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<div class="note-box">'''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> | <div class="note-box">'''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> | ||
4. Open the downloaded CSV file. This file will be used by third-party systems to push data to the SFTP adapter. | 4. Open the downloaded CSV file. This file will be used by third-party systems to push data to the SFTP adapter. | ||
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=== Publish Payload === | === Publish Payload === | ||
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<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="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> | ||
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| + | '''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Integrations|Integrations]] | [[Legal_and_Compliance|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] | [[Using_DocuSign|Using DocuSign]] | [[Using_Namirial_eSignAnywhere|Using Namirial eSignAnyWhere]] | [[Generic_Integration_Framework_to_Support_ASB_Interface|Generic Integration Framework to Support ASB Interface]] | [[Release_Notes|Release_Notes]] | | ||
Revision as of 09:04, 18 September 2020
Contents
Generic Integration Framework to Support SFTP Interface
The Secure File Transfer Protocol (SFTP) adapter will be built as an automated solution to load Masterdata once extracted from source of truth via SFTP. SFTP, a secure version of File Transfer Protocol (FTP), is a network protocol which facilitates file access, file transfer and file management over a Secure Shell (SSH) data stream.
Configuring SFTP Adapter to load Masterdata
The ICI support for generic integration provides the ability to synchronize ICI Masterdata tables using the input file from SFTP server. Through a technical configuration, you can specify the attributes to be used for this generic integration.
Create Masterdata Contract Type
To enable synchronization between ICI and SFTP, a Masterdata Contract Type should first be configured in ICI, with specific attributes for the integration.
To create a Masterdata Contract Type:
1. Click Create Contract Type sub menu from the Configuration tile. The Select Contract Type page opens.
2.Select Masterdata.
3. Click the Next button. The Create Contract Type Wizard 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 ICI entities (for example, ICI attributes) to client app entities.
1. Navigate to the Create Masterdata page in ICI. 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 ICI Entity Name as ICISupplierMaster and Client Entity Name as SupplierMaster. The Payload Type can be selected as CSV or Json.
- Select the Text Delimiter. Supported options are pipe, colon and comma.
- Select the Text Qualifier. Supported options are Single Quote, Double Quote, No Quote.
4. Click Save to save the entity mapping.
Client App Entity Mapping
The Client App Entity Mapping maps ICI attributes (for example, attribute names used in Supplier Master) to attributes in the file uploaded through SFTP.
1. Navigate to theCreate Masterdata page in ICI. 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
1. Enter the relevant attribute values. For example, enter ICI Entity Name as ICISupplierMaster and Client Entity Name as SupplierMaster.
To create mapping using SFTP, select FileBased in the Integration Mode drop-down. The Client Name selected must be GenericIntegration.
In case of lookup and non-lookup attributes: The ICI 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<ICI Attribute Name>. For example, in case of Supplier Master the ICI attribute name will be ICISupplierCountry and the Masterdata Contract Type for this attribute will be ICICountryMaster. Hence, relationship key will be ICICountryMaster__ICISupplierCountry.
2. Click Save to save the entity mapping.
Using SFTP Adapter to load/publish Masterdata
Download Payload
- Navigate to the Masterdata page in ICI.
- 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. The template for the Masterdata will be downloaded to your local drive.
- Open the downloaded CSV or Json file. This file will be used by third-party systems to push data to the SFTP adapter.
Publish Payload
Click Publish Payload. The empty payload will be published.
Using SFTP adapter to load/publish Transaction Data
Download Payload
1. Navigate to the Masterdata page in ICI.
2. Click the View Record icon next to the Client App Cross Reference entity you have created. The Masterdata Details page opens.
3. Click the Download Payload button. The template for the Masterdata will be downloaded to your local drive.
4. Open the downloaded CSV file. This file will be used by third-party systems to push data to the SFTP adapter.
Publish Payload
Click Publish Payload. The empty payload will be published.
A notification is displayed once the Payload is published successfully.
Related Topics: Agreement Management | Integrations | Salesforce | Using Adobe Sign | Using DocuSign | Using Namirial eSignAnyWhere | Generic Integration Framework to Support ASB Interface | Release_Notes |
