Integrations

Definition, description, and centralized management of interfaces to the IT environment – independent of specific import processes.

Introduction to the “Integrations” Segment

The Integrations segment in Docusnap365 serves to centrally capture and structurally document all external interfaces used in the context of the IT infrastructure. This is not about active data imports, but rather a definitional overview of existing integration points — with the goal of creating transparency, maintainability, and traceability.

Typical use cases include descriptions of (S)FTP accesses, database endpoints, REST APIs, or file shares used or provided by other systems.

Documented Integration Types

The following types of integrations can be documented:

  • (S)FTP
    Definition of file servers with path specifications, authentication, and purpose description.

  • Email
    Description of mailboxes or email addresses used for processing data or sending notifications.

  • NFS
    Network shares based on NFS, including path structure, permissions, and mount configurations.

  • REST API
    REST endpoints with methods, authentication mechanisms (e.g., token, OAuth), used parameters, and example calls.

  • SMB
    Windows network shares (UNC), including paths, access conventions, and usage purpose.

  • SQL
    Database servers with name, type, access credentials, relevant tables/views, and access capabilities.

  • Upload
    Manual provisioning interfaces with information on file formats, target structure, and contacts.

Structured Interface Description

Each integration is documented in Docusnap365 using standardized fields:

  • Name and Type of Integration
    Clearly identifiable designation including assignment to one of the types listed above.

  • Organization and Location
    Assignment to an organizational unit and optionally the physical location of the integration.

  • Description
    Free text explaining the purpose and functionality of the interface.

  • Responsible Person
    Person responsible for operation, maintenance, or support of the interface.

  • Data Format
    Expected or used data format (e.g., JSON, CSV, XML) to clarify the technical design.

  • Execution Type
    Information on the mode of operation or activation (e.g., scheduled, manual, event-based).

  • Links to Systems
    Option to logically connect this interface to systems, services, or applications within the Docusnap365 documentation.

  • Comments & Change History
    Additional information, internal notes, or communication history.

Objectives of Segment Documentation

  • Transparency of Existing Interfaces
    Uniform capture of all communication points with third-party systems — internal and external.

  • Documentation Requirement and Compliance
    Traceability of who can access which systems, where data flows, and on what basis.

  • Maintainability and Troubleshooting
    In case of errors, a central, up-to-date overview of all defined integrations is available.

  • Future-Proofing
    Clear deprecation of outdated interfaces via lifecycle status; assistance with modernization projects.

Conclusion

The “Integrations” segment provides a central platform for the structured capture of all relevant external interfaces — regardless of their technical implementation or activity. It is therefore an essential component of professional IT documentation and forms the foundation for transparency, audits, and efficient collaboration between IT, operations, and development.