external-integrations/device42-zendesk-connector.mdx

Lines changed: 118 additions & 29 deletions
Original file line numberDiff line numberDiff line change
@@ -3,53 +3,142 @@ title: "Zendesk Integration"
33
sidebar_position: 30
44
---
55

6-
## Device42-Zendesk Integration
6+
import ThemedImage from '@theme/ThemedImage'
7+
import useBaseUrl from '@docusaurus/useBaseUrl'
78

8-
**With the Device42 - Zendesk integration, you'll benefit from the ability to:**
9+
Device42 discovery keeps your infrastructure documentation up-to-date, and with the Zendesk connector, your help desk can access IT infrastructure information via support tickets.
10+
11+
## Benefits of the Device42-Zendesk Integration
12+
13+
With the Device42-Zendesk integration, you'll benefit from the ability to:
914

10-
- Attach any part of your auto-discovered IT infrastructure within Device42 - including devices, racks, parts, and PDUs - directly to your Zendesk tickets
11-
- View details like device type, device service level, and serial numbers stored within Device42 directly within Zendesk
1215
- Click links integrated into Zendesk that jump you directly to the relevant IT infrastructure CI details page in Device42
13-
- Customize ZenDesk by adding your autodiscovered Device42 infrastructure items as columns in your ZenDesk custom views!
16+
- Attach any part of your discovered IT infrastructure in Device42, including devices, racks, parts, and PDUs, directly to your Zendesk tickets
17+
- View details like device type, device service level, and serial numbers stored in Device42 directly within Zendesk
18+
- Customize Zendesk by adding your discovered Device42 infrastructure items as columns in your Zendesk custom views
19+
20+
## Set up the Integration
21+
22+
Before creating an External Integration in Device42 and installing the integration plugin in Zendesk, you need to create a Zendesk API Token.
23+
24+
As a prerequisite, ensure your [Device42 Cloud Connector](integration/external-integrations/device42-cloud-connector-overview.mdx) is configured (under **Tools > Integrations > Cloud Services**) to allow communication between Device42 and Zendesk.
25+
26+
### Create a Zendesk API Token
27+
28+
- To begin, open Zendesk and click the **gear icon** on the left sidebar of the Zendesk interface. Then navigate to **Apps and integrations > API configuration** to enable API token access if it's not already enabled.
29+
30+
![Zendesk enable API token access](/assets/images/zendesk-integration/zendesk-api-allow.png)
31+
32+
- Go to **Apps and integrations > API tokens** and generate a new API access token using the **Add API Token** button.
33+
34+
![Zendesk add API token](/assets/images/zendesk-integration/zendesk-add-api-token.png)
35+
36+
- Name the new API token `Device42 Integration`, or something similar, and then copy the token value and save it in a safe and retrievable location.
37+
38+
![Zendesk generate API token](/assets/images/zendesk-integration/zendesk-copy-token.png)
39+
40+
### Add a Device42 External Integration
41+
42+
Next, enable the Zendesk integration from Device42.
43+
44+
- Head to **Tools > Integrations > External Integrations** and click the **Create** button.
45+
- Under **Type** select **Zendesk**.
46+
- Enter the **URL** of your Zendesk instance.
47+
48+
<ThemedImage
49+
alt="Configure External Integration"
50+
sources={{
51+
light: useBaseUrl('/assets/images/zendesk-integration/d42-external-integration-light.png'),
52+
dark: useBaseUrl('/assets/images/zendesk-integration/d42-external-integration-dark.png'),
53+
}}
54+
/>
55+
56+
- In the **Token** field, use the **plus icon** and create a new Secret. Enter your Zendesk username followed by `/token` in the **Username** field (for example, `[email protected]/token`). Then paste the Zendesk API token into the **Password** field.
57+
58+
<ThemedImage
59+
alt="Add new Secret"
60+
sources={{
61+
light: useBaseUrl('/assets/images/zendesk-integration/add-secret-light.png'),
62+
dark: useBaseUrl('/assets/images/zendesk-integration/add-secret-dark.png'),
63+
}}
64+
/>
65+
66+
:::note
67+
Per Zendesk instructions, when authenticating with token access, add `/token` to the end of your username.
68+
:::
69+
70+
71+
- Save the new Zendesk integration and then copy the new **Verification token**, as Device42 generates a new token on saving.
72+
73+
<ThemedImage
74+
alt="Save new verification token"
75+
sources={{
76+
light: useBaseUrl('/assets/images/zendesk-integration/d42-new-token-light.png'),
77+
dark: useBaseUrl('/assets/images/zendesk-integration/d42-new-token-dark.png'),
78+
}}
79+
/>
80+
81+
82+
Now it's time to install the Zendesk add-on.
83+
84+
### Install the Device42 Add-On for Zendesk
85+
86+
To begin installing the Device42-Zendesk integration, head to the [Zendesk marketplace](https://www.zendesk.com/marketplace/apps/). If you have trouble with the link, check that you are signed in to your Zendesk account.
87+
88+
- Search for `Device42 Connector` to locate the integration add-on.
1489

