Integrate

Create a Process

A process, a series of posting steps:

  • Defines how Integrate takes data from the platform and transfers it to a target system

  • Serves to link the data in a column in a view with a field on a template assigned to the process

Each posting step is a template that is added to the process.

Processes are grouped into categories for organizational purposes.

A process can have multiple templates, but must have at least one template assigned. Each template is tied to one, or multiple, views.

When a template is added to a process, Integrate imports the loops and settings from the template into the process.

Once a template has been added to a process, template fields are mapped to columns in views. Depending on the template type, Integrate may perform field mapping automatically. A user can also map fields manually or use the Auto Generate Database Objects feature.

When creating a process, select a template to be assigned to the process.  After saving the process, add additional templates. Refer to Add Templates to a Process for more information.

NOTE: A user cannot create a process until at least one category and one active template exist in Integrate because a process is assigned to a category. A category must have at least one active template before a process can be created.

A process can be copied to another category. Refer to Copy a Process for more information.

To create a process:

  1. Select Categories from Navigation pane.

  2. Click the Processes icon for a category.

    NOTE: The number on the Processes icon represents the number of active and inactive processes assigned to the category.

  3. Click Add on Page toolbar; the Vertical View displays.

    View the field descriptions for the Process page’s Vertical View.

    NOTE: At least one active template must exist for the category before a process can be added.

  4. Enter a sort value in Priority.

    NOTE: This value determines the order the process displays on the Process page.

  5. Enter a process name in Name.

    NOTE: A process name must be unique. The process name can contain A-Z, 0-9, and underscore. No special characters are allowed in process names. Integrate will replace special characters with underscores when the process is saved.

  6. Enter a description in Description.

  7. Select a template from Template ID list box.

    NOTE: The Template ID list box only displays active templates assigned to the category.

  8. Select a data source from Data Source ID list box.

    NOTE: The Data Source ID list box displays all data sources registered to the platform’s instance.

  9. Select an option in the View Name list box.

    NOTE: If a view is selected for this template type, the view will be assigned to all process template loops. The recommended practice is to select a View Name if a process is based on a template with only one loop.

    NOTE: If the process will use the Auto Generate Database Objects feature, or if the process will be based on multiple templates with difference views, do not select an option in the View Name list box.

    NOTE: For a view name to display in this list box, the view created in SQL must be named with a tx prefix and an Int suffix, the default view filter included with Integrate on the Parameters Integrate page in Common. The filter can be updated in the View Name Filter field.

  10. Click Save; the Template ID is automatically registered to the process.

    NOTE: After the process is saved, the View Name field no longer displays on the Vertical View.

  11. Click Documentation tab.
  12. Click AdvancedProperties tab.

  13. Select the Synchronous posting method from Post Execution Method list box if the process will have multiple templates assigned and will use transaction stringing.

    NOTE: A process that uses the Asynchronous post execution method, the option that is selected by default, executes the post for each template sequentially without waiting for the template post to return before executing the next template post. Asynchronous posting may result in locking, especially when posting a combination of GUI and BDC templates in the same process. A process that uses the Synchronous post execution method executes the post for each template but waits for the post to return before executing the next post. Synchronous is a slower execution method but prevents most recording locking situations.

  14. Enter a value (in milliseconds) in Delay Between Templates if the process will have multiple templates assigned.

    NOTE: The default value is 0 seconds, which indicates there is no delay between the execution of templates during a post. Enter a value greater than 0 if posting a multiple template process that contains transactions that take some non-trivial time to save and exit. This situation is more common when working with GUI Script templates than with BDC Script templates.

  15. Enter a value (in milliseconds) in the Delay Between Records field to set the amount of time that passes after processing of one record is complete and processing of the next record can begin.

    NOTE: Unless the value is entered here, there is no delay between record processing, which could result in data locking issues.

  16. Click Save.
  17. Add additional templates, if applicable.

NOTE: Refer to Add Templates to a Process for detailed information.