Incoming Azure Blob Integration

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Brief Overview

The incoming integration of WalkMe with Azure Blob offers a seamless way to import data from Azure, significantly enhancing user experience through advanced personalization and automated updates.

The integration allows you to bring in a diverse range of attributes from Azure, enabling them to create highly customized content. Any updates to these attributes in Azure are automatically synced with WalkMe, ensuring that the content is always relevant and tailored to your needs, without having to manually update.

Set Up an Incoming Integration with Azure Blob

Step 1: Access the Integrations page in Insights Classic

1. Navigate to Insights Classic: https://insights2.walkme.com/
2. Select the system you would like to setup the integration on from the Monitored Systems widget
3. Click the Integrations tab in the sidebar
4. Click Azure Blob to WalkMe under Incoming Integrations

5. Click the NEW INTEGRATION button to get started

Step 2: Create a Source

The next step is to create a source in Azure Blob. Meaning, from where the files will be received by WalkMe.

This step can be also performed during Step 3 when adding a new integration.

Information needed to enter:

• Source Name: A name to recognize the file source location
• Account Name: The name of the relevant Storage Account in Azure Blob
• Container Name: The name of the relevant container within the Storage Account in Azure Blob
• Authentication Method: Select a secure  authentication method to verify user or system identity when accessing Azure Blob storage
  • If SAS (Shared Access Signature) Token is selected, you will be promoted to enter the following:
    • SAS Token = the SAS token generated for the relevant Storage Account
  • If Microsoft Entra ID is selected, you will be promoted to enter the following:
    • Client ID = a unique identifier assigned to your application by Azure Active Directory to recognize it during the authentication process
    • Client Secret = a confidential key or password used by your application in conjunction with the Client ID to authenticate itself to Azure Active Directory
    • Tenant ID = a unique identifier for your organization's instance of Azure Active Directory, specifying the directory in which your application is registered and authenticated

** The “Container Path” is an optional field.

Step 3: Add New Integration

Adding a new integration can be completed in 3 simple steps:

1. Set Source → Choose a source from the dropdown or create a new source as described in step 1
   • Additionally, enter the Path & File Name
2. Map Columns → Choose a unique user identifier to establish data synchronization between Azure Blob and WalkMe
   • Then, select the properties you wish to import into WalkMe, ensuring they are correctly mapped to their respective property types (string, number, boolean, etc.)
   • If necessary, you can also rename the properties at this stage
3. Schedule and Save → Specify the integration's name and determine if you wish to schedule it to run at specified intervals
   • Upon clicking Save, a new integration will be generated. You can choose to execute it manually upon request or set it for automated execution at defined intervals