Archibus and Serraview Integration

Add a Serraview Link to the Foundations Home Page

If your site integrates with Serraview, you will find it convenient to access Serraview directly from Archibus. You can run a script that add a "Serraivew Home" task to the "Space Management" bucket of the Foundations home page.

Once you run the script, you can access Serraview by following these steps:

  1. Sign in as a Foundations Manager (sample user AFM-FDN) to access the Foundations home page. Select the "Serraview Home" task in the "Space Management" bucket of the Foundations home page
  2. Archibus opens a new browser tab displaying the Serraview landing page.

Procedure

Follow these steps to add the "Serraview Home" task to the Foundations home page:

Step 1: Update the afm_ptasks.task_file value to point to your production Serraview deployment.

  1. Locate the /projects/users/public/dt/serraview-integration/afm_ptasks.csv file.
  2. Edit the afm_ptasks.csv file and replace the current URL value with the value of your production Serraview deployment.
  3. Save the file to the /projects/users/public/dt/serraview-integration directory.
  4. Use the Data Transfer features to import afm_ptasks.csv file.
  5. The afm_ptasks table now includes a "Serraview Home" task with the value of your production Serraview deployment. The following image shows the result.

Step 2: Update the Foundations home page.

  1. Navigate to the System / Add-in Manager process and select Run Database Update Wizard.
  2. Select the Run Script option and press Next.
  3. Select Server File, enter projects/users/public/dt/serraview-integration as the location, and select Refresh.
  4. Select add-web-link-to-homepage.duw.
  5. Select Run Script.
  6. Republish your home page using the System / Add-In Manager / Publish Home Pages by Role view.