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Table of Contents

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Navigate to Main Menu > Smart Solutions > Organization > Core Setup > Organization Site Details.

When you click search, the organization that you have created in the above step will be listed in the ‘Find an existing value’ tab.



Update the Host name and the site name for Classic URL’s highlighted below to map the correct Host Name, port and node of the model entity. Host name could be a sample name along authentication domain following your DNS entry standards.



ii) User Categories

Navigate to Main Menu > Smart Solutions > Business Process Management > Core Setup > User Categories

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URL1: Search for URL Identifier = SM_AUTH_SSO_LOGIN_URL.

URLID: Enter the traditional URL that you used to login to this environment.


URL2: Search for URL Identifier SM_AUTH_INTERNAL_SITENAME.

Update the highlighted URLID and Comments.

The value to enter in the URLID field is the ‘Internal Site name’ that you have created for onboarding. Comments is optional and it is for your reference.


URL3: Search for URL Identifier SI9_NFS_MOUNT_URL.

Check to make sure the path to the temp directory is entered in the URLID. Update the URLID field if the value doesn't exist.



After the setup is done, navigate to Main Menu > Smart Solutions > Smart Modern UI Landing Page. This should take you to your onboarding landing page.

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DHS Client Setup is used to set up the user and password information for accessing the USCIS E-Verify system.  If you are not planning on using E-Verify through our smart onboarding process, this step is not needed.

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Search for URL Identifier SM_I9_PRODUCTION_URL.

Make sure the highlighted URLID field has the value "https://everify.uscis.gov/api/v30/soap/cases/action".

Otherwise, update the URLID with the link given above. 


Non-Production Environment:

Search for URL Identifier SM_I9_TEST_URL.

Check to make sure the URLID field has the value "https://stage-everify.uscis.gov/api/v30/soap/cases/action".

Otherwise, update the URLID with the link given above.


Change the URLs in Routings:

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ii) Add the code in the below given record fields to bypass the execution of the following PeopleSoft code during while CI push.

STATE_TAX_DATA.RESIDENT.FieldFormula 

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