What to check when you use SDM sending data to CM

  • Document ID:KM03764837
  • Creation Date:25-Nov-2020
  • Modified Date:25-Nov-2020
    • Micro Focus Products:
      structured data manager

Summary

Most customers forget to check this out, and this is very important to have clear enough.

Question

 Why this error needs to be documented and exposed?
We have noticed that, customers open cases with support due to SDM is not working with CM about setting using that feature.
 What are the versions being affected?

All under 7.63, and up.
 Why this error needs to be documented and exposed?
      We have noticed that, customers open cases with support due to SDM is not working with CM about setting using that feature.
What are the versions being affected?

All under 7.63, and up.

Answer

 What is needed to check out from SDM side?
 Internet Information Services (IIS) settings
 1. In the IIS Manager, go to the Default Web Site.
 2. Under Default Web Site, double-click on CMServiceAPI.
 3. Click on Authentication tab.
 4. In the Authentication pane, select Basic Authentication, and then, in the Actions pane, click
 Enable.
 5. In the Authentication pane, select Windows Authentication, and then, in the Actions pane,
 click Enable.
 6. Ensure you can access the ServiceAPI URL from the browser where the Structured Data
 Manager is installed.
Check CM version in order to use the proper settings on documentation in SDM.
Check SDM version in order to view certification and CM versions supported.

 

 What is needed to check out from CM side, this is a ‘must’?
This is what customers forget to do..
Check this out with customers

Perform the following:
1. Enable Structured Data Management Integration feature.
a. Open ADMINISTRATION tab in the CM Admin Console.
b. Click System and select Features tab in the System Options window.
c. Click Structured Data Management Integration to enable the feature.
d. Click OK.
Runtime Guide
Chapter 16: Content Manager Integration
Structured Data Manager (7.64) Page 161 of 252
2. Create two New Record Types.
a. Open CM Admin Console.
b. In the left panel, Search for drop down menu. Select Record Types.
c. On the right-side pane, right-click and select New Record Type.
d. Specify Name and select SDM Folder in the Behaves Like drop-down menu.
e. Specify Name and select SDM Document in the Behaves Like drop-down menu.
f. Click Ok.
3. Create a New Category or Classification.
a. Open CM Admin Console.
b. In the left panel, Search for drop down menu. Select Categories.
c. In right-side pane, right-click and select New > New Top Level Item.
d. The New Category dialog box appears.
e. Create Name for the category.
f. Go to Numbering tab, choose the Pattern and specify a Value for the category.
g. Click OK.


 What Notes before finish?
Sometimes customers forget before steps or MF PS did the integration for them, so, after, something change and customer doesn’t know what to do.

Recommendation here is, check everything with customer about settings from SDM and CM side about integration, you will find the issue sticking the integration.