I need to build a connection between our custom project tracking tool and Serena Mariner. The management team prefers viewing data in Mariner while our development team works with our internal system.
I’m wondering if there’s a way to automatically discover which Attribute Keys I can use with the UpdateInvestment() function through the SOAP API. Is there a programmatic method to retrieve this information?
My implementation is in PHP but I’m open to suggestions in any language. Any guidance on how to explore the available attributes would be helpful.
The WSDL file contains metadata about the SOAP operations and parameters for Serena Mariner. You can leverage PHP’s SoapClient class and utilize the __getFunctions() and __getTypes() methods to dynamically discover available attributes. In my experience with Mariner integrations, I found it useful to initially call the service’s describe methods to map out the schema. Look for a method like GetInvestmentSchema() in your Mariner version, as some installations provide schema information through dedicated endpoints. Remember that the investment type typically defines the attributes available, so querying by investment type can help you refine your search.
hey, have u looked into the GetInvestmentAttributes() method? it gives u all the attr keys for that investment type. worked for me last year with mariner integration, but i was using .NET. hope that helps, good luck!
I hit the same issue integrating with Mariner about six months back. Check if your Mariner setup has the Investment Management API docs in the web interface - that’s beyond what others mentioned above. We found the server’s help section had detailed attribute mappings for each investment type. If you’ve got database access, look at the schema directly. Investment attributes usually live in tables like PPM_INVESTMENT_ATTRIBUTES (depends on your Mariner version). This showed us all available fields and data types, which was huge for our PHP integration.