Setting Up CRM Integration Broker for Asset Integration

Page Name

Definition Name

Usage

Node Definitions Page

IB_NODE

Create a remote node for the Financials database (for example, E920P41) in your CRM database (if it does not yet exist). Set up default local CRM node (for example, C920P20).

Connectors page

IB_NODECONN

Enter the default Gateway ID and the Connector ID. Ping remote node.

Node Definitions Page

Node Definitions page (FSCM) page

SINGLE_SIGNON

Add the FSCM remote node (E920P41, for example) to the Single Signon setup.

Node Definitions Page

Gateways page

IB_GATEWAY

Select the Local Gateway for the Financials database.

Node Definitions Page

Gateway Properties page

IBGWSIGNON

Access the IntegrationGateway.properties file.

Node Definitions Page

Activating and Configuring the Service Operations for Asset Integration in CRM

IB_SERVICE

Activate the service operations.

Service Operations - Handlers page

IB_SERVICEHDLR

Activate the handlers for the service operations.

Activating and Configuring the Service Operations for Asset Integration in CRM

Service Operations - Routings page

IB_SERVICERTNGS

Add and configure the routings needed for the service operations.

Activating and Configuring the Service Operations for Asset Integration in CRM

Queue Status page

IB_MONITOR_QUEUES

Confirm that the queues that are used in the Asset Integration are running.

Activating and Configuring the Service Operations for Asset Integration in CRM

Follow the steps below for setting up CRM Integration Broker

1. Sign on to the CRM database and access the Node Definitions page (IB_NODE)

  • Create the CRM Default Local Node if not already defined (C920P20, for example): (Navigation: PeopleTools, Integration Broker, Integration Setup, Nodes, Node Definitions.

    Image: Node Definitions page

    This example illustrates the fields and controls on the Node Definitions page.

    Node Definitions Page(CRM Local Node)
  • Create a Node for the Financials database as pictured (for example, E920P41):

    Image: Node Definitions page (FSCM)

    This example illustrates the fields and controls on the Node Definitions page (FSCM).

    Node Definitions Page(Financial Database Node)
  • Default User ID should be the same as the User ID used by the Default Local Node.

  • The User ID is also the same as the one used in the setup of the Gateway Properties for this Node (VP1).

2. Use the Connectors page (IB_NODECONN) to enter the default Gateway ID and the Connector ID

Ping remote node.

Image: Connectors Page

This example illustrates the fields and controls on the Connectors Page.

Connectors Page

Select the following:

  • Gateway ID = the local default Gateway (for example, LOCAL)

  • Connector ID = PSFTTARGET

3. Use the Gateways page (IB_GATEWAY) to select the Local Gateway for the Financials database.

Image: Gateways Page

This example illustrates the fields and controls on the Gateways Page.

Gateways Page

Press CTRL + J and confirm the AppServer URL value. Then click the continue link.

4. Once you are returned to the Gateways page, click the Gateway Setup Properties link:

Image: Gateway Setup Properties

This example illustrates the fields and controls on the Gateway Setup Properties.

Gateway Properties page

Gateway Properties page

Log in with UserID and Password.

  1. Once you click OK, you are directed to the PeopleSoft Node Configuration page.

  2. Find the Node Names for the Default Local Node (C920P20, for example) and the Financials database node (E920P41, for example). Confirm the App Server URL values. Click the Ping Node button to confirm each node. (If you receive No Success, log in to the Financials database (E920P41, in our example) and press CTRL+J to confirm the Application Server URL).

  3. Add the FSCM remote node (E920P41, for example) to the Single Signon setup. Access the Single Signon page (PeopleTools, Security, Security Objects, Single Signon).

Activate and configure the following service operations:

  • COPY_AM_SUBTYPE

  • MANUFACTURER_FULLSYNC

  • COPY_IT_ASSET

  • INSTALLED_PRODUCT_FULLSYNC

  • INSTALLED_PRODUCT_SYNC

  • SYNC_IT_ASSET

  1. Access the Domain Status page and confirm that your Domain is Active (PeopleTools, Integration Broker, Service Operations Monitor, Administration, Domain Status).

