Using Error Processing to Correct Integration Process Failures

  • If an error occurs during an Integration Process, there are two ways the user can access the Error Processing window to correct the issue:
    • Click on the Fix button on the Run SmartConnect Integration window after the process runs.

    • On the menu on the left side of the window expand Processes and click Error Processing.

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      • On the Error Processing window expand process run name and click on the Process Run button.

  • A list of process run errors will display.

  • Hovering over the warning icon will display a tool tip with information regarding the error.
  • The user can click in the displayed fields to make changes to the data.

  • Buttons:
    • Export to Excel – creates a new Excel file with the listed errors.
    • Save Changes – saves any changes made to the data.
    • Run Selected Tenant – allows the user to run the Integration Process after changes have been made to the error data.
    • Delete Selected Rows – deletes highlighted rows.
    • Delete All – deletes all rows in the list.

Scheduling an Integration Process

  1. On the Options list on the left side of the window click Process Scheduling to open the Integration Schedules window.
  2. Click on the Add new Schedule button.
  3. This will open the window where the user can create the integration schedules.
  4. Integration – dropdown list with the Integration Processes available to be scheduled.
  5. Schedule Type – dropdown list with the four available schedule types:
    • Daily
    • Weekly
    • Monthly
    • Once
  6. Schedule Enabled – checkbox to enable or disable the selected schedule.
  7. Next Run – this field indicates the next date/time the schedule will run.
  8. Start Time – the time the schedule will run for the first time.

NOTE:  The section in the lower left hand corner of the window that defaults as Daily Schedule will change based on the Schedule type selected.

 

  • Daily Schedule
  1. Schedule Type = Daily.
    • The user can have the schedule run every x number of days by entering a number in the field. The default is 1.
  • Weekly Schedule
  1. Schedule Type = Weekly.
    • The user can have the schedule run every x number of weeks by entering a number in the field. The default is 1.
    • The user can select which day(s) of the week the schedule runs by marking the checkboxes for those day(s).
  • Monthly Schedule
  1. Schedule Type = Monthly.
    • Top radio button.
      • The user can have the schedule run every x number of weeks by entering a number in the field. The default is 1.
    • Second radio button.
      • The first drop down list options:
        • First
        • Second
        • Third
        • Fourth
        • Last
      • The second drop down list options allows the user to select the day of the week.
    • The user can select which month(s) the schedule runs by marking the checkboxes for those month(s).
  • Once
  1. Schedule Type = Once.
    • Enter the date the Schedule should be run.
  • Repeat section
  1. The Repeat section in the lower right hand corner will be available for the Daily, Weekly, and Monthly schedule types.
  2. The schedule will only repeat if the Repeat Every checkbox is marked.
  3. Repeat Every
    • marking this checkbox enables the text field where the user can indicate the schedule will repeat every x number of minutes in 5-minute increments.
    • This will also enable the ‘For the duration of’ and ‘End Time’ fields.
  1. For the duration of – when the Repeat Every checkbox is marked and this radio button is selected, the value entered in the field indicates the duration that the schedule will be repeated in minutes.
  2. End Time – when the Repeat Every checkbox is marked and this radio button is selected, the user can enter the date and time for the repeated schedule to end.
  3. Save button saves the schedule and returns the user to the list of schedules. Schedules may be modified or deleted from this page.

Creating an OLEDB Bulk Data Source

  1. On the left side options column expand Data Sources, expand Bulk Sources, and click on Query.

  2. On the Query Data Sources page click Create Bulk Query button.

  3. On the New Query Data Source page click the OLEDB Query Data Source button.

  4. The page to configure the OLEDB Data Source opens.

  5. Enter a Name for the query.
  6. Connection – select the connection to be used from the dropdown list.
  7. Click Validate. If the validation is successful, the Edit Query button becomes active.
  8. Click Edit Query – opens the Query Builder to create a new query or edit an existing query.

  9. After the query has been created click on Save Query to return to the OLEDB Query Data Source window.
  10. IMPORTANT: In Order to save the data query source at this point, the user must click on Validate and have the validation return a successful message. Once the successful message is returned, the Edit Query, Save, and Preview buttons will become active.
  11. Click Save to save the query source.

Creating an ODBC Bulk Data Source

  1. On the left side options column expand Data Sources, expand Bulk Sources, and click on Query.

  2. On the Query Data Sources page click Create Bulk Query button.

  3. On the New Query Data Source page click the ODBC Query Data Source button.

  4. The page to configure the ODBC Data Source opens.

  5. Enter a Name for the query.
  6. Connection – select the connection to be used from the drop down list.
  7. Click Validate. If the validation is successful, the Edit Query button becomes active.
  8. Click Edit Query – opens the Query Builder to create a new query or edit an existing query.

  9. After the query has been created click on Save Query to return to the ODBC Query Data Source window.
  10. IMPORTANT: In Order to save the data query source at this point, the user must click on Validate and have the validation return a successful message. Once the successful message is returned, the Edit Query, Save, and Preview buttons will become active.
  11. Click Save to save the query source.

Setting up an OLEDB Connection

  1. On the left side options column click Connections.
  2. On the Connections page click on Create Connection button.

  3. On the New Connection page click on the OLEDB icon.

  4. The OLEDB page opens where the OLEDB connection is configured.

  1. Enter a Description of the server configuration.
  2. Enter the OLEDB Connection String.
  3. Click Validate to validate the connection.
  4. Once the validation is successful, Save the connection.

