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Establishing Master ID Databases

This topic lists prerequisites and discusses how to set up master ID databases.

Page Name

Definition Name

Usage

Master ID DB Setup Page

RB_IDMASTER

Designate which systems have the source (or master) object IDs.

XML Test Utility Page

RB_XML_TEST

Test calls between remote databases.

You must first set up number type codes that relate object IDs to databases.

Use the Master ID DB Setup (master ID database setup) page (RB_IDMASTER) to designate which systems have the source (or master) object IDs.

Navigation

select Set Up CRM, then select Common Definitions, then select Integration Rules, then select Remote Data Access, then select Master ID Owner, then select Master ID DB Setup

Important! Use the Master ID DB Setup page to indicate the location of the master database that is responsible for issuing identifiers for customers, contacts, and so on. You must do this on all databases in the community except the master. Failure to do so may result in duplicate customer and contact identifiers.

Field or Control

Definition
Number Type

Select the objects whose IDs will be generated by the master database that appears in the Master Database URL (uniform resource locator) field. You can select the database for generating IDs for customers, contacts, products, sales orders, and quotes.
Master Database URL

Enter the database URL for the master database. When an application must obtain an identifier, it checks this field to see if there is a value. If there is no value, then the system issues the identifier itself, because it is assumed that the database is the master. If there is a value, the system contacts the remote master database for the identifier.

Use the XML Test Utility page (RB_XML_TEST) to test calls between remote databases.

Navigation

select Set Up CRM, then select Common Definitions, then select Integration Rules, then select Remote Data Access, then select XML Test Utilities, then select XML Test Utility

Image: XML Test Utility page

This example illustrates the fields and controls on the XML Test Utility page. You can find definitions for the fields and controls later on this page.

XML Test Utility page

Field or Control

Definition
Transaction

Enter the identifier for the object whose ID generation you want to test. Enter 1 for customers, 2 for contacts, 3 for sales orders, 4 for quotes, and 5 for products. When you press Tab to exit the field, the system enters default values in the first three unlabeled text boxes.

The first unlabeled text box displays the setID or business unit for which the autonumber is to be generated; modify this if you like. Do not modify the other fields.

The second text box displays the next number to be generated. This is always NEXT by default; do not change the value.

The third field displays the zero padding indicator: Y (yes) to suppress leading zeros or N (no) to include leading zeros. You can modify this if you like.

The last two unlabeled fields are not used when testing autonumber generation.
Test

Click the Test button to fetch the next ID number from the external system. The result appears in the Text field. If the object's autonumbers come from the PeopleSoft CRM system (and not an external ID master), the Text field displays the word Local.

Note: This test increments the number in the external system's database.