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  •     QAD Glossary

  • Configuring QXtend for Integration
    This section explains how to configure QXtend to enable data transfer between QAD EE and QAD CRM. It involves various settings in QAD EE, QXtend Outbound, and in QXtend Inbound.
    1
    Configure Event Daemon settings using Event Daemon Configure in the .NET UI.

    Event Daemon Configure
    Instances
    Enter 5.
    Log-in ID for this Daemon/Password for this Daemon
    Enter the log-in ID and password for this daemon.
    Daemon Log File
    Specify the Daemon log file; for example, /qad/mfgpro/93/crm/work/EventDaemon.log.
    Daemon Start Directory
    Specify the Daemon start directory; for example, /qad/mfgpro/93/crm/work/. Make sure that the directory has write permission.
    2
    Create event destination using Event Destination Create in the .NET UI.

    Event Destination
    Note: The Modify function is shown here to provide an example of values to enter in the Event Destination-Create function.
    Destination Name
    Enter qadcrm.
    Destination Type
    Choose Direct AppServer.
    AppServer Connection
    Specify the AppServer Connection QXtend Outbound SI AppServer connection string; for example:
    AppServer://coli45.qad.com:42398/testsfm93qxoSIapp
    Where coli45 is the AppServer host name; 42398 is the NameServer port number; testsfm93qxoSIapp is QXtend Outbound SI AppServer broker name.
    AppSever Procedure
    Enter com/qad/qra/si/RPCRequestService.p
    3
    Create event configuration for the following components in all the entities of all the integrated components using Event Configuration Create in the .NET UI:
    Business Relation
    Supplier
    Customer
    Customer Ship-To
    End User
    Domain
    Domain Property
    Currency
    Exchange Rate
    User
    Repeat the above steps for all the entities of all the domains available in QAD Enterprise Applications.

    Event Configuration Create
    Component
    Choose one of the above-mentioned components in the list by searching for it using the Component Label field; for example, choose Business Relation.
    Publish Any Update.
    Select this option.
    Object Status
    Leave the field blank.
    Destination Name
    Enter qadcrm.
    Active
    Select this option.
    4
    Start the event daemon using the Event Daemon Start. When the event daemon is started, the system displays the message: The daemon is successfully started.
    5
    Update CRM application code using System Maintain in the .NET UI. In System Maintain, specify QAD EE as the application ID.
    Configuring QXtend for Integration (if QXtend Version is 1.6.3 or Later)
    To configure QXtend for integration,
    1
    Take backup of the following xml template files from dir QADCRMInstallDir \ compile\integration\eb3\templates\.
    qadcrmdefaultConfiguration.xml
    qadcrmconfigureSourceApplication.xml
    qadcrmconfigureProfile.xml
    qadcrmconfigureOthers.xml
    2
    Make sure the source application type QADEE, source application QADERP, and business objects are already created and configured. To verify this:
    a
    In a Web browser, enter the QXtend Outbound URL; for example, http://qaddemo:8080/qxo/.
    b
    In the QXtend Outbound main page, click Configuration.
    c
    Expand Source Applications.
    d
    Make sure the source application type QADEE is available and source application QADERP is created under source application type QADEE.

    If it does not exist, go to step 3; otherwise, go to step 4.
    3
    Load default configuration:
    a
    Open qadcrmdefaultConfiguration.xml from dir QADCRMInstallDir \ compile\integration\eb3\templates\ in Notepad and modify the entries highlighted under SourceApplicationType and licenseManager sections with the corresponding values and save the xml file.

    Source Application Type Section

    License Manager Section
    b
    Copy modified qadcrmdefaultConfiguration.xml to QXtend Inbound configService dir; for example, \dr01\tomcat\8080\webapps\qxi\WEB- INF\configService
    c
    In a Web browser, enter the QXtend Inbound URL; for example, http://qaddemo:8080/qxi
    d
    In the QXtend Inbound main page, click QXtend Manager, select Functions|Test Harness|QXtend Config Service, and enter Configuration File as qadcrmdefaultConfiguration.xml, User Name as admin, and Password as mfgpro and click Submit to load the xml file.

