When you run a synchronization task, specify the operation and the source that you want the Secure Agent to write to the target. The Secure Agent inserts, updates, upserts, or deletes source rows that you specify into the target based on the configured operation for the target object.
The task operations depend on the target object that you select. You can configure the target properties when you schedule the synchronization task. You configure Chatter target properties on the Target page of the Synchronization task wizard. Enter the name of the target connection and specify the target object to write data to Chatter.
When you configure a synchronization task, you can configure the advanced target properties. The advanced target properties appear on the Schedule page of the Synchronization task wizard.
The following table describes the Chatter advanced target properties:
Advanced Target Properties
Description
Success File Directory
Directory for the Chatter success rows file.
Specify a directory path that is available on each Secure Agent machine in the runtime environment.
Error File Directory
Directory for the Chatter error rows file.
Specify a directory path that is available on each Secure Agent machine in the runtime environment.
Note: When you create a task to delete data from Chatter and data in the input file does not match with data in the target table, the task does not fail.
Synchronization Task Example
Perform the following actions to post comments or feeds to Chatter:
Note: You need to create a connection before you create a synchronization task.
1Click New > Tasks.
2Select Synchronization Task, and click Create.
The New Synchronization Task page appears.
3Specify the task name, description, and select the task operation Insert.
To delete a feed or comment from Chatter select delete operation.
4Click Next.
The Source tab appears.
5Select the source connection, source type, and source object.
The source object should contain the following fields when you post feeds or comments to Chatter or delete feeds or comments from Chatter:
User Feed
Specify the type as TextPost and mention the content of the post in the body.
Account Feed
To post an account feed, you must specify the Parent Id.
Content Post
Specify the type as ContentPost to attach a file to the feed.
Search Tag Feed
To add a search tag in a feed, you must append # to the keyword. The following image shows details of search tag feed:
Delete Feed
To delete a feed, select FeedItem object as a target in Data Integration. To delete a feed comment select FeedComment object as a target in Data Integration. You must specify the FeedID to delete feeds and commentID to delete feed comments from Chatter.
6Select the target connection, target type, and target object for the task. To post feeds to Chatter, select FeedItem object. To post feed comments to Chatter, select FeedComment object. Click Next.
7To assign filters to a synchronization task, see Data Filters. To select all rows, click Data Filters, and then click Next.
In the data filters tab, you can use the following filter fields:
Column Name
Description
ParentId
ID of the object type to which the FeedItem is related. For example, set this field to a UserId to post to someone’s profile feed, or an AccountId to post to a specific account.
Body
The message that appears in the feed. If you want to post a feed with the search keyword. In the feed make use of the # character before the search keyword. For example, if your search keyword is ABC, specify ‘#ABC’.
Type
You can select the following type of FeedItem:
- TrackedChange: A change or group of changes to a tracked field.
- UserStatus: Automatically generated status when a user adds a post.
- TextPost: Text entry on a feed.
- LinkPost: Post an URL on a feed.
- ContentPost: An uploaded file on a feed.
- PollPost: Post a poll in the feed to gather opinions.
- DashboardComponentSnapshot: Post a dashboard snapshot on a feed.
- ApprovalPost: Automatically generated by a feed query on an approval item.
- CollaborationGroupCreated: Automatically generated post on your feed when you creates a public group.
LinkUrl
To post URL on a feed.
RelatedRecordId
The ID of the ContentVersion object associated with a ContentPost. This field is null for all posts except ContentPost.
Title
The title of the FeedItem.
AttachmentPath
The location of the file to be attached to the feed. For example, C:\Test\ (Mandatory field for Content Post) .
ContentFileName
The name of the file that you want to attach.
ContentDescription
The description of the file to be attached to the feed.
RelatedRecordId
The ID of the ContentVersion object associated with a ContentPost. For example, set this field to an existing ContentVersion and post it to a feed as a FeedItem object of TypeContentPost.
To post a feed comment, use the following filter fields:
Field Name
Description
CommentFeedItemId
The Id of the feed to which the comment needs to be posted.
CommentBody
The text to be posted as comment.
CommentType
The comment Type should be TextComment or ContentComment.
CommentContentPath
The full path of the file to be attached to the FeedComment.
CommentContentDescription
The Description about the attachment.
8In the field mapping tab, map the source fields to the target fields.
9Click Next.
The Schedule tab appears.
10In the Schedule tab, you can schedule the task for each requirement and save.
11If you do not want to schedule the task, click Save to save the task.
You can monitor the status of synchronization tasks in the Monitor log.