Prerequisites

Prerequisite software for Oracle

If you run the Clarify application on an Oracle database, install the Oracle client before running the connector. The tnsname.oraentry should be updated with the database service name.

Prerequisite software for Microsoft SQL Server

If you are running the Clarify CRM application on the MicroSoft SQL Server database, you need to install the MS SQL Server tools and utilities before running the connector.

Setting up a user account in Clarify CRM

You must create a user account in the Clarify CRM application for the connector. The account can have any valid Clarify CRM username and password. It must have the privileges to retrieve, insert, update, and delete data from the Clarify CRM database.

To set up a user account, follow these steps:

  1. Bring up the Clarify CRM application and log in with system administrator privileges. A typical example of a system administrator login name is "sa".
  2. Click on the Policies and Customers icon.
  3. Click New-->Employee.
  4. Fill in the login name, password, first name, and last name fields on the Employee form with the name of the connector user account. Because the database triggers for the event mechanism are coded with the user name "cw", the name "cw" is recommended for all four fields.

    If you use a different user name, you will need to edit the database triggers to reflect the user name. For information, see "Installing database triggers for event notifications".

    Note that the name for the Clarify CRM user account is the same name that you should enter for the ApplicationUserName connector configuration parameter. For information on setting the configuration properties for the connector, see "Configuring the connector".

  5. Fill in the following required fields in the Employee form:
  6. Click Add-->Done.

Checking Windows date and time format

The Clarify CRM application uses the date format specified in the Windows short date style that appears under Regional Settings, Date in the Control Panel. If InterChange Server is used as the integration broker, the date format must correspond to the date format used in the maps for the business objects for Clarify CRM. WebSphere Business Integration Adapter native maps assume that the Windows short date style is MM/dd/yyyy. If the short date style is MM/dd/yy or any other format, you must change the map rules for the Clarify CRM maps to reflect the new date format and recompile the maps.

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