Modifying a workflow to send order information to Slingshot

To send order information to Avanti Slingshot, contact your Avanti support representative. Learn the values required to call the Slingshot web service that receives order information from Ricoh ProcessDirector. Then add a step based on the CreateOrderInSlingshot step template to your workflow.
Work with your Avanti support representative to configure Slingshot to create orders for jobs received from Ricoh ProcessDirector.
To modify a workflow to send order information to Slingshot:
  1. Learn the values required to authenticate with Slingshot and call the REST web service that receives order information.
  2. Get the XML file containing the order information that Ricoh ProcessDirector sends to Slingshot.

    Contact your Avanti support representative to get the file and your Ricoh ProcessDirector support representative to make sure that the XML works with Ricoh ProcessDirector.

  3. To prepare Ricoh ProcessDirector to communicate with Slingshot, do these tasks:

    • If Slingshot requires a security certificate, install the certificate on the Ricoh ProcessDirector primary computer.
    • If your environment requires a proxy server to communicate with web services, set up the system to use it.

    For more information, see the related tasks.

  4. Click the Workflow tab.
  5. Click the Workflow tab in the Workflow Objects portlet.
  6. Click the name of the workflow you want to modify.
  7. Disable the workflow.
  8. Optional: Disable the workflow by clicking the switch to the left of the workflow name.
    If you do not disable the workflow while you edit it, jobs that use this workflow continue to move through steps. When you save, the workflow is momentarily disabled then enabled again. Jobs that are processing in the workflow could move into error.
  9. Add a step based on the CreateOrderInSlingshot step template to the workflow in the appropriate place.

    • Run this step on a job one time only.
    • You can put this step in a workflow multiple times. Make sure that each step is in a separate branch so that the steps do not process the same job.
    • When you restart a job after Slingshot has created an order for it, make sure that a CreateJobInSlingshot step does not process the job.
    • Slingshot returns a status code 500 error when it receives the same job number more than once.
    • You can run this step on parent or child jobs. Orders created in Slingshot from parent or child jobs do not retain the relationship between parent and children.
  10. Set values for the job properties.
    1. Set the Request URL property to the URL of the Slingshot web service that creates an order for each job received from Ricoh ProcessDirector.

      Your Avanti support representative supplies the URL.

    2. Set the Request payload property to the full directory path and name of the file containing the XML order information that Ricoh ProcessDirector sends to Slingshot.
    3. Set the value of the Request parameters property.

      Work with your Avanti representative to fill in values for the SenderID, Username, and Password parameters. The value of the RequestType parameter does not change.

    4. If your environment requires a proxy server to communicate with web services, set the Use proxy property to the correct proxy server.
    5. If your Avanti support representative gives you a password for the Password property, type it in the field.
  11. When you finish setting values for the properties, click OK.
  12. Save and enable the workflow.

After you set up your Ricoh ProcessDirector workflow and configure Slingshot, test the creation of orders in Slingshot. If the XML in the file containing the order information is correct, the Ricoh ProcessDirector Job ID matches the Slingshot Order ID.

If you have not configured Ricoh ProcessDirector to report job processing information to Slingshot:

  • Define Avanti Slingshot Connect cost centers.
  • Modify your workflow. To report the time a job spends in various steps to a cost center, set values for the Slingshot cost center and Slingshot milestone status properties of the steps.
For more information about defining cost centers and modifying your workflow, see the information center.
 
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