Line 12: | Line 12: | ||
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 | + | #'''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 | + | <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 | + | <li>'''Click '''the Next button. The Create Contract Type 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 | + | <li>The Create Contract Type page has the following sections:</li> |
</ol> | </ol> | ||
− | *Details: Enter the | + | *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 | + | *Verify: Verify the details in preview mode and '''click '''Create. |
=== Client App Cross Reference === | === Client App Cross Reference === | ||
Line 33: | Line 33: | ||
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 | + | #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"> </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 | + | 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 ICM entities with entities in the file uploaded through ASB, you must select | + | <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 | + | 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 | + | <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 | + | <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"> </div> <div class="image-green-border">[[File:GIF 6.png|600px|GIF 6.png]]</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> | ||
Line 52: | Line 52: | ||
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 | + | #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"> </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 | + | #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, | + | <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 | + | <li>Click Next. The Attributes page opens.</li> |
</ol> | </ol> | ||
==== 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 | + | 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 < | + | 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|GIF 8.png]]</div> | <div class="image-green-border">[[File:GIF 8.png|600px|GIF 8.png]]</div> | ||
Line 78: | Line 78: | ||
#Navigate to the Masterdata page in ICM. | #Navigate to the Masterdata page in ICM. | ||
− | #'''Click''' the | + | #'''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"> </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 | + | '''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> | ||
Line 94: | Line 94: | ||
=== 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 | + | <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"> </div> <div class="note-box">'''Note''': The user can create a subscription to the job status updates by using the standard in | + | <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 == | ||
Line 106: | Line 106: | ||
#'''Edit''' the agreement in ICM with the desired values. | #'''Edit''' the agreement in ICM with the desired values. | ||
− | #'''Click | + | #'''Click''' Update. |
− | '''Note''': For transaction data outbound, it is mandatory to select | + | '''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. |
| | ||
Line 116: | Line 116: | ||
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 | + | #'''Open''' Service Bus Explorer and go to the Service Bus Namespace. |
− | #Go to the generICMntegrationoutbound topic. Right-click and '''select | + | #Go to the generICMntegrationoutbound topic. Right-click and '''select '''Refresh Subscription from the drop-down. |
− | #'''Click | + | #'''Click '''Messages. The Retrieve messages from subscription window opens. |
− | #'''Select | + | #'''Select '''Peek radio button in the Receive Mode section. |
− | #'''Click | + | #'''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 | + | The updated values are displayed in the Message Text. |
<ol start="6"> | <ol start="6"> | ||
− | <li>Check the | + | <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
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 |