CIC Cockpit - Integrations Page

Cleo
2 Jul 202407:43

Summary

TLDRThe video script provides an in-depth guide to the Integrations page of CIC Cockpit, highlighting its features like downloading CIC Studio for data transformation in the cloud, managing reference tables for value conversion during processing, and configuring data flows for efficient data transfer between endpoints. It also demonstrates how to create, schedule, and delete data flows, emphasizing the ease of use and the comprehensive capabilities of the platform.

Takeaways

  • 🛠️ The Integrations page in CIC Cockpit allows users to create data flows, work with reference tables, and download CIC Studio.
  • 🔧 CIC Studio is a data transformation tool for cloud-based data manipulation and is available for download from the Integrations page.
  • 📈 New versions of CIC Studio are automatically updated in the tenant, ensuring users always have access to the latest features.
  • 🔑 Reference tables are crucial for transformation processing, converting incoming values into system-usable formats by defining specific lookup tables.
  • 🔍 Reference tables can be viewed and modified directly within the CIC Cockpit, providing visibility and control over data mappings.
  • 📝 The script demonstrates how to view and interact with reference tables, including adding new entries or modifying existing ones.
  • 🔀 Data flows are connections between endpoints that facilitate one-directional data transfer, as illustrated by the script.
  • 📊 The Integrations page displays information about each data flow, including endpoints and any associated schedules.
  • ⏰ Data flows can be set on a schedule, allowing for automated data transfers at specified intervals, such as every minute, hourly, daily, or on custom schedules.
  • 🚀 The process of creating a new data flow is outlined, including naming, selecting endpoints, and choosing whether to add it to a schedule.
  • 🗑️ Data flows can be deleted if they are no longer needed, with a simple checkbox and trash icon mechanism provided for user convenience.
  • 📚 For further information on the topics covered in the script, users are directed to the Solution Center.

Q & A

  • What is the purpose of the Integrations page in CIC Cockpit?

    -The Integrations page in CIC Cockpit allows users to create data flows, work with reference tables, and download CIC Studio.

  • What is CIC Studio and what is its primary function?

    -CIC Studio is a data transformation tool used for transforming data in the cloud. It is necessary when working with data in the cloud and is used to perform lookups and transformations.

  • How can new versions of CIC Studio be accessed by users?

    -New versions of CIC Studio will automatically be available in the user's tenant as they are released. Users can download the latest version by clicking the download button.

  • What are reference tables and how are they used in CIC Cockpit?

    -Reference tables are used during transformation processing to convert incoming values into values that the system can use. They can be defined in a specific way, viewed, and modified in the CIC Cockpit and are referenced from CIC Studio for lookups.

  • Can users create new entries in reference tables through CIC Cockpit?

    -Yes, users can create new entries in reference tables directly through the CIC Cockpit interface by clicking the 'add row' button.

  • What is a data flow and what does it consist of?

    -A data flow connects two endpoints, enabling data transfer between them in a single direction. It consists of a 'from' endpoint and a 'to' endpoint.

  • How can users view information about each data flow in the CIC system?

    -Users can view information about each data flow on the data flow page in the CIC system, where details about the 'from' and 'to' endpoints are displayed.

  • Can data flows be scheduled to run at specific intervals?

    -Yes, data flows can be scheduled to run at intervals such as every minute, hourly, daily, weekly, monthly, or according to a custom advanced schedule.

  • What actions can be performed on a data flow from the data flow menu?

    -From the data flow menu, users can view the schedule of a data flow, change the schedule, and delete the data flow if it is no longer needed.

  • How can users create a new data flow?

    -Users can create a new data flow by clicking the 'add data flow' button, naming the data flow, selecting the 'from' and 'to' endpoints, choosing a folder, and optionally adding it to a schedule before saving.

  • Where can users find more information about the topics discussed in the script?

    -For more information about the topics discussed in the script, users can visit the Solution Center.

Outlines

00:00

🔧 CIC Cockpit Integrations Overview

The script introduces the Integrations page of CIC Cockpit, a platform for managing data flows, reference tables, and downloading CIC Studio. CIC Studio is a data transformation tool for cloud-based data processing, with new versions automatically available to tenants. Reference tables are essential for transformation processing, allowing for the conversion of incoming values into system-compatible ones. These tables can be viewed and modified in the CIC Cockpit and are referenced in CIC Studio for lookups. The speaker demonstrates how to view and interact with reference tables, including adding new entries. Data flows are explained as connections between endpoints for unidirectional data transfer, with the script detailing how to view and manage these flows, including setting up schedules and creating new data flows.