  2. Activate the COPY_AM_SUBTYPE service operation. In the CRM database, access the Service Operations - General page (PeopleTools, Integration Broker, Integration Setup, Service Operations. Find the COPY_AM_SUBTYPE service operation):

    Image: Service Operations — General Page (COPY_AM_SUBTYPE)

    This example illustrates the fields and controls on the Service Operations — General Page (COPY_AM_SUBTYPE).

    Service Operations - GeneralPage COPY_AM_SUBTYPE

    Select the Active check box to activate the service operation. Access the Handlers page and make sure that the Status is Active. Access the Routings page and add a new routing that reflects the integration:

    Image: Activate a Service Operation

    This example illustrates the fields and controls on the Activate a Service Operation.

    Activate a Service Operation page

    Supply the new Routing Name and click the Add button.

    You will be directed to the Routing Definitions page for the routing name that you just added:

    Image: Routing Definitions Page (COPY_AM_SUBTYPE)

    This example illustrates the fields and controls on the Routing Definitions Page (COPY_AM_SUBTYPE).

    Routing Definitions Page(COPY_AM_SUBTYPE)

    Make sure the Active check box is selected, supply a description and make sure the Sender Node is the defined FSCM remote node and the Receiver Node is the default local node.

  3. Activate the MANUFACTURER_FULLSYNC service operation. In the CRM database, access the Service Operations – General page (PeopleTools, Integration Broker, Integration Setup, Service Operations. Find the MANUFACTURER_FULLSYNC service operation):

    Image: Service Operations — General Page (Activate MANUFACTURER_FULLSYNC)

    This example illustrates the fields and controls on the Service Operations — General Page (Activate MANUFACTURER_FULLSYNC).

    Activate MANUFACTURER_FULLSYNC(Service Operations - General Page) for CRM

    Select the Active check box. Access the Handlers page and activate the delivered handlers.

    Access the Routings page and add a new routing that reflects the integration:

    Image: Routings Page (MANUFACTURER_FULLSYNC)

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

    Routings Page(MANUFACTURER_FULLSYNC)

    Supply the new Routing Name and click the Add button. You will be directed to the Routing Definitions page for the routing name that you just added:

    Image: Add Routing Name (MANUFACTURER_FULLSYNC)

    This example illustrates the fields and controls on the Add Routing Name (MANUFACTURER_FULLSYNC).

    Add Routing Name(MANUFACTURER_FULLSYNC)page

    Make sure the Active check box is selected, supply a description and make sure the Sender Node is the defined FSCM remote node and the Receiver Node is the default local node.

  4. Activate the COPY_IT_ASSET service operation. In the CRM database, access the Service Operations – General page (PeopleTools, Integration Broker, Integration Setup, Service Operations):

    Image: Service Operations — General Page (COPY_IT_ASSET)

    This example illustrates the fields and controls on the Service Operations — General Page (COPY_IT_ASSET).

    COPY_IT_ASSET - Service Operations-General Page

    Select the Active check box. No need to activate handlers or routings for this service operation. Once the COPY_IT_ASSET message is subscribed, it is transformed to INSTALLED_PRODUCT_FULLSYNC.

  5. Activate the INSTALLED_PRODUCT_FULLSYNC service operation. Access the Service Operations – General page (PeopleTools, Integration Broker, Integration Setup, Service Operations):

    Image: Service Operations — General Page (Activate INSTALLED_PRODUCT_SYNC)

    This example illustrates the fields and controls on the Service Operations — General Page (Activate INSTALLED_PRODUCT_SYNC).

    Activate INSTALLED_PRODUCT_SYNC - Service Operations - General page

    Select the Active check box. Access the Handlers page and activate its handler. Access the Routings page and add a new routing that reflects the integration:.