15-
* * *
90+
![Zendesk Marketplace D42 App](/assets/images/zendesk-integration/device42-connector-marketplace.png)
1691

17-
### Pre-Requisite: Configure Device42 for ZenDesk integration
92+
- Click the Zendesk marketplace **Install** button, choose the name of your account from the dropdown, and click **Install** to continue the installation.
1893

19-
 
94+
![Select account](/assets/images/zendesk-integration/select-account.png)
2095

21-
- To begin, open ZenDesk and head to "Settings" via the "Gear" icon on the left side of the ZenDesk interface, and then choose the "API" item from the list on the left. Enable "Token Access" via the slider if it's not already enabled, and generate a new API access token via the "+" button, and name it "Device42 Integration". Copy this token value and save it! Note per ZenDesk instructions, when authenticating with Toekn Access, add `/token` to the end of your username! ![ZenDesk generate API token](/assets/images/ZenDesk_Generate_API_Token.png)
22-
- Next, enable the ZenDesk integration from within Device42. Log in to your Device42 instance and from the Device42 main menu, head to _Tools -> Integrations -> External Integrations_. Add a new integration for type: "ZenDesk", and paste in the token you copied from the previous step: ![D42 ZenDesk Integration Config](/assets/images/Device42_Side_ZenDesk_Config-1.png)
23-
- Save the new ZenDesk integration settings & write down the "Verification token" Device42 generates: ![](/assets/images/D42_Token.png) Head to the "Installing the ZenDesk add-on section" below to continue installing the ZenDesk connector.
96+
- Name your integration. We used `Device42 connector for Zendesk` in this example.
2497

25-
 
98+
- For the **Token** field, provide the **Verification Token** you saved from the Device42 External Integration setup steps above.
2699

27-
### Installing the Device42 add-on for ZenDesk
100+
![Plugin installation settings](/assets/images/zendesk-integration/connector-configure.png)
28101

29-
To begin installing the Device42-Zendesk integration, head to the [ZenDesk marketplace](https://www.zendesk.com/marketplace/apps/). ![ZenDesk Marketplace D42 App](/assets/images/D42_connector_zendesk_marketplace.png)
102+
- Enable role and group restrictions if desired. (In the example, we left them disabled at this stage.)
103+
- Click **Install** to complete the integration installation.
30104

31-
If you are having trouble with the link, You might need to sign in to your Zendesk account \[if you aren't already signed in\]. Next, click the gear icon (lower left), then click the “Marketplace” link. Search for “Device42 for Zendesk” to locate the integration add-on.
105+
## Use the Zendesk Connector
32106

33-
 
107+
Once the plugin is installed, you can associate CIs (Configuration Items) from Device42 with tickets.
34108