05:02

📅 Creating and Managing Data Flows

This paragraph delves into the process of creating a new data flow in the Integrations page. The user is guided through naming the data flow, selecting endpoints, and choosing a schedule for data transfer. The example given involves setting up a data flow from an 'agent inbox' to the 'Cleo portal'. The script explains how to add the data flow to a schedule, with options ranging from minutely to monthly, and the importance of selecting the correct time zone. It also covers how to save the new data flow and provides an overview of deleting data flows when they are no longer needed. The paragraph concludes with a summary of the Integrations page's functionalities and a prompt to visit the Solution Center for more information.

Mindmap

Keywords

💡Integrations

Integrations refer to the process of combining different systems or applications to work together seamlessly. In the context of the video, the Integrations page is a key feature of the cic cockpit, allowing users to manage various aspects of data integration, such as creating data flows and working with reference tables. It is central to the video's theme of data management and transformation.

💡CIC Cockpit

The CIC Cockpit is the central interface or control panel for managing integrations and data flows within the cic system. It is the main setting where users can access tools like CIC Studio, reference tables, and data flows. The term is used to describe the platform where all the actions related to data integration are executed, as seen in the video.

💡CIC Studio

CIC Studio is a data transformation tool used for modifying data in the cloud. It is mentioned in the script as a downloadable application that users need for transforming data. The video demonstrates how to download CIC Studio, emphasizing its importance in the data integration process.

💡Data Flows

Data flows represent the movement of data between two endpoints in a single direction. The script explains how to view, create, and manage data flows on the Integrations page. Data flows are a fundamental concept in the video, illustrating the process of transferring data from one system to another.

💡Endpoints

Endpoints are the starting and ending points in a data flow, defining where the data originates from (from endpoint) and where it is sent to (to endpoint). The video script uses the term to describe the configuration of data flows, such as sending data from the Cleo portal to a transformation process.

💡Reference Tables

Reference tables are used during data transformation to convert incoming values into usable formats for the system. They are defined in a specific way and can be viewed and modified in the CIC cockpit. The script demonstrates how to interact with reference tables, such as viewing and adding entries, which is crucial for understanding data transformation.

💡Transformation Processing

Transformation processing is the act of converting data from one format to another to make it compatible with the receiving system. The script mentions reference tables being used in this process, highlighting the importance of transformation in data integration.

💡Schedule

A schedule in the context of the video refers to the timing and frequency at which data flows are executed. The script explains how users can set up schedules for data flows, such as every minute, hourly, daily, or using custom advanced schedules, which is essential for automating data transfer processes.

💡Add Data Flow

Adding a data flow is the action of creating a new data transfer process between endpoints. The script provides a step-by-step guide on how to add a data flow, including naming it, selecting endpoints, and choosing a schedule, which is a key operation demonstrated in the video.

💡Delete Data Flow

Deleting a data flow is the process of removing a data transfer process that is no longer needed. The script shows how to delete a data flow by selecting it and using the trash icon, illustrating the management aspect of data flows.

💡Solution Center

The Solution Center is a resource mentioned in the script for users to find more information about the topics discussed in the video. It serves as a knowledge base or help center for users to explore further details about CIC Cockpit, data flows, and other related concepts.

Highlights

The Integrations page of CIC Cockpit allows creating data flows, working with reference tables, and downloading CIC Studio.

CIC Studio is a data transformation tool needed for transforming data in the cloud.

New versions of CIC Studio are automatically available in your tenant as they are released.

Reference tables are used during transformation processing to convert incoming values into system-usable values.

Reference tables can be defined in a specific way and made available for viewing and modification in CIC Cockpit.

Reference tables created in CIC Studio are referenced to perform lookups.

The transcript provides an example of a reference table for viewing customer information.

Users can see columns, rows, and make new entries in reference tables directly from CIC Cockpit.

An example reference table for error codes in transformation is provided, explaining the meaning of different codes.

Data flows connect two endpoints, enabling data transfer between them in a single direction.

The data flow page displays information about each data flow in the CIC system.

Data flows consist of a 'from' endpoint and a 'to' endpoint, showing the direction of data transfer.

Advanced commands and schedules can be managed directly from the data flow menu.

The process of creating a new data flow is demonstrated, including naming, selecting endpoints, and choosing a folder.

Data flows can be scheduled by minute, hourly, daily, weekly, monthly, or with an advanced custom schedule.

Users can delete data flows that are no longer needed by selecting and clicking the trash icon.

The Integrations page is summarized as the place to download Studio, view and maintain reference tables, and configure and maintain data flows.

Additional information on the discussed topics can be found in the Solution Center.

