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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:
 
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.  
+
#'''Click '''Contract Type  menu from the Configure tile. The Select Contract Type page opens.  
 
<div class="image-green-border">[[File:GIF1.png|500px|GIF1.png]]</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|GIF 2.png]]</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 ''&nbsp;page opens.</li>
+
<li>'''Click '''the Next button. The Create Contract Type &nbsp;page opens.</li>
 
</ol>
 
</ol>
 
<div class="image-green-border">[[File:GIF 3.png|550px|GIF 3.png]]</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>
  
*Details: Enter the ''Contract Type Name''
+
*Details: Enter the Contract Type Name  
 
*Attributes: Select the Attributes for the Masterdata Contract Type  
 
*Attributes: Select the Attributes for the Masterdata Contract Type  
 
*Display Preference: Select Attributes to be displayed in the Agreement Tile View  
 
*Display Preference: Select Attributes to be displayed in the Agreement Tile View  
 
*Team: Select the Team  
 
*Team: Select the Team  
*Verify: Verify the details in preview mode and '''click&nbsp;'''''Create.''
+
*Verify: Verify the details in preview mode and '''click&nbsp;'''Create.  
  
 
=== Client App Cross Reference ===
 
=== Client App Cross Reference ===
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The Client App Cross Reference mapping maps ICM entities (for example, ICM attributes) to client app entities.
 
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:  
+
#Navigate to the Create Masterdata page in ICM. This page contains the following tabs:  
 
<div class="image-green-border">[[File:GIF 4.png|600px|GIF 4.png]]</div> <div class="image-green-border">&nbsp;</div>  
 
<div class="image-green-border">[[File:GIF 4.png|600px|GIF 4.png]]</div> <div class="image-green-border">&nbsp;</div>  
 
==== Masterdata Details ====
 
==== Masterdata Details ====
  
1.&nbsp;&nbsp; &nbsp;Select the ''Category ''from the drop-down. For example, ''Default''.<br/> 2.&nbsp;&nbsp; &nbsp;Select the Masterdata Contract Type.
+
1.&nbsp;&nbsp; &nbsp;Select the Category from the drop-down. For example, Default.<br/> 2.&nbsp;&nbsp; &nbsp;Select the Masterdata Contract Type.
<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>  
+
<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.&nbsp;&nbsp; &nbsp;Click ''Next''. The ''Attributes ''page opens.
+
3.&nbsp;&nbsp; &nbsp;Click Next. The Attributes page opens.
  
 
==== Attributes ====
 
==== 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''.  
+
#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'' ''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">
+
<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|GIF 5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:GIF 6.png|600px|GIF 6.png]]</div> <div class="image-green-border">&nbsp;</div>  
 
<div class="image-green-border">[[File:GIF 5.png|600px|GIF 5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:GIF 6.png|600px|GIF 6.png]]</div> <div class="image-green-border">&nbsp;</div>  
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The Client App Entity Mapping maps ICM attributes (for example, attribute names used in Supplier Master) to attributes in the file uploaded through ASB.
 
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 ICM. This page contains the following tabs:  
+
#Navigate to theCreate Masterdata page in ICM. This page contains the following tabs:  
 
<div class="image-green-border">[[File:GIF 7.png|600px|GIF 7.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>  
 
<div class="image-green-border">[[File:GIF 7.png|600px|GIF 7.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</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 ICM attributes with attributes uploaded through ASB, ''Client App Entity Mapping'' must be selected from the drop-down.</div> <ol start="3">
+
<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>
  
 
==== Attributes ====
 
==== Attributes ====
  
#'''Enter''' the relevant attribute values. For example, enter ''ICM&nbsp;Entity Name'' as ''ICMSupplierMaster'' and ''Client Entity Name'' as ''SupplierMaster''.&nbsp;  
+
#'''Enter''' the relevant attribute values. For example, enter ICM&nbsp;Entity Name as ICMSupplierMaster and Client Entity Name as SupplierMaster.&nbsp;  
  
To create mapping using ASB, select ''Messaging'' in the ''Integration Mode'' drop-down. The ''Client Name'' selected must be ''GenerICMntegration''.
+
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.''
+
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&nbsp;&nbsp;'''''CREATE&nbsp;'' to save the entity mapping.</li>
+
<li>'''Click&nbsp;&nbsp;'''CREATE&nbsp; to save the entity mapping.</li>
 
</ol>
 
</ol>
 
<div class="image-green-border">[[File:GIF 8.png|600px|GIF 8.png]]</div>  
 
<div class="image-green-border">[[File:GIF 8.png|600px|GIF 8.png]]</div>  
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#Navigate to the Masterdata page in ICM.  
 
