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erwin Data Transformation 9.2 - User Guide

erwin Data Transformation v9.2_User Guide
Getting Started Adapters Configuration Configurations Administrator Tools Running DT on Event Running DT from Cloud Platform Log Viewer Utilities Users, Roles and Security Troubleshooting Information Examples of Workflow Configurations

RSA Archer – EXECUTE DATA FEED

RSA Archer – EXECUTE DATA FEED

To use the adapter for RSA Archer, to execute a data feed, fill the field “Web Service Home URL” with the ServiceNow instance URL you want to connect to.

Then, provide a valid instance URL and ID, username/password to connect.

The  button steps into the next window that shows the available operations of this Web Service; choose “DATA FEED”, to manage data feed executions.

After selecting the desired operation, it is required to enter a name and a description for the adapter in the appropriate fields; the user must browse the file system for the adapter folder (used to save intermediate and result file for adapter execution).

The next button  steps into the next window that allows the user to set values for the Web Service parameters.

After that, user should complete configuration, filling the parameters (select the parameter, write value and press the  button):

DataFeedGuid: Data Feed GUID, it can be retrieved from RSA Archer application

IsReferenceFeedsIncluded: must be “true” before any referenced data feeds can run. If you want to run a single data feed without any referenced feeds, you must ensure that the flag is set to “false”.

Pressing the  button will store all the entered parameters for the web service adapter in the DT database.

The  button closes the data preview window and goes back to Web Service configuration form.

ServiceNow – READ TABLES

ServiceNow – READ TABLES

To use the adapter for ServiceNow, to read table contents, fill the field “Web Service Home URL” with the ServiceNow instance URL you want to connect to.

Then, provide a valid instance URL, username/password to connect.

 

The  button steps into the next window that shows the available operations of that Web Service; choose “READ TABLES”, to query data stored in ServiceNow tables.

After selecting the desired operation, it is required to enter a name and a description for the adapter in the appropriate fields; the user must browse the file system for the adapter folder (used to save intermediate and result file for adapter execution).

The next button  steps into the next window that allows the user to set values for the Web Service parameters.

          When a lens icon shows beside the parameter name:

this means that user may set the parameter value from a list of available items.

In case of ServiceNow “read tables” operation, with the double-click on the lens icon besides “Table name” parameter, a popup appears, with the available tables to query:

Select and apply the selection, and the desired table name (as expected by ServiceNow export service) fills the “Table name” parameter value:

Should the provided account not be granted to read system tables, as the one containing the list of user tables, the popup will be blank, but the parameters can always be manually filled.

After that, the user may apply optional formatting/filter settings, filling the parameters (select the parameter, write value and press the  button ):

View Name: name of the desired view. For example, to export fields visible from the Self Service view, parameter value is “ess

Filters: some additional parameters may be added to control for instance:

othe sorting of results: “ORDERBYname

othe data filtering: “category=Resource”

Concatenate different filters with ampersand; for instance:

category=Resource&ORDERBYname

Complete reference for filters can be found at the ServiceNow website:

https://wiki.servicenow.com/index.php?title=Excel_Export_Threshold#Using_URL_Queries_to_Filter_List_Results

Pressing the  button will open a new pop-up window and the response resulting from the Web Service call is displayed.

Pressing the  button stores all the entered parameters for the web service adapter in the DT database.

The  button closes the data preview window and goes back to Web Service configuration form.

ServiceNow – PUSH DATA

ServiceNow – PUSH DATA

To use the adapter for ServiceNow, to push data to the system, fill the field “Web Service Home URL” with the ServiceNow instance URL you want to connect to.

Then provide a valid instance URL, username/password to connect.

The  button steps into the next window that shows the available operations of that Web Service; choose “PUSH DATA”, to query data stored in ServiceNow tables.

After selecting the desired operation, it is required to enter a name and a description for the adapter into the appropriate fields; the user must browse the file system for the adapter folder (used to save intermediate and result file for adapter execution).

The  button  steps into the next window that allows the user to set values for the Web Service parameters.

When a lens icon shows beside the parameter name, as for “Import Set Table name”:

this means that user may set the parameter value from a list of available items.

In case of ServiceNow “push data” operation, with the double-click on the lens icon, a table appears, with the available import set tables:

Select the proper one and apply the selection, and the desired import set table name fills the “Import Set Table name” parameter value:

Should the provided account not be granted to read system tables, as the one containing the list of user tables, the popup will be blank, but the parameters can always be manually filled.

After that, user complete push operations configuration, filling the parameters (select the parameter, write value and press  button ):

Transform after load: set to “true” if there is a Transformation Map set between the Import Set Table and ServiceNow target table to be applied after staging table load, “false” or blank otherwise

CSV separator: comma as default

Documentation about import set tables and transformation map can be found at the ServiceNow website:

http://wiki.servicenow.com/index.php?title=Importing_Data_Using_Import_Sets#Posting_CSV_or_Excel_Files_Directly_to_an_Import_Set&gsc.tab=0

Pressing the  button stores all the entered parameters for the web service adapter in the DT database.

The  button closes the data preview window and goes back to Web Service configuration form.

SmartSheet

SmartSheet

To use the adapter for SmartSheet, fill the field “Web Service Home URL” with the SmartSheet home page URL you want to connect to.

Then, provide a valid access token to connect. To generate an access token, requested to authenticate the SmartSheet service, follow instructions from https://smartsheet-platform.github.io/api-docs/?shell

The  button steps into the next window that shows the available operation of that Web Service, which is “READ SHEETS”, allowing user to query all data stored in user worksheets.

After selecting the desired operation, it is required to enter a name and a description for the adapter in the appropriate fields; the user must browse the file system for the adapter folder (used to save intermediate and result file for adapter execution).

The next button  steps into the next window that allows the user to set values for the Web Service parameters.

When a lens icon shows beside the parameter name:

this means that user may choose the parameter value from a list of available items.

In case of SmartSheet “read sheets” operation, with the double-click on the lens icon, a table appears, with the available sheets to query:

Select and apply the selection, and the desired sheet name (as expected by Smartsheet export service) fills the “Sheet name” parameter value:

Pressing the  button opens a new pop-up window and the response resulting from the Web Service call is displayed.

Pressing the  button stores all the entered parameters for the web service adapter in the DT database.

The  button closes the data preview window and goes back to Web Service configuration form.

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