Share this page

# Configure Service Manager for Integration with OpenText PPM

Before starting these configuration procedures, make sure that the Service Manager server, Service Manager client, and Service Manager Webtier are installed and running.

Note: OpenText PPM can be integrated with multiple instances of Service Manager, if those instances are at the same version. (See the System Requirements and Compatibility Matrix for details) However, the procedures in this section must be performed identically on the multiple Service Manager instances.

Note: If you already integrated Service Manager with OpenText PPM, and you upgrade the integration solution to OpenText PPM 9.12 or later, copy and rename two web service objects in Service Manager as follows to make sure that the integration will continue to work:

- `Change -> ChangePPMIntALM`

- `ChangeTask -> ChangeTaskPPMIntALM`

How to copy and rename the web service objects in Service Manager

1. Log on to Service Manager as system administrator.

2. Select the menu System Navigator > Tailoring > Web Services > Web Service Configuration.

3. Type `Change` in the Service Name field, and click Search.

4. Select Change.

5. Modify the Object Name field from `Change` to `ChangePPMIntALM`.

6. Click Add.

   This creates or adds a new object name called `ChangePPMIntALM` in the Change Web Service based on the system object `Change`.

7. Repeat the above steps to create or add a new object called `ChangeTaskPPMIntALM` based on the system object `ChangeTask`.

Fields related to the integration are exposed in the ChangePPMIntALM web service when using PPM Center version 9.12 and later.

Integration of Service Manager with OpenText PPM requires specific configuration of Service Manager, as described in the following sections.

1. Configure the Change Management Module

2. Associating New Display Actions to the New Processes Loaded

3. Reconfiguring the ChangeManagement Module

4. Configure browsing of Service Manager Changes from a URL

5. Modifying the cm3r.pre.add Trigger

6. Performe the mass update procedure for existing records

7. Updating Service Manager Application Server with Idle Session Timeout and Modifying the falcon User Profile

Before starting this procedure, make sure you review the warning in the section Introduction to Integrating OpenText PPM Requests with Service Manager Changes.

https://admhelp.microfocus.com PPM 8942
Tips to improve your search results... OpenText™ Project and Portfolio Management Help Center PPM Help 26.2-26.3 All View Local Help Center View Online Help Center Version: