Business Processes End-to-End Solution
The following explains the end-to-end solution for Unifier Provider (Business Processes). The configuration settings are for:
- Unifier
- Unifier Provider
To configure the creation of Business Processes in Unifier via Gateway:
Note: This is an optional step. You can skip deploying the objects from Unifier and add relevant fields in Gateway Data Mapping Templates directly, manually.
- Go to the Company Workspace and switch to Admin mode.
- In the left Navigator, select Integrations, select Gateway, and then select Business Objects.
- Deploy the business process record that you want to create in Unifier, via Gateway Integration.
All Data Elements from the deployed business process record appear as attributes of Business Process object (Company Costs, Project Commits, Project Invoices, and so on) in the Provider Data Dictionary.
To configure the creation of Business Processes in Unifier Provider via Gateway:
You must:
- Create Data Mapping Templates
- Define Business Flow
- Define Synchronizations
- Synchronize
The following provides the details for each step:
Create Data Mapping Templates
Create Data Mapping Templates to map attributes of the BPs Upper Form data that needs to integrate with Gateway to the Oracle application.
Notes:
- Ensure that you create one Data Mapping Template per BP.
- If the BP that needs to integrate has a Detail tab, create an additional Data Mapping Template, one template per Detail tab, to ensure that the map the Detail Form elements to Gateway to the Oracle application.
After you deploy the BP from Unifier to Gateway, all the attributes of the Business Process object Unifier Provider (Company Costs, Project Commits, Project Invoices, and so on) will be available for you to add to the Data Mapping Template.
If you do not want to deploy from Unifier and want to create the Data Mapping Templates in Gateway directly, you must add each BP Data Element that needs to receive data from an Oracle application object in Gateway, manually (use the Add New Field in the Add Template window). After you add each BP Data Element in Gateway, you must deploy the BP from Unifier. Note the following conditions:
- If the manually added field is the same as one of the fields that you deployed from Unifier, there will be no impact on the existing field. This is similar as if you deployed the manually added field from Unifier.
- If the manually added field does not exist as a Data Element in Unifier, there will be no impact on the existing field. When the Oracle application sends value for this field to Unifier Provider, the value remains as is and it is not sent to Unifier.
Define Business Flow
Define Business Flow using the appropriate Data Mapping Template.
Create one Business Flow per BP Upper Form and one Business Flow per BP Detail tab.
Add the appropriate source (Source) application parameters to filter the BP records that you want to extract for the Oracle application and create in Unifier.
Add the values of the following relevant destination (Destination) application parameters in order for the BP Records/Line Items to be created in Unifier:
- Project ID
- Business Process Name
- Business Process Detail Tab Name
Configure the Business Flow to be used for creating (Create) and updating (Update) BP Records/Line Items.
Define Synchronizations
Define Synchronizations by using the appropriate Business Flow.
Define the appropriate parameter values for data exchange.
Define the schedule frequency so that the synchronization does not have to be run manually for the BP Records/Line Items creation or update.
Synchronize
When a synchronization is run, Unifier Provider sends data to Unifier to create or update BP Records/Line Items instance (as per Business Flow configuration).
Example
To create BP records of Base Commits type in Unifier:
- Deploy the Base Commits BP to map to Unifier Provider object (Project Commits).
- Log in to Gateway instance and create the following two Data Mapping Templates:
- Using the Gateway object "Project Commits" to map the Base Commits BP "Upper Form" information to the Oracle application.
- Using the Gateway object "Project Commits Detail" to map the Base Commits BP "Detail" tab information to the Oracle application.
- Using the appropriate Gateway objects, create the following two Business Flows:
- Using Gateway object "Purchase Orders" and selecting the corresponding Data Mapping Template that you created (sub-step "a" above).
- Using Gateway object "Purchase Orders Detail" and selecting the corresponding Data Mapping Template that you created (sub-step "b" above).
- Add the appropriate source (Source App Parameters) to filter records from the source application and set the destination application parameters (Destination App Parameters) to:
- Business Process Name = Base Commit
- Business Process Detail Tab = <detail tab name>
- Create two synchronizations:
- For Base Commit BP
- For Base Commit Line Item
- Define the schedule frequency so that the synchronization does not have to be run manually for the BP Records/Line Items creation or update.
Last Published Tuesday, October 8, 2024