Setting Up PeopleSoft FSCM for the Integration

Page Name

Definition Name

Usage

Setting Up CRM Integration Broker for Asset Integration

IB_NODE

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

Connectors page

IB_NODECONN

Enter the default Gateway ID and the Connector ID.

Setting Up CRM Integration Broker for Asset Integration

Domain Status page

AMM_MULTIDOM

Confirm that the domain is active.

Setting Up CRM Integration Broker for Asset Integration

Queue Status page

IB_MONITOR_ QUEUES

Confirm the Asset Management queue is active.

Setting Up CRM Integration Broker for Asset Integration

Gateways page

IB_GATEWAY

Select the Local Gateway for the Financials database.

Setting Up CRM Integration Broker for Asset Integration

Gateway Properties page

IBGWSIGNON

Access the IntegrationGateway.properties file.

Setting Up CRM Integration Broker for Asset Integration

PeopleSoft Node Configuration page

PSGTWPROPS_ SEC

Confirm Application Server URLs for CRM and Financials nodes and ping them.

Setting Up CRM Integration Broker for Asset Integration

Activating and Configuring the Service Operations for Asset Integration in FSCM

IB_SERVICE

Activate 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 FSCM

Service Operations - Handlers page

IB_SERVICERTNGS

Verify that the ITAM routing definition that you created displays for the service operation.

Activating and Configuring the Service Operations for Asset Integration in FSCM

Queue Status page

IB_MONITOR_ QUEUES

Verify that the Asset Management queue is active

Setting Up CRM Integration Broker for Asset Integration

The following are the appropriate steps :

  1. Set up the FSCM Default Local Node. Use the Node Definitions page (IB_NODE) to create a remote node for the CRM database (C920P20, for example) in your Financials database (if it does not yet exist).

    Navigation: PeopleTools, Integration Broker, Integration Setup, Nodes, Node Definitions.

    Image: Node Definitions page (set up FSCM node)

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

    Node Definitions Page(FSCM Default Local Node)
  2. Also, create the CRM remote node (for example, C920P20):

    Image: Node Definitions page (set up CRM node)

    This example illustrates the fields and controls on the Node Definitions page (set up CRM node).

    Node Definitions Page(CRM Remote Node)

    The Default User ID should be the same as the User ID for the FSCM node in CRM (for example, E920P41).

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

  3. Click the Connectors tab:

    Image: Node Definitions Page (Connectors Tab)

    This example illustrates the fields and controls on the Node Definitions Page (Connectors Tab).

    Node Definitions Page - Connectors Tab

    Supply a name for the default Gateway (for example: LOCAL). Enter a Connector ID of PSFTTARGET and save your changes.

  4. Use the Gateway Properties page (IBGWSIGNON) to access the IntegrationGateway properties file.

    Navigation: PeopleTools, Integration Broker, Configuration, Gateways, Gateway Setup Properties.

    Image: Gateway Setup Properties Page

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

    Gateway Properties page

    Gateway Properties page

    Log in with UserID and Password.

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

    Find and confirm the App Server URL values for both Node Names: Default Local Node (E920P41 used in this example) and the CRM database node (C920P20, used in this example). Click the Ping Now button to confirm each node. (If you receive No Success, log in to the CRM database (C920P20, for example) and press CTRL+J to confirm the Application Server URL).

  5. Add the CRM remote node (C920P20, for example) to the Single Signon setup. Use the Single Signon page (SINGLE_SIGNON) to add the FSCM remote node (E920P41, for example) to the Single Signon setup.

    Navigation: PeopleTools, Security, Security Objects, Single Signon.

Activate and configure the following service operations:

  • COPY_AM_SUBTYPE

  • MANUFACTURER_FULLSYNC

  • COPY_IT_ASSET

  • SYNC_IT_ASSET

  1. Use the Domain Status page (AMM_MULTIDOM) to confirm that the domain is active.

    Navigation: PeopleTools, Integration Broker, Service Operations Monitor, Administration, Domain Status.

