Deploying Software from a Request Offering
If you have Ivanti Automation and Ivanti Endpoint Manager, you can configure a request offering that automatically installs software on an end user's computer. The end user logs in to the Self Service Portal and requests the required item from the Software category of the service catalog, and after the required approvals that you configure in the standard way, the software is automatically installed onto the end user's specified computer.
There are several steps to configuring this.
Setting up Ivanti Automation
You need to install Automation on a computer in your environment that has PowerShell 5.1 or later installed on it. You need to install t he Automation Console and at least one dispatcher and an agent. For more information about installing and using Automation, refer to the separate help available from https://help.ivanti.com.
When you have installed Automation, you need to enable its Dispatcher API.
Enabling the Automation Dispatcher API
From the Ivanti Automation Console, you can enable the Dispatcher API either:
•globally by clicking Setup > Global Settings then under Dispatcher WebAPI double-clicking WebAPI state to display the Edit Setting dialog, or
•for a specific Dispatcher by selecting the required Dispatcher under Topology > Dispatchers, then from the Action menu selecting Dispatchers > Change settings of selected Dispatchers to display the Change settings of selected Dispatchers dialog, then double-clicking WebAPI state under Dispatcher WebAPI.
You can also enable secure communication using HTTPS.
Adding the required Global Variables
Before creating the Automation run books, you need to add the following Global Variables at Library > Variables with the values set to match your environment (determining the value for EPM_PackageCategoryId is described below the table):
| Name | Type |
|---|---|
| General | |
| IvantiServiceManager_API_Key | Text |
| IvantiServiceManager_Tenant_Url | Text |
| EPM | |
| EPM_ClientId | Text |
| EPM_ClientSecret | Text |
| EPM_Host | Text |
| EPM_PackageCategoryId | Text |
| EPM_Password | Password |
| EPM_Username | Text |
| ISM | |
| ISM_APIKey | Text |
| ISM_Password | Password |
| ISM_TenantID | Text |
| ISM_TenantURL | Text |
| ISM_Username | Text |
| Ivanti Automation | |
| IA_Password | Password |
| IA_Username | Text |
| Ivanti Service Manager | |
| Ivanti Service Manager Password | Password |
| Ivanti Service Manager Tenant | Text |
| Ivanti Service Manager Tenant URL | Text |
| Ivanti Service Manager UserName | Text |
To determine the EPM_PackageCategoryId:
1.In Ivanti Automation Console, under Library. click Run Books. The Run Books appear.
2.Expand Software Installation.
3.Right-click Get Category Id for Package, then click Schedule job. The New Job dialog appears.
4.On the Job Parameters tab, enter the required PackageName, then click OK to execute the job.
5.When the job has run, click Job History under Jobs and open the Get EPM Package Category record. The Job dialog opens.
6.On the Tasks tab, select the task and click Details.
7.Click the Console Output tab. The CategoryId for the specified package is reported at the top of the output. Use this value for the EPM_PackageCategoryId global variable.
When you have created the Global Variables, you can create and configure the tasks by creating the separate modules. These modules are included in the run books, which run the set of tasks that execute the required tasks.
Configuring the Modules and Ivanti Endpoint Manager Connector
Before you configure the modules in Ivanti Automation, you need to download and install the Endpoint Manager Connector, which you can find at the Ivanti Marketplace.
To configure the modules and the required run books:
1.In Ivanti Automation Console, under Library. click Modules, then click New. The New Module dialog opens.
2.Enter the module name, then click the Tasks tab.
3.Click Add. The Select Task dialog appears.
4.Expand the PC Lifecycle Management branch, then double-click Ivanti Endpoint Manager - Software (Install). A dialog appears.
5.Set the required parameters, then click the Module Parameters tab.
6.Click AutoCreate to automatically create the parameters, then save the module.
Now that we have a module, we can create the run book.
7.Under Library. click Run Books, then click New. The New Module dialog opens.
8.Enter a Run Book name, then click the Jobs tab, and click Add. The Add Run Book Job dialog opens.
9.Type a Description for the job, then in the What field add the module you created previously.
10.In the Who field, select the agents or teams that will execute t he job.
11.Save and re-open the run book, then click the Run Book Parameters tab.
12.Add and save the following parameters:
| Name | Type |
|---|---|
| EPM_PackageId | Text |
| EPM_PackageName | Text |
| EPM_TargetId | Text |
| ISM_TransactionId | Text |
The Automation setup is complete.
Syncing the Run Books with Service Manager
When you have finished configuring Ivanti Automation, you need to configure the connection between Automation and Service Manager and then sync the run books with Service Manager.
To configure the connection to Ivanti Automation:
1.In Service Manager, open the Ivanti Automation Configuration workspace. The Ivanti Automation Configuration form appears.
2.Enter the connection details to your Ivanti Automation system, then click Save.
When you have configured the connection to Automation, you can sync the run books with Service Manager.
To sync the run books with Service Manager:
1.In Ivanti Automation Console, under Library, click Run Books. The Run Books appear.
2.Expand Software Installation.
3.Schedule Send Runbooks to ISM so that the run books are synced to Service Manager.
To send the packages to Service Manager:
1.In Ivanti Automation Console, under Library, click Run Books. The Run Books appear.
2.Expand Software Installation.
3.Schedule Send Packages to ISM so that the Endpoint Manager packages are sent to Service Manager.
Setting Service Request Approvals
When you have set up Ivanti Automation and Endpoint Manager, you need to set up the Service Request Approvals for the software installation feature.
To set the approvals required for a software package:
1.Log in to Service Manager as Administrator.
2.Open the EPM Automation Package workspace. The EPM Automation Package list appears, showing the software packages that have been imported from Endpoint Manager.
3.Click the software package you want to set the approvals for. The package page appears.
4.Select the Approval Required and License Approval Required check boxes as appropriate.
Selecting Approval Required means that the manager of the self service user has to approve the request.
Selecting License Approval Required means that a member of the License Approver contact group has to approve the request. For more information about contact groups, see Using Contact Groups.
Setting up the Request Offerings
When you have set up the approvals for the service requests, you can configure the Request Offerings for the EPM Automation Packages.
To set up the Request Offerings:
1.Open the Request Offering workspace.
2.In the Browse by Category panel, click Software. The different request offerings provided as default as part the software installation metadata package appear. You can now either update or copy these request offerings to match your EPM software packages.
3.To copy and reconfigure an existing request offering, click 
in the Actions column. The Copy Template dialog appears.
4.Enter a New Template Name, then click Copy. you can now update the new request offering to match your requirements.
5.Click the Design request form tab, and edit the Available Software field.
6.Under Default Value, select Value, then in the drop-down select the required software package from the EPM automation package business object and click OK.
7.Click the Publish Action Access tab to publish the offering, then click Save & Exit.
8.Repeat for your other request offerings.
Requesting a software deployment
When you have completed the setup and configuration described above, end-users can request a software deployment from the Service Catalog.
To request a software deployment from a request offering:
1.Log in as a Self Service User or self service mobile and open the Service Catalog.
2.In the Browse by Category panel, expand Software then click the required sub-category. The Software Installations you have configured appear.
3.Click the Software Installation you want to request. The Service Offering page opens for the requested software.
4.In the Computer drop-down, select the computer you want the software to be installed on. The drop-down lists only those computers associated with the current user.
If the required computer does not appear in the list, type the computer name in the box under the Computer list to log a manual service request.
5.Click Review & Submit. The Review page appears.
6.Click Submit. The request is submitted and sent for the specified approvals.
When the request has been approved, Ivanti Automation fulfills the software deployment without further interaction.