Installed Assets and Incremental Synchronization

The following section discusses:

  • Example: Entering an Installed Asset from CRM HelpDesk

  • Example: Integrating an asset from FSCM to CRM

The following presents an example of entering an installed asset from CRM HelpDesk:

  1. Log on to the CRM database. Access the Installed Products Configuration – Set Up Options page (Set Up CRM, Product Related, Installed Product, Configuration.)

    Image: Installed Products Configuration - Set Up Options page (CRM)

    This example illustrates the fields and controls on the Installed Products Configuration - Set Up Options page (CRM).

    sm_InstalledProductsConfigurationSetUpOptionsCRM Database

    Select the Show Serial Number check box and the Enable Asset Integration with PeopleSoft Financials check box. Save.

  2. Enter an asset. Access the Installed Assets page (HelpDesk, Installed Assets):

    Image: Installed Assets page

    This example illustrates the fields and controls on the Installed Assets page.

    Installed Assets Page (HelpDesk-CRM)
  3. Click the Add Installed Asset button and enter the following information:

    Image: Add Installed Asset Button Page

    This example illustrates the fields and controls on the Add Installed Asset Button Page.

    Add Installed Asset Button Page
  4. Select the SetID from the list, enter the Installed Asset ID, and click the Add Installed Asset button:

    Image: Installed Assets (Installed Product) Page

    This example illustrates the fields and controls on the Installed Assets (Installed Product) Page.

    Installed Assets (Installed Product) Page
  5. Enter a First Name value (Ryan, in this example) and click the Search button. Enter data as shown below:

    Image: Installed Assets (Installed Product) Page with data

    This example illustrates the fields and controls on the Installed Assets (Installed Product) Page with data. You can find definitions for the fields and controls later on this page.

    Installed Assets (Installed Product) Page with Data

    Enter the following values:

    • Product ID = IUT-01

    • Serial ID and Asset Tag = SERIAL123

    • Asset Type = IT Hardware

    • Asset Subtype = DESKTOP

    • Status = Installed; Quantity = 1.0000

      Click the Save button.

  6. Access the Integration Broker Asynchronous Services – Monitor Overview page (PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services, Monitor Overview):

    Image: Asynchronous Services Monitor Overview Page

    This example illustrates the fields and controls on the Asynchronous Services Monitor Overview Page.

    Asynchronous Services - Monitor Overview Page

    Click the Done hyperlink for the Service Operation, SYNC_IT_ASSET:

    Image: Asynchronous Serious — Operation Instances Page

    This example illustrates the fields and controls on the Asynchronous Serious — Operation Instances Page.

    Gateway Properties page
  7. Click on Details link and ensure that the Publication Contract has a Status of Done.

    Image: Asynchronous Details (SYNC_IT_ASSET) Publication Contracts Subscriber Node

    This example illustrates the fields and controls on the Asynchronous Details (SYNC_IT_ASSET) Publication Contracts Subscriber Node.

    SYNC IT ASSET Asynchronous Details page
  8. Click on View XML link and confirm that this is the Installed Asset that you entered by scrolling through the XML and finding your Serial ID.

    Image: Asynchronous Details (IB XML) Publication Contracts

    This example illustrates the fields and controls on the Asynchronous Details (IB XML) Publication Contracts.

    IB XML - Asynchronous Details

    The Done status indicates that it published the XML successfully.

  9. Log into the Financials database and confirm that the asset was integrated and added successfully. Access the Asynchronous Services page in PeopleTools Integration Broker (PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services, Monitor Overview):

    Image: Asynchronous Services Page in PeopleTools Integration Broker

    This example illustrates the fields and controls on the Asynchronous Services Page in PeopleTools Integration Broker.

    Asynchronous Services Page in PeopleTools Integration Broker
  10. Click on the link in the Done column of the SYNC_IT_ASSET Service Operation. Confirm that the Status = Done.

    Click on View XML link:

    Image: Service Operation (IB XML SYNC_IT_ASSET) Subscription Contracts Page

    This example illustrates the fields and controls on the Service Operation (IB XML SYNC_IT_ASSET) Subscription Contracts Page.

    sm_IB XML -SYNC_IT_ASSET Service Operation (Subscription Contracts)

    Scroll through the XML and verify that it is the Installed Asset entered in the CRM database (C920P20 in this example).

  11. Find the asset in PeopleSoft Asset Management. Access the Search for an Asset page (Asset Management, Search for an Asset):

    Image: Search for an Asset Page

    This example illustrates the fields and controls on the Search for an Asset Page.

    Search for an Asset Page

    Enter the Serial ID of the Installed Asset that was created in C920P20 (in this example) and click on Search button. If the asset was created successfully, you should see it in the Search Results section.

Assumption: Integration Broker Nodes for the Financials and CRM database are already created (previous steps).

  1. Add a new routing to the service operation, SYNC_IT_ASSETS. Access the Service Operations - Routings page for the SYNC_IT_ASSETS service (PeopleTools, Integration Broker, Integration Setup, Service Operations. Find the SYNC_IT_ASSETS service operation and click the Routings tab):

    Image: Service Operations (SYNC_IT_ASSET) Routings Page

    This example illustrates the fields and controls on the Service Operations (SYNC_IT_ASSET) Routings Page.

