Edit Component

Edit Component

Overview

This section will provide information on editing components in your project network. Please note that the component can only be edited from the Dataflow View. The Interaction View does not provide this functionality. Once you are on the Dataflow view, click on any component node. The component details and menu options are displayed on the Network tab upon clicking the node. 

Step 1 - Start Edit Mode

  1. Click on the Edit Component band. 

  1. An edit screen will appear, displaying the two bands:
    1. Activation
    2. Configuration
  2. Expand the bands by clicking on the accordion at the top right corner of each band. The corresponding list of settings is displayed in the expanded section:
    1. Activation:
      1. Actvation Status
      2. Trace
    2. Configuration:
      1. Error Handling
      2. Filter
      3. Settings
      4. Subscriptions
      5. Trigger
      6. Value Mappings
  3. A separate band will represent each configuration. You can click any band to modify its configurations.


Step 2 - View and Modify the Activation

  1. Once you expand the Activation band, the following settings are supported:
    1. Activation Status
    2. Trace

2.1 Modify Activation Status

  1. This band permits the user to configure the status of the component.
  2. The band presents a drop-down menu featuring options for both active and inactive statuses.
  3. To designate the component as active, select the Active option. To signify that the component is inactive, choose the Inactive option.
  4. Both statuses will be stored automatically, and a confirmation message will be displayed on the screen.

2.2 Modify Trace

  1. This band facilitates the activation or deactivation of Trace for the selected component.
  2. A toggle switch is incorporated within the band to enable or disable the trace function. When Trace is enabled or disabled, the configuration is saved automatically, and a notification message is presented to the user.
  3. Please note that to configure the trace settings, you must enable the trace on the band.

  1. You can customize the trace settings to suit your specific requirements.
  2. Click on the Trace band.
  3. Please click on the band to navigate to the trace settings screen, where the following configurations can be adjusted:
    1. Log Level
    2. And limit
  4. Please note that to set the log level and its limit, you must first enable the toggle switch. Otherwise, the fields will be displayed in a disabled state.

2.2.1 Modify Log Level of Trace

  1. On this band, you can configure the log levels.
  2. A drop-down menu is available to set the log levels, and the following log levels are supported:
    1. Trace Level 1, 
    2. Trace Level 2, 
    3. Trace Level 3. 

  1. Click the Save button to save the modifications.

2.2.2 Modify Trace Limit

  1. On this band, you can configure the log limit.
  2. A drop-down menu is provided to facilitate adjusting the log limit.
  3. The allowable log limits range from 0.1 MB to 10 MB, with an additional option for 'No Limit'. 
  4. Select the required option from the drop-down.

  1. Click the Save button to save the modifications.

Step 3 - View and Modify Configuration

  1. Once you expand the Configuration band, the following settings are supported:
    1. Error Handling
    2. Filter
    3. Settings
    4. Subscription
    5. Trigger
    6. Value Mapping

3.1 Error Handling

  1. Click on the Error Handling band. 

  1. The screen will present a comprehensive list of error settings.
  2. Each individual setting will be displayed on a distinct band.
  3. At the conclusion of each band, you will observe a drop-down menu. Depending on the specific setting, corresponding options will be made available in the drop-down.
  4. Kindly select any option from this drop-down to configure the error settings.

  1. Once you have finalized your selection, please click the Save button to preserve the settings.

3.2 Filter

  1. Click on the Filter band.

  1. On this interface, you may filter the incoming data to meet your requirements.
  2. The interface will present two bands:
    1. Default Filter
    2. Custom Filter
  3. An And/Or toggle switch is provided between the Default and Custom filters. You may use the 'AND' option if you wish to apply both filters simultaneously, and select the 'OR' option if you prefer to apply either filter individually.

  1. Refer to the "Configure and Modify Filter" article for more information on using filters.

3.3 Settings

  1. Click on the Settings band.


  1. The screen will present a comprehensive list of object settings. The list may be displayed based on the system type. 
  2. Each setting will be displayed on a distinct band.
  3. At the conclusion of each band, you will observe a drop-down menu. Depending on the specific setting, corresponding options will be made available in the drop-down.

  1. To modify the settings, select any option from this drop-down.
  2. Click on the Save button to save settings.

3.4 Subscription

  1. Click on the Subscription band.

  1. The screen will present a list of entities that are subscribed to the selected component. 
  2. Each entity is displayed on an individual band.
  3. Kindly note that this screen is designated for read-only purposes. It provides information regarding the number of entities subscribing to the chosen component. 

3.5 Trigger

  1. The trigger is a condition that initiates a workflow or sequence of actions. It serves as the "switch" that commences the process once specific criteria are satisfied.
    1. The following triggers are supported:
      1. Timer Trigger 
      2. HTTP Trigger 
      3. Queue Trigger   
      4. Subscription Trigger
    2. Based on the configured trigger, the band will display the trigger name and its configurations, and clicking it will bring up the corresponding screen. 
  2. Click on the Trigger band.

3.5.1 Timer Trigger 

  1. If the Timer trigger is configured, the band will display the 'Timer' and the number of configured schedules.
  2. Click on the band. 
  3. The screen will display the following bands:
    1. Scheduler
    2. Settings
  4. Each settings are presented on a separate band.


