Applications Administration Guide > Integration Using ASIs >
Setting Up Account, Contact, and Household ASIs
This section describes how to set up the prebuilt ASIs for Accounts, Contacts, and Households:
- Set up outbound and inbound Web services. See Setting Up Web Services for Account, Contact, and Household ASIs.
- 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 that follow show you the steps required for each ASI. To set up an outbound Web service
- Navigate to the Administration - Web Services screen > Outbound Web Services view.
- 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.
- Verify that the fields in the Outbound Web Services list match those in the following table.
|
|
|
http://siebel.com/asi/
|
One of the following: External Account External Contact External Household |
Active |
- In the Service Ports list, click New, and enter the following values in the fields of the new record.
|
|
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
- Navigate to the Administration - Web Services screen > Inbound Web Services view.
- 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.
- Verify that the fields in the Inbound Web Services list match those in the following table.
|
|
|
http://siebel.com/asi/
|
One of the following: Siebel Account Siebel Contact Siebel Household |
Active |
- In the Service Ports list, review the information in the fields for the service port and make any changes required for your system.
- 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
- See Siebel Business Process Designer Administration Guide.
|