    Image: Routings page

    This example illustrates the fields and controls on the Routings page.

    Routings(INSTALLED_PRODUCT_FULLSYNC)Page

    Supply the new Routing Name and click the Add button. You are directed to the Routing Definitions:

    Image: Add Routing Name (INSTALLED_PRODUCT_FULLSYNC)

    This example illustrates the fields and controls on the Add Routing Name (INSTALLED_PRODUCT_FULLSYNC).

    Add Routing Name INSTALLED_PRODUCT_FULLSYNC page

    Make sure the Sender Node is the FSCM remote node and the Receiver Node is the CRM default local node.

    Access the Parameters page and complete the Parameters as follows:

    Image: Parameters page

    This example illustrates the fields and controls on the Parameters page.

    Parameters Page(INSTALLED_PRODUCT_FULLSYNC)

    Make sure that the External Alias, messages and transform program read as they are pictured here (the Message.Ver out of Transforms is "INSTALLED_PRODUCT_FULLSYNC.VERSION_1)

  6. Activate the INSTALLED_PRODUCT_SYNC service operation. Use the Service Operations - General page (IB_SERVICE) to activate service operations. (Navigation: PeopleTools, Integration Broker, Integration Setup, Service Operations)

    Image: Service Operations - General Page (Activate INSTALLED_ PRODUCT_SYNC)

    This example illustrates the fields and controls on the Service Operations - General Page (Activate INSTALLED_ PRODUCT_SYNC).

    Activate INSTALLED_PRODUCT_SYNC - Service Operations - General page

    Select the Active check box. On the Handlers page, activate the handler. On the Routings page, add a new routing as in previous steps (call it INSTALLED_PRODUCT_SYNC, for example). Click the Add button:

    You will be directed to the Routing Definitions page:

    Image: Routing Definitions page

    This example illustrates the fields and controls on the Routing Definitions page.

    Routing Definitions Page(INSTALLED_PRODUCT_SYNC)

    Make sure the Active check box is selected. The Sender Node should be the FSMC remote node and the Receiver Node should be the CRM default local node.

    Navigate to the Parameters page and complete the Parameters section as follows

    Image: Parameters page

    This example illustrates the fields and controls on the Parameters page.

    Parameters Page(INSTALLED_PRODUCT_SYNC)
  7. Activate the SYNC_IT_ASSET service operation. In the CRM database, access the Service Operations – General page (PeopleTools, Integration Broker, Integration Setup, Service Operations):

    Image: Service Operations - General page (CRM database)

    This example illustrates the fields and controls on the Service Operations - General page (CRM database).

    SYNC_IT_ASSET(Service Operations - General)Page

    You should not have to activate the handler. Navigate to the Routings page, supply a new Routing Name, INSTALLED_PRODUCT_SYNC_CRM and click the Add button.

    You will be directed to the Routing Definitions page:

    Image: Routing Definitions page

    This example illustrates the fields and controls on the Routing Definitions page.

    Routing Definitions Page(INSTALLED_PRODUCT_SYNC_CRM)

    As pictured, click the Active button. The Sender Node should be the CRM default local node and the Receiver Node should be the FSCM remote node.

    Navigate to the Parameters page and supply the parameters as pictured:

    Image: Parameters page

    This example illustrates the fields and controls on the Parameters page.

    Parameters Page(INSTALLED_PRODUCT_SYNC_CRM)
  8. Use the Queue Status page (IB_MONITOR_QUEUES) to confirm that the queues that are used in the Asset Integration are running. (Navigation: PeopleTools, Integration Broker, Service Operations Monitor, Administration, Queue Status)

    Image: Queue Status page

    This example illustrates the fields and controls on the Queue Status page.

    Queue Status Page(INSTALLED_PRODUCT_SYNC_CRM)

    If the status is Paused (as is the AM_SETUP as pictured), click the Run button.