    SYNC It ASSET Service Operations - Routings page

    Create a Routing called ITAM2 (for example) from the Financials to the CRM database. Enter ITAM2 for the Routing Name field and click the Add button (ITAM2 pictured as already created above):

    Image: Create Routing (Financials to CRM) Page

    This example illustrates the fields and controls on the Create Routing (Financials to CRM) Page. You can find definitions for the fields and controls later on this page.

    Create Routing (Financials to CRM) Page

    Enter the following information:

    • Service Operation = SYNC_IT_ASSET

    • Sender Node = E920P41 (in this example)

    • Receiver Node = C920P20 (in this example)

    • Save

  2. Log in to the CRM database and add a new Routing from E920P41 to C920P20 (values in this example) for the SYNC_IT_ASSET Service Operation:

    • Access the Service Operations - Routings page for the SYNC_IT_ASSETS service (PeopleTools, Integration Broker, Integration Setup, Service Operations.)

    • Find the SYNC_IT_ASSETS service operation and click the Routings tab):

      Image: Routings (SYNC_IT_ASSET) Page

      This example illustrates the fields and controls on the Routings (SYNC_IT_ASSET) Page.

      Routings (SYNC_IT_ASSET) Page

      Enter a Routing Name (for example, IT_ASSETS_FROM_FSCM) and click the Add button (shown above as already created):

      Image: Add Routing Name (IT_ASSETS) on Routing Definitions Page

      This example illustrates the fields and controls on the Add Routing Name (IT_ASSETS) on Routing Definitions Page

      Add Routing Name (IT_ASSETS) on Routing Definitions Page

      Click the Save button.

  3. Click on the Parameters tab

    Image: Parameters (INST_PROD_SYNC) Page

    This example illustrates the fields and controls on the Parameters (INST_PROD_SYNC) Page. You can find definitions for the fields and controls later on this page.

    Parameters (INST_PROD_SYNC) Page

    Enter the following information:

    • External Alias: SYNC_IT_ASSET.VERSION_1

    • Message.Ver into Transform 1: SYNC_IT_ASSET.VERSION_1

    • Transform Program 1: RF_AM_IN

    • Message.Ver out of Transforms: INSTALLED_PRODUCT_SYNC.VERSION_1

  4. Test the integration by entering a new asset in the Financials database:

    • Access the Asset Management Basic Add page and add a new value (Asset Management, Asset Transactions, Owned Assets, Basic Add). Enter an Asset Identification (for example: TEST_1) and click the Add button:

      Image: Asset Management — Basic Add Page

      This example illustrates the fields and controls on the Asset Management — Basic Add Page. You can find definitions for the fields and controls later on this page.

      Asset Management Basic Add Page

      Enter the following information:

    • Description: TEST_1

    • Short Description: TEST_1

    • Tag Number: TEST_1

    • Asset Type: Hardware

    • Asset Subtype: DESKTOP

      Click the Operation/Maintenance tab:

      Image: Asset Management Operations Maintenance Page

      This example illustrates the fields and controls on the Asset Management Operations Maintenance Page.

      Asset Management-Operations Maintenance Page

      Enter a Serial ID value (ex: TEST_1) and save the asset.

  5. Access the Asynchronous Services - Publication Contracts page (PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services, Publication Contracts):

    Enter SYNC_IT_ASSET and click the Search button:

    Click the Details link for your transaction:

    Image: Asynchronous Details (SYNC_IT_ASSET) Publication Contracts Subscriber Node C920P20

    This example illustrates the fields and controls on the Asynchronous Details (SYNC_IT_ASSET) Publication Contracts Subscriber Node C920P20.

    Asynchronous Details (SYNC_IT_ASSET) Publication Contracts Subscriber Node C920P20

    The Publication Contract status should be Done.

    Click the View XML link:

    Image: Asynchronous Details (IB XML) Asset ID Page

    This example illustrates the fields and controls on the Asynchronous Details (IB XML) Asset ID Page.

    sm_IB XML - Asynchronous Details (ASSET_ID)

    Scroll through the XML and locate the ASSET_ID tag. Verify the Asset ID value.

  6. Log in to the CRM database and access the Asynchronous Services - Subscription Contracts page (PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services, Subscription Contracts):

    On the Subscription Contracts page, click the Details link.

    Verify that the transaction status is Done.

    Click the View XML link:

    Image: Asynchronous Details (SERIAL_ID) IB XML Page

    This example illustrates the fields and controls on the Asynchronous Details (SERIAL_ID) IB XML Page.

    sm_IB XML - Asynchronous Details (SERIAL_ID)

    Scroll through the XML and find the Asset ID/Serial ID that was created in the Financials database.

  7. Search for the Asset by Serial ID (TEST_1 for the SHARE SetID) from the Installed Assets page (HelpDesk, Installed Assets):

    Image: Search for Asset on Installed Assets Page

    This example illustrates the fields and controls on the Search for Asset on Installed Assets Page.

    sm_Installed Assets Page (Search for Asset)

    Note that the check mark in the Validated check box on this page indicates that the displayed CRM installed asset has been validated (synchronized) with the data from the Financials asset system.