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Building your First Integration

In the previous article, How Integrations Work in CIC Cloud Edition, we showed you the high-level concepts involved in building an integration in CIC Cloud Edition. In this article, we guide you in building your first, simple integration. Once you have experienced building a simple integration end-to-end, you will have a good foundation from which to expand your knowledge and build more complex integrations.

Scenario

In this scenario, you will send a sample Purchase Order (850) from a partner mailbox (simulating one of your trading partners) to a folder on your laptop or local server. 

Pre-requisites

Summary of Steps

  • Build simple Data Flow from Partner Mailbox to File System
    • Login to CIC Console 
    • Create a Partner Mailbox Endpoint enabled for Cleo Portal
    • Create Access Point for your Laptop or Private Server
    • Create a File System Endpoint associated with your Access Point
    • Build a Data Flow from the Partner Mailbox Endpoint to your File System Endpoint
    • Stage the Sample File
      • Login to Cleo Portal to view your Partner Mailbox
      • Upload Sample File to Upload Folder
    • Run Data Flow and Test
      • Return to your Data Flow and click Run 
      • Verify Sample File is Sent from Partner Mailbox to your Laptop Folder
  • Setup Basic Project in CIC Studio
    • Login to CIC Studio
    • Run Project Generator
    • Download and Include Dashboard Projects or Download (Sample Project if available)
    • Create Cloud Monitor (older generations only) Note:  Cloud Monitors are no longer necessary when building integrations in the CIC Studio. Instead, the user can directly set an Event from within the CIC Cockpit when creating a Data Flow using a transformation Endpoint. All other functionality remains the same. Please see Managing Endpoints for more details.
    • Create Cloud Adapter
    • Link Cloud Adapter to source and target Endpoint
    • Setup Required Events and Routes
  • Update Data Flow to include Processing Step 
    • Login to CIC Console
    • Edit Data Flow to point from Partner Mailbox to Transform Endpoint
    • Create a second Data Flow to point from Transform Endpoint to your File System Endpoint
  • Stage Test File and Test
    • Stage Sample File on Cleo Portal (as described above)
    • Open Updated Data Flow and click Run
    • Verify you receive the sample file in your local folder
    • View transaction info in the Activity tab on CIC Console
      • Click on Dashboard to see 1 Purchase Order received
      • Drill down on the Purchase Order Count to see Message Details
      • View Message Details by clicking on Message
      • Get to the associated Job by clicking on Message Lifecycle
      • View Job Details for the instance of your Integration run

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