To make sure your Tessitura system syncs properly with Activity Stream, we need you to set up a few items in Tessitura:

Grant access to your current and future orders

Create an Activity Stream API User in Tessitura Securities

Create new Stored Procedures

Whitelist Exchange IP Addresses

Provide information so we can pull your historic orders

Make decisions about how you want your data to appear in Activity Stream

Constituent attributes as Customer Tags

Ticket value to display in Activity Stream

Grant access to your current and future orders

Create an Activity Stream API User in Tessitura Securities

Create a new user

In Tessitura Securities, go to Maintain Users and then to New. Create a new user for the Activity Stream API. This user must be of the type API, you must set a secure password and you need to add a location. Make a note of this for later.

Create a new user group.

Go to Maintain Groups and select New. Create a new user group for the API, if you use Divisions, Organizations, or Control Groups make sure to select the ones you want Activity Stream to view data from.

Assign services to the user User Group

In Tessitura Securities, go to Services, select the User Group you just made and add View permissions for the following resources:

• CRM/Attributes
• CRM/Constituents
• CRM/ContactPermissions
• ReferenceData/PerformanceTypes
• ReferenceData/Theaters
• TXN/Facilities
• TXN/InventoryWebContents
• TXN/Orders
• TXN/Performances
• TXN/ProductionSeasons
• TXN/Productions
• TXN/Titles

Next, add Add, Edit and View permissions to the following services:

• Custom/Execute
• TXN/PerformancePriceLayers

Finally, go to Maintain Users and add the new User Group to the new User.

Add Custom Procedures

Your system administrator may be able to install new Stored Procedures or you may need to ask Tessitura Support to install them for you. The procedures are:

``sql
IF OBJECT_ID('LP_AS_UPDATED_ORDERS') IS NULL
EXEC('CREATE PROCEDURE LP_AS_UPDATED_ORDERS AS SET NOCOUNT ON;')
GO
ALTER PROCEDURE [dbo].[LP_AS_UPDATED_ORDERS]
(@start_dt datetime = null, @end_dt datetime = null)
as
SELECT order_no,last_update_dt FROM T_ORDER
WHERE last_update_dt BETWEEN @start_dt AND @end_dt
GO
```

``sql
IF OBJECT_ID('dbo.LP_AS_SUBLINE_ITEMS', 'P') IS NULL
BEGIN EXEC('CREATE PROCEDURE LP_AS_SUBLINE_ITEMS AS SET NOCOUNT
ON;') END;
GO
ALTER PROCEDURE [dbo].[LP_AS_SUBLINE_ITEMS]
@order_no INT AS BEGIN SET NOCOUNT ON;
SELECT * FROM dbo.T_SUB_LINEITEM
WHERE order_no = @order_no;
END;
GO
```

Whitelisting IP Addresses

If your Tessitura instance is self-hosted, the following IP addresses need to be whitelisted:

20.54.97.242

20.166.158.55

4.245.250.181

46.247.0.219

Provide information so we can pull your historic orders

Pull a list of historic Order IDs

Once we have confirmed that we are receiving streaming data from your Tessitura instance, we need a list of historic order IDs that you would like to see in Activity Stream. We use a list of order IDs because this method of ingesting data minimizes the strain we are putting on your database.

A member of the Client Success team will supply you with a secure URL where you can upload this data and all that is required is a list of Order IDs, no other details.

Please note: it is important that you do not send this to us before we ask for it otherwise there may be a gap between your historic orders and the streaming data we receive.

Below is a SQL query you can run to get the order IDs of all orders in the past three years.

SELECT order_no
FROM T_ORDER
WHERE create_dt > DATEADD(YEAR, -3, GETDATE())

Make decisions about how you want your data to appear in Activity Stream

We know that Tessitura is highly configurable so we have built settings to accommodate several ways Tessitura Members have their performances set up.

Constituent attributes as Customer Tags

You can choose which of your Customer Attributes are passed through to Activity Stream as Customer Tags, we just need a list of the keyword descriptions.

To get this list you can:

1. Go to the T_KEYWORD System/Reference table and pick from those where the DETAIL TBL is TX_CUST_KEYWORD.
2. Run the following query in SSMS:.

   select * from T_KEYWORD where detail_tbl = 'TX_CUST_KEYWORD

Ticket value to display in Activity Stream

Activity Stream displays value per ticket however, you can choose whether that value includes fees or not. For Tessitura clients we need to understand if the value of a sold ticket in Activity Stream should include:

1. Price Layers that are of the type Ticket
2. All Price Layers including those of the type fee or charge
3. Other fees associated with subline items

An example of this might be a ticket that costs £50, inclusive of a £5 producers fee, that
also has a £4 booking fee