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CreateSVAdvisorUser Method

The CreateSVAdvisorUser Method allows you to create new SmartView? Users through SmartIntegrator.

You have to do it in two requests, one that will create the Advisor Contact record in SmartOffice and another that will create a User from that Advisor Contact.

To create the Advisor record with minimal data to create a SmartView? User out of you will need to populated LastName?, FirstName?, and Address (email) like in the sample below. ClientType? 7 means they are an Advisor and WebAddressType? 1 means it is an Email address, so you can just hard-code those if you want.
 <dxoproxy-request version='1.0.1'>
  <transaction action='adapter.xmlEngine'>
    <data>
      <DXOUserName>EVAL6_SDC_BRYAN_ESHELBRENNER</DXOUserName>
      <siData>
        <request version='1.0'>
          <header>
            <office/>
            <user/>
            <password/>
          </header>
          <insert>
            <Agent>
              <Contact>
                <LastName>Hannes</LastName>
                <FirstName>Walter</FirstName>
                <ClientType>7</ClientType>
                <WebAddresses>
                  <WebAddress>
                    <Address>walter.hannes@ebix.com</Address>
                    <WebAddressType>1</WebAddressType>
                  </WebAddress>
                </WebAddresses>
              </Contact>
            </Agent>
          </insert>
        </request>
      </siData>
    </data>
  </transaction>
</dxoproxy-request>

This request will give you a response that looks like this if it is successful:
<dxoproxy-response time="1312908184837" version="1.0.1">
  <transaction action="adapter.xmlEngine">
    <data>
      <response version="1.0">
        <header>
          <sessionClosed/>
        </header>
        <insert office="CBIZ" user="aberry">
          <Agent id="Agent.1001523711.210" _type="obj" _status="inserted">
            <Contact id="Contact.1001523711.211" _type="obj" _status="inserted">
              <WebAddresses _type="objs">
                <WebAddress id="WebAddress.1001523711.93" _type="obj" _status="inserted"/>
              </WebAddresses>
            </Contact>
          </Agent>
        </insert>
        <_status>OK</_status>
      </response>
    </data>
    <_status>OK</_status>
  </transaction>
</dxoproxy-response>

You need to capture the Agent id attribute and use it in the second request.

The second request will convert this Advisor Contact to a SmartView? User. Here is the XML Request:
<dxoproxy-request version='1.0.1'>
  <transaction action='adapter.xmlEngine'>
    <data>
      <DXOUserName>EVAL6_SDC_BRYAN_ESHELBRENNER</DXOUserName>
      <siData>
        <request version='1.0'>
          <header>
            <office/>
            <user/>
            <password/>
          </header>
          <method>
            <CreateSVAdvisorUser>
              <AgentID>Agent.1001523711.210</AgentID>
              <LoginName>Walter.Hannes</LoginName>
              <ExtLink>EVAL6_SDC_Walter.Hannes</ExtLink>
              <AdvisorVUType>1</AdvisorVUType>
            </CreateSVAdvisorUser>
          </method>
        </request>
      </siData>
    </data>
  </transaction>
</dxoproxy-request>

The AgentID? is the id attribute you picked up from the response. The LoginName? is the SmartOffice User Name. This value is mandatory and must be unique within the office. The ExtLink? value is the value you are going to pass in NameID? if you are using SAML SSO. AdvisorVUType? determine the SmartView? version (i.e. For Advisors, Cast Status, etc).

-- DavidEshelbrenner - 13 Aug 2012
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Topic revision: 13 Aug 2012, DavidEshelbrenner
 

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