  2. Activate the COPY_AM_SUBTYPE service operation. In the FSCM database, Use the Service Operations - General page (IB_SERVICE) to activate the service operations.

    Navigation: PeopleTools, Integration Broker, Integration Setup, Service Operations

    Image: Service Operations - General Page (Activate COPY_AM_SUBTYPE)

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

    Activate COPY_AM_SUBTYPE - Service Operations-General Page

    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. This service operation (COPY_AM_SUBTYPE) is for Full Sync from FSCM to CRM as part of the initial setup for the integration:

    Image: Adding a Routing (Routings Page — COPY_AM_SUBTYPE)

    This example illustrates the fields and controls on the Adding a Routing (Routings Page — COPY_AM_SUBTYPE).

    Adding a Routing-Routings Page - COPY_AM_SUBTYPE

    Supply the new Routing Name, PUBLISH_AM_SUBTYPE, (for example) 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

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

    Routing Name Added (Routing Definitions) Page

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

    Access the Parameters page and check the External Alias. In FSCM, the routing type should be Outbound and in CRM, it should be Inbound:

    Image: Parameters page

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

    Parameters Page - External PUBLISH_AM_SUBTYPE)
  3. Activate the MANUFACTURER_FULLSYNC service operation. In the FSCM 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 for the integration:

    Image: Routings page

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

    Routing Name (PUBLISH_MFG_SYNC) added - Routing Definitions Page

    Supply the new Routing Name, PUBLISH_MFG_SYNC, (for example) 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

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

    Routing Definitions Page(PUBLISH_MFG_SYNC)

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

    Access the Parameters page and review the External Alias:

    Image: Parameters page

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

    Parameters Page - External Alias(PUBLISH_MFG_SYNC)
  4. Activate the COPY_IT_ASSET service operation. In the FSCM database, access the Service Operations - General page (PeopleTools, Integration Broker, Integration Setup, Service Operations):

    Image: Service Operations — General Page (Activate COPY_IT_ASSET)

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

    Activate COPY IT ASSET - Service Operations - GeneralPage

    Select the Active check box. No need to activate handlers. Access the Routings page:

    Image: Routings page

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

    Routing Name (PUBLISH_ITAM_SYNC) added - Routing Definitions Page

    Add a new Routing Name, PUBLISH_ITAM_SYNC, (for example) and click the Add button.

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

    Image: Routing Definitions page

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

    Routing Definitions Page(PUBLISH_ITAM_SYNC)

    Make sure that the Active check box is selected, supply a description and supply the Sender Node (FSCM local node) and the Receiver Node (CRM remote node).

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

    Image: Service Operations — General Page (Activate SYNC_IT_ASSET)

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

    Activate SYNC_IT_ASSET-ServiceOperations-General Page

    Select the Active check box. Access the Handlers page and activate its handler. Access the Routings page and add new routings for the integration:

    Image: Routings page

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

    Routing Name (INCREMENTAL_PUBLISH_CRM) added - Routing Definitions Page

    Add the Routing Name of INCREMENTAL_PUBLISH_CRM (outbound routing) 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(INCREMENTAL_PUBLISH_CRM)

    Supply a description. The Sender Node is the FSCM node and the Receiver Nodes is CRM node.

    Access the Parameters page:

    Image: Parameters page

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

    Parameters Page(INCREMENTAL_PUBLISH_CRM)

    Add inbound routing, INCREMENTAL_SUBSCRIBE_CRM (for example):

    Image: Routing Definitions page

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

    Routing Name (INCREMENTAL_SUBSCRIBE_CRM) added - Routing Definitions Page

    Sender Node should be the CRM remote node and the Receiver Node is the FSCM local node.

    Access the Parameters page:

    Image: Parameters page

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

    Parameters Page(INCREMENTAL_SUBSCRIBE_CRM)
  6. Use the Queue Status page (IB_MONITOR_ QUEUES) to confirm the Asset Management queue is active.

    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(INCREMENTAL SUBSCRIBE CRM)

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