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= Generic Integration Framework to Support ASB Interface = | = Generic Integration Framework to Support ASB Interface = | ||
− | Azure Service Bus (ASB) is a fully managed enterprise integration message broker. Data is transferred between different applications and services using messages. The | + | Azure Service Bus (ASB) is a fully managed enterprise integration message broker. Data is transferred between different applications and services using messages. The ICM-ASB adapter considers the approach based on REST and OData principles that exposes a uniform, stateless interface which communicates using HTTP(S) and JSON payloads. |
== Configuring ASB adapter to load Masterdata == | == Configuring ASB adapter to load Masterdata == | ||
− | The | + | The ICM support for generic integration provides the ability to synchronize ICM Masterdata tables using the input from ASB. Through a technical configuration, you can specify the attributes to be used for this generic integration. |
=== Create Masterdata Contract Type === | === Create Masterdata Contract Type === | ||
− | To enable synchronization between | + | To enable synchronization between ICM and ASB, a Masterdata Contract Type should first be configured in ICM, with specific attributes for the integration. To create a Masterdata Contract Type: |
− | #'''Click ''''' | + | #'''Click '''''Contract Type'' menu from the ''Configure ''tile. The ''Select Contract Type'' page opens. |
− | <div class="image-green-border">[[File:GIF1.png|500px]]</div> <ol start="2"> | + | <div class="image-green-border">[[File:GIF1.png|500px|GIF1.png]]</div> <ol start="2"> |
<li>'''Select''' ''Masterdata''.</li> | <li>'''Select''' ''Masterdata''.</li> | ||
</ol> | </ol> | ||
− | <div class="image-green-border">[[File:GIF 2.png|500px]]</div> <ol start="3"> | + | <div class="image-green-border">[[File:GIF 2.png|500px|GIF 2.png]]</div> <ol start="3"> |
− | <li>'''Click '''the ''Next ''button. The ''Create Contract Type | + | <li>'''Click '''the ''Next ''button. The ''Create Contract Type '' page opens.</li> |
</ol> | </ol> | ||
− | <div class="image-green-border">[[File:GIF 3.png|550px]]</div> <ol start="3"> | + | <div class="image-green-border">[[File:GIF 3.png|550px|GIF 3.png]]</div> <ol start="3"> |
<li>The ''Create Contract Type ''page has the following sections:</li> | <li>The ''Create Contract Type ''page has the following sections:</li> | ||
</ol> | </ol> | ||
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=== Client App Cross Reference === | === Client App Cross Reference === | ||
− | The Client App Cross Reference mapping maps | + | The Client App Cross Reference mapping maps ICM entities (for example, ICM attributes) to client app entities. |
− | #Navigate to the ''Create Masterdata'' page in | + | #Navigate to the ''Create Masterdata'' page in ICM. This page contains the following tabs: |
− | <div class="image-green-border">[[File:GIF 4.png|600px]]</div> | + | <div class="image-green-border">[[File:GIF 4.png|600px|GIF 4.png]]</div> <div class="image-green-border"> </div> |
==== Masterdata Details ==== | ==== Masterdata Details ==== | ||
1. Select the ''Category ''from the drop-down. For example, ''Default''.<br/> 2. Select the Masterdata Contract Type. | 1. Select the ''Category ''from the drop-down. For example, ''Default''.<br/> 2. Select the Masterdata Contract Type. | ||
− | <div class="note-box">'''Note''': In order to map | + | <div class="note-box">'''Note''': In order to map ICM entities with entities in the file uploaded through ASB, you must select ''Client App Cross Reference'' from the drop-down.</div> |
3. Click ''Next''. The ''Attributes ''page opens. | 3. Click ''Next''. The ''Attributes ''page opens. | ||
==== Attributes ==== | ==== Attributes ==== | ||
− | #Enter the relevant attribute values. For example, enter '' | + | #Enter the relevant attribute values. For example, enter ''ICM Entity Name'' as ''ICMSupplierMaster'' and ''Client Entity Name'' as ''SupplierMaster''. The ''Payload Type'' can be selected as ''JSON''. |
− | <div class="note-box">'''Note''': The ''Client Name'' '' | + | <div class="note-box">'''Note''': The ''Client Name'' ''GenerICMntegration'' must be selected. To create mapping using ASB, select ''Messaging'' in the ''Integration Mode'' drop-down. You need to select a ''Task Category for Messaging'', either ''Scheduled'' or ''EventBased'' as required.</div> <ol start="2"> |
<li>'''Click '''''Save'' to save the entity mapping.</li> | <li>'''Click '''''Save'' to save the entity mapping.</li> | ||
