1. Data Management
  2. Connectivity Studio
  3. Flows

Set up messages
Activity Flow

Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message.
On a message you define:
  • The source information: the connector and document that is used for the data source.
  • The target information: the connector and document that is used for the data target.
  • The record mapping and field mapping that define which data goes where in which format.

Application Consultant Application Consultant Start Start Set up message

Set up message

Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message.

On a message you define:
  • The source information: the connector and document that is used for the data source.
  • The target information: the connector and document that is used for the data target.
  • The record mapping and field mapping that define which data goes where in which format.
This flow explains how to set up the message header.

 Set up mapping

Set up record mapping

The message is the carrier for all the information that is needed for the integration. On the message record mapping, you define for each target document record the mapped source document record.

 Set up field mapping

Set up field mapping

The message is the carrier for all the information that is needed for the integration. On the field mapping you define which target document record fields are mapped to which source document record fields. The resulting field mapping is used to get the right data from the source and get it in the right format to the right place in the target.

 

@videoref:CS4

 Validate setup

Validate connectivity setup

If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon   is shown. You can click the icon to show the related error messages.

You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.
When errors are found, you can try to fix these errors automatically.
You can check and auto-fix errors for these key elements in Connectivity studio:
Key element Check
Projects When automatically checked, only the project setup is checked, and not the related setup like messages and connectors. When started manually, the full project setup is checked.
Documents The document setup is checked, including the document records setup.
Document records Only the document records setup is checked.
Messages The message setup is checked, including the data synchronization setup and message mapping.
Message - Data synchronization setup Only the data synchronization setup is checked.
Message mapping Only the message mapping is checked.
Message business events A check is done if a business event is created for the message business event. Also, a check is done if the target fields and source fields match with the related document setup.
Connectors Only the connector setup is checked.
Web services The web service setup is checked, including the data synchronization setup.
Web service - Data synchronization setup Only the data synchronization setup is checked.

In this flow, in the activity steps, as an example, the validation is done for documents.

 End End

Activities

Name Responsible Description

Set up message

Application Consultant

 		Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message.
On a message you define:
  • The source information: the connector and document that is used for the data source.
  • The target information: the connector and document that is used for the data target.
  • The record mapping and field mapping that define which data goes where in which format.
This flow explains how to set up the message header.

Set up record mapping

Application Consultant

 		The message is the carrier for all the information that is needed for the integration. On the message record mapping, you define for each target document record the mapped source document record.

Set up field mapping

Application Consultant

The message is the carrier for all the information that is needed for the integration. On the field mapping you define which target document record fields are mapped to which source document record fields. The resulting field mapping is used to get the right data from the source and get it in the right format to the right place in the target.

 

Validate connectivity setup

Application Consultant

If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon   is shown. You can click the icon to show the related error messages.

You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.
When errors are found, you can try to fix these errors automatically.
You can check and auto-fix errors for these key elements in Connectivity studio:
Key element Check
Projects When automatically checked, only the project setup is checked, and not the related setup like messages and connectors. When started manually, the full project setup is checked.
Documents The document setup is checked, including the document records setup.
Document records Only the document records setup is checked.
Messages The message setup is checked, including the data synchronization setup and message mapping.
Message - Data synchronization setup Only the data synchronization setup is checked.
Message mapping Only the message mapping is checked.
Message business events A check is done if a business event is created for the message business event. Also, a check is done if the target fields and source fields match with the related document setup.
Connectors Only the connector setup is checked.
Web services The web service setup is checked, including the data synchronization setup.
Web service - Data synchronization setup Only the data synchronization setup is checked.

In this flow, in the activity steps, as an example, the validation is done for documents.

Activities

Name Responsible Description

Set up message

Application Consultant

 		Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message.
On a message you define:
  • The source information: the connector and document that is used for the data source.
  • The target information: the connector and document that is used for the data target.
  • The record mapping and field mapping that define which data goes where in which format.
This flow explains how to set up the message header.

Set up record mapping

Application Consultant

 		The message is the carrier for all the information that is needed for the integration. On the message record mapping, you define for each target document record the mapped source document record.

Set up field mapping

Application Consultant

The message is the carrier for all the information that is needed for the integration. On the field mapping you define which target document record fields are mapped to which source document record fields. The resulting field mapping is used to get the right data from the source and get it in the right format to the right place in the target.

 

Validate connectivity setup

Application Consultant

If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon   is shown. You can click the icon to show the related error messages.

You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.
When errors are found, you can try to fix these errors automatically.
You can check and auto-fix errors for these key elements in Connectivity studio:
Key element Check
Projects When automatically checked, only the project setup is checked, and not the related setup like messages and connectors. When started manually, the full project setup is checked.
Documents The document setup is checked, including the document records setup.
Document records Only the document records setup is checked.
Messages The message setup is checked, including the data synchronization setup and message mapping.
Message - Data synchronization setup Only the data synchronization setup is checked.
Message mapping Only the message mapping is checked.
Message business events A check is done if a business event is created for the message business event. Also, a check is done if the target fields and source fields match with the related document setup.
Connectors Only the connector setup is checked.
Web services The web service setup is checked, including the data synchronization setup.
Web service - Data synchronization setup Only the data synchronization setup is checked.

In this flow, in the activity steps, as an example, the validation is done for documents.
Related to Notes

Add message to task

 		 

Review and complete data migration setup

 		 

Set up messages

 		 

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