You can define reference data import jobs to import code lists, crosswalks, and hierarchies into Reference 360. When you get started with Reference 360, you need to import your initial data to onboard it.
Reference data import process
The process available to import reference data is Extract, Validate, and Load Data.
1Extract data from a source file and load it to a staging area.
2Cleanse and transform the staged data.
3Load the cleansed data to a target asset.
Prerequisites for importing reference data
Before you import reference data, ensure that you complete the following prerequisites:
1In Administrator, create a source connection to read data from the source and a Business 360 connection to write to the Reference 360 assets. For more information about creating connections, see Configuring a connection in the Administrator help.
2In Administrator, specify a Secure Agent that is up and running as the runtime environment to run a mapping task. For more information about Secure Agent, see Runtime environments in the Administrator help.
3In Cloud Data Integration, create a mapping with the source connection as the source transformation and the Business 360 connection as the target transformation. Configure the target by selecting the code list from Reference 360 and define field mappings for the source and target fields. Ensure that you create an in-out parameter jobInstanceId in the Parameters panel. For more information about creating a mapping, see Mapping configuration in the Data Integration help.
Note: The name of the in-out parameter is case-sensitive.
4In Cloud Data Integration, create a mapping task by selecting the runtime environment and adding the mapping that you create. For more information about configuring a mapping task, see Mapping task configuration in the Data Integration help.
5In Cloud Data Integration, create the required taskflows. Publish the taskflows to use in your reference data import job. For more information about creating taskflows, see Taskflows in the Data Integration help.
Rules and guidelines for reference data import jobs
Consider the following rules and guidelines when you import reference data, such as code lists, crosswalks, and hierarchies, into Reference 360:
•Before you run the reference data import job, ensure that you publish the taskflow in Cloud Data Integration.
•After you add a taskflow in Reference 360, don't rename the code lists, crosswalks, and hierarchies that the Cloud Data Integration mapping uses. If you rename the code lists, crosswalks, and hierarchies, the reference data import job fails.
•After you create a mapping in Cloud Data Integration, if you rename an asset that's associated with the mapping in Reference 360, manually update the mapping in Cloud Data Integration.
•Ensure that you don't rename a code list that's associated with a mapping in a source organization if the target organization has the same code list.
•Ensure that the Code fields don't contain leading or trailing spaces. Reference 360 uses the Code field values as source primary keys for code values. If the Code field values contain leading or trailing spaces, Reference 360 ignores these spaces in the source primary keys. When you update the code values, Reference 360 fails to create relationships because of mismatches between the Code field values and the source primary keys.
•Ensure that the name of an asset you use in a Cloud Data Integration mapping doesn't contain a slash (/). If the asset name contains a slash (/), you can't view the asset in Cloud Data Integration.
Import reference data
Create a reference data import job to import data to Reference 360 data store.
1Click New > Jobs > Reference Data Import > Create.
The Reference Data Import dialog box appears.
2Specify the following job properties:
Property
Description
Display Name
Name of the job.
Internal ID
A unique job identifier, which is generated based on the display name that you enter. You cannot change the internal ID after you create the job.
Description
Optional. A brief description of the job.
Location
Project or folder within which you want to save the job.
3Click OK.
The reference data import job page displays the process, description, and source system.
4To add a taskflow, perform the following tasks:
aClick Add Taskflow.
The Select an Asset page appears.
bSelect a taskflow, and click Select.
The taskflow appears in the Taskflows section and the associated assets display in the Assets section.
5Click Save.
6To execute the job, click Run.
You can monitor the status of job in the My Jobs page.