Sandbox Configuration after refresh

• Update Rota Template Members
• Update the Resource Sharing Partners for the PSB
• Update sftp server directory for PSB use
• Update Webhook profiles

Update Rota Template Members

After the refresh, the Rota Template has the full compliment of partners for Consortium Book Borrowing (CLS-Physical) template.  Members that do not have an IZ Sandbox need to be removed for the Rota to work properly.  Currently, the members should be AU, DC, and GW.  Remove the others that do not have a PSB.

In the PSB Network Zone:

Fulfillment  -->  Resource Sharing  -->  Rota Templates  -->  Edit Consortium Book Borrowing (CLS-Physical)

• On the Member Tab, select and Remove the IZs that are not represented in the Sandbox.

• Don't forget to Save.

Update the Resource Sharing Partners for the PSB

The Resource Sharing partners that are template members will need to have their URL parameter updated.

Fulfillment  -->  Resource Sharing  -->  Partners  

• Find the partners that are in the updated Rota Template.  Select edit.

• Select the Parameters tab.  Update the URL field.  Don't forget to Save.

 Currently, the URLs are:

• • https://wrlc-amu-psb.alma.exlibrisgroup.com/     (AU)
  • https://wrlc-doc-psb.alma.exlibrisgroup.com/      (DC)
  • https://wrlc-gwu-psb.alma.exlibrisgroup.com/     (GW)
    
  • https://wrlc-scf-psb.alma.exlibrisgroup.com/        (SCF)

Once both the Rota Template members and the Resource Sharing Partner URL are updated you need to run the "Distribute Resource Sharing Network Configuration" job from the PSB Network Zone.  This job distributes the changes that you just made to the template partner IZs

Fulfillment  -->  Advanced Tools - General  -->  Distribute Resource Sharing Network Configuration

Update sftp server directory for PSB use

The Premium Sandbox uses the sftp.wrlc.org server to post files from the running of the "Send Request to Remote Storage" jobs.  It is also used for posting files from the running of the publishing jobs.  

Follow the instructions below for all of the Institution Zones in the sandbox:

Configuration --> General --> External Systems --> Allowed S/FTP connections 

Add the IP sftp.wrlc.org to the list of allowed connections in the sandbox

Configuration --> General --> External Systems --> S/FTP definitions 

Find the "SFTP for SCF App" connection.

Select edit.

Locate the Sub-directrory used on the sftp.wrlc.org server.

Change the Sub-directory to "AlmaRSA-PSB".  Save. 

This is the directory the Sandbox should be using.   You can test if the PSB can connect using the TestFTP button on the upper right of the screen.

For more info on these configurations, see Salesforce case #07222190

Update Webhook profiles

In the non-SCF Institution Zones, the SCF Job Finish Webhook profile needs to be update with the Webhook listener URL and activated so that both publishing and requesting functions of the SCFapp work in the PSB.

In the SCF sandbox, the SCF Loans Webhooks profile needs to be updated and activated with the same URL.

Configuration --> General --> External Systems --> Integration Profiles --> Webhook profile

Select Edit.

Add the Webhook listener URL :

https://wrlc-alma-remote-storage.azurewebsites.net/webhook

Activate and Save.

You will see confirmation of activation if the URL is correct an the server responds.

For more info on these configurations, see Salesforce case #07222190