#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|GIF 9.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="3">
 
<div class="image-green-border">[[File:GIF 9.png|600px|GIF 9.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="3">
<li>Click the ''DOWNLOAD PAYLOAD&nbsp;'' button to download a template for the Masterdata.</li>
+
<li>Click the DOWNLOAD PAYLOAD&nbsp; 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|GIF 10.png]]</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>
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=== Publish Payload ===
 
=== Publish Payload ===
 
<ol start="5">
 
<ol start="5">
<li>'''Click'''&nbsp;''PUBLISH&nbsp; PAYLOAD&nbsp;''The file will be published.</li>
+
<li>'''Click'''&nbsp;PUBLISH&nbsp; PAYLOAD&nbsp;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|GIF 11.png]]</div> <div class="image-green-border">&nbsp;</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">&nbsp;</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&nbsp; ==
 
== Using ASB Adapter to load/publish Transaction Data&nbsp; ==
  
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#'''Edit''' the agreement in ICM with the desired values.  
 
#'''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 ''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.
+
'''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.
  
 
&nbsp;
 
&nbsp;
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To validate the data in the Service Bus Explorer:
 
To validate the data in the Service Bus Explorer:
  
#'''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 generICMntegrationoutbound topic. Right-click and '''select '''''Refresh Subscription'' from the drop-down.  
+
#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.  
#'''Click '''''Ok''.  
+
#'''Click '''Ok.  
 
<div class="image-green-border">[[File:7.12 ASB adapter.png|720px|7.12 ASB adapter.png]]</div>  
 
<div class="image-green-border">[[File:7.12 ASB adapter.png|720px|7.12 ASB adapter.png]]</div>  
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 ICM to view the success, failure and update notifications for outbound transaction data.</li>
+
<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 04:15, 21 December 2021

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:

  1. Click Contract Type  menu from the Configure tile. The Select Contract Type page opens.
GIF1.png
  1. Select Masterdata.
GIF 2.png
  1. Click the Next button. The Create Contract Type  page opens.
GIF 3.png
  1. 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.

  1. Navigate to the Create Masterdata page in ICM. This page contains the following tabs:
GIF 4.png
 

Masterdata Details

1.    Select the Category from the drop-down. For example, Default.
2.    Select the Masterdata Contract Type.

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.

3.    Click Next. The Attributes page opens.

Attributes

  1. 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.
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.
  1. Click Save to save the entity mapping.
GIF 5.png
 
GIF 6.png
 

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.

  1. Navigate to theCreate Masterdata page in ICM. This page contains the following tabs:
GIF 7.png
 
 
 

Masterdata Details

  1. Select the Category from the drop-down. For example, Default.
  2. Select the Masterdata Contract Type.
Note: In order to map ICM attributes with attributes uploaded through ASB, Client App Entity Mapping must be selected from the drop-down.
  1. Click Next. The Attributes page opens.

Attributes

  1. 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.

  1. Click  CREATE  to save the entity mapping.
GIF 8.png

Using ASB Adapter to load/publish Masterdata

Download Payload

  1. Navigate to the Masterdata page in ICM.
  2. Click the View Record icon next to the Client App Cross Reference entity you have created. The Masterdata Details page opens.
GIF 9.png
 
  1. 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.

GIF 10.png
  1. Open the downloaded JSON file. This file will be used by third-party systems to push data to the ASB adapter.

For Scheduled updation:

Generic Integration Framework ASB 10.png


For EventBased updation:

Generic Integration Framework ASB 11.png

Publish Payload

  1. Click PUBLISH  PAYLOAD The file will be published.
Note: For any subsequent Masterdata changes, the user needs to click Publish Payload button again to update the empty payload.

A notification is displayed once the Payload is published successfully.

GIF 11.png
 
Note: The user can create a subscription to the job status updates by using the standard in Notification Setting in the User Administration menu.

Using ASB Adapter to load/publish Transaction Data 

Updating Transaction Data 

To update transaction data from ICM using generic integration framework:

  1. Edit the agreement in ICM with the desired values.
  2. 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:

  1. Open Service Bus Explorer and go to the Service Bus Namespace.
  2. Go to the generICMntegrationoutbound topic. Right-click and select Refresh Subscription from the drop-down.
  3. Click Messages. The Retrieve messages from subscription window opens.
  4. Select Peek radio button in the Receive Mode section.
  5. Click Ok.
7.12 ASB adapter.png

The updated values are displayed in the Message Text.

  1. 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

 

 

 

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