35-
- Click the ZenDesk marketplace "Install" button _(pictured above)_ & follow the the on-screen instructions; Choose the name of \*your\* account from the dropdown, and click "Install" to continue installation: ![D42 Connector ZenDesk Install](/assets/images/D42_Connector_for_Zendesk_INSTALL.jpg.png)
36-
- For "Title", Name your integration. We used "Device42 connector for ZenDesk" in this example.
37-
- For the "Token", provide the 'Verification Token' you saved from the Device42 setup steps above: ![Install d42 plugin to ZenDesk](/assets/images/ZenDesk_Install-hl.png)
38-
- Set up role / group restrictions if desired; we'll leave them disabled for now. Click "Install" to continue.
39-
- You're all set!
109+
- In Device42, head to any device, building, room, or CI of your choice, and find the **Zendesk** section:
40110

41-
 
111+
<ThemedImage
112+
alt="Add or link ticket"
113+
sources={{
114+
light: useBaseUrl('/assets/images/zendesk-integration/add-link-ticket-light.png'),
115+
dark: useBaseUrl('/assets/images/zendesk-integration/add-link-ticket-dark.png'),
116+
}}
117+
/>
42118

43-
* * *
119+
- Click **+ Link to Zendesk ticket** to link an existing ticket by entering the ticket's ID or URL.
120+
- Click **+ Add New** to add a new ticket:
44121

45-
## Using the ZenDesk Connector
122+
<ThemedImage
123+
alt="Create ticket form"
124+
sources={{
125+
light: useBaseUrl('/assets/images/zendesk-integration/create-ticket-window-light.png'),
126+
dark: useBaseUrl('/assets/images/zendesk-integration/create-ticket-window-dark.png'),
127+
}}
128+
/>
46129

47-
Once the plugin is installed, it's simple to associate CIs from Device42 with tickets. In Device42, head to any Device, Building, Room, etc. CI of your choice, and scroll all the way to the bottom: ![Add or Link a ZenDesk ticket](/assets/images/Add-Link_ZenDesk_ticket.png)
130+
- Click **Submit**.
48131

49-
Click "Add ZenDesk Ticket" to add a new ticket, or "Link to ZenDesk ticket" to link an existing ticket: ![Create ZenDesk ticket from D42 CI](/assets/images/create_ZenDesk_ticket_D42-1.jpg)
132+
You'll receive email confirmation that the ticket was created. You can now also see your new ticket listed as an attachment:
50133

51-
Click Submit, and you'll get confirmation that the ticket was created (or attached). You'll now also see the your new ticket you just created listed as an attachement, as well: ![ZenDesk ticket attached to D42 CI](/assets/images/ZenDesk-Ticket-Attached-to-D42.jpg)
134+
<ThemedImage
135+
alt="Ticket attached confirmation"
136+
sources={{
137+
light: useBaseUrl('/assets/images/zendesk-integration/ticket-attached-light.png'),
138+
dark: useBaseUrl('/assets/images/zendesk-integration/ticket-attached-dark.png'),
139+
}}
140+
/>
52141

53-
You'll also be able to see any tickets you've created within ZenDesk: ![D42 CI on ZenDesk Tickets](/assets/images/ZenDesk_UI_w_attachements.png)
142+
You'll see any tickets you've created in Zendesk with a link to the associated CI in Device42:
54143

55-
Having accurate IT infrastructure information available is vital to any successful IT project and key for the continued success of just about any organization. Device42's auto-discovery keeps your infrastructure documentation up-to-date, and with the Zendesk connector, your helpdesk can now directly leverage this accurate IT infrastructure information. _With the Device42 - ZenDesk integration, everything your IT staff needs is now right at their fingertips!_
144+
![D42 CI on Zendesk Tickets](/assets/images/zendesk-integration/zendesk-ui-ticket.png)

0 commit comments

Comments
 (0)