</ol> | </ol> | ||
− | <div class="image-green-border">[[File:GIF 5.png|600px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:GIF 6.png|600px]]</div> <div class="image-green-border"> </div> | + | <div class="image-green-border">[[File:GIF 5.png|600px|GIF 5.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:GIF 6.png|600px|GIF 6.png]]</div> <div class="image-green-border"> </div> |
=== Client App Entity Mapping === | === Client App Entity Mapping === | ||
− | The Client App Entity Mapping maps | + | The Client App Entity Mapping maps ICM attributes (for example, attribute names used in Supplier Master) to attributes in the file uploaded through ASB. |
− | #Navigate to the''Create Masterdata'' page in | + | #Navigate to the''Create Masterdata'' page in ICM. This page contains the following tabs: |
− | <div class="image-green-border">[[File:GIF 7.png|600px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | + | <div class="image-green-border">[[File:GIF 7.png|600px|GIF 7.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> |
==== Masterdata Details ==== | ==== Masterdata Details ==== | ||
#Select the ''Category ''from the drop-down. For example, ''Default''. | #Select the ''Category ''from the drop-down. For example, ''Default''. | ||
#Select the Masterdata Contract Type. | #Select the Masterdata Contract Type. | ||
− | <div class="note-box">'''Note''': In order to map | + | <div class="note-box">'''Note''': In order to map ICM attributes with attributes uploaded through ASB, ''Client App Entity Mapping'' must be selected from the drop-down.</div> <ol start="3"> |
<li>Click ''Next''. The ''Attributes'' page opens.</li> | <li>Click ''Next''. The ''Attributes'' page opens.</li> | ||
</ol> | </ol> | ||
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==== Attributes ==== | ==== Attributes ==== | ||
− | #'''Enter''' the relevant attribute values. For example, enter '' | + | #'''Enter''' the relevant attribute values. For example, enter ''ICM Entity Name'' as ''ICMSupplierMaster'' and ''Client Entity Name'' as ''SupplierMaster''. |
− | To create mapping using ASB, select ''Messaging'' in the ''Integration Mode'' drop-down. The ''Client Name'' selected must be '' | + | To create mapping using ASB, select ''Messaging'' in the ''Integration Mode'' drop-down. The ''Client Name'' selected must be ''GenerICMntegration''. |
− | In case of lookup and non-lookup attributes: The | + | In case of lookup and non-lookup attributes: The ICM Relationship Key should be set for lookup attributes and kept blank for non-lookup attributes. The Relationship Key framing should be <''Master Contract Type Name''> Double Underscore<''ICM Attribute Name''>. For example, in case of Supplier Master the ICM attribute name will be ''ICMSupplierCountry'' and the Masterdata Contract Type for this attribute will be ''ICMCountryMaster''. Hence, relationship key will be ''ICMCountryMaster__ICMSupplierCountry.'' |
<ol start="2"> | <ol start="2"> | ||
− | <li>'''Click ''''' | + | <li>'''Click '''''CREATE '' to save the entity mapping.</li> |
</ol> | </ol> | ||
− | <div class="image-green-border">[[File:GIF 8.png|600px]]</div> | + | <div class="image-green-border">[[File:GIF 8.png|600px|GIF 8.png]]</div> |
== Using ASB Adapter to load/publish Masterdata == | == Using ASB Adapter to load/publish Masterdata == | ||
=== Download Payload === | === Download Payload === | ||
− | #Navigate to the Masterdata page in | + | #Navigate to the Masterdata page in ICM. |
#'''Click''' the ''View Record'' icon next to the ''Client App Cross Reference'' entity you have created. The ''Masterdata Details'' page opens. | #'''Click''' the ''View Record'' icon next to the ''Client App Cross Reference'' entity you have created. The ''Masterdata Details'' page opens. | ||
− | <div class="image-green-border">[[File:GIF 9.png|600px]]</div> <div class="image-green-border"> </div> <ol start="3"> | + | <div class="image-green-border">[[File:GIF 9.png|600px|GIF 9.png]]</div> <div class="image-green-border"> </div> <ol start="3"> |
− | <li>Click the '' | + | <li>Click the ''DOWNLOAD PAYLOAD '' button to download a template for the Masterdata.</li> |
</ol> | </ol> | ||
'''Note''': The file format of the template will be according to the ''Payload Type'' selected in the attributes of the ''Client App Cross Reference'' entity. | '''Note''': The file format of the template will be according to the ''Payload Type'' selected in the attributes of the ''Client App Cross Reference'' entity. | ||
