Add and enable an integration instance

To add an integration instance in System 1, follow these steps:

1. Click Tailoring > Integration Manager. Integration Instance Manager opens.
2. Click Add. The Integration Template Selection wizard opens.

3. Select CaseExchangeSM_SM_Pull from the Integration Template list, select the Import Mapping check box, and then click Next.

4. Complete the fields on the Integration Instance Information page as necessary, and then click Next.

   For more information about how to configure this page, see Integration Instance Information fields.

5. In the Integration Instance Parameters page, configure the following settings in the General tab and use the default setup for all the other settings.

   Note You can modify the other fields according to your needs. For more information about how to modify the fields in this page, see Configuration details

   Endpoint System runs Process Designer on the exchanged Object: Select this option if Process Designer is implemented in system 2. Otherwise, do not select this option.

   Base URL: The value of this field represents the base URL of the endpoint API. For example, http://{endpoint server}:13080/SM/9

   User Name and Password: The credentials of the integration account in system 2.

   Note  

   • The Password field must not be empty.
   • This account must be properly configured in system 2. For more information, see Configure the integration account.

6. Click Next. The Integration Instance Fields page opens.

7. Modify the default entries in the SM Fields and Endpoint Fields if you have customized fields. Otherwise, go to the next step.

   Note Endpoint field names must be the same as the caption names in web service CEIncidentsPull. For more information about the caption names configured in CEIncidentsPull, click Tailoring > Web Service > Web Service Configuration in Service Manager. In addition, you can refer to the out-of-box settings of the Field Name field in the Endpoint Fields tab.

8. Click Next. The Integration Instance Mapping page opens.

9. Configure field and value mappings if you have customized fields. Otherwise, go to the next step.

   For more information about how to edit the settings in this page, see the topics under Integration Instance Mapping.

10. Click Finish.

To enable the integration instance, follow these steps:

1. Click Tailoring > Integration Manager. Integration Instance Manager opens.

2. Select the integration instance that you want to enable.
3. Click Enable.
4. Click Yes.