Exact Synergy Enterprise

How-to: Setting up Exact Central Master Data Management (CMDM) in Exact Lightweight Integration Server (ELIS)

Introduction

Exact Central Master Data Management (CMDM) is now supported in Exact Lightweight Integration Server (ELIS). This document describes the configuration steps required to set up the synchronization between Exact Synergy Enterprise (ESE), Exact Globe+ (EG+), and Exact Globe Next (EGN) in ELIS.

Scope

This document describes the following:

Setting up the Exact Central Master Data Management solution in ELIS
Configuring Exact Central Master Data Management
Add or remove clients for Exact Central Master Data Management in ELIS and Exact Synergy Enterprise (ESE)

Pre-requisites

To start the setup, the server must have the following:

ELIS is installed (for more information on the ELIS installation process, see How-to: Installing Exact Lightweight Integration Server (ELIS).
ESE, EG+, and EGN must be installed.
ELIS Product Endpoint of ESE, EG+, and EGN are set up. To ensure that the back office connection works correctly, you have to define the user credentials, such as the username, password, and domain, during the configuration of the endpoints for ESE, EG+, and EGN.

In addition, the user account that is used when setting up the EG+ and EGN client needs to have the correct administrator rights. For more information about setting up clients, see How-to: Setting up client endpoints for Exact Lightweight Integration Server (ELIS).

Setting up

To install the CMDM solution via FTP, go to the ELIS management console, and then click Check for updates. The following screen will be displayed. The Check for updates screen allows you to download and update the existing version, and install all the dependencies.

Under Solutions on the right panel, select Exact CMDM. The following screen will be displayed:

Click Install under the Action column, and the ELIS management console will download and install the Exact CMDM solution. Once the installation is completed, the installed solution will be displayed on the left panel.

Note: Before configuring the Exact CMDM solution, the ESE, EG+, and EGN product endpoint packages must be installed and configured. For more information on configuring the product packages, see How-to: Setting up client endpoints for Exact Lightweight Integration Server (ELIS).

Configuring

After setting up the Exact CMDM solution, you have to configure and activate the solution before the solution can be used.

To activate the Exact CMDM solution, click Exact CMDM under Solutions on the left panel, and then click Add. The following screen will be displayed:

In the New configuration: Exact CMDM screen, select an ESE product, an EG+ product, and an EGN product or more under the Select client(s) section, and then click Next. The following screen will be displayed:

In the New – Add-on configuration screen, fill in the relevant values. Select the Activate now check box to activate the solution, and then click Save. The following screen will be displayed:

Add or remove clients through CMDM configuration

In ELIS, click the Exact CMDM solution.
Click Client(s).
Click Edit.
Select or deselect the relevant clients from the list. To add a client, you must select at least one Exact Globe+, Exact Globe or Exact Synergy Enterprise client.
In the confirmation pop-up message, click Yes.
In the Edit - Add-on configuration screen, adjust the Name and Description if needed.
Click Save. Restart the service as instructed to avoid any unexpected results while using the solution.

Add or remove clients through ELIS settings in ESE

Go to Modules > System > Setup > Exact Lightweight Integration Server > Solutions.
Click Exact CMDM.
Click the overflow button and click Client(s).
Select or deselect the relevant clients from the list. To add a client, you must select at least one Exact Globe+, Exact Globe or Exact Synergy Enterprise client.
In the confirmation pop-up message, click Yes.
In the Edit - Add-on configuration screen, adjust the Name and Description if needed.
Click Save.