Setting up an ODBC Connection

  1. On the left side options column click Connections.
  2. On the Connections page click on Create Connection button.

  3. On the New Connection page click on the Odbc icon.

  4. The Odbc page opens where the Odbc connection is configured.

  1. Enter a Description of the server configuration.
  2. Enter the ODBC Connection String.
  3. Click Validate to validate the connection.
  4. If the validation is successful, Save the connection.

Importing an Integration Process

  1. On the Options list on the left side of the window expand System and click on Import.
  2. In the Import SmartConnect Integrations and Dependencies window click Select files.
  3. In Windows Explorer navigate to and open an exported zip file.
  4. Fields to be populated for the import display on the form.
  5. Each section/field is broken down below:
  • Integration Id

  1. This field defaults with the Integration ID entered when the Integration Process was created prior to being exported.
  2. If the field is left with the default text, the Overwrite Existing Integration checkox is displayed.
    1. If the checkbox is marked, the imported integration will overwrite the existing Integration with the same Integration ID.
    2. If the checkbox is not marked, a new Integration will be created with the same ID.
  3. If the IntegrationId field is changed from the default, the Overwrite Existing Integration checkbox will be hidden, and a new Integration will be created with the new IntegrationId.
  • Integration Description

  1. This field will default with the description entered when the Integration Process was created before being exported. The field can be edited and can also be left blank.
  • Source Data

  1. The Source Type field defaults with the source type selected when creating the Integration Process prior to being exported.
  2. Use Existing Source tab – allows the user to select the data source that was chosen when the Integration Process was created.
  3. Create New Source tab – allows the user to create a new data source to be used for the import.
  • Destination Data

  1. Allows the user to select the destination connection.
  2. The connection type will be the same as the type in the imported file. For example:  if the Destination in the import file is a SalesForce connection, the list of available connections to select from will be Salesforce.
  3. The Save To File checkbox will default to the selection made for the Save Output to File checkbox on the Integration Process Target tab when the export was created.
  4. The Bulk Update checkbox will default to the selection made for the Bulk Update checkbox on the Integration Process Target tab when the export was created.
  5. Once the necessary fields have been populated, click on the Import Integration button.
  6. The user will receive a message indicating whether the import was successful.

Exporting an Integration Process

  1. Navigate to the Integration Processes window.
  2. On a process click the down arrow button to open a dropdown list.
  3. Click on Export.
  4. The Export Integration window opens.
  5. The Map Id and Description fields are set when the Integration Process is created and cannot be changed in this window.
  6. Export File Name – The user can accept the default file name or change it.
  7. Export Notes – Notes regarding the exported process can be entered here but are not required.
  8. Click OK.
  9. At this point, the options as to what to do with the downloaded file will depend on the browser being used.

Setting up an Integration to Salesforce

  1. Click on the Target tab.
  2. Select Salesforce as the Target.

  3. Destination – select a Salesforce connection.
  4. Entity – select the entity to be updated.
  5. Save Output to File – mark this checkbox if the data should be sent to a file that can then be downloaded.
  6. Bulk Update – Marking this checkbox will send multiple records through to the Salesforce API at once. It will improve the overall speed of the integration greatly, however error tracking will not be as accurate as SmartConnect will no longer be sending 1 record at a time and waiting for a success or failure result.
  7. Target Lines – displays the lines that will be available to be mapped on the Integration tab.
  8. Once the required fields have been populated the Integration tab becomes active.
  9. Click on the Integration Tab.
  • Integration Tab

  1. Target Lines – from the dropdown list select the lines that will be mapped.
  2. For Delete – when this checkbox is marked, records from the destination that are in the source will be removed.
  3. Update Existing – when this checkbox is marked, records that already exist will be updated with any changes.
  4. Update Blank Data – when this checkbox is marked, data that is blank in the source will update the corresponding records in the destination to blank if the destination record has data.
  5. Source Grouping tab – select which source(s) to group by and the function for the source.
  6. Target Integration tab – this is where the Source data is mapped to the Target data.
  7. Additional Columns tab – note: there will be a separate section for each type of Additional Column.
  8. Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process.

Creating a Salesforce Real-Time Data Source

  1. On the left side options column expand Data Sources and click on Realtime Triggers.

  2. On the Realtime Triggers page click Create Realtime Trigger button.

  3. On the New Realtime Trigger page click the SalesForce Real-Time Data Source button.

  4. The Salesforce Real-Time Data Source page opens.

  5. Enter a Description for the data source.
  6. Connection – select the connection to be used from the dropdown list.
  7. Click the Validate button – this will verify the Connection is successful and enable the Salesforce Entity field.
  8. Salesforce Entity – select the entity to be used.
  9. Trigger On Column Change – select the column(s) that will cause the trigger to run when changed.
  10. View/Edit SOQL – allows the user to view the SOQL query for the data source and to make any changes to the query.
  11. Log Action – use this option to select what, if anything, should be logged when the trigger runs. The options are:
    1. Always Save
    2. Save Failures
    3. Save Successes
    4. None
  12. Click Save to save the data source.
  13. Register button – this button will become active after an Integration Process (mapping) is created that uses the data source. After the Integration Process is created, the user will need to go back to the data source in order to do the registration.