CIH R39 On Demand Training Guide
CIH R39 On Demand Training Guide
Services
Version: CIHS-R39-OD-202205
May 2022
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Table of Contents
Creating an IICS Account .......................................................................................................... 1
Installing IICS Agent .................................................................................................................. 7
Configuring Oracle DB ............................................................................................................ 23
Troubleshooting Prerequisite Installations .............................................................................. 33
Module 1: Introduction to Cloud Integration Hub
Lab 1-1: Lab Environment Setup ............................................................................................. 41
Module 2: Topics
Lab 2-1: Create a Topic Structure Manually ............................................................................ 47
Lab 2-2: Create a Topic Structure Using a Flat File ................................................................ 59
Lab 2-3: Create a Topic Structure Using Multiple Flat Files .................................................... 69
Lab 2-4: Create a Topic Structure Using a Relational Database Connection ......................... 77
Module 3: Applications
Lab 3-1: Create Applications ................................................................................................... 89
Module 4: Publications
Lab 4-1: Create Connections .................................................................................................. 97
Lab 4-2: Create a Data Synchronization (DSS) Task in IICS for Publication ........................ 137
Lab 4-3: Create a Publication in CIH using the DSS Task .................................................... 151
Lab 4-4: Create a Mapping Task in IICS for Publication ....................................................... 159
Lab 4-5: Create a Publication in CIH using the Mapping Task .............................................. 185
Lab 4-6: Create a Compound Publication Using Mapping Task ........................................... 193
Lab 4-7: Hub Overview .......................................................................................................... 219
Lab 4-8: Run a Publication using Publish Data API .............................................................. 223
Module 5: Subscriptions
Lab 5-1: Create a Subscription in CIH using the DSS Task .................................................. 237
Lab 5-2: Create a Mapping Task (MTT) in IICS for Subscription .......................................... 251
Lab 5-3: Create a Subscription in CIH using the MTT Task .................................................. 277
Lab 5-4: Create a Mapping Task (MTT) in IICS for Compound Subscriptions ...................... 287
Lab 5-5: Create a Compound Subscription in CIH using the MTT Task ............................... 315
Lab 5-6: Run a Subscription using Consume Data API ........................................................ 325
Module 6: Cloud Integration Hub REST APIs
Lab 6-1: Run Cloud Integration Hub REST APIs .................................................................. 349
Module 7: Asset Management
Lab 7-1: Export and Import Assets ........................................................................................ 369
Lab 7-2: Create and Manage Tags ....................................................................................... 379
Module 8: Events and Event Monitors
Lab 8-1: Manage Events ....................................................................................................... 389
Lab 8-2: Create Monitoring Rule ........................................................................................... 399
Module 10: Permissions
Lab 10-1: Permissions ........................................................................................................... 409
Module 11: Salesforce Accelerator Package
Lab 11-1: Deploy Salesforce Accelerator Package ............................................................... 431
Creating an IICS Account
Overview:
To use the different services available in the IICS platform, you must have a valid IICS account.
This document lists the steps to create an IICS trial account to use in the onDemand training
course. The course content and Labs are activated at the time of registration and are available
for 90 days or until all lab hours are consumed.
Objective:
Create an IICS account
Important:
The screenshots used in this lab guide is for Cloud Data Integration course. The name of course
may differ depending upon the enrolled course. However, the steps for creating the IICS
account will remain the same.
Duration:
5 minutes
Note: If the option menu is labeled anything other than Launch, click the down arrow to
the right and click Launch.
3. A new University Trial window opens in a new tab. Use the new window to sign up for an
IICS trial account.
4. On the signup page, enter a valid email id and other required information.
Note: During account creation, you must select the Data Centre as North America.
And, for Connector Selection, select Salesforce.
5. Once the required information is entered, select the “I have read & agreed to the
Subscription Agreement” checkbox and click SUBMIT.
Note: If you are unable to register your email-id while creating the account, use the
CONTACT US button at the bottom of the page to contact Informatica Support.
Note: You can bookmark the URL link to access the IICS login page for future access.
8. In the password setup page, enter a suitable password and a security question for the
account.
9. Click Log In.
11. In the User Marketing page, select Yes or No based on your preference.
Note: It is recommended to select Yes to receive regular updates about product and
other related information.
13. In the Source and target systems window, click Don’t show this again.
For the CIH training, you will use the Integration Hub, Data Integration, and
Administrator services.
14. Bookmark your Informatica Cloud web page for ease of navigation while executing the
labs.
You must have a multi-core CPU system (at least 2 cores and 4 CPUs/Logical
Processors).
It is recommended that your system has a minimum of 16 GB RAM.
Your system must have at least 100 GB of disk space to run tasks and store caches and
logs with success.
Your system must have a web browser.
Note: Supported browsers are – Internet Explorer version 11, Google Chrome version
62.0 and higher, and Mozilla Firefox (64-bit) version 56.0 and higher.
You can install the secure agent on a Windows 64-bit system or a Linux 64-bit system.
The secure agent uses the HTTPS port 443 to connect to the internet. You must
configure the firewall to allow traffic to pass over port 443.
Do not install the secure agent on the same system that is running the Informatica
PowerCenter Domain server, as it might cause LIB/PATH conflicts and performance
issues.
Do not install more than one secure agent on the same system, as this can cause agent
ID conflicts during its registration under Informatica Cloud Point of Deployments (PODs).
If your company uses a proxy server, you must configure proxy server settings when you
install the secure agent for the first time.
Note: The number of services that you can see in the list varies from Org to Org
depending upon the licenses and configuration enabled on the Org.
The Organization page appears.
From the Navigation pane, select Runtime Environments.
Note: If you get a pop-up message that states, “To begin using Integration At Scale,….”,
close the pop-up message.
From the Download the Secure agent window, select the desired platform, and from
the Install Token field, click Copy.
Click Download.
Note: Informatica Cloud Secure Agent for the selected platform will download on your
machine. In this lab, you will install the secure agent on a Windows platform.
Note: When the secure agent initiates the installation, it displays the InstallAnywhere
window.
From the Choose Installation Folder window, retain the default installation location,
and click Next.
Note: The following screen displays the steps in the installation process.
After the installation process is complete, the secure agent registration page appears
with the message - The Secure Agent has not been registered.
To register your secure agent, enter the IICS username and paste the copied Install
Token in the Install Token field.
Note: After successful registration, the secure agent will download the necessary files
for the connectors. This process will take 5 to 10 minutes.
When the configuration of the secure agent services is in progress, it displays Secure
Agent Core is running. (Not all services are ready.) message.
After the secure agent configures all the services, the agent status message changes to
The Secure Agent and all services are up and running.
Note: Select your Windows system user from the select user window. In the screenshot
above, Administrator is the windows system user of the system used for the lab
exercise.
Click OK.
Note: If you cannot find the Administrator user, or you do not have the Administrator
password, contact your organization's IT team.
Apply the changes and click OK.
Note: After this, you must restart the secure agent and your system on which the secure
agent is installed.
To open the secure agent, right-click the secure agent from the desktop, and select Run
as administrator.
Note: You must wait for the secure agent to get back to the running state. This may take
up to 5 to 10 minutes.
To rename the secure agent, for the secure agent, hover over the drop-down and select
Edit Secure Agent.
In the Agent Name field, enter CIH-XX-FIRSTNAME.
Verify that the secure agent group name and the secure agent name are now set to CIH-
XX-FIRSTNAME. Also, verify that the status of the secure agent is Up and Running.
Note: You must not close the secure agent window as it is the main component to
establish connectivity between your on-premise data and IICS services.
Important:
1. It is presumed that the Oracle and SQL Developer are installed in your system. In case
your system doesn’t contain Oracle and SQL Developer, you must download them from
the browser before starting with the lab exercises. For any issues during the Oracle
download and installation, contact your organization’s IT team.
2. In the lab exercises for this course, the following lab guides are designed and
documented using Oracle database. We therefore recommend that you have Oracle
database installed on your system (Secure Agent machine) to execute the labs.
List of Oracle Dependent Labs
Lab 2-4: Create a Topic Structure Using a Relational Database Connection
Lab 4-7: Run a Publication Using Publish Data API
Lab 5-4: Create a Mapping task (MTT) in IICS for Compound Subscription
Lab 5-5: Create a Compound Subscription in CIH Using the MTT Task
Lab 5-6: Run subscriptions using Consume Data API
Lab 6-1: Run Cloud Integration Hub REST APIs
Lab 7-2: Create and Manage Tags
Lab 8-1: Manage Events
Note: If you do not have Oracle installed on your system, then you may skip the labs
that are database-dependent and continue with the rest of the course and lab exercises.