− | <div class="image-green-border">[[File:GIF 10.png|600px]]</div> <ol start="4"> | + | <div class="image-green-border">[[File:GIF 10.png|600px|GIF 10.png]]</div> <ol start="4"> |
<li>Open the downloaded JSON file. This file will be used by third-party systems to push data to the ASB adapter.</li> | <li>Open the downloaded JSON file. This file will be used by third-party systems to push data to the ASB adapter.</li> | ||
</ol> | </ol> | ||
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=== Publish Payload === | === Publish Payload === | ||
<ol start="5"> | <ol start="5"> | ||
− | <li>'''Click''' '' | + | <li>'''Click''' ''PUBLISH PAYLOAD ''The file will be published.</li> |
</ol> | </ol> | ||
<div class="note-box">'''Note''': For any subsequent ''Masterdata'' changes, the user needs to click ''Publish Payload'' button again to update the empty payload.</div> | <div class="note-box">'''Note''': For any subsequent ''Masterdata'' changes, the user needs to click ''Publish Payload'' button again to update the empty payload.</div> | ||
A notification is displayed once the Payload is published successfully. | A notification is displayed once the Payload is published successfully. | ||
− | <div class="image-green-border">[[File:GIF 11.png|600px]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': The user can create a subscription to the job status updates by using the standard in ''Notification Setting'' in the ''User Administration'' menu.</div> | + | <div class="image-green-border">[[File:GIF 11.png|600px|GIF 11.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': The user can create a subscription to the job status updates by using the standard in ''Notification Setting'' in the ''User Administration'' menu.</div> |
== Using ASB Adapter to load/publish Transaction Data == | == Using ASB Adapter to load/publish Transaction Data == | ||
=== Updating Transaction Data === | === Updating Transaction Data === | ||
− | To update transaction data from | + | To update transaction data from ICM using generic integration framework: |
− | #'''Edit''' the agreement in | + | #'''Edit''' the agreement in ICM with the desired values. |
#'''Click''' ''Update''. | #'''Click''' ''Update''. | ||
− | '''Note''': For transaction data outbound, it is mandatory to select ''Data Flow Type'' as '' | + | '''Note''': For transaction data outbound, it is mandatory to select ''Data Flow Type'' as ''ICM to Client'' in the Client App Entity Mapping. The workflow action selected in ''Publish Transaction Data'' in Client App Cross Reference Mapping is the event at which transaction data will be updated. For example, if the values selected in this field are ''Approved ''and ''Updated'', then the transaction data will be updated when these actions are taken on the agreement. |
− | + | ||
− | + | ||
| | ||
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#'''Open''' Service Bus Explorer and go to the ''Service Bus Namespace''. | #'''Open''' Service Bus Explorer and go to the ''Service Bus Namespace''. | ||
− | #Go to the | + | #Go to the generICMntegrationoutbound topic. Right-click and '''select '''''Refresh Subscription'' from the drop-down. |
#'''Click '''''Messages''. The ''Retrieve messages from subscription'' window opens. | #'''Click '''''Messages''. The ''Retrieve messages from subscription'' window opens. | ||
#'''Select '''''Peek ''radio button in the ''Receive Mode'' section. | #'''Select '''''Peek ''radio button in the ''Receive Mode'' section. | ||
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The updated values are displayed in the ''Message Text''. | The updated values are displayed in the ''Message Text''. | ||
<ol start="6"> | <ol start="6"> | ||
− | <li>Check the ''Notifications Dashboard'' in | + | <li>Check the ''Notifications Dashboard'' in ICM to view the success, failure and update notifications for outbound transaction data.</li> |
</ol> | </ol> | ||
Revision as of 12:18, 15 December 2021
Contents
Generic Integration Framework to Support ASB Interface
Azure Service Bus (ASB) is a fully managed enterprise integration message broker. Data is transferred between different applications and services using messages. The ICM-ASB adapter considers the approach based on REST and OData principles that exposes a uniform, stateless interface which communicates using HTTP(S) and JSON payloads.
Configuring ASB adapter to load Masterdata
The ICM support for generic integration provides the ability to synchronize ICM Masterdata tables using the input from ASB. Through a technical configuration, you can specify the attributes to be used for this generic integration.
