Set up template integrations

You can set up a template integration and use the out-of-the-box microapps or build your own. Before you begin, make sure to review the best practices for configuring application integrations. For a comprehensive list of template integrations and their out-of-the-box microapps, see Template integrations and out-of-the-box microapps.

If you want to build your own integration, see Build a custom application integration.

Best practices for application integrations

Review the following best practices when you prepare to implement a new integration for Citrix Workspace Microapps:

Development

Review development considerations:

  • Consider fees for API service calls. Define what rate of API calls the use case requires. This includes who pays the fees, fee tiers, and an estimation of what your use cases’ rate is.
  • Ensure you have access to the target system.
  • Verify that your app registration can be in your marketplace. Otherwise, every user has to create their own registration.
  • Ensure that you are able to procure an instance of the target system.
  • Do not use private APIs, and do not reverse engineer system-provided APIs.
  • Continue to regression test connectors and track API agreement changes.
  • Verify that data retention time periods that are required are compatible with the defaults for Citrix Cloud.
  • If you use ad blocking software, disable it for Citrix Cloud and Workspace.

Review legal considerations:

  • Review the user agreement.
  • Review restrictions on use of service accounts.
  • Review restrictions on distributions.
  • Retain all agreements that you sign up for and review in a repository.

Security

Review security considerations:

  • Review your organizations minimum security guidelines.
  • Use encrypted communication (HTTPS), with at minimum Transport Layer Security (TLS) 1.2.
  • Check your rate limits.
  • Use a system account with minimum permissions to fetch data (bulk reads).
  • Consider how long you retain data once the sync is not running.
  • Use public APIs for production.
  • OAuth2 is the preferred authentication protocol for this SaaS service.
  • Always use OAuth2 for write-backs.
  • Keep the integration updated. Verify it works and external APIs did not change.

Template integrations and their microapps

The following integrations are available for Citrix Microapps out-of-the-box. Select the target application to go to the details of setting up the integration:

SAP Ariba

Requisition Approval: View requisitions with details that are pending approval, and an action to approve.

SAP Concur

Approvals: Approve pending expense reports or send them back.

Expenses: Search and view expenses.

Itineraries: Search, view, and share itineraries.

Quick Expenses: Search and view quick expenses.

Reports: Search and view your submitted expense reports.

Submit Quick Expense: Create a new quick expense report.

G-Suite Calendar

Calendar Events: Create and preview events.

G-Suite Directory

Directory Admin: Add a new user.

Directory Details: View details of teammates, including new employees and position changes.

Google Analytics

Session Metrics: View sessions and session metrics.

User Metrics: View user metrics.

Jira

Create ticket: Create a new Jira ticket with details.

Tickets: View tickets, add comments, create sub-tasks, and change status and assignee.

MS Dynamics

Accounts: Search, view, and edit accounts.

Appointments: Search, view, and edit appointments.

Cases: Search, view, and edit cases.

Contacts: Search, view, and edit contacts.

Create Account: Create an account.

Create Appointment: Create an appointment.

Create Case: Create a case.

Create Contact: Create a contact.

Create Lead: Create a lead.

Create Opportunity: Create an opportunity.

Create Phone Call: Create a phone call.

Create Task: Create a task.

Leads: Search, view, and edit leads.

Opportunities: Search, view, and edit opportunities.

Phone Calls: Search, view, and edit phone calls.

Tasks: Search, view, and edit tasks.

Power BI

Dashboards: View details of Power BI dashboards.

Reports: View details of Power BI reports.

RSS

Item: Search for and view items.

Salesforce

Accounts: Search for, view, and edit accounts.

Cases: Search for, view, and edit cases that are assigned to you.

Contacts: Search for, view, and edit contacts.

Contracts: Search for, view, and edit contracts.

Create Account: Create a new account.

Create Case: Create a new case.

Create Contact: Create a new contact.

Create Contract: Create a new contract.

Create Event: Create a new event.

Create Lead: Create a new lead.

Create Opportunity: Create a new opportunity.

Create Task: Create a new task.

Events: Search for, view, and edit events.

Leads: Search for, view, edit, and convert leads.

Opportunities: Search for, view, and edit opportunities.

Pending Account Approvals: Search for and approve or reject accounts.

Pending Contact Approvals: Search for and approve or reject contacts.

Pending Contract Approvals: Search for and approve contracts.

Tasks: Search for, view, and edit tasks.

ServiceNow

Approvals: Search and view pending approvals, and approve or reject them.

Change Requests: Search for change requests, view their details, add comments, and update them.

Incidents: Search incidents, view their details, add comments, and update them.

Problems: Search for problems, view their details, add comments, and update them.

Submit Catalog Request: Select items and submit a new catalog request.

Submit Change Request: Submit a new change request.

Submit Delegate: Submit a new delegate.

Submit Incident: Submit a new incident.

Submit Problem: Submit a new problem.

Tasks: Search and view tasks including change requests, incidents, and problems.

SAP SuccessFactors

Directory: Search, view, and edit employees with corresponding details.

Learning: Search, view, share, and register available learning courses.

Tableau

Reports: View details of Tableau reports.

Workday

Approval: Approve expense reports, time-off, and change job requests.

Create PTO Request: Submit a paid time-off (PTO) request.

My Expenses: View a personalized list of expense reports with report details and details of individual expense items.

My PTO Request: View a personalized list of time-off requests.

PTO Balance: View a personalized list of remaining time-off days.

Purchase Orders: View purchase orders with purchase order details.

Zendesk

Add Ticket: Submit Zendesk tickets.

Tickets: View Zendesk tickets with details.

Verify needed entities

After you set up your template integration, use Table to verify your current list of tables stored in the cache and filters that are applied to those tables.

For template integrations, a large quantity of data can be pulled from your integrated applications to the Microapps platform. To better control and limit this amount of data, use the Table page to filter entities for your data synchronization to speed up synchronization.

  1. From the Manage Microapps page, select the menu next to the integration that you want to verify entities for.
  2. Select Edit and then Table.
  3. Select Edit Schema.

    The entities to sync for this integration, and filters that are applied to those tables, are listed. Entities with an information icon are required and cannot be edited.

  4. You can unselect any entities that you do not require.
  5. Select Save.

You are now ready to set and run your first data synchronization.

Set data synchronization

Pull data from your integrated applications to the Microapps platform so that a comparison can be made to the cache. As a best practice, full synchronization is performed every 24 hours and incremental syncs can be configured to pull every five minutes.

  1. From the Manage Microapps page, select the menu next to the integration for which you want to set synchronization.
  2. Select Synchronization.

    How to set data sync

  3. Set Full and Incremental data synchronization values.

    • Full Drops the local cache and pulls all data from the source system.

      Important:

      Running full synchronization can take a long time. We recommend running full synchronization at night or generally during off hours. You can cancel a data synchronization that is in progress at any time by selecting the X icon.

    • Incremental Pulls only changed (new and updated) records. Does not load deleted data.

      Important:

      Not all APIs support incremental synchronization.

  4. Select Save.

Note:

You can also select the arrow icons to run the integrations on demand if necessary.

Trusted certificate authority

Trusted certificates are used to create secure connections to a server. A certificate authority (CA) certifies the ownership of a public key by the named subject of the certificate. CAs acts as a trusted third-party, being trusted both by the owner of the certificate and by the party relying upon the certificate.

For a list of trusted certificate authorities, see Trusted CA list.

Where to go next

If you want a quick start guide to onboarding Citrix Workspace Microapps, see Getting started.

If you want to build your own integration, see Build a custom application integration.

If you want to find out more about working with microapps, see Customize microapps.