Interoperability with other Axway products > Integrate with Axway PassPort > Steps after installation

Steps after installation

Use this procedure to complete the initial configuration for integrating Interchange with PassPort. The steps to perform vary depending on the level of integration selected during the Interchange installation.

The following procedures presume PassPort has been installed, its server is running, and an SMTP server has been set up for PassPort.

If PassPort AM is performing identity and access management (IAM) by using the imported Interchange component security descriptor (CSD) file, you must set up in PassPort a user with Interchange administrator privileges. With this user's credentials, you can log on to the Interchange user interface.

The same user can also log on to the PassPort user interface. The user at a minimum has the authority to change their password. The user can also perform broader tasks in the PassPort UI if associated with a role granting more privileges.

If PassPort AM is not using the Interchange CSD file, but is performing IAM through an external system such as an LDAP server, contact the PassPort AM administrator for credentials to use for logging on to the Interchange UI. Do not follow this procedure.

Perform this procedure after installing Interchange, but before starting Interchange for the first time.

Caution   See Advice for PassPort users for important information about user permissions.
  1. Log on to the PassPort user interface. You may have to ask the PassPort administrator for the URL to connect to PassPort in a browser.
  2. The format of the URL is http://<host>:<port>, where <host> is the name or IP address of the computer running PassPort and <port> is the port where PassPort listens for connections. If Interchange and PassPort are on the same computer, you can use the same hostname for both in your browser. The default port is 6090.
  3. The initial username and password for the default PassPort user are system and System01. These are case sensitive. Contact the PassPort administrator if these credentials are invalid.
  4. Select Administration > Components in the PassPort user interface to open the components area.
  5. Click Import CSD to import the Interchange CSD file. The file, named csd_Interchange.xml, must be accessible on your network. The file is in the Interchangedirectory tree at <install directory>\extras\PassPort.
  6. When the file has been imported, a confirmation pop-up window displays. Click Show details to see data about the import action or click Close.
  7. Select Community > Users and Contacts to go to that area.
  8. Click New User/Contact and do the following:
    1. Use the default domain Synchrony.
    2. Select Users as the parent organization.
    3. Type the last name of the user.
    4. Add an email address for the user. Make sure the address is valid. The PassPort server sends messages about the user account to this address.
    5. Type a user ID for the user. For example, TEadmin.
    6. Make sure this checkbox is selected: Make this contact a user.
    7. Make sure the Active radio button is selected.
    8. Click Next to advance to the select groups page. Do not select a group. Click Next again to advance to the select roles page.
    9. Select Interchange_Admin as the role for the user. This role - from the CSD file imported in Step 4 - gives the user administrator privileges in the Interchange user interface.
  9. Click Finish to add the user. PassPort sends an email message to the new user. The message contains the user ID and password for logging on to the Interchange UI. The same credentials and the domain name can be used to log on to the PassPort UI to change the user's password.
  10. Click the link in the email message to open the log-on page for PassPort. Log on with the new credentials.
  11. After logging on, you can change your password if you want. Log off when finished.
  12. Start Interchange and log on to the Interchange user interface.
  13. If you added the user under a domain other than the default, Synchrony, you must append @DomainName to the user ID when logging in. For example, if the user ID is admin and the domain name is Domain, log on with the user ID of admin@Domain.
  14. Consult with the PassPort AM administrator on the protocol for adding other PassPort users who need access to Interchange. Either you must log on as the system user and add the new users, or the PassPort AM administrator must manage other users of Interchange for you.
  15. If integrating with PM and PS, and a user has been set up for use by Interchange, you can confirm whether Interchange has connected to PassPort by checking the <host>_cn.log file in the Interchange logs directory, where <host> is the computer running Interchange. Search for key phrases containing "PassPort," such as "Adding an object sent from PassPort PM" and "PassPortIntegrationItemProcessor."

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