How to change the CA Asset Portfolio Management (APM) to CA Software Asset Manager (SAM) data synchronization so the contact and not contact owner on a asset, updates from APM to SAM.

Document ID : KB000009859
Last Modified Date : 14/02/2018
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Introduction:

This document describes how to change the out of the box settings for the CA Asset Portfolio Management (APM) to CA Software Asset Manager (SAM) data synchronization that occurs from APM to SAM for the contact field on an asset. 

Background:

The SAMDataSyncConfig.xml file controls what data will be synchronized from APM to SAM for the following objects:  
Location, Division, Company, Cost Center, Contact and Asset.  

The data is updated one way only from APM to SAM.  You should modify the data in APM and then let it synchronize to SAM.  If you modify the data in SAM directly for the above objects, the data will be overwritten in SAM the next time the data is updated in APM. 

There are two SAMDataSyncConfig.xml files, located on the APM application server, in these locations:

    \Program Files (x86)\CA\ITAM\Application Server

    \Program Files (x86)\CA\ITAM\Event Service

When modifying this .XML file, modify one of the XML files and then copy it to the other location.  The two files should be the same. 

 

Environment:
CA Asset Portfolio Management 14.1 and CA Software Asset Manager 3.x and 4.x release levels.
Instructions:

By default, the SAMDataSyncConfig.XML file is configured to synchronize the data in the asset owner field, and NOT the asset contact data over to SAM. 

You are only permitted to pick ONE of these fields as a contact (not both). 

1.  Edit the SAMDataSyncConfig.XML file.  

2.  At the bottom of this file, locate this section:

<SamTable apmsyncclass="asset" samsynctable="devices">

    <SamField apmattribute="costcenterkey" samattribute="import_org_level_2_id" />

    <SamField apmattribute="locationid" samattribute="import_location_id" />

    <!--<SamField apmattribute="resourceownerid" samattribute="import_user_id" />-->

    <SamField apmattribute="contactid" samattribute="import_user_id"/> 

(This section defines all the attributes on an asset that will sync over to SAM.  The apmattribute is the field in APM, the samattribute is the field it will map to in SAM.) 

3.  Locate these two lines (only one line may be present -or- both may be present with one line commented out): 

    <SamField apmattribute="resourceownerid" samattribute="import_user_id" />

    <!-- <SamField apmattribute="contactid" samattribute="import_user_id"/> --> 

By default, the XML is configured to map the data in the 'resourceownerid' APM field to the SAM device.  

The resourceownerid equates to the Owner field in APM: 

contact owner.png

4.  To change the data synchronization to use the CONTACT data field, comment out the 'resourceownerid' line
     and uncomment or add the 'contactid' field, like so: 

     <!-- <SamField apmattribute="resourceownerid" samattribute="import_user_id" /> --> 

            <SamField apmattribute="contactid" samattribute="import_user_id"/>

Now the data from the contact field will update to SAM: 

contact.png

 

5.  Close and save the SAMDataSyncConfig.XML file and remember to copy it to the other location (see background section above for details.) 

6.  Restart the CA Asset Portfolio Management - Event Service

7.  The next time an asset contact is updated in APM, the data in the asset contact field will be updated to the device in SAM. 

 

 

Additional Information:

The SAMDataSyncConfig.XML file itself contains further instructions on how to add additional fields to synchronize from APM to SAM. 

Review the instructions in the XML file.