Test the integration of PolicyCenter and ContactManager

After setting up integration for PolicyCenter and ContactManager, you can perform some tests to ensure that the integration is working.

Before you begin

You must complete Integrate ContactManager with PolicyCenter before continuing with this step. Additionally, ensure that both ContactManager and PolicyCenter have started. Finally, if you are using the base configurations of PolicyCenter and ContactManager, ContactManager must have a ClientAppPC user for PolicyCenter to authenticate with. Sample data in ContactManager includes this user.

About this task

Verify that the two applications are integrated.

Procedure

  1. When PolicyCenter is ready, open a browser window and enter the following PolicyCenter URL: 
    http://localhost:8180/pc/
  2. Log in as a user who can create a contact in PolicyCenter, such as the sample user aapplegate with password gw.
  3. Open an existing account from the Account tab.
  4. Click Contacts in the left Sidebar menu.
  5. At the top of the Account File Contacts screen, click Create New Contact.
  6. Click Additional Interest > From Address Book.
  7. Choose Person for the type and search for a contact that is stored in ContactManager.
    With sample data loaded in ContactManager, you could search for the person William Andy.
  8. In the search results, look for a contact that has its External column set to Yes. That contact is stored only in ContactManager.

    If a contact is stored in both PolicyCenter and ContactManager, its External column is set to No. If you do not see any contacts that are external, either ContactManager has not found a contact stored only in ContactManager or it has suspended its PolicyCenter message queue.

    • If you are sure the contact is stored only in ContactManager, the contact’s tag might not be set to Client. Any contact created in PolicyCenter and stored in ContactManager automatically gets a Client tag, but you have to add the tag manually if you create the contact directly in ContactManager.
    • An additional possibility is that PolicyCenter has stopped the message queue it uses for ContactManager.
  9. Click Select for the person found in ContactManager.
    You see that contact added to the list of account file contacts in the role Additional Interest.
  10. Open a browser window and enter the following ContactManager URL:

    http://localhost:8280/ab/

  11. Log in as a user who can view or edit a contact in ContactManager, such as the sample user aapplegate with password gw.
  12. In ContactManager, click Search and find the contact you added to the account in PolicyCenter.
  13. Edit that contact and change the address, and then update the contact.
  14. In PolicyCenter, go to the same Contact screen for the account to which you added the contact, and then click the contact.
  15. Verify that the contact's address has changed to the one you specified in ContactManager.

What to do next

If you encounter errors during testing, see Troubleshooting the PolicyCenter connection with ContactManager.