What’s New in Kinetic Task 3.0 Ben Christenson 3 About Me Ben Christenson Employee at Kinetic...

What’s New in Kinetic Task 3.0Ben Christenson

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About Me

Ben Christenson

Employee at Kinetic Data for 13 years and a member of the Product Development team for the past 7 years

One of the primary architects and developers for Kinetic Task

Longest trip away from 7 month old daughter Charlie

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About You

Who here uses Kinetic Task?

What are you using it for?

What would you like to be using it for?

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What was Kinetic Task?

Packaged with Kinetic Request

Workflow automation engine

1. Accepts input from Kinetic Request

2. Leverages “task handlers”

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What is Kinetic Task 3.0?

Packaged with Kinetic Requestand independently

Workflow automation engine

1. Accepts input from any data source

2. Leverages “task handlers”

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What’s New In Kinetic Task 3.0 Opened up to allow any external source to start a task tree

Source Roots Tree Management Kinetic Security Language (KSL) Pure Java!

What has improved? Installation Consoles API

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What’s New: Source Roots

Source roots Initiate a task process Provide data used by the process

Examples: Kinetic Request ITSM Incident Salesforce Oracle Identity Management

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s New: Source Roots

There are two types of source rootsStandard: task handler provides tree dataDynamic: “consumer” plugin provides tree data

Differ in what is available in the Task Builder menus

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What’s New: Source Roots

Standard @source[‘Name’] @source[‘Group’] @source[‘Id’] @results[‘Start’]

Dynamic @answers @dataset …

(Dynamic)

(Standard)

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What’s New: Source Roots

When should a dynamic source root be used? Already available (Kinetic Request, Kinetic Survey) Dynamic source bindings

When should a standard source root be used? Anytime else

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What’s New: Source Roots

Preparing a source root

1. Write task handler (or consumer) to retrieve information

2. Configure source root to start task processes

3. Register the source with Kinetic Task

Strategy Example

API Call Oracle Identity Management remote task

Remedy Filter Create KS_TSK_Seed record when an Incident is created

Poller Non-modifiable system

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What’s New: Source Roots

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What’s New: Tree Management

Previously used Request for Management*

Tree Management Console Open task builder Edit/Delete Import/Export

* Kinetic Request will continue to manage its trees.

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s New: Tree Management

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What’s New: Tree Management

New Term: Source Group Categorization of trees for a given source Different source roots, different source group May be “composite”

Examples: Kinetic Request: ACME Catalog > VPN Access Remedy: KS_SAMPLE_Incident

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What’s New: KSL

Kinetic Security Language Access control strategy Same technology as task connectors Used by Task 3.0 to restrict API access

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s New: KSL

Origin of KSL Need to restrict access to certain resources Wanted to avoid managing users in yet another place Few clients want to secure things in the same way Generic “No access” messages aren’t helpful

So how does it work?

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What’s New: KSL

Define policies (name, rule, message) Rules are evaluated like a task connector Messages are evaluated like a task parameter

Apply policies to a resource A resource may have multiple policies

Evaluate Policies When a resource is accessed, evaluate each applied policy

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What’s New: KSL

Sample Rules • Restrict to an IP range • Restrict using secret token • Restrict by time of day

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What’s New: KSL

Benefits Flexible – can hook up security to Remedy, AD, or anything else Messages – can be verbose or terse Portable – easy to reuse, or share on Community

Where will you see KSL in the future? Restricting access to console functionality Kinetic Request service items Kinetic Calendar private calendars

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What’s New: Pure Java!

Removed dependencies on the JNI Fully 64bit compatible Does not require any .dll/.so files

What does that really mean?

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s New: Pure Java!

Task runs on anything

Even a Mac! Simplified install

No environment changes

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What’s Improved: Installation

Self-installing .war file replaces installerexecutable Installs on new systems Upgrades existing systems Skips current systems

Configurable data directory

Install or upgrade in less than 5 minutes with a running Tomcat

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s Improved: Installation

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What’s Improved: Admin Console

Removed logging tab in favor of direct links: Manager Log Engine Log Environment Log Worker Logs (zip) All Logs (zip)

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s Improved: Admin Console

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What’s Improved: Task Management Console

Modified to support multiple source roots

New Feature: List recent executions

Remember, Kinetic Request executions can be searched by KSR.

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s Improved: Task Management Console

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What’s Improved: API

Existing API used to create deferral triggers

Expanded to support start triggers Used to trigger source root tree executions

What’s New • Source Roots • Tree Management • KSL • Pure Java!What’s Improved • Installation • Admin Console • Task Management Console • API

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What’s Improved: API

Three options Web Services (SOAP) REST Remedy Form (KS_TSK_Seed)

Same methods for each option Create Start Create Deferred

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What’s Improved: API

Create Start - Initiates a task process Example: Start the task process to handle a new incident

Parameters Values

Source Name Remedy

Source Group KS_SAMPLE_Incident

Source Id INC00000001

Tree Name User Created

Results

Message

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What’s Improved: API

Create Deferred - Updates or completes a deferred task Example: Completes a deferred approval node

Parameters Values

Action Complete

Token AG005056960051rJQmUQPmxIWAUXYJ

Results <results><result name=“Status”>Approved</result></results>

Message Request approved by Ben Christenson on March 1st.

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Summary

Handlers don’t change, Trees don’t change

Dirt simple installation

Now provides automation for any data source Add a new source root in three simple steps

Kinetic Security Language (KSL) Powerful new strategy for security policies Increased adoption in all Kinetic products

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Conclusion

Questions?

Contact Information: Ben Christenson ben.christenson@kineticdata.com 651.556.0937