Configure ContactManager-to-ClaimCenter authentication

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

Procedure

  1. Start the ClaimCenter server.

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

    gwb runServer
  2. Log in as a user who can create new ClaimCenter 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 contacts whose contact information is stored in ContactManager. In the base configuration, the minimum required permission codes are abcreate, abcreatepref, anytagcreate, ctccreate, abdelete, abdeletepref, anytagdelete, abedit, abeditpref, anytagedit, ctcedit, and soapadmin.
    1. Click the Administration tab, and then navigate to Actions > Roles.
    2. On the Roles screen, click Add Role.
    3. For Name enter Contact Data Admin.
    4. For Type, choose User Role.
    5. For Description enter Permissions for virtual user required by ContactManager for updating contacts.
    6. Beneath the Description field, 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 address book preferred vendors
      • Create contact with any tag
      • Create local contacts
      • Delete address book contacts
      • Delete address book preferred vendors
      • Delete contact with any tag
      • Edit address book contacts
      • Edit address book preferred vendors
      • Edit contact with any tag
      • Edit local contacts
      • SOAP administration
    9. Click Update to create the new Contact Data Admin role.
  4. Choose Actions > New User.
  5. Enter the following values for a new user named CMUpdateCC:
    Name Value
    First Name CMUpdate
    Last Name CC
    Username CMUpdateCC
    Password Xc8899Lm
    Confirm Password Xc8899Lm
    Active Yes
    Locked No
  6. Under Roles, click Add.
  7. Click the Name field and choose Contact Data Admin.

    If this role has more permissions than you would like, you can create a new role and assign the new user to that role. The new role must have at least the following permissions: abcreate, abdelete, abedit, abview, abcreatepref, abdeletepref, abeditpref, abviewsearch, anytagcreate, anytagdelete, anytagedit, anytagview, ctccreate, ctcedit, ctcview, and soapadmin.

  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.cc.CCConfigurationProvider.
  11. Double-click CCConfigurationProvider to open it in the editor.
  12. Change the Username and Password definition in the configure method and then save your changes.
    For example, define Username and Password to be CMUpdateCC and Xc8899Lm, as follows:
    override function configure( serviceName : QName, 
                                 portName : QName, 
                                 config : WsdlConfig )  {
      config.Guidewire.Authentication.Username = "CMUpdateCC"
      config.Guidewire.Authentication.Password = "Xc8899Lm"
    }
  13. In the editor, the cc1000.wsc web services collection is at the same level as the CCConfigurationProvider class. Double-click cc1000.wsc.

    Alternatively, you can press Ctrl+Shift+N and enter cc1000, and then double-click cc1000.wsc in the search results.

  14. In the editor, select the following resource:
    ${cc}/ws/gw/webservice/cc/cc1000/contact/ContactAPI?wsdl
  15. Ensure that the Settings tab has the Setting Type for ConfigurationProvider set to wsi.remote.gw.webservice.cc.CCConfigurationProvider, the class you just edited.
  16. With ClaimCenter 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 then restart it to pick up this change.
  18. Log in to ClaimCenter as a user with permission to work with the Address Book, such as user ssmith with password gw.
  19. Add to a claim a contact that is stored in ContactManager.
    For example, open a claim, click Parties Involved, and on the Contacts screen, click Add Existing Contact. Search for a contact that you know is stored in ContactManager, like the sample contact Stephen Marshall. Select the contact and give the contact a role on the claim, and then click Update.
  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 claim, such as a different phone number, and save it.
  22. Back in ClaimCenter, on the Contact screen, select a different contact from the one you updated.
  23. Select the contact that you added.
    On the Basics card for that contact is the message, This contact is linked to the Address Book but is out of sync.
  24. Click Copy from Address Book to update the contact.