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Select the Integrations link on the navigation bar to view and manage your integrations.

Creating an Integration

An integration can be set up to run with a single configuration or with multiple different configurations.

  1. Click the Add New button. The Create a New Integration page appears.
  2. Type a Name (required) and Description (optional) for your integration. The other options (License and Destination Type) can be set later.
  3. Click the Create New button.

Integration Settings

The Integration Settings section allows you to view and change settings for an integration. These settings will be the defaults for any configurations you create.

To select a package, click the Change link next to the Package field. This will take you to the Packages list to allow you to choose a package.

To clear out the package selection, click the Clear link next to the Package field.

Creating and Changing Configurations

The Configurations section provides a list of the configurations you have created for the current integration. You can run, view logs, and set schedules and expiration dates for configurations in the list.

To create a new configuration
  1. Select the appropriate integration on the Integrations page.
  2. Click to expand the Configurations section for the integration.
  3. Click Add New to add a new configuration.
  4. Fill in the required information and then click Create New.

Integration and Configuration Settings

You can set the following for an entire integration or for individual configurations.

  • Parameters
  • User Permissions
  • Additional Files
  • Packages

By default, any settings on the integration will be used by all configurations unless overridden at the configuration level. Inherited settings do not appear on individual configurations.

Example

If you create a parameter with a key of "MY_NAME" on the integration with a value of "ABC", all configurations will use this value unless you create a "MY_NAME" parameter for the configuration with a different value.

Parameters

Parameters contain values that can be referenced from within a map or process. During the design process, these are called macros. These can be set on individual configurations or on the entire integration.

Note

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If you use macros during design, you must add the macros as parameters on the integration or configuration.

To add a parameter
  1. Click to expand the Parameters section for the selected integration or configuration.
  2. Click the Add New button.
  3. Enter the Key and Value for the parameter.
  4. Click Save All.

If you have selected a package that contains macro references, you can import the macro names from the package instead of adding each parameter manually.

To import parameters from the selected package
  1. Click to expand the Parameters section for the selected integration or configuration.
  2. Click the Import button to display the Import Macros from Package section.
  3. Each macro set is listed under Package Macros. Click the right arrow  button for the macro set or for individual macros to move them to the Selected for Import list.
  4. If you moved a macro to the Selected for Import list in error, click the left arrow  button for the macro or macro set to move it back to the Package Macros list.
  5. Enter the desired value for each macro.
  6. Click the Import button.

Note

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If you import a macro with the same name as an existing parameter, the value from the imported macro will overwrite the existing parameter value.

To remove a parameter, click the Delete Parameter button on the appropriate row.

Tip

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The Secure check box encrypts the parameter value. After setting a parameter as secure, its value cannot be viewed or edited. You must remove and then re-add the parameter to set a new value.

User Permissions

You will need to add new user permissions to share the integration with a user.

To edit user permissions
  1. Click to expand the User Permissions section for the selected integration or configuration.
  2. Click Add New and provide valid user name. If you enter an invalid name (not a current DataCloud user on your account), you will not be able to proceed.
  3. Select the Read, Write, and/or Execute check boxes.
  4. Click Save All.

To remove a user's permissions for the integration or configuration, click the Delete User button on the appropriate row.

Tip

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The Type column shows how a user was granted access to the selected integration or configuration. A value of Manual means the user was added individually. A value of Group means the user is a member of a group that was granted access.

Additional Files

The Additional Files section allows you to add packages to a specific integration or configuration. Packages added as additional files are only available to the selected integration or configuration.

To add additional files
  1. Click to expand the Additional Files section for the selected integration or configuration.
  2. Click Upload File.
  3. Browse to the desired file. Select the file and then click Open.

To use a package from the Additional Files section for your integration or configuration, click the Select Package button on the appropriate row.

To remove a file you have uploaded, click the Delete File button.

Packages

To use a package from your deployed packages, click the Select Package button. The currently selected package is marked as Current Package.

Once you have selected a package, click the Select Entry Point button for the appropriate map or process to use it as the entry point for your integration or configuration.

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