Edit Connection

Edit Connection

Overview

This section provides a comprehensive guide on modifying the connection details of entities that are currently connected. It is important to note that connection editing can only be performed from the Interaction view, which offers a user-friendly interface for managing connections. This capability allows you to seamlessly update various connection parameters to ensure optimal integration and functionality.

Editing connections is not allowed in the Dataflow view. Therefore, you must navigate to the Interaction view to access and adjust connection details effectively.

Step 1 - Start Edit Mode

  1. Once you are on the Interaction view, click on the connection line between the entities.
  2. The Network tab will display the connection details and the supported action menu.
  3. Click on the Edit Connection band. 

Step 2 - Select Object and Data Flow Direction

  1. After clicking the Edit Connection band, a Select Object & Flow Direction pop-up will appear.
  2. The pop-up will provide two drop-down menus:
    1. Object drop-down:
      1. Select the object from the drop-down for which you want to edit the settings. 
    2. Flow Direction drop-down:
      1. The supported flow directions will be listed in the drop-down.
      2. Select the flow direction of the object you wish to edit.
    3. Once you have chosen the object and its flow direction for editing, click the Proceed button to continue.
    4. Click the Cancel button to close the pop-up.

Step 3 - Edit Connection

  1. Once you have chosen the object and its flow direction for editing, the following screen will appear.
  2. You will observe the following detail on the screen.
    1. Object drop-down:
      1. Displays a list of available objects.
      2. The object you selected in the pop-up screen appears by default.
      3. You can switch to a different object by selecting from the drop-down list. 
    2. Flow Direction drop-down:
      1. Displays the supported flow directions for the selected object.
      2. The flow direction you chose in the pop-up screen is shown by default.
      3. If other flow directions are available, you may select a different one to edit.
    3. Customize button:
      1. Opens the Edit Configuration screen.
      2. Allows you to configure and activate the published object.
    4. Entity tabs:
      1. Connected entities are displayed on separate tabs.
        1. Publisher Entity Tab:
          1. First tab, opened by default.
        2. Subscriber Entity Tab:
          1. The second tab can be accessed by clicking.
      2. Hovering over a tab shows a tooltip with system details.
      3. Each entity tab may contain different settings, depending on the entity type.
    5. Connection Settings:
      1. Both Publisher and Subscriber entities contain the following settings:
        1. Activation Status
        2. Configuration
      2. Each section is organized into bands.
      3. To view details, expand a band by clicking the accordion icon in the top-right corner.
      4. Expanded bands display the corresponding list of available settings. 
Notes
Some settings may appear enabled or disabled depending on the entity type.

Step 4 - Activate Object

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

Modify Activation Status

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


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.

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.

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 5 - 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

Configure Error Handling

  1. Click on the Error Handling band.

  1. The screen will present a comprehensive list of error settings.
  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.
  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.
  2. You may return to the Configuration screen by selecting the 'Back to Previous Screen' band.

Configure Filter

  1. Please select 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. And Custom Filter
  3. Each band is equipped with an accordion to facilitate the expansion of the section.
  4. On the top left side of the screen, a drop-down menu is provided with the following options:" 
    1. Use Default Filter 
    2. Use Custom Filter 
    3. Use Both Filters
  5. Based on the options selected in the drop-down, the corresponding filter will be displayed.
  6. The Default Filter section will be expanded by default, and 'Use Default Filter' will be selected in the drop-down.



Default Filter

  1. The Default Filter section will be expanded by default, and the option 'Use Default Filter' will be selected in the drop-down menu.
  2. However, you are permitted to choose any option from the drop-down to apply the filter.
  3. If the option 'Use Default Filter' is selected, the custom filter will be disabled on the screen. 
  4. In the Default Filter, the ruleset will be provided by the application, enabling users to select the appropriate values for the fields.
  5. It is important to note that you cannot add or remove any ruleset within the filter.
  6. At the top of the filter, an And/Or switch is provided, which allows for the configuration of the filter conditions pertaining to the provided ruleset. If you wish to configure the filter with multiple rulesets, the And option should be utilized. Conversely, if applying only one ruleset either/or condition, the Or option should be selected. 
  7. Once you have completed the filter configuration, click the Save button to save your settings.


