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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 will attempt to guide you in building your first, simple integration. Our feeling is 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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