How to Create IM Instance

Steps:

1. Go to Account > Integrations.

2. Click the New IntegrationManager button at top right.

3. Fill in the required fields:
   Since IntegrationManager 2.2.2, the creation is done in Kubernetes. 

   • Server Type: Choose Create New Instance.

   • Version – Select from available IM versions. (In Administration, you can restrict the list of IM versions which show in this drop-down menu. You can also decide whether the version would run on old hardware or new one (new form)):

     • When creating a new IM instance, the version selected here applies to all environments. 

     • When editing an existing IM instance, the version selected here applies only to the newly added environment.

   • Integration Name (required) – It follows this pattern: pim-<account> which is enforced by the form: the prefix is filled in automatically, you only need to enter the account name (only lower case letters and numbers are allowed; minimum length is 3 characters, maximum is 34 characters). The integration name must be unique. It is not possible to reuse the name of an integration that existed and was deleted.
     ⚠️ Creating an IntegrationManager instance within the same group using a different cloud provider is not allowed.

   • Cloud Provider (required) – Allows you to select hosting infrastructure from those currently supported.

   • Region (required) – Select from available options (which depend on selected cloud provider). The value should match the location where your data runs. Currently supported region: eu.

   • Environment (required) – Options are: dev, qa, prod, sim, staging, test, uat, poc. You can define more environments after you click the button under the table. There is no limit to the number of environments, but at least one must be present. For each environment an IM instance is created. If editing an existing environment, it must also conform to one of the defined CPU/Memory tiers.

   • CPU/Memory (required) – Allows you to select the processing power and memory size for your environment. 
      Choose the value carefully please. Requesting the highest value without valid reasons may result in additional charge by Pricefx. You can no longer select CPU/Memory values independently. All environments (new or updated) must use one of the available tiers. If a non-tiered options is selected, it is marked red as custom.
     Instead of selecting CPU and Memory separately, choose one of the predefined tiers:

     • 500m / 4Gi (default)

     • 1Gi / 8Gi

     • 2Gi / 16Gi

   • Storage (required) – Allows you to select the storage size for your environment.
      For IM instances created with the cloud provider, you can restrict the advanced sizing options CPU, Memory and Storage only to users with the Integration Instance - Admin permission. For non-admin users, sizing is taken from default values given by the imHttpClient method instanceDefaultOptions.
     Instance resources are editable later, if needed.

   • Expiration (optional) – Sets a date after which the instance will be deleted. If needed, the date can be later modified in Settings. Editing this value is not allowed. Use Update Assistant to update the value.

   • Version – Shows a version of the environment. For details on behavior, see the description of the Version field above. Editing this value is not allowed. Use Update Assistant to update the value.
     

     

     
     

     
     

   • When editing an existing instance, you can open the Update Assistant by clicking the arrow-up icon:

     

   • Integration Architecture Information section: Fill in which ERP/CRM system to integrate with, integration direction (inbound, outbound etc.), used technology (Camel, Groovy, Java) and the expected usage of Integration templates. This information is synced on the account level with Salesfx.

4. Submit: When you submit the request, the instance creation starts. It may take a while. Once it is ready, you will be notified by email.

   
   

For IntegrationManager up to version 2.1.5, you have the following options to define a new IM environment:

Integration Name –  It follows this pattern: pim-<account>-<environment> which is enforced by the form: the prefix and suffix are filled in automatically, you only need to enter the account name (only lower case letters and numbers are allowed; minimum length is 3 characters, maximum 20).

Integration Type – Options are: dev, qa, prod, sim, staging, test, uat, poc.