An Archer-to-Archer data feed provides the ability to pull data from one instance to another through a report-based search. The source data is inserted in its raw or formatted state back into the same application, a different application in the same instance, or an application in a different instance.
An Archer-to-Archer data feed uses the Archer Web Services Transporter. The Archer Web Services Transporter accesses the Archer Web Services API and retrieves data from the specified instance or another instance of Archer. The user account running the search in the API must have at least Read access to the report being used and the application. Record permissions are evaluated as well, and could limit the source data retrieved from the application. Report-based data feeds can use either the report ID or the report GUID during configuration.
For report-based data feeds, create a Global Report and click Apply in the source application. Ensure that content exists for every field in the source application from which you want to import data. If a field in the source application is empty, it will not be available for you to select in the data feed. Use the report GUID when working with the data feed before closing the report.
Important: Do not run the Archer-to-Archer data feed using the same account with which you have logged in to Archer. Using the same credentials logs you out of your session. In addition, do not run multiple data feeds using the same account credentials. Each Archer-to-Archer data feed must have its own separate and unique account for logging in and retrieving data.
Archer Web Services Transporter
The Archer Web Services Transporter must be configured with the same authentication method as configured in Microsoft Internet Information Services (IIS) on the web server. If you do not know the Microsoft IIS configurations, contact your system administrator before continuing.
Guidelines for designating the security credentials
- If IIS is configured for Anonymous authentication, use the Anonymous/Service Account User option. When IIS is set to Anonymous authentication, the user account credentials are not sent with the data feed request.
- If IIS is configured for Windows Integrated authentication, use either Anonymous/Service Account User or Specific.
- If credentials are set to Anonymous/Service Account User, the service account running the asynchronous job is sent with the data feed request.
- If credentials are set to Specific, the specified Windows account credentials are sent with the data feed request.
|
Search Type |
Description |
|---|---|
|
Report ID |
Retrieves data using the search report GUID or ID, which is provided in the search results for the report. |
|
Search XML |
Retrieves data using the module ID and a configuration string. This information is obtained by running an XML search using an API call. |
|
Statistic Report ID |
Retrieves data using the search statistical report GUID or ID, which is provided in the search results for the statistical report. |
Additionally, a data feed can access the source data through a proxy server and can handle post-processing of the local copy of the source data.
Use the following tasks to add an Archer-to-Archer data feed:
