Configure ContactManager-to-PolicyCenter authentication

Guidewire recommends that you change the user name and password that ContactManager uses to authenticate with PolicyCenter.

Procedure

  1. Start the PolicyCenter server.

    At a command prompt, navigate to the PolicyCenter installation folder and enter the following command:

    gwb runServer
  2. Log in as a user who can create new PolicyCenter users and roles.
    For example, log in with user name su and password gw.
  3. Create a user role with all the permissions that enable working with clients whose contact information is stored in ContactManager. The permission codes in the base configuration are abcreate, ctccreate, anytagcreate, abdelete, anytagdelete, abedit, anytagedit, ctcedit, and soapadmin.
    1. Click the Administration tab, and then navigate to Actions > Roles.
    2. On the Roles screen, click New Role.
    3. For Name enter Client Data Admin.
    4. For Type, choose User Role.
    5. For Description enter Permissions for virtual user required by ContactManager for updating contacts.
    6. Under Permissions, click Add.
    7. Click the Permission field and choose Create address book contacts from the list.
    8. Repeat the process for the following permissions. For each permission, click Add and choose the permission from the drop-down list:
      • Create contact with any tag
      • Create local contacts
      • Delete address book contacts
      • Delete contact with any tag
      • Edit address book contacts
      • Edit contact with any tag
      • Edit local contacts
      • SOAP administration
    9. Click Update to create the new Client Data Admin role.
  4. On the Administration tab, navigate to Actions > New User.
  5. Enter the following values for a new user named CMUpdatePC:
    Name Value
    First Name CMUpdate
    Last Name PC
    Username CMUpdatePC
    Password Xc8899Lm
    Confirm Password Xc8899Lm
    Active Yes
    Locked No
    Vacation Status At work
    User Type Other
    Primary Phone Work
    Work Phone 800-555-5555

    Primary Phone and Work Phone are required for a new user, but they do not require real values for this particular user.

  6. Click the Roles tab, and then click Add.
  7. Click the Name field and choose Client Data Admin.
  8. Click Update.
  9. Start Guidewire Studio for ContactManager.

    At a command prompt, navigate to the ContactManager installation folder and enter the following command: 

    gwb studio
  10. In the Project window, navigate to configuration > gsrc, and then navigate to wsi.remote.gw.webservice.pc.PCConfigurationProvider.
  11. Double-click PCConfigurationProvider to open it in the editor.
  12. Change the Username and Password definition in the configure method.
    For example, define Username and Password to be CMUpdatepc and Xc8899Lm, as follows: 
    override function configure( serviceName : QName, 
                             portName : QName, 
                             config : WsdlConfig )  {
  config.Guidewire.Authentication.Username = "CMUpdatePC"
  config.Guidewire.Authentication.Password = "Xc8899Lm"
}
  13. In the Project window, the pc1000.wsc web services collection is at the same level as the PCConfigurationProvider class. Double-click pc1000.wsc.

    Alternatively, you can press Ctrl+Shift+N and enter pc1000, and then double-click pc1000.wsc in the search results.

  14. In the editor, select the following resource: 
    ${pc}/ws/gw/webservice/pc/pc1000/contact/ContactAPI?wsdl
  15. Ensure that the Settings tab has the Setting Type for ConfigurationProvider set to wsi.remote.gw.webservice.pc.PCConfigurationProvider, the class you just edited.
  16. With PolicyCenter still running, above the Settings tab, click Fetch to update the web service’s WSDL file.
  17. When the update finishes, stop the ContactManager server and restart it to pick up this change.
  18. Log in to PolicyCenter as a user with permission to work with the Contact tab and with accounts, such as the user aapplegate with password gw.
  19. Add a contact stored in ContactManager to an active account. For example:
    1. Open an active account, such as the sample data account S000212121 named Armstrong Cleaners, and, in the Sidebar on the left under Actions, click Contacts.
      The Account File Contacts screen opens.
    2. Click Create New Contact > Additional Insured > From Address Book.
    3. Search for a contact who has the Client tag set in ContactManager, such as the sample Person contact Mark Stone.
    4. Click Select for a contact that the search results list says is stored in ContactManager.

      The value of the contact’s External field must be Yes.

    5. PolicyCenter adds the selected contact to the list of contacts on the Account File Contacts screen.
  20. Log in to ContactManager as a user who can work with contacts.
    For example, log in as the sample user aapplegate with password gw.
  21. Make a change to the contact that you added to the account, such as entering a different primary phone number, and then click Update to save the change.
  22. Back in PolicyCenter, on the Account File Contacts screen, select a different contact from the one you added.
  23. Select the contact that you added previously.
    PolicyCenter updates the added contact’s data.
  24. Ensure that the data has changed for that contact.