SymXchange Implementation Blueprints for Symitar in Platform Copy link

This blueprint is used to configure SymXchange for Symitar in Platform for credit unions. The minimum Symitar release currently supported is 2020.01.

SYSTEM Web Console Copy link

Certificate Configuration Copy link

Network traffic between Symitar and Symitar in Platform uses the SymXchange HTTPS protocol. This requires a certificate to be generated and exchanged between the client systems.

Create a Key configuration and certificate to be used for your Symitar in Platform SymXchange instance.

Create New SymXchange Instance Copy link

Use Webconsole to configure SymXchange Instance.

• Select SymXchange
• Select SymXchange Web Services - Enhanced from dropdown
• Select + to create new instance
• Select the SYM
• Name the Instance (ex. SymWebApp)
• Click Ok to Save Instance

Enable services for SymXchange Instance Services Configuration:

SymXchange Instance Device Mapping Configuration Copy link

Device Type

SYMWEBAPP

Device Number

20 + CU 3-digit #

Client Number

Use first available for Instance, usually 0

SymXchange Instance Web Server Configuration Copy link

HTTP(s) Port Number

Any available

Protocol+++

https

Key Configuration Name+++

Select from dropdown Key

Alias+++

Select from dropdown

Add White List IPv4 Addresses

10.90.72.0-255, 10.90.86.0-255, 10.90.100.0-255

+++ Requires Certificate Configuration to be completed first in order to make selection.

SymXchange Instance Details Configuration Copy link

Number of SymXchange Web Service Posters

15

SymXchange Parameters Copy link

SymXchange Client Parameters

1. Navigate > Management > Parameter Manager.
2. From the Select a Parameter Type drop-down list, select SymXchange Parameters
3. 3. Click the plus sign (+) to expand the options for the instance name defined for SymWebapp, and then click Common.
4. Select Custom Specfile 001 and when the open file box appears, type PICARD.SYMX.FILES then click select

The following SymXchange Client Parameters are a small list of parameters that should be set, however, it is the CU’s responsibility to ensure remaining SymXchange parameters are reviewed to confirm that they’re set up according to their policies:

Add PowerOn to common files: Copy link

Related

• Platform Integration Information for Credit Unions
• Platform Integration Information for Banks
• Platform Integrations