Managing Outbound System Configuration
Adding Outbound System Configuration
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From the side menu select Toolbox, select System Setup, select Outbound, and then select Outbound Configuration.
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Click New and complete the following:
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Context: Select a value from the list.
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Select Global when you want to define Chain level outbound system configurations that all properties in the chain can use.
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Select Property when you want to define Property level outbound system configurations that a property can use.
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Outbound Type: Select the Outbound type for the type of system you want to create an outbound configuration.
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See Outbound System Types and Respective Configurations for details. -
Outbound Code: Enter the Unique Outbound code you want to create, for example, SGAP1, CRMC1, CRMP1, and so on.
Note:
The Outbound Code is unique in the given OPERA Cloud multi-tenant instance. -
Outbound Description: Enter the summary description of the outbound system details being configured.
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Protocol: Gets defaulted with the supported protocol REST or XML for the selected Outbound Type for user information.
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Enable External System: Select this option to create the External System Code and the External Database Code in OPERA Cloud, same as Outbound Code.
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Enable Conversions: This option is enabled when the above option is selected. Select this option to define Data Value Mappings for the specific conversion groups.
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When you try to create Global Level Outbound Code, Enable Conversion is disabled as no conversions are allowed at the Global level.
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Data Value Mapping conversions can be defined for the Outbound Codes when this option is selected.
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External Property: This field is visible when above option is selected to define Property conversion code.
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Authorization Type: Select a value from the list:
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BASIC - when external system provides only basic authentication details like service account user name and service account password key details.
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OAUTH - when external system provides open authorization details like OAuth URL, Service Account & Key, and Clientid and Secrete details.
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TOKEN - when the integrated system provides only Token based authorization. Token Key length is supported up to 256 characters.
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NONE - when there is no authorization required; applicable only for CRM_LEGACY outbound type configuration.
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Grant Type: Select a value from the list:
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Password - when external system provides you Service Account & Key and Client Id & Key details.
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Client Credentials - when the external system provides you only the Client Id & Key details.
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Scope: Enter the Scope URL if provided by the External System.
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Application Key: Enter the Application Key provided by the External System. Key length is supported up to 256 characters.
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Bypass Proxy: Select this check box when you configure the endpoint URL provided by Oracle Cloud within the same region. Do not enable if the URL is from a cross region or non-Oracle Cloud.
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Service Details:
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Service Name: Defaulted value RESTAPIBaseURL.
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Service Path: Enter the external system's REST APIs base URL. Path should not include any relative path, query parameters or path parameters.
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For example, you need to set Base URL only, which is https://mycrmsystem.com/crm/v1/.
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In this case, for Profile Lookup, the target URL is generated as https://mycrmsystem.com/crm/v1/externalSystems/{systemCode}/chains/{chainCode}/externalProfiles.
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- Click Save.
Editing Outbound System Configuration
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From the side menu, select Toolbox, select System Setup, and then select Outbound System Configuration.
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Enter search criteria and click Search.
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Select the Outbound System in search results, click the vertical ellipsis, and select Edit.
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Click Save.
Deleting Outbound System Configuration
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From the side menu, select Toolbox, select System Setup, and then select Outbound System Configuration.
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Enter search criteria and click Search.
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Select the Outbound System in search results, click the vertical ellipsis, and select Delete.
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Click Delete again to confirm.
Parent topic: Configuring Outbound Systems