Configuring Oracle DB 23
Create User in SQL Plus:
From the Windows Start menu, navigate to SQL Plus.
Note: The SQL Plus command prompt appears.
To log into SQL Plus, enter user-name as sqlplus / as sysdba.
Press Enter.
In the Enter Password prompt, press Enter to log in without a password.
Note: The Connected to: message appears.
b. After the session is altered, run the command in the step-27 again to create the user.
To grant access to the created user, enter the following command in the SQL> field:
GRANT CONNECT, resource, DBA TO GMT_CRM;
Press Enter.
24 Configuring Oracle DB
Finding Oracle SID:
From the Windows Start menu, open SQL Plus again.
To log into SQL Plus, enter the user-name and password as GMT_CRM.
Note: The Oracle SID changes from user to user. Thus, to create a connection for the
GMT_CRM user, you must log in with the GMT_CRM user to find the SID.
Press Enter.
Note: The “Connected to:” message appears.
To know the service name, enter the following command in the SQL> field:
select instance from v$thread;
Note: The service name varies from screenshot above. Here, the oracle service name is
infaorcl. Make a note of your Oracle’s service name as you will need this detail later in
the lab.
Configure the Oracle DB Tables
From your system, launch SQL Developer.
To create a new connection, click the plus icon and select New Connection.
Note: The screenshots of SQL Developer may vary according to its version. However,
the steps remain the same.
In the Name field, enter GMT.
Configuring Oracle DB 25
In the Username and Password field, enter GMT_CRM.
Select Service name, enter the oracle service name identified earlier, and click Test.
Notes:
a. The service name can change from one user to another.
b. If the port number is not valid, then check to see if Oracle is already set up on your
system.
26 Configuring Oracle DB
When the test is successful, click Connect.
If prompted, enter the Username and Password as GMT_CRM and click OK.
Create Tables:
To create the tables in GMT, expand GMT, right-click Tables, and select Import Data.
Configuring Oracle DB 27
Browse to the directory where you download the Tables folder: C:\CIH Training\Tables,
select Customers.csv file, and click Open.
28 Configuring Oracle DB
In step 2, enter the Table Name as Customers and click Next.
In step 3, verify that all the columns are selected and click Next.
Configuring Oracle DB 29
In step 4, select the column Customer_Id, and change the Data Type to VARCHAR2.
Similarly, change the Data Type for the rest of all columns to VARCHAR2.
Note: Few columns might already have their data type as VARCHAR2. Make sure that all
the columns for all the tables that you import have the same data type as VARCHAR2.
After changing all the columns data type to VARCHAR2, click Next.
30 Configuring Oracle DB
In step 5, click Finish.
Once the data is imported successfully, in the Import Data window, click OK.
Configuring Oracle DB 31
Similarly, follow the steps 49 to 56 and import all the other 4 tables (Employees, Orders,
product_sales, and Products) present in the Tables folder on your machine as per the
table below:
Employees Employees
Orders Order_Details
product_sales Product_Sales
32 Configuring Oracle DB
Troubleshooting Prerequisite Installations
Contents
Oracle: ........................................................................................................................................................ 34
Issue: Oracle connection test fails with the following error: .................................................................... 34
Secure Agent ............................................................................................................................................. 36
Issue: Secure Agent Service status is disabled ...................................................................................... 36
Issue: ‘Not all the services are running’ .................................................................................................. 36
Commonly seen errors in agentcore.log file: .......................................................................................... 36
Uninstalling the Secure Agent ................................................................................................................. 39
Important points for secure agent installation: ........................................................................................ 39
OR
ORA-12505, TNS: listener does not currently know of SID given in connect descriptor.
Solution: The disabled status of the Informatica Cloud Secure Agent indicates an issue in installation and
that the files required for starting the services are missing. You must uninstall and re-install the secure
agent to fix this issue. To uninstall the Secure Agent, refer to the section on Uninstalling the Secure
Agent.
To view the audit logs for a secure agent, navigate to Administrator > Runtime Environments
> Secure Agent > Audit Log.
The agentcore.log file is located in the following location: C:\Program Files\Informatica Cloud
Secure Agent\apps\agentcore
You will then have to go through the log files and look for the errors. A few commonly seen errors are
listed below.
InfaAgent.ProxyHost=ProxyHostName
InfaAgent.ProxyPort=3128
InfaAgent.ProxyUser=testuser
InfaAgent.ProxyPassword=infa12345
2. The secure agent keeps restarting or the Data Integration service is getting restarted. The
following message is seen in agentcore.log:
[LCM_10012] Administrator-1.0.1 is restarting due to an error encountered while
running: [Administrator-1.0.1]
Solution: This can have different causes. The most likely are:
a. Missing licenses i.e. the SDK license: Check with the Informatica support team
([email protected]) regarding the licenses.
b. Corrupted Secure Agent files: Re-install the secure agent.
3. Secure agent status stuck at “Not all the services are running”. The following message is seen in
the log file.
Solution: To fix the outOfMemory issue, make the following changes in the server where the
secure agent is installed:
d. Click the Advanced tab. In the Virtual Memory section, select Change.
c. Verify that the Informatica Cloud Secure Agent folder is removed from the C:\Program Files
location. If not, manually delete all the remaining files in the installation directory.
d. After the Informatica Cloud Secure Agent folder is removed, re-install the secure agent.
3. After providing the org details and the install token in the secure agent registration window, the
secure agent downloads the necessary files for the connectors. This process takes 20-30 minutes
(depending upon the internet speed). You must not stop or restart the secure agent until the secure
agent status changes to “Up and running”.
4. You must provide Administrator rights to your secure agent.
Objectives:
Log in to Informatica Cloud
Verify Cloud Integration Hub license in IICS
Configure Cloud Integration Hub Console
Duration:
10 minutes
Tasks
The connections in your image will differ from that of the screenshot. Ignore all the other
connections in the screenshot above.
Now that you have successfully set up the environment for Cloud Integration Hub labs,
continue with the next lab exercise.
In this lab, you will create a topic and define its structure manually by creating a new table.
Scenario:
Luci identifies that a topic needs to be created to share the data (with other applications). To
store the objects in Cloud Integration Hub, she must create a Topic, which works as a
placeholder for data in Cloud Integration Hub. She will create an Account topic to store the
account details in the hub.
Objectives:
Create your training project and folder
Create a Topic
Create a table in a topic structure manually
Duration:
15 minutes
Tasks
In this lab, you will create your own training folder and save your assets there. After which, you
will create your first asset – Topic in CIH to store the account details. In the later labs, you will
use this asset to publish the accounts data. Once publishing is done, you also consume the
data from the topic in the subsequent labs.
Module 2: Topics 47
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
48 Module 2: Topics
2. To create your training project, go to the Explore page and click New Project.
Module 2: Topics 49
5. Click New Folder.
Note: If your DOB is 02 and your name is Bob Smith, then the folder name should be
CIH_02_BOB.
A new folder is created.
Henceforth, ensure that all your assets created in CIH are saved to your training folder.
50 Module 2: Topics
7. To create a topic, from the Navigator pane, click New.
8. To create a topic in the Cloud Integration Hub, from the list click Topic.
Module 2: Topics 51
A New Topic page appears. The New Topic tab is added to the Navigator pane.
9. Under the General Details section, enter the Topic Name as Account.
10. To select the location of the topic, for the Location field, click Browse.
52 Module 2: Topics
11. From the list, select your training folder and click Select.
12. In the General Details section, retain all other default values.
Module 2: Topics 53
Observe that the Save option is not enabled yet. This means it is still missing out on an
important configuration – Topic Structure. You must define the topic structure, that is,
add tables, to make a topic valid and save it. You can create a new table or add tables
from a flat file, connection, or metadata.
13. To create a table in a topic structure manually, click the Create Table From option and
select New Table.
14. In the Create New Table window, enter Table Name as Account, from the Number of
columns drop-down, select 7, and click Create.
54 Module 2: Topics
15. Click on the column names and rename them as follows:
From To
field1 ACCOUNT_ID
field2 ACCOUNT_NAME
field3 BILLINGCITY
field4 BILLINGSTATE
field5 BILLINGPOSTALCODE
field6 BILLINGCOUNTRY
field7 PHONE
Hover the mouse over any row and from the actions menu that appears at the right end
of the row, select Add Row.
Module 2: Topics 55
A row for field1 is added.
56 Module 2: Topics
18. Once the topic is saved, you can view its topic diagram and details.
Module 2: Topics 57
58 Module 2: Topics
Module 2: Topics
Lab 2-2: Create a Topic Structure Using a Flat File
Overview:
You have seen how to define a topic structure manually. In this lab, you will learn how to create
a topic and define its structure using a flat file.
Scenario:
To store the Salesforce data into the hub, Luci creates a topic called Salesforce_Data to share
the Account object details with different applications.
Objectives:
Create a topic
Create a table in a topic structure from a flat file
Duration:
10 minutes
Tasks
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
Module 2: Topics 59
2. You have created a topic in the previous lab, hence, this time a Hub-Overview diagram
appears instead of a Welcome page.
60 Module 2: Topics
4. To create a topic in the Cloud Integration Hub, from the list click Topic.
A New Topic page appears. The New Topic tab is added to the Navigator pane.
Module 2: Topics 61
5. Under the General Details section, enter the Topic Name as Salesforce_Data.
6. To select the location of the topic, from the Location field, click Browse.
62 Module 2: Topics
7. From the list, select your training folder and click Select.
Module 2: Topics 63
9. To create a table from an existing flat file, click the Create Table From option and select
Flat File.
You will configure the basic flat file settings in this window. After selecting the flat file,
you can preview the data under Preview section.
64 Module 2: Topics
10. To select a flat file from your system, click Choose File.
11. Browse to the location C:\CIH Training and select the file ACCOUNT_1.csv. Click
Open.
12. Enter the Table Name as Account_1. Retain other details to their default values.
Module 2: Topics 65
13. To load and preview the file, click Load File.
14. The preview section allows to view all rows and columns. To load the table in the Topic,
click Create.
66 Module 2: Topics
The list of columns appears.
Module 2: Topics 67
16. Close the Topic page by clicking the icon for Salesforce_Data.
In this way, you can create a Topic structure using a flat file.
68 Module 2: Topics
Module 2: Topics
Lab 2-3: Create a Topic Structure Using Multiple Flat Files
Overview:
Now that you have seen how to define a topic structure using a single flat file, in this lab, you will
create a topic and define its structure using multiple flat files.
Scenario:
Luci wants to store the Contact object details of Salesforce. Instead of creating a new topic in
the hub, she will add the contact details to the existing Salesforce_Data topic’s structure.
Objectives:
Edit an existing topic
Create a table in topic structure from a flat file
Duration:
10 minutes
Tasks
You do not have to create new topics whenever you need to store data. Instead, you are
allowed to new tables to an existing topic as a topic can have multiple tables in it. In this lab
exercise, you will add a new table that has the contact details to an existing topic from a flat file.
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
Module 2: Topics 69
2. From the Navigator Pane, go to Explore.
3. To edit the existing topic, go to your training folder CIH Project > CIH_XX_FIRSTNAME.
4. In this lab, we will add multiple files for the existing topic Salesforce_Data, click the
Salesforce_Data topic that you created in Lab 2-2.
70 Module 2: Topics
5. On the Topic details page, go to the Topic Structure section and click the Create Table
From option.
Module 2: Topics 71
We can add multiple flat files to the same topic, in this way the file structure can be
loaded in a single topic only. So, in this topic, we can save the Contact and Account
details.
7. To select a flat file from your system, click Choose File….
8. Browse to the location C:\CIH Training and select the file CONTACT.csv. Click Open.
9. Enter Table Name as Contact. Retain other details to their default values.
72 Module 2: Topics
10. To load and preview the file, click Load File.
11. The preview option allows us to view all rows and all columns. To load the table in the
Topic, click Create.
Module 2: Topics 73
12. The columns of the Contact table are added in the Topic structure. You can click on the
arrow next to the table column to sort for a particular table.
74 Module 2: Topics
14. Close the Salesforce_Data topic.
In this way, you can add tables using multiple flat files to an existing topic.
Module 2: Topics 75
76 Module 2: Topics
Module 2: Topic
Lab 2-4: Create a Topic Structure Using a Relational Database
Connection
Overview:
You have seen how to create topic structures manually and using flat files in the hub. Now you
will learn how to create a topic structure using a connection.
In this lab, you will create a topic and define its structure using a connection.
Scenario:
As the Marketing department is maintaining its product details in an Oracle database, to store
the product data, Luci first creates connections to the database and then creates a topic called
Products in the hub.
Objectives:
Create an Oracle connection in the Administrator service
Create a topic
Create a table in a topic structure using the oracle connection
Duration:
15 minutes
Tasks
So far, you have seen how to create topic structures manually by creating each column in a
table and also from a flat file. What if you have your data in a database? Let us see how to
create topic structures from database tables.
You must have a valid database connection in your Org. You will now create an Oracle
connection in the Administrator service.
Module 2: Topic 77
1. In the Chrome browser, log in to IICS and navigate to the Administrator service.
78 Module 2: Topic
3. For connecting to Oracle create a connection, to create a new connection, click New
Connection.
Module 2: Topic 79
6. Enter the following values in the corresponding property fields:
Property Value
User Name GMT_CRM
Password GMT_CRM
Host localhost
Port 1521 (Default)
Service Name infaorcl
Code Page MS Windows Latin1
80 Module 2: Topic
A message ‘The test for this connection was successful’ appears.
Module 2: Topic 81
A confirmation message ‘Connection saved successfully’ appears.
82 Module 2: Topic
11. To create a topic, from the Navigator pane, click New.
12. To create a topic in the Cloud Integration Hub, from the list click Topic.
Module 2: Topic 83
A New Topic page appears. The New Topic tab is added to the Navigator pane.
13. Under the General Details section, enter the Topic Name as Products.
14. Optionally, you can enter a Description as GMT Electronics product details.
15. To select the location of the topic, for the Location field, click Browse.
16. From the list, select your training folder and click Select.
84 Module 2: Topic
17. In the General Details section, retain all other default values.
18. To create a table in a topic structure using a connection, click the Create Table From
option and select the Connection option.
Module 2: Topic 85
19. To specify the connection details, for the Connection field, click the drop-down and
select FIRSTNAME_XX_Oracle.
20. From the Source Object drop-down field, select PRODUCTS. Specify the Table Name
as Products.
86 Module 2: Topic
22. A list of columns that are present in the schema appears under the Topic Structure
section.
Module 2: Topic 87
A message ‘Topic created successfully’ appears.
If the Topic creation failed, refresh the page and retry again.
24. Close the topic.
88 Module 2: Topic
Module 3: Applications
Lab 3-1: Create Applications
Overview:
An application can publish data to a defined topic and can subscribe to data from a topic. For
example, a sales application can publish sales reports and subscribe to inventory updates from
an operations application. In Cloud Integration Hub, an application is a container for publications
and subscriptions.
In this lab, you will create Salesforce, NetSuite, Workday, and Oracle applications.
Scenario:
James, one of the developers in the company, will create an application to group publications
and subscriptions belonging to a department/system. Further, in later labs, he will create the
required publications and subscriptions in the applications.
Objectives:
Create Applications
Duration:
10 minutes
Tasks
As you know that Applications are the containers for Publications and Subscriptions, you must
create applications either to read the data from the hub or write the data to the hub. In this lab
exercise, you will see how to create applications in CIH. In this lab, you will create multiple
applications and use them in the subsequent labs.
Module 3: Applications 89
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
The Hub Overview diagram appears.
Note: The view will differ depending on the number and type of entities defined in your
Informatica Cloud Integration Hub console.
90 Module 3: Applications
3. To create an application in the Cloud Integration Hub, from the list click Application.
Module 3: Applications 91
4. Under the General Details section, enter the Application Name as Salesforce.
Note: You can enter the Application Name according to your requirements and naming
conventions. It is not mandatory to enter the same name as that of a real application.
5. To select the location of the application entity, for the Location field, click Browse.
6. Select your training folder.
92 Module 3: Applications
7. Save the application.
Module 3: Applications 93
Create a Workday Application
9. To create a Workday application, repeat steps 2 - 8 and name the application as
Workday.
