Verify the Prerequisites

Verify the following prerequisites before configuring the CA SDM data source:

CA SDM 12.6 or 12.7 or 12.9 must be installed and configured with CA Open Space.
Create or use DEFAULT Web Services Access Policy from CA SDM. Ensure that the Allow Impersonate check box is selected and you entered the Proxy Contact detail for this policy.
Generate an authentication certificate for the Access Policy. CA SDM provides a server-side utility that can generate a certificate. Execute the following command from the CA SDM server to generate the certificate for the access policy:
```
pdm_pki -p policy_name
```
This command generates an authentication certificate file policy_name.p12. Upload this file during the CA SDM data source configuration with CA Open Space.

Note: For more information about the Access Policy and generating the certificate, see the CA SDM Technical Reference Guide.
Ensure that the CA Open Space users that are available in CA SDM have the same User ID and email address for a successful configuration.
For CA Open Space users to use CA SDM live chat, Support Automation must set up in CA SDM. For more information, see the CA SDM documentation.