---
title: "Apex Integration Guide"
slug: "apex-platform-integration-guide-v8"
updated: 2026-01-22T14:36:34Z
published: 2026-01-22T14:36:34Z
canonical: "help.symphonysummitai.com/apex-platform-integration-guide-v8"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Apex Integration Guide

**Apex** is a new predictive and generative AI-based Enterprise Service Management (ESM) platform to turbocharge productivity, simplify work, and create delightful experiences for end users, IT teams, and executives. Apex delivers responsive, effective, and efficient ESM capabilities with a lightweight architecture to roll out new services and resolve service requests up to 50% faster using generative AI. Curious to learn more about Apex, refer to [Apex Documentation Site](https://help.symphonysummitai.com/summit-platform/docs/overviewproduct).

The latest Service Automation V7SP4 enables integration with Apex which involves a few configuration procedures. Let's dig in and understand in detail.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/SAuto-%20Integration%20with%20Apex.png)

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1724072383289.png)

Figure: Integration with Apex

### I. Install Service Automation V8 to integrate with Apex

To integrate Service Automation V8 and Apex, perform the following steps:

1. In IIS, create an application/virtual directory for UI. Name it ***OrchestrationUI***.
2. In IIS, create an application/virtual directory for API. Name it ***Summit.API.Orchestration***.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700400445550.png)
3. Update DB connection string in API.
4. Update Apex users' details to Service Automation users' table.
5. Update Product name from SUMMIT to SUMMITNTP i. In table ORC_ITSMSettings II. Service Automation API Config
6. Access Service Automation UI URL and log in to the portal.
7. Install and configure **Event Listener Service** and **Execution Service**.

### II. Service Automation navigation and configuration on Apex

Service Automation configuration on Apex requires **Application**, **Service** **Portal,** and a **Widget**. Perform required changes in **Service Portal** and **Widget**.

To configure **Service Portal** and **Widget** to integrate Service Automation with Apex, perform the following steps:

### III. Configurations in Service Automation application

**ITSM** requires an update to the Apex API Base URL. Additionally, the **Data Source** should be configured to retrieve ***Domain***, ***Tenant***, and ***Users***, with a corresponding update to the field mapping for these elements under **Field Mapping.**

Note

Configuring **Domain** API is mandatory, whereas **Tenant** and **Users** are optional.

1. Navigate to **Menu > Integrations > Manage Integrations > ITSM.**
2. On the **ITSM Configurations** page, specify the API base URL in **Base URL** field and validate.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1722602338433.png)

Figure: ITSM Configurations page
3. Navigate to **Menu > Integrations > Manage Integrations > Data Sources.**
4. Specify Apex **API URL**, **Method Type**, **Headers,** and **Payload** to fetch Domain, Tenant, and Caller.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1722602514927.png)

Figure: Data Sources
5. Navigate to **Menu > Integrations > Manage Integrations > Field Mapping.**
6. In the General module, update the data source name and the fields for domain and perform the **Response Mapping** as shown below.

![response%20mapping%20gif](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/response%20mapping%20gif.gif)
7. Update Proxy IP Mapping.