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Applications Administration Guide > Integration Using ASIs >

Setting Up Account, Contact, and Household ASIs

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This section describes how to set up the prebuilt ASIs for Accounts, Contacts, and Households:

1. Set up outbound and inbound Web services. See Setting Up Web Services for Account, Contact, and Household ASIs.
2. Activate workflows. See Activate Workflows for Account, Contact, and Household ASIs.

Other tasks you may want to perform are:

• Extending ASIs. See Application Services Interface Reference.
• Deactivating fields in the ASIs. See Application Services Interface Reference.
• Customizing ASI workflows. See Siebel Business Process Designer Administration Guide.

Setting Up Web Services for Account, Contact, and Household ASIs

To set up the Web services, you must set up both outbound and inbound Web services for the ASIs. The procedures below show you the steps required for each ASI.

To set up an outbound Web service

1. From the application level menu, choose View > Site Map > Web Services Administration > Outbound Web Services.
2. In the Outbound Web Services list, create a query to display the record with External Account, External Contact, or External Household in the Name field.
3. Verify that the fields in the Outbound Web Services list match those in the following table.

   Namespace	Name	Status
   http://siebel.com/asi/	One of the following: External Account External Contact External Household	Active

4. In the Service Ports list, click New, and enter the following values in the fields of the new record.

   Field	Comments
   Name	Enter a name for the port.
   Port Type	Enter External Account, External Contact, or External Household.
   Transport	Select from the drop-down list.
   Address	When you select a transport, the field will be populated with a template address. Edit the address based on where you are sending the data.
   Binding	If a SOAP header is expected by the receiving application, select SOAP_RPC.

To set up an inbound Web service

1. From Show drop-down list, select Inbound Web Service.
2. In the Inbound Web Service list, create a query to display the record with Siebel Account, Siebel Contact, or Siebel Household in the Name field.
3. Verify that the fields in the Inbound Web Services list match those in the following table.

   Namespace	Name	Status
   http://siebel.com/asi/	One of the following: Siebel Account Siebel Contact Siebel Household	Active

4. In the Service Ports list, review the information in the fields for the service port and make any changes required for your system.
5. In the Operations list, review the information shown and make any changes required for your system.

Activate Workflows for Account, Contact, and Household ASIs

You must activate the following workflow processes used for real-time integration of account, contact and household data:

• Synchronize Account ASI
• Get Account ASI
• Synchronize Contact ASI
• Synchronize Household ASI

For a description of these workflows, see ASI Workflow Descriptions.

To activate workflows used by Account, Contact, and Household ASIs

1. From the application level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
2. In the Workflow Processes list, use a query to find all processes where the Name field contains the word ASI. You can query on *ASI*.
3. For the workflows listed above, activate each workflow process that has the status Inactive.
   1. Select the workflow process record.
   2. Click Revise.

      A copy of the workflow process record is created with a status of In Progress. The copy is automatically selected.

   3. Click Activate.
   4. Verify that the Status is Active.
4. When you are finished activating the workflow processes, restart the server.

For more information about workflow processes, see Siebel Business Process Designer Administration Guide.

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