| Line 12: | Line 12: | ||
To enable synchronization between ICI and ASB, a Masterdata Contract Type should first be configured in ICI, with specific attributes for the integration. To create a Masterdata Contract Type: | To enable synchronization between ICI and ASB, a Masterdata Contract Type should first be configured in ICI, with specific attributes for the integration. To create a Masterdata Contract Type: | ||
| − | + | 1. '''Click '''Contract Type menu from the Configure tile. The Contract Type details page opens. '''Click '''the "Create" button. | |
| − | <div class="image-green-border">[[File: | + | <div class="image-green-border">[[File:Configure Contract Types.png|720px]]</div> |
| − | + | 2. '''Select''' Masterdata radio button. | |
| − | + | <div class="image-green-border">[[File:Contract Type MasterData.png|720px]]</div> | |
| − | <div class="image-green-border">[[File: | + | 3. The Create Contract Type page opens. The Create Contract Type page has the following sections: |
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*Details: Enter the Contract Type Name | *Details: Enter the Contract Type Name | ||
| Line 28: | Line 23: | ||
*Team: Select the Team | *Team: Select the Team | ||
*Verify: Verify the details in preview mode and '''click '''Create. | *Verify: Verify the details in preview mode and '''click '''Create. | ||
| − | + | <div class="image-green-border">[[File:Create MasterData Contract Type Details.png|600px]]</div> <div class="image-green-border"> </div> | |
=== Client App Cross Reference === | === Client App Cross Reference === | ||
| Line 43: | Line 38: | ||
==== Attributes ==== | ==== Attributes ==== | ||
| − | + | 1. 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 JSON. | |
| − | <div class="note-box">'''Note''': The Client Name GenerICIntegration 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> | + | <div class="note-box">'''Note''': The Client Name GenerICIntegration 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> |
| − | + | 2. '''Click '''Save to save the entity mapping. | |
| − | + | ||
<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> | ||
=== Client App Entity Mapping === | === Client App Entity Mapping === | ||
| Line 52: | Line 46: | ||
The Client App Entity Mapping maps ICI attributes (for example, attribute names used in Supplier Master) to attributes in the file uploaded through ASB. | The Client App Entity Mapping maps ICI attributes (for example, attribute names used in Supplier Master) to attributes in the file uploaded through ASB. | ||
| − | + | 1. Navigate to theCreate Masterdata page in ICI. This page contains the following tabs: | |
| − | <div class="image-green-border">[[File:GIF 7.png|600px|GIF 7.png]] | + | <div class="image-green-border">[[File:GIF 7.png|600px|GIF 7.png]]</div> <div class="image-green-border"> </div> |
==== Masterdata Details ==== | ==== Masterdata Details ==== | ||
| − | + | 1. Select the Category from the drop-down. For example, Default. | |
| − | + | ||
| − | <div class="note-box">'''Note''': In order to map ICI attributes with attributes uploaded through ASB, Client App Entity Mapping must be selected from the drop-down.</div> | + | 2. Select the Masterdata Contract Type. |
| − | + | <div class="note-box">'''Note''': In order to map ICI attributes with attributes uploaded through ASB, Client App Entity Mapping must be selected from the drop-down.</div> | |
| − | + | 3. Click Next. The Attributes page opens. | |
==== Attributes ==== | ==== 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 ASB, select Messaging in the Integration Mode drop-down. The Client Name selected must be GenerICIntegration. | To create mapping using ASB, select Messaging 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. | 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 '''CREATE to save the entity mapping. | |
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<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> | ||
== Using ASB Adapter to load/publish Masterdata == | == Using ASB Adapter to load/publish Masterdata == | ||
| Line 77: | Line 70: | ||
=== Download Payload === | === Download Payload === | ||
| − | + | 1. Navigate to the Masterdata page in ICI. | |
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| − | '''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. | + | 2. '''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 10.png|600px|GIF 10.png]]</div> | + | <div class="image-green-border">[[File:GIF 9.png|600px|GIF 9.png]]</div> <div class="image-green-border"> </div> |
| − | + | 3. Click the DOWNLOAD PAYLOAD button to download a template for the Masterdata. | |
| − | + | <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="image-green-border"> </div> <div class="image-green-border">[[File:GIF 10.png|600px|GIF 10.png]]</div> | |
| + | 4. 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 Scheduled updation: | ||
<div class="image-green-border">[[File:Generic Integration Framework ASB 10.png|520px|Generic Integration Framework ASB 10.png]]</div> | <div class="image-green-border">[[File:Generic Integration Framework ASB 10.png|520px|Generic Integration Framework ASB 10.png]]</div> | ||
| − | + | For EventBased updation: | |
<div class="image-green-border">[[File:Generic Integration Framework ASB 11.png|520px|Generic Integration Framework ASB 11.png]]</div> | <div class="image-green-border">[[File:Generic Integration Framework ASB 11.png|520px|Generic Integration Framework ASB 11.png]]</div> | ||
=== Publish Payload === | === Publish Payload === | ||
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| − | + | 5. '''Click''' PUBLISH PAYLOAD The file will be published. | |
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<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. | ||
| Line 105: | Line 94: | ||
To update transaction data from ICI using generic integration framework: | To update transaction data from ICI using generic integration framework: | ||
| − | + | 1. '''Edit''' the agreement in ICI with the desired values. | |
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| + | 2. '''Click''' Update. | ||
| + | <div class="note-box">'''Note''': For transaction data outbound, it is mandatory to select Data Flow Type as ICI 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.</div> | ||
==== Checking Data in Service Bus Explorer ==== | ==== Checking Data in Service Bus Explorer ==== | ||
To validate the data in the 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 generICIntegrationoutbound 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. | ||
<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. | ||
| − | + | ||
| − | + | 6. Check the Notifications Dashboard in ICI to view the success, failure and update notifications for outbound transaction data. | |
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The same steps can be followed to create: | The same steps can be followed to create: | ||
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*Associations for Agreements - Inbound | *Associations for Agreements - Inbound | ||
*Amendments with Associations - Outbound | *Amendments with Associations - Outbound | ||
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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_SFTP_Interface|Generic Integration Framework to Support SFTP Interface]] | [[Release_Notes|Release_Notes]] | | '''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_SFTP_Interface|Generic Integration Framework to Support SFTP Interface]] | [[Release_Notes|Release_Notes]] | | ||
Latest revision as of 14:11, 16 February 2022
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 ICI-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 ICI support for generic integration provides the ability to synchronize ICI 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 ICI and ASB, a Masterdata Contract Type should first be configured in ICI, with specific attributes for the integration. To create a Masterdata Contract Type:
1. Click Contract Type menu from the Configure tile. The Contract Type details page opens. Click the "Create" button.
2. Select Masterdata radio button.
3. 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 ICI entities (for example, ICI attributes) to client app entities.
- 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
1. 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 JSON.
2. 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 ASB.
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 ASB, select Messaging 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 CREATE to save the entity mapping.
Using ASB Adapter to load/publish Masterdata
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 to download a template for the Masterdata.
4. 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
5. 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 ICI using generic integration framework:
1. Edit the agreement in ICI with the desired values.
2. Click Update.
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 generICIntegrationoutbound 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.
The updated values are displayed in the Message Text.
6. Check the Notifications Dashboard in ICI 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 |