94 Module 3: Applications
Create Oracle Application
11. To create an Oracle application, repeat steps 2 - 8 and name the application as Oracle.
Create an application Oracle for storing the details of Oracle tables in it.
12. As we have created 4 applications, in the Hub Overview, you should see 4 entities in the
Applications overview diagram.
In this way, you create Applications to store the details for different publications and
subscriptions.
Module 3: Applications 95
96 Module 3: Applications
Module 4: Publications
Lab 4-1: Create Connections
Overview:
Connections define the location and the credentials of the data source or the data target to
which Cloud Integration Hub connects when a source application publishes data, or when a
target application consumes published data.
In this lab, you will create Salesforce and Flat File connections. You will also load data into
Salesforce.
Scenario:
GMT electronics has various departments that use multiple databases. The product team is
maintaining their data in the Oracle database, whereas another department has its data in flat
files. Luci, the database administrator of GMT electronics, will use CIH to eliminate spaghetti
integration code by reducing point-to-point integrations. First, she will create connections in IICS
for all the databases in which data is residing.
Objectives:
Create a Salesforce connection in IICS
Create a Flat File connection in IICS
Create Data Synchronization tasks to write the data into your Salesforce
Duration:
45 minutes
Tasks
In this lab exercise, you will create connections that will be used in the later labs of the training.
The first connection is a Salesforce connection – used to read/write the data from/to Salesforce.
The second connection is a Flat File connection – used to access the flat files folder on your
local machine. In the later labs, you will write the Salesforce data from your Salesforce account
into Hub. To do this, you just need to have some data in your salesforce account. Thus, we will
presume that you don’t have any data/delete the existing data, and using Synchronization tasks,
you will load some sample data into your Salesforce accounts (Contacts and Accounts assets).
Module 4: Publications 97
1. In the browser, open a new tab and log in to Salesforce.com using your developer login:
https://login.salesforce.com/?locale=in
Note: The following instructions are based on the classic version of Salesforce. To
switch to the classic version, on the upper right corner, select the View Profile option.
And from the appeared menu, select the ‘Switch to Salesforce Classic’ option.
98 Module 4: Publications
2. In the upper right corner of the screen, click on your username and select My Settings.
3. In the navigation pane on the left side of the screen, click Personal > Reset My
Security Token.
Module 4: Publications 99
4. Click Reset Security Token.
5. After your security token is reset, the token is sent to the email that you have registered
with Salesforce. Check your email to find a mail from [email protected] and copy
your security token.
6. Close the Salesforce tab.
10. In the Connection Name field, enter FIRSTNAME_XX_Salesforce. You can optionally
enter a description in the Description field.
11. Set the connection Type to Salesforce.
14. In the User Name field, enter your Salesforce account user name.
15. In the Password field, enter your Salesforce account password.
16. In the Security Token field, paste your Salesforce account security token (copied from
the email).
17. To test the connection before saving it, click Test Connection.
If the test connection fails with an error saying Invalid API version, as shown below,
Then, under the Standard Connection Properties, for Service URL property, change the
API version to 48 in the URL, and test the connection again.
If the test connection fails, check the connection details, and test it again.
Notes:
To delete all the existing data from the Salesforce object, use the Informatica Cloud Data
Synchronization task using task operation ‘Delete’. You can also delete the data from
Salesforce, using the Mass delete option.
The following method is based on the Salesforce Mass Delete Option.
The instructions are based on the classic version of Salesforce.
33. In the browser, log in to Salesforce.com using your developer login:
https://login.salesforce.com/?locale=in
34. On the upper right corner of the Salesforce page, click the Setup option.
39. Scroll down the page till the list of all the current records appears.
41. Similarly, delete all the data from your Salesforce Contacts object.
Create a Data Synchronization task to load data into your Salesforce Accounts object
42. To place the required files in your flat file directory, on your machine, navigate to the
folder C:\CIH Training and copy the CSV files - ACCOUNT_1 and CONTACT.
44. In the browser, log in to IICS and navigate to the Data Integration service.
46. In the New Asset window, select Tasks > Synchronization Task.
50. From the list, select your training folder and click Select.
The Task Operation Insert will insert the entire data present in the source to the Target.
52. To go to the next page, that is, the Source page, click Next.
As you will load the data from a flat file into Salesforce, the source connection must be a
flat file connection and the target connection must be a Salesforce connection.
54. Retain the Source Type as Single and select the Source Object as ACCOUNT_1.csv.
Here the source file ACCOUNTS_1 csv, contains the Accounts details that will be loaded
into your Salesforce. If you want to view the data in the csv file, navigate to your flat file
directory, open, and view the ACCOUNT_1 csv file.
Note: You might see the Data Preview section for the selected source or target based
on the user role and privileges.
56. In the Target step, for the Connection field, select your Salesforce connection
FIRSTNAME_XX_Salesforce.
As you will load the Account details, here, you will select the target object as Account.
58. Click Next.
60. In the Field Mapping step, map the fields as per the table given below:
Note: Do not map the fields which are already auto-mapped correctly.
Property Value
ACCOUNT_NAME Account Name
BILLINGCITY Billing City
BILLINGSTATE Billing State/Province
BILLINGPOSTALCODE Billing Zip/Postal Code
BILLINGCOUNTRY Billing Country
PHONE Account Phone
WEBSITE Website
ACCOUNT_TYPE Account Type
INDUSTRY Industry
65. To view the job status, in the Navigator pane, click My Jobs.
66. You can see the job listed here. From its details, you can see that the task has run
successfully, with 11 rows processed.
Create a Data Synchronization task to load data into your Salesforce Contacts object
68. In the Navigator pane, click New.
77. Retain the Source Type as Single and select the Source Object as CONTACT.csv.
79. In the Target step, for the Connection field, select your Salesforce connection
FIRSTNAME_XX_Salesforce.
85. In the lookup field properties window, select the Lookup Connection as your Salesforce
connection FIRSTNAME_XX_Salesforce and Lookup Object as Account.
87. In the Lookup Return Value section, select the Output Field as Account ID and click
OK.
Note: If the validation fails with an error saying, ‘Cannot connect to the
Salesforce.com web service’, click on Refresh Fields and validate the mapping again.
93. You can see that the task has run successfully with 17 success rows.
Note: If the task is still running, wait for 3-5 seconds. If you see the notification saying -
‘Updates available’, click the Refresh icon to refresh the status of the job.
In this lab, you have successfully created Flat File and Salesforce connections and
loaded the Accounts and Contacts data into Salesforce.
In this lab, you will create a Data Synchronization task that will be used in later labs for
publishing data.
Scenario:
James, the Developer, creates a Data Synchronization task in IICS and publishes the Contacts
data from Salesforce to the hub using the Data Integration tasks.
Objectives:
Create a Data Synchronization Task to move data from source to a topic
Duration:
15 minutes
Tasks
In this lab, you will create a synchronization task in the Data Integration service. You will
configure the synchronization task to write the Contacts details from Salesforce to Hub. You will
use this task in the subsequent labs in a publication to publish the data to the hub.
Note: You might see the Data Preview section for the selected source or target based
on the user role and privileges.
11. Click Next.
12. In the Target step, for the Connection field, select Cloud Integration Hub.
14. In the Select Target Object window, select the topic table Salesforce_Data/Contact and
click Select.
19. In the lookup field properties window, select the Lookup Connection as your Salesforce
connection FIRSTNAME_XX_Salesforce, and Lookup Object as Account.
21. In the Lookup Return Value section, select the Output Field as Account Name and
click OK.
Note: If the validation fails with an error saying, ‘Cannot connect to the
Salesforce.com web service’, click on Refresh Fields and validate the mapping again.
A message ‘The field mapping is valid and has no errors’ appears.
24. To complete the task and save it to your training folder, click Finish.
Thus, you have created a Data Synchronization task that is ready to be used in the CIH
publication.
In this lab, you will create a Publication using the DSS task.
Scenario:
To achieve data federation across the organization, James creates publications in CIH and
publishes data to the topics using the DSS task.
Objectives:
Create a Publication
Verify Publication Event
Duration:
15 minutes
Tasks
Now that you have a task created in the Data Integration service (Synchronization task), you will
use this task in a publication and publish the contacts details from the salesforce application to
your hub.
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
A New Publication page appears. The New Publication tab is added to the Navigator
pane.
Note: If the event is still in progress, the task status on the Events page will appear as
‘Processing’ instead of ‘Complete’. Click the Refresh icon periodically for the latest
updates.
