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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.