Service Types

Service Types refer to the "connectors" available in a particular environment, that allow you to integrate with other systems by using SmartObjects.

Microsoft Azure Active Directory is now Microsoft Entra ID


The table below lists the standard service types available in the product. You can review the available service types in your environment by using the Service Types screen in Management.

For updated and additional information on integration and compatibility with other technologies, please refer to the Product Compatibility, Integration and Support Matrix.
Product / Technology Service Type Can be configured
/registered
Notes

Microsoft Products

Active Directory

Account Management

(Read-only operations)

New: Yes

OOTB: No

Provides read capabilities for Active Directory entities like Users, Groups and Organization Unit

AD Service2

(Write operations)

New: Yes*

OOTB: No

Provides write capabilities to Active Directory such as

  • Create, update or disable a User Account
  • Add or remove a user from groups
  • Create, update, or delete a group
  • Add or remove users from a groups

Service instance is normally registered by the 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 ExchangeYes *

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 Nintex Automation 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 task! Meeting: Get conflict information for a specific time or get a suggested meeting time based on time frame and meeting duration

Exchange MetadataYes

Internal Service used to retrieve Exchange information

Microsoft TeamsMicrosoft TeamsYes*The JSSP-based Microsoft Teams connector allows you to create, update, list, and read objects in Microsoft Teams, including: teams, channels, tabs, and apps.
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 FunctionsNo

Internal service used to query SharePoint for User Information

SharePoint IntegrationNo Internal service used for integration operations between SharePoint and the product
SQL Server Reporting ServicesSQL 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 ServerSQL 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.comSalesforceYes *

Exposes salesforce.com entities for a specific account using a WSDL provided by SalesForce.com

Uses SSO for authentication.

salesforce.comSalesforceYes *

Exposes salesforce.com entities for a specific account

Uses OAuth for authentication.

DocuSignDocuSignYes *

Integrates with DocuSign envelopes, documents, recipients, and folders. Note that this service is configured with the DocuSign Feature Activation page in the Management Site.

Nintex AssureSignNintex AssureSignYes

Integrates with Nintex AssureSign through SmartObjects.

OracleOracleYes

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

Nintex K2 connect

(Only available if Nintex K2 connect is installed)

Yes

When Nintex K2 connect is installed, SAP BAPIs can be exposed as 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 https://help.k2.com/en/connectmatrix.aspx for more information

Generic Service Types

.NET AssembliesAssemblyYes

Expose .NET assemblies as Service Objects. Supports serialization and deserialization of complex types.

WCF ServicesWCFYes

Expose WCF (WSDL and MEX) Endpoints as Service Objects. Supports serialization and deserialization of complex types.

Web ServicesWebservice (SOAP/WSDL)Yes

Expose Web Services (WSDL) as Service Objects. Supports serialization and deserialization of complex types.

ODataODataYes

Allows the product to interact with OData-compliant web service endpoints using .NET serialization/de-serialization.

RESTRESTYes

Allows the product to integrate with REST endpoints.

Service Types

K2 InternalIdentity ServiceNo

Internal service used by the product to create and maintain identity provider configuration and schedules.

Deployment ServiceNo**

Internal service used by the product for Package and Deployment functionality.

ManagementNo**

Internal service used by the product for management functions.

Licensing ServiceNo**

Internal service used by the product for licensing operations and license audit reporting.

PDF ConverterNo**

Internal service used by the product for converting HTML or dynamic URLs to PDFs.

SmartBox ServiceNo**Provides a product-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 FunctionsNo**

Internal service used by the product to work with service instances and SmartObjects.

Sync ServiceNo

Provides runtime identity synchronization between an identity provider like Active Directory and the K2 identity cache.

Task Allocation ServiceNo**Used for Task Allocation operations and algorithms.
User Role ManagerNo**

Provides methods for returning users, groups, roles and security label information from the available security providers.

Workflow ReportingNo**

Provides the data used to generate workflow reports and (optionally) exposes reporting SmartObjects for specific workflow definitions.

Workflow ServiceNo**

Provides runtime services for 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 the product 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.

DropboxCloud Storage

Configure a Cloud Storage service instance to manage files and folders inDropbox.

Google DriveCloud Storage

Configure a Cloud Storage service instance to manage files and folders inGoogle Drive.

BoxCloud Storage

Configure a Cloud Storage service instance to manage files and folders in

Box
OneDriveCloud Storage Configure a Cloud Storage service instance to manage files and folders in OneDrive.