    e
    Refresh QXtend Outbound URL and verify source application type QADEE is available and source application QADERP is created under source application type QADEE.
    4
    Configure Source Application for QAD CRM
    a
    Copy qadcrmconfigureSourceApplication.xml from dir QADCRMInstallDir \ compile\integration\eb3\templates\ to QXtend Inbound configService dir.
    b
    In a Web browser, enter the QXtend Inbound URL.
    c
    In the QXtend Inbound main page, click QXtend Manager and select Functions|Test Harness|QXtend Config Service and enter Configuration File as qadcrmconfigureSourceApplication.xml, User Name as admin and Password as mfgpro and click Submit to load the xml file.
    5
    Configure profiles for QAD CRM.
    a
    Copy qadcrmconfigureProfile.xml from dir QADCRMInstallDir \compile\integration\eb3\templates\ to QXtend Inbound config Service directory.
    b
    In a Web browser, enter the QXtend Inbound URL.
    c
    In the QXtend Inbound main page, click QXtend Manager and select Functions|Test Harness|QXtend Config Service, and enter qadcrmconfigureProfile.xml for Configuration File, User Name as admin and Password as mfgpro and click Submit to load the xml file.
    6
    Configure Others for QAD CRM.
    a
    Open qadcrmconfigureOthers.xml from dir QADCRMInstallDir \compile\integration\eb3\templates\ in Notepad and modify the highlighted entries for connection pool ee-crm with the QAD CRM AppServer details and save the xml file.
    In the following example, qaddemo is AppServer host name, 5162 is the NameServer port number, crm_ASlive is the QAD CRM AppServer broker name, demo is user id and 12/9fVy87Uw= is the password.
    b
    Copy qadcrmconfigureOthers.xml from dir QADCRMInstallDir \compile\integration\eb3\templates\ to QXtend Inbound configService dir.
    c
    In a Web browser, enter the QXtend Inbound URL.
    d
    In the QXtend Inbound main page, click QXtend Manager and select Functions|Test Harness|QXtend Config Service and set Configuration File to qadcrmconfigureOthers.xml, User Name as admin and Password as mfgpro and click Submit to load the xml file.
    Configuring QXtend for Integration (if QXtend Version is earlier than 1.6.3)
    Configuring QXtend Outbound for integration
    1
    Create source application for QAD CRM integration.
    a
    In a Web browser, enter the QXtend Outbound URL; for example, http://coli47.qad.com:10040/testcrm93qxo/.
    b
    In the QXtend Outbound main page, click Configuration.
    c
    Expand Source Applications.
    d
    Make sure that source application type QAD EE is created. If it does not exist, create one with the following details:
    Name as QADEE
    Description as QAD Enterprise Edition
    Active selected
    Use RowIDs deselected
    Direct Data Publish (DDP) only deselected
    e
    Create a new source application. Specify QAD EE as the code and leave AppServer parameters blank.
    f
    If QXtend version is 1.6.2.6 or later, create the following databases:
    Add one database and specify Name of qaddb database (for example, sfm93t_mfg), Connection Parameters (for example, -H coli40 -S sfm93t_mfg-server, where coli40 is the database host name and sfm93t_mfg-server is the service name created for the qaddb database) and Logical name of mfg database as qaddb.
    Add database and specify Name of qxevents database (for example, sfm93t_qxe), Connection Parameters (for example, -H coli40 -S sfm93t_qxe-server, where coli40 is the database host name and sfm93t_mfg-server is the service name created for qaddb database) and Logical Name (for example, qxevents)

    Set Up Databases
    g
    Make sure default event types are imported. If not, import event types by selecting the Import button.

    Import Event Type
    h
    Create event types for CRM integration for the following objects using Events Create, Modify, and Delete.
    BBusinessRelation
    BCreditor
    BCurrency
    BDebtor
    BDebtorEndUser
    BDebtorShipto
    BDomain
    BDomainProperty
    BExchangeRate
    BUser
    2
    Configure schemas, business objects, and profiles.
    If you are using QXtend 1.6.2.6 or later, use the following steps to load business objects and profiles:
    a
    Go to the QXtend Outbound main page.
    b
    Click the Configuration tab.
    c
    In the left pane, choose Utilities|XML Import.
    d
    In the XML Import screen, specify QADEE/*/* in the XML to Load field.
    e
    Click Load to import business objects and profiles.