Create Masterdata Contract Type
To enable synchronization between ICM and ASB, a Masterdata Contract Type should first be configured in ICM, with specific attributes for the integration. To create a Masterdata Contract Type:
- Click Contract Type menu from the Configure tile. The Select Contract Type page opens.
- Select Masterdata.
- Click the Next button. The Create Contract Type page opens.
- The Create Contract Type page has the following sections:
- Details: Enter the Contract Type Name
- Attributes: Select the Attributes for the Masterdata Contract Type
- Display Preference: Select Attributes to be displayed in the Agreement Tile View
- Team: Select the Team
- Verify: Verify the details in preview mode and click Create.
Client App Cross Reference
The Client App Cross Reference mapping maps ICM entities (for example, ICM attributes) to client app entities.
- Navigate to the Create Masterdata page in ICM. This page contains the following tabs:
Masterdata Details
1. Select the Category from the drop-down. For example, Default.
2. Select the Masterdata Contract Type.
3. Click Next. The Attributes page opens.
Attributes
- Enter the relevant attribute values. For example, enter ICM Entity Name as ICMSupplierMaster and Client Entity Name as SupplierMaster. The Payload Type can be selected as JSON.
- Click Save to save the entity mapping.
Client App Entity Mapping
The Client App Entity Mapping maps ICM attributes (for example, attribute names used in Supplier Master) to attributes in the file uploaded through ASB.
- Navigate to theCreate Masterdata page in ICM. This page contains the following tabs:
Masterdata Details
- Select the Category from the drop-down. For example, Default.
- Select the Masterdata Contract Type.
- Click Next. The Attributes page opens.
Attributes
- Enter the relevant attribute values. For example, enter ICM Entity Name as ICMSupplierMaster and Client Entity Name as SupplierMaster.
To create mapping using ASB, select Messaging in the Integration Mode drop-down. The Client Name selected must be GenerICMntegration.
In case of lookup and non-lookup attributes: The ICM Relationship Key should be set for lookup attributes and kept blank for non-lookup attributes. The Relationship Key framing should be <Master Contract Type Name> Double Underscore<ICM Attribute Name>. For example, in case of Supplier Master the ICM attribute name will be ICMSupplierCountry and the Masterdata Contract Type for this attribute will be ICMCountryMaster. Hence, relationship key will be ICMCountryMaster__ICMSupplierCountry.
- Click CREATE to save the entity mapping.
Using ASB Adapter to load/publish Masterdata
Download Payload
- Navigate to the Masterdata page in ICM.
- Click the View Record icon next to the Client App Cross Reference entity you have created. The Masterdata Details page opens.
- Click the DOWNLOAD PAYLOAD button to download a template for the Masterdata.
Note: The file format of the template will be according to the Payload Type selected in the attributes of the Client App Cross Reference entity.
- Open the downloaded JSON file. This file will be used by third-party systems to push data to the ASB adapter.
For Scheduled updation:
For EventBased updation:
Publish Payload
- Click PUBLISH PAYLOAD The file will be published.
A notification is displayed once the Payload is published successfully.
Using ASB Adapter to load/publish Transaction Data
Updating Transaction Data
To update transaction data from ICM using generic integration framework:
- Edit the agreement in ICM with the desired values.
- Click Update.
Note: For transaction data outbound, it is mandatory to select Data Flow Type as ICM to Client in the Client App Entity Mapping. The workflow action selected in Publish Transaction Data in Client App Cross Reference Mapping is the event at which transaction data will be updated. For example, if the values selected in this field are Approved and Updated, then the transaction data will be updated when these actions are taken on the agreement.
Checking Data in Service Bus Explorer
To validate the data in the Service Bus Explorer:
- Open Service Bus Explorer and go to the Service Bus Namespace.
- Go to the generICMntegrationoutbound topic. Right-click and select Refresh Subscription from the drop-down.
- Click Messages. The Retrieve messages from subscription window opens.
- Select Peek radio button in the Receive Mode section.
- Click Ok.
The updated values are displayed in the Message Text.
- Check the Notifications Dashboard in ICM to view the success, failure and update notifications for outbound transaction data.
The same steps can be followed to create:
- Contract Requests with Associations - Inbound
- Associations for Agreements - Inbound
- Amendments with Associations - Outbound
Related Topics: Agreement Management | Integrations | Salesforce | Using Adobe Sign | Using DocuSign | Using Namirial eSignAnyWhere | Generic Integration Framework to Support SFTP Interface | Release_Notes |