12. In the Scheduling section, set the publication to run ‘Manually or by an external
trigger’.
In this way, you can create a publication using a Data Synchronization task.
In this lab, you will create a Mapping task in IICS using various transformations to transform the
data into the desired format. These will be used in later labs for publishing data.
Scenario:
To load the account details from multiple flat files into the hub, James creates a mapping task in
IICS and uses the task in CIH in later labs.
Objectives:
Create a mapping in IICS
Create a Mapping task
Duration:
40 minutes
Tasks
You’ve learned to publish data into the hub using a Synchronization task. Now, you will see how
to run a publication using a Mapping task. To accomplish this, you must have a valid mapping
task in IICS. In this lab, you will create a mapping and configure it to read the Accounts details
from Salesforce and write it to the hub.
1. To place the required file in your flat file directory, on your machine, navigate to the
folder C:\CIH Training and copy the CSV file Account_Type.
3. In the browser, log in to IICS and navigate to the Data Integration service.
12. In the Connection field, from the drop-down, select your Salesforce connection
FIRSTNAME_XX_Salesforce.
13. Retain Source Type as Single Object.
Here, in this logic, you are adding two sources with different accounts details and you
will join them using the Joiner transformation and load the consolidated data to the
target.
16. On the General tab in the Source Properties pane, name the source transformation as
Src_FF_Acc_Type.
18. In the Connection field, from the drop-down, select your Flat File connection
FIRSTNAME_XX_LocalCSVFiles.
19. Retain Source Type as Single Object.
21. From the list of transformations, to join the multiple sources, add a Joiner transformation
to the canvas.
25. On the mapping canvas, select the Joiner transformation, if it is not highlighted.
26. In the Properties pane General tab, name the transformation as jnr_Acc.
27. To define the join condition, in the Properties pane, select the Join Condition tab.
29. To rename the fields of the Detail source Src_FF_Acc_Type, from the Bulk Rename
Options drop-down, select Prefix. In the Specify field, enter FF_ and click OK.
34. On the General tab in the Expression Properties pane, name the expression
transformation as exp_phn_format.
35. Link jnr_Acc to the exp_phn_format.
46. Select the Tgt transformation and in the Target Properties pane, select the Target tab.
Note: For mappings to be used in Cloud Integration Hub, the target must be
parameterized.
52. In the Target Properties pane, select the Field Mapping tab.
53. Change the Field map options from Manual to Completely Parameterized
58. To create a New Mapping task, from the Actions menu, select the New Mapping
Task… option.
In this lab, you will create a Publication using a mapping task and publish data.
Scenario:
James creates publications in CIH and publishes data to the topic using a mapping task that
was created in the previous lab.
Objectives:
Create a Publication
Verify Publication Event
Duration:
15 minutes
Tasks
In this lab, you will see how to publish data into the hub using a mapping task. Here, you will
publish the accounts data into the hub.
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
A New Publication page appears. The New Publication tab is added to the Navigator
pane.
5. In the Scheduling section, retain the default option Manually or by an external trigger.
As you have set the publication scheduling option to run manually or by an external
trigger, you must open the publication and manually run it.
A message ‘Publication started successfully’ appears on the screen.
Note: If the event is still in progress, the task status on the Events page will appear as
‘Processing’ instead of ‘Complete’. Click the Refresh icon periodically for the latest
updates.
12. Close the Publication.
In this lab, you will first create the topics required for compound publication in CIH, then create a
Mapping task in IICS, and finally create a compound publication in CIH.
Scenario:
For any product manufacturing company, you will have a few products that will not qualify for
the quality check and hence be discarded. Now, you have mixed data of qualified and
unqualified products in a flatfile. Wherein, the products that have passed the quality checks
were given a status ‘1’ and the products that failed a status code ‘0’. James will now create a
mapping task in IICS that splits the products based on their quality check codes and publishes
the data into two different topic tables.
Objectives:
Create topic tables in CIH
Create a mapping in IICS
Create a mapping task in IICS
Create a compound publication in CIH
Duration:
45 minutes
Tasks
1. To place the required file in your flat file directory, on your machine, navigate to the
folder C:\CIH Training and copy the CSV file Product_Quality.
3. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
6. To create a table in a topic structure manually, Under the Topic Structure section, click
the Create Table From option and select New Table.
7. In the Create New Table window, enter Table Name as Quality_Passed, from the
Number of columns drop-down, select 4, and click Create.
10. Similarly, create another topic with the Topic Name as Product_Quality_Failed.
11. Configure a topic under with table name as Qualty_Faied and with other Topic Structure
details same as above (steps 6 and 7).
13. In the browser, log in to IICS and navigate to the Data Integration service.
14. For creating a new mapping, in the Navigator pane, click New.
27. On the mapping canvas, select the Router transformation, if it is not highlighted.
28. To define the filter condition, in the Properties pane, select the Output Groups tab.
29. Add a new output group using the Add icon at the top-right corner of the Properties
panel.
31. To configure the filter condition, click the Configure hyperlink next to the group name.
32. Add a new filter condition and set the following properties and click OK:
Field Name Operator Value
Quality_Check = 1
35. From the mapping canvas, select Target and rename it to tgt_qualified.
42. In the Target Properties pane, select the Field Mapping tab.
43. Change the Field map options from Manual to Completely Parameterized
47. From the mapping canvas, select the target tgt_qualified. Copy the target (Ctrl+C) and
paste it into the canvas (Ctrl+V).
49. Navigate to the Target tab. As the target connection is the CIH connection, retain the
Connection property value.
50. As the target topic table is different for storing the unqualified products data, to define a
new parameter, from the Parameter field, click the New Parameter button.
52. Go to the Field Mapping tab and define a new parameter as p_CIH_fm2.
53. In the mapping canvas, connect the DEFAULT1 port group to the target
tgt_unqualified.
Note: All the records that do not belong to any of the defined groups will be stored in the
DEFAULT group. Thus, all the unqualified records will be captured in the default group.
68. From the services window, switch to the Integration Hub service.
70. In the Scheduling section, retain the default option Manually or by an external trigger.
76. Observe that the Event Status for the Publication task shows as Complete.
Note: If the event is still in progress, the task status on the Events page will appear as
‘Processing’ instead of ‘Complete’. Click the Refresh icon periodically for the latest
updates.
77. Close the Publication.
In this way, you can create a Compound Publication to publish data to multiple topics.
In this lab, you will see a pictorial overview and the interdependency of various entities created
till lab 4-6.
Scenario:
Before modifying or deleting any assets in the hub, James wants to view the dependency flow to
check if those assets are dependent on any other assets. He uses the Hub Overview diagram to
analyze the lineage between the assets.
Objectives:
View the Hub Overview
Duration:
10 minutes
Tasks
If you are already logged into the Integration Hub service, from the Navigator pane, click
the Home tab to view the Hub Overview diagram.
2. On the Hub Overview page, from the Topic circle, hover the mouse over
Salesforce_Data.
Note: Hover the mouse over the topic to view the topic name.
In this way, you can view the hub overview diagram for various entities in the hub.
In this lab, you will create a publication, and run it using Publish Data REST API.
Scenario:
James wants to trigger a publication by external API since it does not require to be scheduled to
run at particular intervals of time. To achieve this, he will use the REST API to trigger the
desired publication.
Objectives:
Create a Publication
Verify Publication event
Duration:
20 minutes
Tasks
3. To create a publication in the Cloud Integration Hub, from the list click Publication.
7. From the Windows Start menu, search, and open the Postman application.
Note: If you do not have the Postman client tool on your machine, download it from any
browser and install it.
14. In the Username and Password fields, enter your IICS login credentials.
Note: You can verify the password by clicking on the Show Password option.
16. Go to the Body tab and select raw. Choose JSON (application/json) as the format.
20. Now that you are all set to run the request, click Send.
You can verify the event status from the CIH console as well.
22. In the browser, navigate to IICS > Integration Hub service.
23. From the Navigator pane, go to the Events tab.
Note: If the event is still in progress, the task status on the Events page will appear as
‘Processing’ instead of ‘Complete’. Click the Refresh icon periodically for the latest
updates.
Create a Data Integration DSS task in IICS and use it in a Subscription. This is just
similar to the way you created a DSS task for publication in lab 8.