Scheduler
  1. Upon clicking the Scheduler band, the scheduler screen appears in Settings View mode.
  2. The schedule provides the two viewing modes. By default, the scheduler opens in settings view mode. A toggle switch is provided on the screen; you can switch between these modes using the toggle switch:
    1. Settings View
    2. Calendar View
  3. Please note that if you have not configured any schedule yet, the screen will be empty. In that case, start adding the schedule using the Add button.  
  4. A list of running schedules will be displayed on the screen. 
  5. You can search the schedule by its name using the search field.
  6. Additionally, you can use the Status drop-down to segregate the schedule based on its status. 
  7. The action area of the screen provides the following action items:
    1. The action area contains a Help icon. Clicking on this icon will open help content in the context area.
    2. The Publish Schedule button allows you to publish a schedule that you have configured. The designed schedules will be active and running only once they are published.
    3. An Add button allows you to create a new schedule. Upon clicking the button, four options will be presented, allowing you to choose the type of schedule you want to make.


Add Schedule
Refer to the Add Schedule article to add the new schedule. 

Publish Schedule
  1. The "Publish Schedule" button is located in the action area of the screen.
  2. After designing a new schedule, click the "Publish Schedule" button to publish the latest version. If an existing schedule is running, it will be overridden by the new schedule.

  1. When you click the button, a confirmation pop-up titled "Publish Schedule" will appear to confirm your action.
  2. The pop-up will display buttons labeled "Yes" and "No."
  3. If you click "Yes," the schedule will be published.
  4. If you click "No," the schedule will not be published, and the pop-up will be closed.

Edit Schedule
  1. When you are in the settings view mode, click on any of the schedules that you want to modify.

  1. After clicking the schedule, the scheduler pop-up will appear.
  2. Modify the schedule's name, description, and duration.
  3. Once modified, click on the Save button. 

  1. If you are in the calendar view, click on the schedule that you want to modify.

  1. You will be moved to Day view in the calendar.
  2. Hover your cursor over the schedule. You will see the edit icon.
  3. Click on the Edit icon to modify the schedule.

  1. A respective schedular pop-up will appaer.
  2. As required, modify the date, time, and description of the schedule.
  3. Once you have made the modifications, click on the Save button to save your changes.


Deactivate Schedule
  1. Hover your cursor over the respective schedule band. You will see the deactivated icon.
  2. Click on the edit icon to deactivate the selected schedule.
  3. Upon clicking the icon, the respective schedule will be deactivated. 

  1. When you click the Deactivate icon, a confirmation pop-up will appear.
  2. The pop-up will have two options - a Yes button and a No button.
  3. If you select the Yes button, the schedule will be deactivated.
  4. However, the deactivation process will be terminated if you select the No button.

  1. Once the schedule is deactivated, the deactivate icon will be displayed on the schedule.

  1. Click on the Publish Schedule button. Please note that the deactivated schedule will not be published. Only active schedules will be published. 

  1. When you click the Publish Schedule button, a confirmation pop-up will appear.
  2. The pop-up will have two options - a Yes button and a No button.
  3. If you select the Yes button, the schedule will be published.
  4. However, the schedule will not be published if you select the No button.


Delete Schedule
  1. Hover your cursor over the respective schedule band. You will see the Delete icon.
  2. Click on the Delete icon to delete the selected schedule.

  1. Upon clicking the icon, a confirmation pop-up will appear.
  2. The pop-up will have two options - a Yes button and a No button.
  3. If you select the Yes button, the schedule will be deleted.
  4. However, the schedule will not be deleted if you select the No button.


View and Modify the Settings
  1. Upon clicking the Settings band, the following screen will be displayed.


Processing Queue
  1. The Process Queue section provides information about the queue where the data is processed.
  2. This is the queue that stores timer data for processing. Please note that the information in this section is read-only.
  3. This section displays the name of the queue and the stream name associated with it.
  4. A View button is provided next to the fields.
  5. Upon clicking the button, you will be directed to the Queue-Monitor screen, where you can view more details about the queue.

  1. A View button is provided next to the fields.
  2. Click on the View button.

  1. Upon clicking the button, you will be directed to the Queue-Monitor screen, where you can view more detailed information about the queue. 
  2. If there are no messages in the queue, the screen will be empty.


Process Settings
  1. The Process Settings section displays the settings for inbound data.
  2. The section will provide a list of the settings:
    1. Block Size
    2. Initial Start Time
    3. Request Timezone
    4. Request Language
    5. Response Tomezone
    6. Response Language
  3. Each setting is represented with a separate band.

  1. Each setting has its controls on the band. The values are provided in the control. The control could be a drop-down, text box, or calendar control. 
  2. To modify any of the settings, select an appropriate value from the control.
  3. Once the modifications are done, click on the Save button to save the changes.


3.6 Value Mapping

Value mapping is a key factor in data integration for the smooth transaction of financial data and inventory data. For example, different systems will have different payment type methods; hence, it is imperative to map the payment type. Similarly, location mapping of the stores is crucial for integrating product, stock, and order data.
The Value Mapping section allows you to map your payment types and store locations between systems. Once you start the integration process, you will have the source and target systems for data integration. Then, based on the mappings between the systems, the data gets integrated. This section will describe how to configure value mapping.
  1. Click on the Value Mapping band.

  1. When there is no value mapping supported for a component, the following screen will appear.
  1. If the value mapping is supported for a component, the list of value mappings will be listed on the screen.
  2. Refer to the "Value Mapping" article for more information and steps on configuring value mappings.


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