    XML Import
    If your QXtend version is earlier than 1.6.2, use the following steps:
    a
    Go to the QXtend Outbound main page.
    b
    Click the Business Objects tab.
    c
    Select the App Type created earlier, such as QAD2008EE-FIN.
    d
    Click the New button.

    Load Schema
    Schema File
    Copy the bbusinessrelation-ERP3_1.xsd schema file from Qxtend Inbound webapp folder to a temp folder on your Deployment server, for example, QADCRMInstallDir\temp
    For example, the schema file could be copied from /devcru93qxi/WEB-INF/schemas/QADEE/bbusinessrelation-ERP3_1.xsd
    to c:\qadcrm\temp folder
    Where devcru93qxi is the Qxtend Inbound webapp folder and c:\qadcrm is the CRM installation folder.
    Now specify the above location (for e.g. c:\qadcrm\temp) as the schema file for the business relation.
    QAD Financials
    Select QAD Financials.
    Rename Profile Nodes
    Leave this option deselected.
    e
    Click Load to load the schema.
    f
    Repeat steps d and e to load schemas for the following components:
    BCreditor
    BDebtor
    BDebtorShipto
    BDebtorEndUser
    BDomain
    BDomainProperty
    BCurrency
    BExchangeRate
    BUser
    g
    In the left pane, select the profile radio button.
    h
    Select default profile for business relation.
    i
    Click Copy to create a new profile for CRM integration.

    Create Profile
    Name
    Enter a profile name, such as BBusinessRelationCRM.
    QDoc Name
    Enter a QDoc name in lower case; for example, bbusinessrelation.
    QDoc Version
    Enter ERP3_1.
    Type
    Choose Data Synchronization.
    j
    Make sure that all the ID fields are included for the BBusinessRelation profile. To do this, select the profile and click the Edit button to select check boxes for ID fields; then click Save.
    k
    Repeat steps h through j to create profiles for all the following components:
    BCreditor
    BDebtor
    BDebtorShipto
    BDebtorEndUser
    BDomain
    BDomainProperty
    BCurrency
    BExchangeRate
    BUser
    3
    Create a new subscriber
    a
    Go to the QXtend Outbound main page.
    b
    Click the Configuration tab.
    a
    In the left pane, click Subscriber.
    b
    Click New to create a new subscriber.

    Create Profile
    Subscriber Code
    Enter qadcrm.
    Allow superseded
    Select this option.
    Sending Option
    Choose Send Immediately.
    Communication Method
    Choose QXtend Web Service.
    XML syntax
    Choose QDoc 1.1.
    Tomcat Host
    Enter the Tomcat host name.
    Tomcat Port
    Enter Tomcat host port.
    Webappname
    Enter the Inbound Webappname; for example, testcrm93qxi.
    HTTP Version
    Enter 1.1.
    Receiver Name
    Specify the QXtend Inbound receiver name.
    Destination Domain
    Leave this field blank.
    Destination Entity
    Leave this field blank.
    Scope Transaction
    Leave this option deselected.
    c
    Click Register Profiles.
    d
    Select all the profiles created for CRM from the list on the right and click Add the Profiles.
    e
    Click Register Src Apps and select Source Application.
    f
    Click Save.
    4
    Configure Message Sender.
    a
    Go to the QXtend Outbound main page.
    b
    Click the Configuration tab.
    c
    From the left pane, click Message Sender.
    d
    Select an available message sender under Message Sender. Create one if no default message sender exists.
    e
    Select the Lookup button.
    f
    Select newly created Subscriber and click Add.
    g
    Click save to save the details.

    Create Message Sender
    5
    Configure Message Publisher.
    a
    Go to the QXtend Outbound main page.
    b
    Click the Configuration tab.
    c
    From the left panel, click Message Publisher.
    d
    Select available message Publisher under Message Publisher. Create one if default one does not exist.
    e
    Click the Lookup button.
    f
    Select App Type QAD EE.
    g
    Select BusinessObjects created for CRM integration and click Add to include it in the Message publisher.