The other way is while creating a subscription in CIH, create a DSS task using the
option Create New Task. Here, by default CIH takes the source connection as Cloud
Integration Hub. So, you only have to configure the source table, target connection,
and target table details.
In this lab, we will follow the second method of creating a subscription using the DSS task in
CIH.
Scenario:
James will subscribe to the topics to which he published data in the previous labs and consume
the data by creating subscriptions to various topics. He will create a Subscription using the DSS
task.
Objectives:
Create a Subscription
Verify Subscription event
Duration:
15 minutes
Tasks
Till now, you have seen different ways of publishing data into the hub. In this lab, you will learn
how to read/consume data from the hub. Here, you will read the Contacts details from the hub
and write the data into a flat file.
First, place the required empty target file from your training folder to your flat files folder. By
doing this, the secure agent can access the target file.
A New Subscription page appears. The New Subscription tab is added to the Navigator
pane.
The DSS task will be saved to the auto-create Default folder. After creating the DSS
task from CIH, the fields will be automatically mapped. A message ‘15 fields mapped
successfully’ appears on the screen.
Note:
You can also set it to ‘Manually or by an External Trigger’ or ‘By schedule’.
In this case, since you have selected the option ‘When published data is ready’,
the subscription will run automatically as soon as the data is available for it to
consume from the hub repository. No data is published to the hub repository on
the specified topic, so you must run the corresponding publication again. This will
make data available for the subscription to consume.
15. Save the subscription.
21. After the publication task is completed successfully, it immediately triggers all the
subscription tasks associated with the topic (Salesforce_Data). To view the subscription
tasks, click the black arrow icon for the publication.
After all the subscriptions associated with the publication are completed successfully, the
consumption status is indicated by the green flag icon.
Note:
1. To run the Subscription manually, go to the Explore tab.
2. Locate the Subscription.
3. You can either right-click on the selected task or select from the vertical ellipsis icon
dropdown to run it.
In this way, you can create a subscription using a Data Synchronization task.
In this lab, you will create a Mapping task that will be used by subscription in the later labs.
Scenario:
To load the Accounts data from Salesforce to a flat file, James creates a Mapping task in IICS,
which later can be used in CIH to write the data to the target.
Objectives:
Create a mapping in IICS
Create a Mapping task
Duration:
40 minutes
Tasks
You’ve seen how to consume data using a DSS task. You will see how to consume data using a
Mapping task. For this, you must create a mapping task in IICS. In this lab, you will configure a
mapping to read the accounts data from the hub and validate the website details/column values
in the accounts data. At last, you will write the accounts details having a valid website column
value to a flat file.
1. To place the required file in your flat file directory, on your machine, navigate to the
C:\CIH Training folder, and copy the CSV file valid_ acc_data.
3. In the browser, log in to IICS and navigate to the Data Integration service.
5. In the New Asset window, select Mappings > Mapping, and click Create.
11. To create a parameterized connection, for the Connection field, click the New
Parameter button.
13. Choose Parameter as the Source Type, and for the Parameter field, click the New
Parameter button.
21. In the New Field window, retain Field Type as Output Field, enter the name as
valid_not_valid, and select integer as the Type.
24. From the pop-up window, choose Expression as Parameterized from the dropdown.
28. Add a Filter transformation onto the canvas and link the expression transformation
exp_validation to the New Filter transformation.
31. Retain the Filter condition as Simple and click the Add icon to add a new filter.
32. From the Field Name dropdown, select valid_not_valid, select the Operator as =, and in
the Value field enter 1.
34. In the Target Properties pane, on the General tab, name the Target as tgt_valid.
35. Link the filter transformation flt_valid to the target transformation tgt_valid.
37. In the New Input Parameter window, enter the name p_tgt, and click OK.
40. In the pop-up window, enter the name as p_tgt_obj, and click OK.
43. For the Parameter field, click the New Parameter button.
44. In the New Input Parameter window, enter the name as p_field_map, and click OK.
46. See if the mapping is valid and to apply the changes, save the mapping.
47. To create a New Mapping task, from the Actions menu, select the New Mapping
Task… option.
53. From the Select Source Object window, select Salesforce_Data/Account_1 topic, and
click Select.
55. In the Targets step, from the p_tgt Connection dropdown, select your flat file
connection FIRSTNAME_XX_LocalCSVFiles.
56. For p_tgt_obj object, click the Select button.
62. To map the Incoming Fields to Target Fields of p_field Parameter, hover the mouse over
Automatch, and select the Exact Field Name button.
Note: If the fields are already mapped correctly, verify the mapping and leave it.
Thus, you have created a Mapping task and is ready to be used in the CIH subscription.
In this lab, you will create a Subscription using the mapping task which you created in the
previous lab.
Scenario:
James needs to subscribe to the topics to which he published data in the previous labs and
consume the data by creating subscriptions to various topics. He will create a Subscription
using the mapping task.
Objectives:
Create a Subscription
Verify Subscription Event
Duration:
15 minutes
Tasks
As you have created a mapping task in the previous lab, you will now create a subscription and
consume the accounts data from the hub using the mapping task.
A New Subscription page appears. The New Subscription tab is added to the Navigator
pane.
Note:
You can also set it to ‘Manually or by an External Trigger’ or ‘By schedule’.
In this case, since you have selected the option ‘When published data is ready’, the
subscription will run automatically as soon as the data is available for it to consume
from the hub repository. No data is published to the hub repository on the specified
topic, so you must run the corresponding publication again. This will make data
available for the subscription to consume.
7. Save the subscription.
15. After all the subscriptions associated with the publication are completed successfully, the
publication status ‘Final’ appears, shown by the green flag icon under the
Consumption Status column.
Note:
1. To run the subscription manually, go to the Explore tab.
2. Locate your subscription.
3. You can either right-click the selected task or select from the vertical ellipsis icon
dropdown to run it.
In this lab, you will create a Mapping task that will be used by Compound Subscription
(Compound subscription means a subscription that consumes data from multiple topics at a
time) in later labs.
Scenario:
James creates a Mapping task to load the Salesforce Account data and Contact data into the
target using Joiner transformation, which further can be used in a subscription.
Objectives:
Create a mapping in IICS
Create a Mapping Task
Duration:
60 minutes
Pre-requisites:
You will use the Account topic in the mapping and consume data from it. But, the Account topic
has no data in it. You will load data into this topic from the Salesforce accounts data. You will
achieve this using the DSS task.
1. Publish Accounts data from Salesforce Developer org to Account Topic in Cloud
Integration Hub.
c. Save and close the DSS task after validating the field mappings.
c. In the GMT connection worksheet, paste the script and run it. You should see that
the new target table is created.
1. In the browser, log in to IICS, and navigate to the Data Integration service.
4. Click Create.
A New Mapping wizard appears.
11. To create a parameterized connection, for the Connection field, click the New
Parameter button.
13. Choose the Source Type as Parameter, and for the Parameter field, click the New
Parameter button.
21. In the New Input Parameter window, enter the name as p_CIH_2, and click OK.
28. On the General tab in the Joiner Properties, name the transformation as
jnr_CompoundSubscription.
29. From the Properties pane, select the Incoming Fields tab.
30. To avoid the field name conflicts, for Master, at All Fields, select Rename.
31. In the Configure Field Rules window, for the Bulk Rename Options field, select Prefix
and specify the prefix as acc_. Click OK.
36. In the name field, enter the name Join_Condition, and click OK.
38. In the Target Properties pane, on the General tab, name the Target as tgt_Oracle.
42. In the New Input Parameter window, enter the name p_Target, and click OK.
45. In the pop-up window, enter the name as p_Oracle, and click OK.
46. In the Target Properties pane, select the Field Mapping tab.
47. Change the Field map options from Manual to Completely Parameterized.
49. In the New Input Parameter window, enter the name as p_fm_Target, and click OK.
52. To create a New Mapping task, from the Actions menu, select the New Mapping
Task… option.
58. From the p_CIH_2 connection dropdown, select the Cloud Integration Hub connection.
.
63. Click Next.
67. Map the Incoming Fields to Target Fields of p_fm_Target Parameter as shown in the
table below:
Note: If the fields are already mapped correctly, verify the mapping and leave it.
