In this step we will construct the Template based Integration Route which will Export data from our Customer table into a CSV file.
-
Go to URL: https://platform.pricefx.com/
2. If you are a Pricefx employee, click on Login with O365.
Verify Partition and SFTP Connections
We are going to use the IntegrationManager instance already in existence to export from the Pricefx Customer Master Data table. So, before we begin this process we need to verify our connection for this instance.
3. First, select your IntegrationManager instance from list:
4. Then, open your Connections for this integration instance to verify that both the partition and SFTP connections have been created and deployed. Click on the Workspace tab:
For use of the integration templates, we will need a partition connection for partition access and an SFTP connection to pull data files from SFTP server.
Access Integration Templates
-
Navigate to Marketplace and select Integration
-
Select the Export Pricefx Table to CSV from FTP option:
3. Click on the Deploy button, from the drop-down list select your IntegrationManager instance. Click on the Deploy button. The import wizard will now begin:
6 . Click on the drop-down list for Pricefx connections and select your partition connection.
Only by selecting a partition connection can the deployment process continue.
7. Update the Name to Export Customer Table to CSV via FTP, then click Next button.
9. Next, select the outbound SFTP connection:
Click Next button.
10. The Integration Properties panel will appear:
Note that the field Cron expression for triggering synchronization is based on Apache Camel Cron rather than a Unix style cron. Please see following URL for further detail: https://camel.apache.org/components/3.20.x/cron-component.html Since th default Cron expression above is set to cause the Export operation to occur every 30 minutes, change the value to 3 to cause the export to occur every 3 minutes to facilitate quicker operations for the class lab.
After selecting the table to exported (ie. Customer), we can configure the frequency of this export opertation and the location of the exported file.
We need to update the Directory Path to reflect the relative location where the CSV file for our transactions data will be located, it should appear as shown below:
Note: in the example above we have specified that the relative path for the Customer export is the customer folder - on the FTP server, this would imply that the exported data would be placed in folder /filearea/customer . Remember that /filearea is the default root path, created by PlatformManager, for all FTP operations. You do not reference /filearea explicity when defining these relative paths for integration exports or imports.
A potentially better specification for exports and imports would be to specific /inbound/customer ( for inbound operations ) and /outbound/customer ( for outbound operations such as export ). The choice is yours.
11. Next, the Export Mapping panel will appear… using The Add Field button we can create the necessary mapping for the Product elements to export:
Click Next button.
The data mapping and loading of the Customer master will now be accomplished:
23. Click Finish button.
NOTE: These steps have defined the file mapping and the location of where the CSV file will be exported. The frequency of this export is controlled by the CRON settings.