    Configure Message Publisher
    Configuring QXtend Inbound for Integration
    1
    Load Business Components schemas for CRM integration only if QXtend version is prior to 1.6.2.6.
    a
    Go to the QXtend Inbound main page.
    b
    Go to the Configuration tab.
    c
    Select Schemas from the left pane.
    d
    Select QAD2008EE under schemas
    e
    Click Add.
    f
    Select Continue Configuration update without suspending QXtend Inbound.

    Configure Message Publisher
    XML syntax
    Select Qdoc 1.1.
    Route
    Select SI API Adapter.
    Request Path
    Enter the following:
    QADCRMInstallDir \temp\bbusinessrelation-ERP3_1.xsd
    This assumes that you have followed the instructions listed under step Load Schema in the Qxtend Outbound setup in the previous section.
    Response Path
    Leave this field blank.
    WSDL Path
    Leave this field blank.
    Procedure
    Enter qadcrmbusinessobjmanager.r.
    Method Name
    Enter createBusinessObjectMessage.
    Custom/Standard
    Select Custom.
    g
    Click Next.
    h
    Select the receiver ee-crm specified during subscriber configuration.
    i
    Repeat the above steps to load schemas for the following components:
    BCreditor
    BDebtor
    BDebtorShipto
    BDebtorEndUser
    BDomain
    BDomainProperty
    BCurrency
    BExchangeRate
    BUser
    2
    Create New Receiver for data transfer from QAD EE to QAD CRM.
    a
    Go to the QXtend Inbound main page.
    b
    Go to the Configuration tab.
    c
    Select Receivers from left pane.
    d
    Select QADEE if QXtend Version is prior to 1.6.2.6; otherwise, select CRM.
    e
    Click New.

    Add Receiver
    f
    Select Continue Configuration update without suspending QXtend Inbound.
    g
    Specify the receiver name as ee-crm.
    h
    Leave licensed domains blank.
    i
    Click Next.
    j
    Select the following QDocs from Standard APIs if QXtend version is 1.6.2.6 or later; otherwise select Qdocs from custom APIs.
    BBusinessRelation
    BCreditor
    BDebtor
    BDebtorShipto
    BDebtorEndUser
    BDomain
    BDomainProperty
    BCurrency
    BExchangeRate
    BUser
    3
    Create New Connection for data transfer from QAD EE to QAD CRM.
    a
    Go to the QXtend Inbound main page.
    b
    Go to the Connection tab.
    c
    Expand Add connection pool.
    d
    Click Add SIAPI pool.

    Add Receiver
    Pool Name
    Enter the same name as the receiver name, such as ee-crm.
    AppServer Name
    Enter the AppServer name created when you set up the AppServer environment; for example, testsfm93SIapp.
    Host
    Enter the AppServer host name.
    Port
    Enter the NameServer port number.
    e
    Click Save.
    4
    Create new receiver for data transfer from QAD CRM to QAD EE.
    a
    Go to the QXtend Inbound main page.
    b
    Go to the Configuration tab.
    c
    Select Receivers from the left pane.
    d
    Select QADEE and Click New.
    e
    Select Continue Configuration update without suspending QXtend Inbound.
    f
    Specify crm-ee as the receiver name and leave licensed domains blank.
    g
    Select following QDocs from Standard APIs:
    BBusinessRelation
    BCreditor
    BDebtor
    BDebtorShipto
    BDebtorEndUser
    BDomain
    BDomainProperty
    BCurrency
    BExchangeRate
    BUser

    Select QDocs
    5
    Create New Connection for data transfer from QAD CRM to QAD EE.
    a
    Go to the QXtend Inbound.
    b
    Go to the Connection tab.
    c
    Expand Add connection pool.
    d
    Click Add Fin API pool.

    Create Connection
    Pool Name
    Specify the same name as the receiver name such as crm-ee.
    AppServer Name
    Specify QAD EE Financial AppServer broker name; for example, QFtestsfm93app.
    Host
    Enter the AppServer Host name.
    Port
    Enter the NameServer port number.
    User/Password
    Enter the user and password.
    e
    Click Save.