Archer User Profile and Contact Synchronization

You must import and schedule each use case data feed that you want to use. See Setting Up Data Feeds for complete information.

Test the application according to your company standards and procedures, to ensure that the use case works with your existing processes.

Before you upload a JavaScript file, you must configure JavaScript Transporter settings in the Archer Control Panel.

1. On the General tab, go to the JavaScript Transporter section.

   1. Open the Archer Control Panel.

   2. Go to Instance Management and select All Instances.

   3. Select the instance you want to use.

   4. On the General tab, go to the JavaScript Transporter section.

2. In the Max Memory Limit field, set the value to 2048 MB (2 GB).

3. In the Script Timeout field, set the value to 120 minutes (2 hours).

4. (Optional) If you want to allow only digitally signed JavaScript files in the data feed, enable Require Signature.

   1. In the JavaScript Transporter Settings section, select the checkbox Require Signature. A new empty cell appears in the Signing Certificate Thumbprints section

   2. In the Signing Certificate Thumbprints section, double-click an empty cell.

   3. Enter the digital thumbprint of the trusted certificate used to sign the JavaScript file.

      Note: For information on how to obtain digital thumbprints, see Obtaining Digital Thumbprints.

      Important: If you enable Require Signature and specify no thumbprints, no JavaScript files will be accepted by the system.

   4. (Optional) If you want to add additional thumbprint sources, repeat steps b-c for each thumbprint.

5. On the toolbar, click Save.

When running JavaScript data feeds, you can set the Archer instance to only allow digitally signed JavaScript files from trusted sources for security considerations.

For a certificate to be trusted, all the certificates in the chain, including the Root CA Certificate and Intermediate CA certificates, must be trusted on both the Web Server and Services Server machines.

Archer Technologies LLC certificate is not present on every machine’s root by default.

1. On the JavaScript file, right-click and select Properties.

   1. Click the Digital Signatures tab.

   2. From the Signature List window, select Archer Technologies LLC.

   3. Click the Details button.

   4. Click View Certificate.

   5. Click Install Certificate.

   6. Select Local Machine.

   7. Click Next.

   8. Select Place all certificates in the following store and click Browse.

      1. Select Trusted Root Certification Authorities and click OK.

      2. Click Next.

      3. Click Finish.

2. Upon successful import, click OK.

1. In the Archer Control Panel environment, open the Manage Computer Certificates program.

   1. Click Start.

   2. Type: certificate

   3. From the search results, click Manage Computer Certificates.

2. Ensure that your trusted source certificates are in the Certificates sub-folder of the Trust Root Certification Authorities folder.

3. In the Certificates sub-folder, double-click the Archer Technologies LLC certificate that contains the thumbprint you want to obtain.

4. Verify that the certificate is trusted.

   1. In the Certificate window, click the Certification Path tab.

   2. Ensure that the Certificate Status windows displays the following message: This certificate is OK

      Note: If the Certificate Status windows displays something different, follow the on-screen instructions.

5. Obtain the trusted certificate thumbprint.

   1. In the Certificate window, click the Details tab.

   2. Select the Thumbprint field. The certificate's digital thumbprint appears in the window.

   3. Copy the thumbprint.

1. Go to the Manage Data Feeds page.

   1. From the menu bar, click .

   2. Under Integration, click Data Feeds.

2. In the Manage Data Feeds section, click Import.

3. Locate and select the User Profile Contact Sync (JST).dfx5 file for the data feed.

4. In the General Information section, in the Status field, select Active.

5. Click the Source Connection tab.

6. In the Transport Configuration section, do the following:

   1. Click Upload.

   2. From the Upload JavaScript File dialog, click Add New.

   3. Locate and select the signed_UserProfileContactSync.js file.

   4. Click Open.

   5. From the Upload JavaScript File dialog, click OK.

7. In the Custom Parameters section, enter key values. The following table describes the value for each key in Custom Parameters.

8. The following additional parameters are providedin the Custom Parameters section for the current JavaScript file.

When you schedule a data feed, the Data Feed Manager validates the information. If any information is invalid, an error message will display. You can save the data feed and correct the errors later, but the data feed is not processed until the errors are rectified.

Important: A data feed must be active and valid to successfully run.

1. Go to the Schedule tab of the data feed that you want to modify.

   1. From the menu bar, click .

   2. Under Integration, click Data Feeds.

   3. Select the data feed you want to modify.

   4. Click the Schedule tab.

2. Complete the Recurrences section. The following table describes the fields in the Recurrences section.

3. (Optional) In the Run Data Feed Now section, click Start to override the data feed schedule and run the data feed immediately. 

4. Click Save.