Custom Filter

The Customize Filter feature empowers users to establish customized filter fields for tailored data filtering. Users have the capability to add, remove, search for, and edit filter fields via an intuitive interface that incorporates drag-and-drop functionality.
  1. Select the 'Use Custom Filter' option in the drop-down; the custom filter band will be enabled.
  2. Expand the section by clicking on the band.
  3. If the 'Use Custom Filter' option is selected, the Default filter will be disabled on the screen. 
  4. The Custom Filter will provide the following details:
    1. Customize Field List:
      1. A 'Customize Field List' button must be made available in the upper right corner of the section.
      2. This functionality will enable users to define the custom fields for their filters.
      3. First-time users may not see any fields populated initially.
      4. To designate the desired fields, please click on the 'Customize Field List' button. A pop-up window will emerge, providing the option to add or remove fields as necessary.
    2. Add Ruleset:
      1. To add a new Ruleset, click on the 'Add Ruleset' icon. 
      2. Once you click on the icon, a new ruleset will be added as a child under the Parent ruleset.
      3. The newly added ruleset will have the following icons:
        1. Add Rule
        2. Add Ruleset
        3. Remove Ruleset
    3. Remove Ruleset:
      1. To remove the newly added ruleset, click on the 'Remove Ruleset' icon.
      2. Please note that you can add or remove the ruleset under the parent rule. 
      3. You cannot remove the parent ruleset.
    4. Add Rule:
      1. To add a new rule inside any ruleset, click on the Add Rule.
      2. Upon clicking the icon, a new rule gets added under the chosen ruleset.
    5. Remove Rules:
      1. You can remove any rule from the ruleset.
      2. To remove a rule, hover over it, and a Delete icon will appear.
      3. Click the Delete icon to remove the rule.
  5. At the top of any ruleset, an And/Or switch is provided, which allows for the configuration of the filter conditions pertaining to the provided ruleset. If you wish to configure the filter with multiple rulesets, the And option should be utilized. Conversely, if applying only one ruleset either/or condition, the Or option should be selected. 
  6. Once you have completed the filter configuration, click the Save button to save your settings.



Customize Field List
  1. Once you open the custom filter, you will see the Customize Field List button. 
  2. If you have not set the custom filter yet, you will not see any ruleset. 
  3. To start configuring the custom filter, click on the Customize Field List button. 
  4. Upon clicking the button, a pop-up will appear where you can configure the custom filter.


Field Operations
  1. You will notice two sections on the pop-up.
    1. Available Fields:
      1. The list of available fields will be displayed in this section.
      2. You can add fields from this section to Filter Fields.
    2. Filter Fields:
      1. The list of configured fields will be displayed in this section.
      2. You can add, remove, and rename fields here.
  2. Both types of fields will have a search function that you can use to find the required fields field.



Add Fields
  1. Select a field from Available Fields. 
  2. Click the Add button (now enabled). 
  3. The selected field moves to Filter Fields.
  4. The Add button is enabled, while the Remove button is disabled.
  5. The Save button becomes enabled after any changes.


Remove Fields
  1. Select a field in the Filter Fields section. 
  2. Click the Remove button (now enabled). 
  3. The selected field returns to Available Fields.
  4. Save becomes enabled after any changes. Click the Save button to save the changes.


Drag and Drop
  1. Drag fields between Available Fields and Filter Fields. 
  2. This method works for both adding and removing fields. 
  3. It triggers the same behavior as using the Add/Remove buttons. 
  4. This action enables the Save button after changes.

Save and Close Actions
Save
  1. Saves the configuration changes.
  2. Enabled only after any modification.
  3. Remains disabled by default.
Close
  1. Closes the pop-up and discards unsaved changes.
  2. You can perform this action using the Close button or the "X' icon located in the top-right corner of the pop-up.


