Configuring Cross-database Posting

You can use the Notification Server, Mail Client, and transitions to post primary items from one SBM database to another. When an item is posted to another database, a posted item confirmation can be recorded. An additional feature is automatic Transition Triggers, which enable you to transition an item in one database when it is transitioned in another database. Transition Trigger confirmation can also be recorded.

Configuring cross-database posting involves several configuration steps in the source and receiving databases.

Note: The Notification Server and Mail Client do not require any special setup as long as they are configured and running normally.

Configuring the Source Database to Send Posted Items

To configure the source SBM database to post items to an external SBM database:

  1. Verify that the Notification Server and Mail Client are configured and running.
  2. Configure an external database setting in SBM System Administrator, including a configuration for receiving posted item confirmation, and Transition Trigger confirmation if triggers are used. For details, refer to External Database Configuration Dialog Box.
  3. In SBM Composer, create an External Post Item transition for the application workflow used for cross-database posting. Make sure to specify the external database name exactly as you named it when you added in SBM System Administrator.
  4. Map fields between the two databases as described in Mapping Fields for External Post Item Transitions. This step is performed in SBM Composer.
  5. Optionally, set up Transition Triggers in SBM Composer for the application workflow used for cross-database posting.
  6. Deploy the process app that contains the application to the environment for the source database.

Configuring the External Database to Receive Posted Items

To configure the external SBM database to receive items from a source SBM database:

  1. In SBM Application Administrator, configure a mailbox on the Mail Boxes page for the project that will receive items from the external database:
    • Select the Allow External Postings check box to enable e-mail submissions from an SBM external database.
    • Select the Allow External Post Updates check box to allow updates from external SBM databases to be submitted through this mailbox. This check box must be selected if items in the current system will be posted to an external SBM database.
  2. Set up a submitter for the items.
  3. In SBM Composer, create an e-mail submission transition in the receiving application workflow used for cross-database posting.
  4. Optionally, set up Transition Triggers in SBM Composer for the application workflow used for cross-database posting.
  5. Deploy the process app that contains the application to the environment for the receiving database.

Copyright © 2001–2016 Serena Software, Inc. All rights reserved.