---
title: "APEX Platform Integration Guide"
slug: "apex-platform-integration-guide"
updated: 2023-12-01T11:06:44Z
published: 2023-12-01T11:06:44Z
canonical: "help.symphonysummitai.com/apex-platform-integration-guide"
---
> ## 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 Platform Integration Guide
**Apex** Platform is a new predictive and generative AI-based IT service management/enterprise service management (ITSM/ESM) platform to turbocharge productivity, simplify work, and create delightful experiences for end users, IT teams, and executives. Summit Apex platform delivers responsive, effective, and efficient ITSM/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 Platform, refer to [Summit APEX Platform Documentation Site](https://help.symphonysummitai.com/summit-platform/docs/summit-platform-navigation).
The latest Service Automation V7SP3 enables the integration with Summit Apex ITSM platform which involves a few configuration procedures. Let's dig in and understand in detail.
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### I. Install Service Automation V7SP3 to integrate with Apex
To integrate Service Automation V7SP3 and Apex platform, 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***.
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 Platform
Service Automation configuration on Apex platform 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:
1. Log in to Apex platform and select the **Role** as ***Designer***. Click **Proceed**.
Figure: Role selection
2. Click Settings icon and select Design Studio as shown below.
Figure: Settings - Design Studio
3. Select **Service Automation** Application. Navigate to **Application > Service Portal**.
Select the desired **Domain** and **Sub Domain**. The Service Portal List page is displayed.
 Figure: Application - Service Portal
4. Click the configured **Service Portal****ID** hyperlink to configure or make changes. The configuration must be changed to ***Maintenance*** state to edit or make changes. That can be done by navigating **Publish** stepper and changing the state from ***Published*** to ***Maintenance***.
Click **Update**.
Figure: Publish stepper
5. Click the same ID which is now in ***Maintenance*** state to perform the configuration. In the **General** tab, update all the field details as per requirements and click **Next**.
Figure: General tab
6. In the **Design Portal**, select the Service Automation **Widget** and access the **Settings**.
Do the following changes in **Code >****Javascript**.
```javascript
async function getUrlToRedirect(bodyCSSVariables) {
const res = await fetch("https://localhost/api.orchestration/api/auth/createssopackage", {
method: "POST",
body: JSON.stringify({
"UserId": userSession.id,
"bodyCSSVariables" :bodyCSSVariables
}),
headers: {
'Content-Type': 'application/json; charset=UTF-8',
'Access-Control-Allow-Origin': 'https://integrations.apex.com,'
}
});
return res.json();
};
```
Update the API URL link in ***fetch*** function. Specify the **Apex platform application base URL** under the ***Access Control Allow Origin*** function. 
7. **Save** and **Publish** the Service Portal. Click the **Widget** and navigate to **Service Automation** application.
### III. Configurations in Service Automation application
The **ITSM Configuration** requires an update to the Apex API Base URL. Additionally, the **API Configuration** should be configured to retrieve ***Domain***, ***Tenant***, and ***Users***, with a corresponding update to the field mapping for these elements under **Field Mapping Configuration**.
Note:Configuring **Domain** API is mandatory, whereas **Tenant** and **Users** are optional.
1. Navigate to **Menu > Integrations > Manage Integrations > ITSM Configurations**.
2. On the **ITSM Configuration** page, specify the **Apex** platform application base URL in **Base URL** field and validate.
Figure: ITSM Configurations page
3. Navigate to **Menu > Integrations > Manage Integrations > API Configurations**.
4. Specify Apex **API URL**, **Method Type**, **Headers,** and **Payload** to fetch Domain, Tenant, and Caller.
Figure: API Configurations
5. Navigate to **Menu > Integrations > Manage Integrations > Field Mapping Configurations**.
6. In the General module, update the data source name and the fields for domain and perform the **Response Mapping** as shown below.
7. Update Proxy IP Mapping.
### IV. Trigger a Workflow from Apex Service Management
To initiate a Workflow upon the creation or update of an Incident/Request, the following steps should be performed on Apex platform.
**Pre-requisites:**
- Set up an API Trigger Workflow in Service Automation to retrieve and download request details
- Obtain the SA token
1. To trigger the workflow for service requests log in to Apex Platform as a **Designer**.
To configure an API by using API Trigger URL and its payload, perform the following steps:
1. Navigate to **Settings > Design Studio**.
2. Select **Service Management** Application.
3. In the **Module** drop-down, select **Service Request**.
4. Navigate to **Designers > API Configuration**.
5. Update all the required data. Mention the Service Automation URL to trigger a specific workflow.
6. Use **API Trigger Workflows** request details to configure the API.
Figure: API Configuration page
Figure: API Configurations Details page
To configure a business rule, perform the following steps:
1. Navigate to **Settings > Design Studio**.
2. Select **Service Management** Application.
3. In the **Module** drop-down, select **Service Request**.
4. Navigate to **Designers > Business Rule Designer**.
5. Select the desired **Domain** and **Sub Domain** from the drop-down. Click **New** to configure a new business rule.
6. In the **General** tab, under the **Table** field, select the **Service Catalog** name for which automation has to be configured.
Figure: Business Rule Designer - General tab
7. Specify all the required conditions in the **General**, **Trigger**, and **Condition** tab.
8. In the **Actions** tab, click **ADD API**.
9. In the Add API pop-up, update the information as shown below.
Figure: Add API
### V. View Workflow details on Apex Request/Incident details page
**Prerequisites:**
- Create a new tab named "Automation" for the Request/Incident details form
- Make a note of the Automation tab ID
To view the workflow details, perform the following steps:
1. Log in to Apex platform as an **Analyst** and navigate to **Service Request > Manage Service Request.**
2. In the **Manage Service Request List** page, click the desired **SR ID** by using **Open link in new window** option.
Figure: Manage Service Request List page
3. In the newly opened SR details page, click **Custom Script** from the top panel and select **Page Custom Script**.
Figure: Manage Service Request Details page
4. In the Custom script window, Select **Typescript.** In the **Typescript** window, add /update the below script and update the Automation Tab ID and save the configuration.
```actionscript
$("#tab_orchestration_ZGHW7414").parent().on("click",function(){
setTimeout(function () {
__this.bindClientScript();
}, 1000);
});
```
In Client Script update SA API base URL in variable orchestrationAPIBaseURL and SA UI base URL in variable orchestrationUIURL. Update SA token in _token variable. Figure: Automation tab
5. Log a Service Request for the configured catalog and navigate to **Manage Service Request** and open an SR which has Workflow details. Workflow details are displayed under the Automation tab.
#### Summary of URL Updates
The following segment provides a summary of all URL updates:
- Update **Orchestration UI base URL** in the following:
1.SA API Application Settings Config file
**
2.Apex, Custom Script àPage custom script of IM Manage Incident or SR Manage Service Request àClient Script
*var orchestrationUIURL='https://ntpautomation.symphonysummit.com/orchestrationui';*
- Update **Orchestration API base URL** in the following:
1.SA Angular file
orchestrationui\assets\config\app-config.json
{
"API_Base_Url": "http://localhost/summit.api.orchestration"
}
2.Apex, Custom Script àPage custom script of IM Manage Incident or SR Manage Service Request àClient Script
var orchestrationAPIBaseURL='https://ntpautomation.symphonysummit.com/summit.api.orchestration';
3.Apex, Service Portal à Service Automation Widget àSettingsàCodeà Javascript
Update the SA API base URL in fetch method