Overview

This section describes how to add a connector to your project. A single process guides you through adding the desired connector. The same process also lets you add automation. In Step 3, you select the entity type; subsequent steps display based on your selection.

Step 1 – Start the Add Entity Process

• Open the Project module.
• Select Add in the action area. The Add Entity process starts.

Step 2 – Introduction

• The Introduction screen appears, providing an overview of the Add Entity process and the steps ahead.
• Review the standard icons and their usage before you begin.
• The screen is divided into two areas:
  • Information Area: Displays instructions and guidance for each step. Read this before filling in details to ensure accuracy. A collapse icon is also available — select it to maximize the working area; select it again to restore the information bar.
  • Content Area: Where all actions are performed. It contains the following:
    • The screen title appears in the top-left corner under Current Step. It currently displays Introduction.
    • The Completed drop-down in the top-right corner lists all completed steps. It shows 0 until you complete a step. Completed steps are added to the drop-down as you progress. To return to a completed step, select it from the drop-down.
    • A progress bar below the screen title shows your current position. For example, if there are six steps and you are on the first, the bar displays 1/6.
    • An image of the full process flow is displayed in the working area.
• The Show every time toggle at the bottom-right controls whether the Introduction screen appears each time you start the Add Entity process. Enable it to always show the screen; disable it to skip it on future runs.

Step 3 – Select Entity Type

• Select the entity type you want to add to your project. Two cards are displayed:
  • Connector
  • Automation
• The subsequent screens display based on your selection.
• Select the card for your entity type. The selected card is highlighted and Next Step becomes active.
• Select Next Step to continue. Select Cancel to exit to the Project home screen. Select Previous Step to go back.

• Select Add Connector.
• Select Next Step to continue. Select Cancel to exit. Select Previous Step to go back.

Step 4 – Select Connector

• Select the connector you want to configure. A list of installed connectors is displayed.
• Use the search field or the Type filter drop-down to find a specific connector. Results appear instantly as you type.
• If you cannot find the connector after applying filters, use the options at the bottom of the screen:
  • Get from the marketplace: Select your desired connector from the marketplace.
  • Create Your Own Connector: Create your own connector and go to the Connector Designer screen.
  • Ask the Community for Support: Go to the OneEnterprise community portal to post queries and receive assistance.
• Select the connector. The row is highlighted. Select Next Step to continue (enabled after you select a connector). Select Cancel to exit. Select Previous Step to go back.

Step 5 – Publish Objects

• In this step, select the objects from the chosen connector that you want to publish.
• A list of connector objects displays on the screen. Each object appears on a separate band showing the object name in OneEnterprise and the connector object name.
• Select the objects you want to publish, making them available for other connectors to subscribe to. Select a band to highlight it.
• You can select multiple objects. Select Select All to select all objects in the list.
• Select Next Step to continue (enabled by default). Select Cancel to exit. Select Previous Step to go back.

Step 6 – Adding Connector

• After you select Next Step, the Adding Connector screen appears. The system completes all backend processing.
• A confirmation message appears when the connector is successfully added.
• Select Close to exit the screen.

• The newly added connector is listed in the project.