K2 Service Types
Service Types refer to the "connectors" available in a particular K2 environment, that allow you to integrate with other systems by using SmartObjects.
The table below lists the standard service types available in K2. You can review the available service types in your environment by using the Service Types screen in K2 Management.
| Product / Technology | Service Type | Can be configured /registered |
Notes |
|---|---|---|---|
Microsoft Products |
|||
| Active Directory |
(Read-only operations) |
New: Yes OOTB: No |
Provides read capabilities for Active Directory entities like Users, Groups and Organization Unit |
|
(Write operations) |
New: Yes* OOTB: No |
Provides write capabilities to Active Directory such as
Service instance is normally registered by the K2 installer, can add additional domains |
|
| Azure Active Directory | Azure Active Directory | Yes * |
Provides the ability to lookup and manage users and groups in Microsoft Azure Active Directory. |
| Dynamics CRM | CRM | Yes |
Provides methods to create, update, delete and list entities with Microsoft Dynamics CRM |
| CRM Functions | No |
Internal service used to retrieve or add CRM attributes or to delete CRM entities. This is used in conjunction with the CRM service |
|
| Exchange Server | Exchange | Yes * | Connects to a Microsoft Exchange server using its REST API. This service uses OAuth authorization and allows you to integrate with Exchange Online whether you have K2 Five or K2 Cloud. |
| Exchange Administration | Yes | Enable or Disable user Mailboxes | |
| Exchange Management | Yes | Integrates with Exchange Calendars, Tasks and Meetings. Calendar: Create new meeting or new appointment in the user’s calendar Task: Create new Exchange task for a user. Note: this is not the same as a K2 task! Meeting: Get conflict information for a specific time or get a suggested meeting time based on time frame and meeting duration | |
| Exchange Metadata | Yes | Internal Service used to retrieve Exchange information | |
| SharePoint | SharePoint | No You must use the SharePoint Registration Wizard | Integrates with SharePoint items using the SharePoint CSOM/REST services (List Items, Documents, Folders , List Item Attachments) Read operations for SharePoint taxonomy and Managed Metadata Service Instances are configured per Site Collection and you may limit which List and Libraries to expose as SmartObjects |
| SharePoint Functions | No | Internal service used to query SharePoint for User Information | |
| SharePoint Integration | No | Internal service used for integration operations between SharePoint and K2 | |
| SQL Server Reporting Services | SQL Reporting Services (Legacy) | Yes | Exposes the “Export” methods for reports published to a SSRS server as SmartObject methods. Service instance is configured for each SSRS site. |
| SQL Server | SQL Server | Yes | Expose SQL database tables, stored procedures, and views as SmartObjects. The available methods will depend on the type of SQL entity being exposed. Service Instances are configured per Database |
Other Products | |||
| salesforce.com | Salesforce | Yes * | Exposes salesforce.com entities for a specific account using a WSDL provided by SalesForce.com Uses K2 SSO for authentication. |
| salesforce.com | Salesforce | Yes * | Exposes salesforce.com entities for a specific account Uses OAuth for authentication. |
| DocuSign | DocuSign | Yes * | Integrates with DocuSign envelopes, documents, recipients, and folders. Note that this service is configured with the DocuSign Feature Activation page in the K2 Management Site. |
| Oracle | Oracle | Yes | Exposes Oracle database entities (Tables, Views, Functions, Packages and Stored Procedures) as Service Objects. Note: The Broker uses the ODP.NET data connector. Please refer to the Oracle Documentation for additional supported version information. SSO authentication is not available for the Oracle Service Broker. |
| SAP | K2 Connect (Only available if K2 connect is installed) | Yes | When K2 connect is installed, SAP BAPIs can be exposed as K2 SmartObjects, allowing for no-code consumption of SAP entities in workflows, reports and supported user interfaces. Note: Only RFC-accessible systems and modules will be available for use. See http://help.k2.com/en/connectmatrix.aspx for more information |
Generic Service Types | |||
| .NET Assemblies | Assembly | Yes | Expose .NET assemblies as Service Objects. Supports serialization and deserialization of complex types. |
| WCF Services | WCF | Yes | Expose WCF (WSDL and MEX) Endpoints as Service Objects. Supports serialization and deserialization of complex types. |
| Web Services | Webservice (SOAP/WSDL) | Yes | Expose Web Services (WSDL) as Service Objects. Supports serialization and deserialization of complex types. |
| OData | OData | Yes | Allows K2 to interact with OData-compliant web service endpoints using .NET serialization/de-serialization. |
| REST | REST | Yes | Allows K2 to integrate with REST endpoints. |
K2 Service Types | |||
| K2 Internal | Identity Service | No | Internal service used by K2 to create and maintain identity provider configuration and schedules. |
| Deployment Service | No** | Internal service used by K2 for K2 Package and Deployment functionality. | |
| K2 Management | No** | Internal service used by K2 for management functions. | |
| Licensing Service | No** | Internal service used by K2 for licensing operations and license audit reporting. | |
| PDF Converter | No** | Internal service used by K2 for converting HTML or dynamic URLs to PDFs. | |
| SmartBox Service | No** | Provides a K2-managed SQL database for storing SmartObject data when there is no existing system that can store the data. (By default, SmartObjects will use the SmartBox provider unless you specifically change the SmartObject to use data from a different system.) | |
| SmartObject Service Functions | No** | Internal service used by K2 to work with service instances and SmartObjects. | |
| Sync Service | No | Provides runtime identity synchronization between an identity provider like Active Directory and the K2 identity cache. | |
| Task Allocation Service | No** | Used for Task Allocation operations and algorithms. | |
| User Role Manager | No** | Provides methods for returning users, groups, roles and security label information from the available security providers. | |
| Workflow Reporting | No** | Provides the data used to generate K2 workflow reports and (optionally) exposes reporting SmartObjects for specific K2 workflow definitions. | |
| Workflow Service | No** | Provides runtime services for K2 workflows, such as starting new processes or opening and completing worklist items for specific events in the workflow. | |
* Configuration processes may differ, see the linked topics for more information. ** Existing service key values are editable. | |||
Deprecated Service Types | |||
| CRM | CRM 4 Entity | Exposed CRM entities (in a Microsoft Dynamics CRM 4 environment) as SmartObjects. | |
CRM 4 Functions | Enabled K2 to interface with Microsoft Dynamics 4 CRM and was used in conjunction with the CRM 4 Entity Service | ||
| SharePoint | SharePoint Service V2 | Provided read and write capabilities to read, update, delete, list and add attachments to SharePoint 2010 and earlier libraries and Lists. | |
SharePoint Content | Enabled integration with the SharePoint 2010 CSOM (Client-Side Object Model) API to manage content in SharePoint, such as list items and documents. | ||
SharePoint Management | Made calls to the SharePoint 2010 CSOM (client side object model) to manage lists, libraries, templates and subsites. | ||