Edit Custom Field Name
  1. You are allowed to customize the name of the field in the FilterFields section.
  2. Hover over a field in the Filter Fields section. A Pencil Icon appears.
  3. Click to edit the field name. Field becomes editable, enter the name of your choice. 
  4. Click the Save button to save the modification.
  5. Please note that if you modify the name of the field in the Filter Field, and if you remove the field from the section, the custom name will no longer be preserved. Once the field is moved back to the Available Field section, the original name will be retained. 


Notes
Only one of the Add or Remove buttons can be enabled at a time. If no field is selected, both buttons remain disabled. Tooltips and search functionalities are optimized for user assistance. All field interactions are reflected instantly on the interface.









Use Both Filter (Custom and Default)

  1. To use both filters, select 'Use Both Filters' in the drop-down menu.
  2. Now, both filters will be available for you.
  3. The And & Or toggle switch will appear between Default and Custom filters, which will allow you to set the And/Or conditions for your filter.
  4. Configure both filters according to your requirements, and click the Save button to apply the filter to the incoming data.



Settings

  1. Click on the Settings band.
  2. The screen will present a comprehensive list of automation settings.
  3. Each individual setting will be displayed on a distinct band.
  4. 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.
  5. Kindly select any option from this drop-down to configure the automation settings.
  6. Once you have finalized your selection, please click the Save button to preserve the settings.
  7. You may return to the Configuration screen by selecting the 'Back to Previous Screen' band located within the Network tab.





Subscription

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




Trigger

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. 

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 will appear.
  2. You can configure the schedule on this screen.
  3. Refer to the Schedule section for instructions on configuring a schedule. 


Settings
  1. Upon clicking the Settings band, the screen will display the following settings:
    1. Process Settings:
      1. The Process Settings section is displayed at the top of the screen.
      2. These settings pertain to inbound.
      3. 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 
      4. Each setting is represented with a separate band.
      5. A drop-down is provided in each setting. Select a suitable drop-down value from the available options.
      6. The process settings displayed on the screen are inbound settings.
    2. 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 located 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.


HTTP Trigger  

  1. If the HTTP trigger is configured, the band will display the HTTP, authentication type, and type of call (synchronous or asynchronous).
  2. The HTTP trigger settings are configured based on their authentication type:
    1. No Authentication 
    2. Basic Authentication
    3. Token Authentication   
  3. Click on the band.

HTTP Trigger - No Authentication  
  1. If the HTTP trigger has no authentication type, the screen will display the following information.
  2. Please note that this screen is for read-only purposes:
    1. URL:
      1. A URL is displayed in the dedicated field.
      2. Next to the field, a Copy icon is provided.
      3. Click the icon to copy the URL. After clicking the icon, a toaster message will appear on the screen, indicating that your link has been copied to the clipboard. 
    2. 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 located 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. 


HTTP Trigger - Basic Authentication
  1. If the HTTP trigger has basic authentication type, the screen will display the following information.
  2. Please note that this screen is for read-only purposes:
    1. URL:
      1. A URL is displayed in the dedicated field.
      2. Next to the field, a Copy icon is provided.
      3. Click the icon to copy the URL. After clicking the icon, a toaster message will appear on the screen, indicating that your link has been copied to the clipboard. 
    2. Credentials:
      1. The Credentials section provides a list of credentials, if configured.
      2. The credentials are presented in a tabular format:
        1. First column: It provides the user name.
        2. Second column:
          1. It provides the password.
          2. The password is displayed in encrypted form.
          3. To view the password, click on the eye icon; click again to hide it. 
        3. Third column: A delete icon is provided to remove the row. 
      3. Modify the existing user name and password, then click the Save button to save the modifications.
      4. Add New Credentials:
        1. To add a new username and password, an Add button is available in the top right corner of the section.
        2. When you click the Add button, an Add New Credentials pop-up will appear.
        3. You can enter the username, password, and retype the password in their respective fields on the pop-up.
        4. Click the Save button to save the new username and password.
    3. Processing Queue:
      1. Please note that the processing queue section will appear only for asynchronous calls.
      2. The Process Queue section provides information about the queue where the data is processed.
      3. A View button is located next to the fields.
      4. Upon clicking the button, you will be directed to the Queue-Monitor screen, where you can view more details about the queue. 


