Configure the Change Management Module

  1. Add sysmodtime and orig.date.entered fields to the cm3r table.

    Note: If you are on Service Manager version 9.20 or later, these two fields may already exist in your system sample data. You can skip adding these two fields.

    1. Type dbdict in the Service Manager command line and press Enter.

      The Database Dictionary window opens.

    2. Type cm3r in the File Name field and click Search.

    3. Select cm3r in the File Name section.

      The cm3r dbdict displays.

    4. Click the Keys tab.

    5. Scroll down to the bottom of the form and place your cursor in the empty key.

    6. Click New Field/Key.

      The key.window page opens.

    7. Add a new key to the database table. The key should be of the type "Not Null" and should contain the sysmodtime field. If the Service Manager system uses another field to contain the last modified date/time of the record, use that field instead.

      1. In the key.window page, from the Type drop-down list, select no nulls.

      2. Type sysmodtime in the Fields textbox.
      3. Click Add Key.

    8. Add a new key to the database table. The key should be of the type "Not Nulls" and should contain the orig.date.entered field, for use in the initial load mode (for more information, see the initial-load-state adapter attribute in Configuring the Service Manager Adapter Attributes).

      1. In the key.window page, from the Type drop-down list, select no nulls.

      2. Type orig.date.entered in the Fields textbox.

      3. Click Add Key.

  2. Make sure that the required fields are exposed through the Change Management Web Services:

    1. For Service Manager version 7.01, select Menu Navigation > Tailoring > WSDL Configuration.

      For Service Manager version 7.10, version 9.20 or later, select Menu Navigation > Tailoring > Web Services > WSDL Configuration.

      For Service Manager version 9.40 or later, select Menu Navigation > Tailoring > Web Services > Web Service Configuration.

    2. Type Change in the Service Name field and click Search.

      For OpenText PPM version 9.10 or 9.11, select Change in the Object Name section.

      For OpenText PPM version 9.12 or later, select ChangePPMIntALM in the Object Name section.

    3. Click the Fields tab and add fields with captions and types to the table as follows:

      New Field

      New Caption

      Type

      sysmodtime

      sysmodtime

      DateTimeType

      header,orig.date.entered

      origDateEntered

      DateTimeType

    4. For Service Manager version 9.20 or later, change existing WSDL captions as follows:

      Field

      Original Caption

      New Caption

      header,number

      ChangeID

      changeNumber

      header,brief.description

      Title

      briefDescription

  3. Import the unload file provided with OpenText PPM to set up the Change Management Web service for the integration with OpenText PPM.

    1. Type db in the Service Manager command line and press Enter.

      The Database Manager window opens.

    2. Select More > Import/Load.

      The Service Manager File Load/Import screen opens.

    3. For the File Name field, browse to select the file to load.

      • For integration with OpenText PPM version 9.10 and 9.11, the load file is located at:

        <PPM_Home>\conf\sdi\serviceManagerFiles\sm_operations
      • For integration with OpenText PPM version 9.12 or later, the load file is located at:

        <PPM_Home>\conf\sdi\serviceManagerFiles\PPMIntALMWebService.unl

        Where <PPM_Home> represents the path where the OpenText PPM instance is installed. For example: xyzserver/E/PPMServer.

    4. Click Load FG.

      A message stating that the unload file is loaded displays.

    5. Click Back.