Source Target
BillingSystemId BILLINGSYSTEMID
Salutation SALUTATION
First_Name FIRST_NAME
Last_Name LAST_NAME
Title TITLE
Mailing_street MAILING_STREET
Mailing_city MAILING_CITY
Mailing_state MAILING_STATE
Mailing_zip MAILING_ZIP
Mailing_country MAILING_COUNTRY
PHONE PHONE
Mobile MOBILE
Fax FAX
Email EMAIL
Account_Name ACCOUNT_NAME
WEBSITE WEBSITE
Thus, you have created a Mapping task and is ready to be used in the CIH subscription.
In this lab, you will create a Compound Subscription using the Mapping task created in the
previous lab.
Scenario:
James needs to subscribe to the topics and consume Salesforce Account object’s data and
Contact data. He will achieve this by creating a Compound Subscription using the mapping task.
Objectives:
Create a Compound subscription
Verify Compound Subscription events
Duration:
15 minutes
Tasks
As you’ve created a mapping task in this lab, you now use it in a subscription and consume the
data from multiple topics into a database table.
A New Subscription page appears. The New Subscription tab is added to the Navigator
pane.
Note: Before running the subscription, you must run all the publications associated with
its topics, that is, Contact_SFDC_DSS and pub_Account.
11. Right-click on the publication task ‘pub_Account’, and from the dropdown, click Run.
13. Go to the Events tab and wait till you see the event statuses as “Complete” for both the
publications.
Note: The event status for Compound_Subscription shows Delayed since it is not yet
run.
14. Now, back in the Explore tab, go to your training folder, and run the compound
subscription Compound_Subscription.
15. Go to the Events tab. Click the Refresh icon periodically if the event statuses show
processing.
In this way, you can create a compound subscription using a Mapping task.
In this lab, you will create a subscription using the CIH Consume Data API and consume the
data.
Scenario:
James needs to subscribe to the topics to which he published data in the previous labs and
consume the data by creating subscriptions to various topics. He creates a subscription and
runs it using the CIH Consume Data API.
He creates a subscription that consumes the data from all the publications.
Anil, from the James team, requires a subscription in which he wants to consume the data from
the oldest publication to a topic.
David, from the James team, requires a subscription in which he wants to consume the data
from a particular publication from the list of available publications to the topic.
Objectives:
Create a subscription
Verify Subscription event
Get the data of all the available publication events
Get the data of the oldest publication event
Get the data of a specific publication event
Duration:
35 minutes
3. Select Subscription.
4. Set the following properties with their values in the General Details section:
Property Value
Subscription Name sub_product_details
Description This Subscription is used to consume data with
an API.
Location CIH_XX_FIRSTNAME
Mode Enabled
Consumption Method Consume data with an API
Application Oracle
Topic Products
7. From the Windows Start menu, search, and open the Postman application.
12. In the request URL field, paste the subscription URL copied earlier.
Note: You can verify the password by clicking on the Show Password option.
16. Go to the Headers tab and add the following headers:
Key Value
Accept application/json
Content-Type application/json
18. To paste the body structure, navigate to the C:\CIH Training folder, and open the
Lab19_Consume_Data_API_Getting_All_Records.txt file.
Note: The response status shows “FAIL” since there is no pending data to consume. So,
you must make some data available for consumption. For this, trigger the publication
associated with that topic and re-send the subscription request.
24. In the Postman, click on the publication request tab which is already opened.
26. You need to send the postman request with each test data. First, copy the data from the
Lab13_Publish_Data_Test_Data1.txt file.
35. As the data is published successfully, navigate back to the subscription URL tab, and
send the subscription request.
37. In the same Subscription URL tab, modify the body structure.
38. To paste the body structure, navigate to C:\CIH Training folder, and open the
Lab19_Consume_Data_API_Getting_Old_Publish_Data.txt file.
If you observe, only the data of one publication event is consumed, that is, the
publication data of the oldest event is consumed. Compare the Product Id of the data
published to identify the oldest publication’s data.
Note: You can verify the password by clicking on the Show Password option.
53. Go to the Headers tab and add the following headers:
Key Value
Accept application/json
Content-Type application/json
54. Go to the Body tab and select raw. Choose the format as JSON (application/json).
55. To paste the body structure, navigate to C:\CIH Training folder and open the
Lab19_Consume_Data_API_Getting_Specific_Publish_Data.txt file.
57. Navigate back to Postman and paste the copied structure in the Body.
58. Now that you are all set to run the request, click Send.
Note: Remember to change the event ID with a valid ID in the body structure or else it
will fail.
62. The subscription task for which you copied the Event ID should be completed
successfully.
Note: If the event is still in progress, the task status on the Events page will appear as
‘Processing’ instead of ‘Complete’. Click the Refresh icon periodically for the latest
updates.
Note: In this way, we will subscribe to the applications and cosume data using API.
In this lab, you will run a publication, run a subscription, and reprocess an event using CIH
REST APIs.
Objectives:
Run Cloud Integration Hub REST APIs
Duration:
40 minutes
Tasks
In this lab exercise, you will run different APIs available with CIH and view the results.
9. Go to the Body tab and select raw. Choose the format as JSON (application/json).
Note: If you copy-paste the above syntax from the lab guide as some special characters
may get pasted in place of double quotes which may cause errors. In this case, re-do the
double-quotes.
11. To run the request, click Send.
Note: If the event is still in progress, the task status on the Events page will appear as
‘Processing’ instead of ‘Complete’. Click the Refresh icon periodically for the latest
updates.
35. Observe that one of the associated subscriptions sub_sfdc_acc_Workday has failed
with Error event status, and hence the consumption status shows as Error.
42. Go to the Body tab and select raw. Choose the format as JSON (application/json).
46. Back in the CIH console, in the Events tab, refresh the page.
Note: Click the Refresh icon periodically to view the latest updates.
47. Observe that the subscription is now complete without any errors. Also, at the top of the
page, it shows 0 Error events.
In this lab, you will perform the export and import of CIH assets.
Scenario:
Luci, being the Administrator, wants to migrate all the assets to the Production environment
from the Development environment. She will achieve this by exporting all the assets from the
Development environment and importing them into the Production environment.
Objectives:
Export assets from CIH
Import assets into CIH
Duration:
15 minutes
Tasks
An asset needs to be exported for storing/using its structure in other organizations. Also, to
keep a backup, we can export the assets. You can import your assets back into your production
environment when required. Note that, the exported structures will be saved in an XML format.
In this lab, you will learn how to export and import assets in CIH.
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
4. From the Available Entities box, select the Salesforce application, and click >.
5. Observe that, the Salesforce entity is now listed in the Selected Entities section. Click
OK.
9. On your Windows machine, go to the Downloads folder, and observe that the exported
file is present.
In this way, you can perform the export and import of CIH entities.
You can create tags that you want to use for an asset when you configure the asset properties,
or you can create multiple tags to be available for future use. In this lab, you will first create tags
and later assign them to the assets.
In this lab, you will create tags and assign them to CIH assets based on 4 regions North-East
region, North-West region, South-East region, and South-West region.
Scenario:
Robin, the regional officer wants to manage assets that only apply to their region. He will assign
tags to each of his organization's assets based on region, to identify them. Later, he will sort out
the assets based on his region.
Objectives:
Create Tags
Assign Tags
Duration:
15 minutes
Tasks
In this lab, you will create tags based on the regions/locations of the company branches and
assign tags to the assets belonging to a particular region.
5. For the Salesforce application, click the Actions menu and choose Properties.
7. Similarly, add the following tags. After entering each tag name, press Enter on your
keyboard.
Tags
SW region
NE region
SE region
10. For the Product_details publication, click the Actions menu and select Properties.
11. For the Tags field, click the drop-down and select SW region.
Note: Sometimes, the first tag in the drop-down list will be automatically added while
adding a tag to an entity. In that case, to remove a tag, click the cross icon on that tag.
17. Observe that it lists all the assets associated with the tag SW region.
20. To navigate back to the assets page, click the drop-down at Explore and select Asset
Types.
In this way, you can create tags and assign them to the entities.
In this lab, you will explore various options that are available in CIH to manage an event.
Scenario:
Robin will manage events in CIH. He can check how many events ran on a particular
date/period and explore various search options available in CIH.
Objectives:
Explore search options in CIH
View the event properties
Duration:
15 minutes
Tasks
In this lab, you will use various options to manage your publication/subscription events.
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
6. Observe that the event is now in the Processing state. To get updates about event
status, click the Refresh icon.
7. All events are processed completely, out of which 3 are successful and 1 is delayed.
Note: The number of Error events or Deplayed events may differ from the screenshot
above. However, the functionality or the steps remain same.