HTTP Trigger - Token Authentication   
  1. If the HTTP trigger has token authentication type, the screen will display the following information.
  2. Please note that this screen is for read-only purposes:
    1. URL:
      1. A URL is displayed in the dedicated field.
      2. Next to the field, a Copy icon is provided.
      3. Click the icon to copy the URL. After clicking the icon, a toaster message will appear on the screen, indicating that your link has been copied to the clipboard. 
    2. Token:
      1. A Token is displayed in the dedicated field.
      2. Next to the field, a Copy icon is provided.
      3. Click the icon to copy the token. After clicking the icon, a toaster message will appear on the screen, indicating that your token has been copied to the clipboard.
    3. Processing Queue:
      1. Please note that the processing queue section will appear only for asynchronous calls.
      2. The Process Queue section provides information about the queue where the data is processed.
      3. This is the queue that stores timer data for processing.
      4. A View button is located 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. 



Queue Trigger   

  1. If the queue trigger is configured, the band will display the 'Queue' and the status of the queue as Idle or Busy.
  2. Click on the band. 
  3. The screen will display the processing queue details.
  4. Processing Queue:
    1. Please note that the processing queue section will appear only for asynchronous calls.
    2. The Process Queue section provides information about the queue where the data is processed.
    3. This is the queue that stores timer data for processing.
    4. A View button is located 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. 


Subscription Trigger

  1. If the subscription trigger is configured, the band will not display any configuration settings as shown for Timer, HTTP, and  Queue.
  2. Click on the Trigger band. The screen will display the processing queue details.
  3. Processing Queue:
    1. Please note that the processing queue section will appear only for asynchronous calls.
    2. The Process Queue section provides information about the queue where the data is processed.
    3. This is the queue that stores timer data for processing.
    4. A View button is located 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.




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 important to integrate the 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.
  2. The screen will show the list of objects, with each object presented on a separate band.
  3. The band will display the name of the object and a status drop-down.
  4. You can search for an object by its name using the search field. Alternatively, you can use the Type filter to segregate the object based on its In Review or Release status.
  5. To configure the value mapping for an object, click on the band.
  6. The section gets expended and display the list of supported value mappings between the entity and OneEnterprise.
  7. A scroll option must be provided for the expanded section if there are more options.
  8. In the expanded section, you will notice two sections:
    1. First System (Publisher System):
      1. This publisher system will provide its value mapping to OneEnterprise (OE Message). Any of the subscribing entities can subscribe to these OE messages.  
      2. Please note that OneEnterprise is not a subscriber system. 
      3. The first section will display the entity name and logo, which is the source system from where the OE will receive the data.
    2. Second System (OneEnterprise - OE Message):
      1. OneEnterprise is the receiver system and receives data from the source entity (publisher entity), which is stored in the form of OE messages.
      2. Please note that inbound value mappings are configured on this screen. That means OneEnterprise will receive the data from the configured entity.
    3. Mapping:
      1. Below each system, a list of the supported value mapping settings is displayed.
      2. Each setting field is a drop-down menu. The supported values are available in the drop-down, and you can select an appropriate value from it.
      3. You need to map the value between the source and receiver entity.
    4. Delete:
      1. A Delete icon is provided next to each field. When you click the Delete icon, the mapping fields of the source and target entity (OneEnterprise) will be removed.
      2. After deletion, a confirmation message will appear on the screen.
    1. Add New Setting:
      1. To add the custom value mapping field, a text box is provided at the bottom of the list.
      2. Enter the name of your choice for the source and target entities.
      3. Once you click the save button, the newly added settings get added to the list.
    2. Save: 
      1. After any modification, click the Save button to apply the changes. 











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