8. At the top of the page, click on the Delayed events link.
10. To clear the filter and restore the default results, click Restore Defaults.
11. To close the search filter, click the Cross icon at the top of the filter.
13. Set the Status property to Reprocessed and click Apply Filter.
Note: You can perform a search based on Event ID, Type of the event, Status of the
event, Application, Time Frame, and so on.
14. You can now view all the events which are reprocessed.
Note: No. of reprocessed events might differ from the screenshot above and it depends
on the events reprocessed by you.
15. To close the search filter pane, click the Cross icon on top of the filter.
20. For the reprocessed subscription event Contact_sub_DSS, right-click, and select
Change Event Status.
21. In the Change Event Status window, for the New event status field, click the drop-down
and select Discarded.
23. For the subscription event sub_sfdc_acc_Workday, right-click and select Session log.
24. The Session log opens in a new tab. You can use the session log of an event to look for
errors or event details.
26. For the subscription event sub_sfdc_acc_Workday, right-click and select Processing
Information.
27. The processing information of an event opens in the new tab. You can find the number
of target success rows and source success rows in the log.
Thus, you have explored various options present in the Events tab.
In this lab, you will create a monitoring rule to send email notifications if any subscription fails
with an error.
Scenario:
Robin, the IT Administrator, achieves the data integration governance across systems by
creating monitoring rules in CIH. He can create rules and perform actions on events, for
example, he can set to disable a subscription if the event shows an error status. He can
configure a rule to receive email notifications if any subscription event status shows as ‘Error’.
Objectives:
Create Monitoring Rule
Verify Results
Duration:
15 minutes
Tasks
In this lab, you will create a rule to monitor the subscription events in the hub, that is, you will
configure it to notify you via emails if any of the subscriptions fail to consume data.
1. In the Chrome browser, log in to IICS and navigate to the Integration Hub service (if
navigated away).
3. To create a Monitoring Rule in the Cloud Integration Hub, from the list click Monitoring
Rule.
4. Set the following properties with their values in the General Details section:
Property Value
Rule Name Notify_failed_sub
Description This Monitoring Rule sends out email notifications if any
subscription fails with Error.
Location CIH_XX_FIRSTNAME
Mode Enabled
6. Select the Apply to all checkboxes. Selecting this checkbox applies the monitoring rule
to all the available subscriptions.
10. Click Select User and select Non-existing User. In the email field, enter your active
email address (It can be any active personal/work email address).
Note: Optionally, you can also set to disable publications and subscriptions that are in
Rejected statuses (In this lab exercise, Rejected status is Error).
Note: As the output file is kept open, CIH cannot access the file, and hence the
subscription fails to write the data, resulting in an error.
13. Back in the CIH console, from the Navigator pane, go to the Explore tab.
15. Go to the Events tab, refresh, and monitor the event status. Verify that the subscription
sub_sfdc_acc_Workday fails with event status ‘Error’.
16. You should get an email from the email address [email protected] to
your configured email Id.
Permissions define which users and groups can read, update, delete, execute, and change
permissions on an object.
Scenario:
James wants few users to have restricted access to the assets created in his organization. He
will accomplish this task by assigning the asset level permissions that IICS supports throughout
all the services (IICS services like Integration Hub, Data Integration, and so on).
Objectives:
Create a User
Assign permissions to the assets in the cloud and access them using the user
Duration:
20 minutes
Tasks
To create a user or assign permissions, the user must have admin privileges. And, the users
whose access you want to restrict, must not have the Admin privilege. Else, he will have access
to change his permissions. In this lab, you will create a new user and restrict his access. After
restricting his access, you will verify the same by logging into IICS with his credentials (the
restricted user’s credentials). Instead of creating a new user, you can also use any of the
existing users for the purpose of demonstration.
5. In the Login settings, enter the details as per the table given below:
Login Details Details
Authentication Native
User Name [email protected]
Max Login Attempts Default value (10)
Note: Do not select the Admin role as an admin is capable of changing or assigning
permissions.
7. To save the user, click Save.
Now, you will set a password to the user you just created.
9. In the browser, login into the email that you provided during the user creation. Check
your inbox or spam for an email from [email protected]
11. In the new page, setup your password, and choose a security question with an answer.
21. From the list of users, select the user using which you executed all the labs and click
Add.
Note: In the screenshot below, the CDIUser is the user with which the labs were
developed. Please use your training user in this step.
23. For user Smith, give the permissions - Read and Execute.
26. Log in to IICS using the user [email protected] and the password you
provided. Navigate to the Integration Hub.
29. Open Contact_SFDC_DSS asset, observe that all the details are non-editable.
Note: In this way, you can assign privileges to the users on the assets.
30. Log out from the IICS as user [email protected].
Note: In this way we can assign permissions to the folders, once the permissions are
applied at the folder level, those permissions will apply to the assets present under the
folder.
45. Log out of the IICS as the user [email protected].
Scenario:
To save the developer time and effort, James deploys the Salesforce Accelerator package and
uses the Salesforce Accelerator components to publish the Contacts, Accounts, and
Opportunities tables from Salesforce to the topic in the hub and use the sample subscribing
application to consume the data and write it to a file.
Objectives:
Log in to IICS
Create CIH_Salesforce and CIH_FF_target connections
Log in to Cloud Integration Hub
Deploy Salesforce Accelerator Package
Run a publication
View results
Duration:
30 minutes
Tasks
Before deploying the Salesforce Accelerator package, there are TWO things to consider:
Note: The following instructions are based on the classic version of Salesforce. To
switch to the classic version, on the upper right corner, select the View Profile option.
And from the appeared menu, select the ‘Switch to Salesforce Classic’ option.
3. In the navigator pane on the left side of the screen, click Personal > Reset My Security
Token.
5. After your security token is reset, the token is sent to the email that you have registered
with Salesforce. Check your email to find a mail from [email protected] and copy
your security token.
6. Close the Salesforce tab.
10. In the Connection Name field, enter CIH_Salesforce. You can optionally enter a
description in the Description field.
11. Set the connection Type to Salesforce.
12. For the Runtime Environment, select your Secure Agent.
13. Select the Salesforce Connection Type as Standard.
14. In the User Name field, enter your Salesforce account user name.
15. In the Password field, enter your Salesforce account password.
If the test connection fails, check the connection details, and test it again.
18. Save the connection.
then, under the Standard Connection Properties, for Service URL property, change the
API version to 48 in the URL, and test the connection again.
22. In the Connection Name field, enter CIH_FF_target. You can optionally enter a
description in the Description field.
23. Set the connection Type to Flat File.
24. For the Runtime Environment, select your Secure Agent.
25. For the Directory field, click Browse.
26. Browse to the location C:\IICSLabFiles and click OK.
29. If the test connection fails, check the connection details, and test it again.
30. Save the connection.
A confirmation message ‘Connection saved successfully’ appears.
31. Close the connection.
33. From the top-most right corner of the Home page, click the Salesforce Accelerator link.
36. Observe the Hub Overview diagram. New entities are added. Refresh the page if
required.
38. The newly created objects will be saved to the Auto-generated Default folder. Go to the
Default folder.
Note: Refresh the page and navigate back to the subscription if it is taking time to open
41. Navigate to the Data Integration service.
45. Scroll down to the target details section and observe the selected objects.
Note: After running the publication, the subscription gets triggered and the target will
create 3 flat files – Accounts.csv, Contacts.csv, and Opportunities.csv to your flat file
directory. The data written to the files depends on the data present in your Salesforce
org.
46. Navigate back to the Integration Hub service and go to Explore > Default.
48. The Publication has started successfully. Go to the Events tab. Refresh the events page
periodically to view the updated event status.
49. Once the publication and the subscription event statuses are updated to Complete,
switch on your Windows, navigate to the directory C:\IICSLabFiles. Observe that the
CSV files – Accounts, Contacts, Opportunities are created. Open each of the files
and view the data. Note that, the data written to the output files is from your Salesforce
account. If your Salesforce account does not contain any Accounts, Contacts, or
Opportunities data, their corresponding output file will be empty.
Note: Take some time and view all the deployed Salesforce objects. 5 objects are
deployed into the Cloud Integration Hub service – a topic, a publication application, a
publication, a subscription application, and a subscription.
Thus, you have successfully deployed Salesforce Accelerator Package in CIH.