Transcripts

play00:00

[Music]

play00:03

let's take a look at the Integrations

play00:05

page of cic

play00:07

cockpit the Integrations page allows you

play00:11

to create data

play00:13

flows work with reference

play00:15

tables and download cic

play00:20

Studio let's start with Studio

play00:25

download the cic studio is a data

play00:28

transformation tool you'll need for

play00:30

transforming data in the

play00:33

cloud when you click the studio

play00:36

download you'll see the latest version

play00:40

available for

play00:42

download new versions will automatically

play00:45

be available in your tenant as they are

play00:47

released to download the studio you

play00:50

would simply click the download

play00:55

button let's move on to reference tables

play00:58

reference tables are are used during

play01:01

transformation processing to convert

play01:04

incoming values into values your system

play01:07

can use by defining your table in a

play01:11

specific way you can also make it

play01:13

available for viewing and modification

play01:16

in the cic

play01:18

cockpit these tables are referenced from

play01:21

cic Studio to perform lookups so these

play01:25

tables have been created all the

play01:28

configuration has been done in C cic

play01:30

studio and the projects that they're in

play01:33

in cic studio have been deployed out to

play01:36

the server so I can see my reference

play01:38

tables here I can actually click on a

play01:42

reference

play01:44

table I can click on the reference table

play01:48

here to see information about this

play01:50

particular reference table so this one

play01:52

if I click the question mark next to the

play01:54

name it tells me that this table is to

play01:57

view customer information

play02:00

I can see the columns and rows in this

play02:03

reference

play02:05

table and if I wanted to I can make a

play02:08

new entry in this reference table as

play02:17

well I'm going to click back on the

play02:19

reference tables sub page to see the

play02:22

other reference tables that are out here

play02:25

I can see one called error

play02:27

codes this is pretty valuable again if I

play02:30

look at the information about this

play02:33

reference table it's telling me that

play02:35

this is to view error codes of

play02:38

transformation so if I would happen to

play02:40

get this code I would know that the

play02:42

error is a wrong ship date whereas this

play02:46

code is an incorrect

play02:50

discount the

play02:52

p004 error means that it's a duplicate

play02:56

PO number and again I can delete rows or

play03:00

edit rows right out here in cic cockpit

play03:05

I can add a new entry if I wanted to

play03:08

just by clicking that add row

play03:13

button let's move on to data flows a

play03:16

data flow connects two endpoints

play03:19

enabling data transfer between them in a

play03:22

single

play03:24

Direction the data flow page displays

play03:27

information about each data flow in your

play03:30

cic

play03:31

system a data flow consists of a from

play03:36

endpoint and a two endpoint so if I

play03:40

click on a

play03:42

particular data flow let's just click on

play03:45

this one I can see my from endpoint is

play03:49

the Cleo

play03:50

portal and my two endpoint is

play03:53

transformation so I'm sending something

play03:55

from Cleo portal to be transformed

play04:00

whereas let's take a look at another

play04:06

endpoint let's take a look at this state

play04:08

of

play04:11

flow the from is a sample

play04:14

endpoint the two is cleop Portal so I'm

play04:17

sending something from a sample endpoint

play04:20

to cleop portal and anything that's

play04:23

already out here I'll be able to see so

play04:26

any kind of advanced commands I would

play04:28

need to do I can can do right from here

play04:31

if I wanted

play04:33

to if a particular data flow needed to

play04:36

be on a schedule this one looks like

play04:39

it's on a schedule of every minute I can

play04:42

take a look at that schedule I can

play04:44

change it if I want it to right from

play04:47

within this data flow

play04:50

menu so let's go ahead and create a new

play04:53

data flow I'm simply going to click the

play04:57

add data flow button to open a new data

play05:00

flow

play05:01

page I want to name my data flow for

play05:05

identification throughout the system I

play05:07

know I'm going to be deleting this so

play05:09

I'm just going to call

play05:10

this heli

play05:12

demo data

play05:16

flow I can select a from

play05:20

endpoint so maybe I'm getting something

play05:23

from our agent inbox so I'm going to

play05:25

select that by clicking it and then

play05:28

clicking the select button

play05:31

and then my

play05:34

two end point I'm going to click Cleo

play05:38

portal I'm going to send that to Cleo

play05:40

portal and I'll need to select a folder

play05:42

uploads not available it would be

play05:45

download on the two

play05:50

side if I wanted to I can add this to a

play05:54

schedule again I can do it by minute

play05:58

hourly daily

play06:00

um you can do it every day or every

play06:02

working day at a specific time

play06:06

weekly monthly or you can create your

play06:09

own Advanced

play06:13

schedule again your time zone is up here

play06:16

and it can be selected we

play06:18

are currently in this time zone so I'm

play06:21

going to let that

play06:23

selected but I'm not going to add it to

play06:26

a schedule just yet so I'm going to

play06:28

unclick that to turn that schedule

play06:34

off then I would save this data

play06:42

flow and I should see it out here if I'm

play06:46

finished with the data flow and I no

play06:48

longer need it maybe I just set it up to

play06:50

do some data movement testing I can

play06:53

click on the checkbox next to my data

play06:55

flow and then click the trash icon in

play06:58

the upper right hand corner and that's

play07:01

going to delete my data

play07:07

flow in summary the Integrations page is

play07:11

where you download

play07:15

Studio View and maintain reference

play07:21

tables and configure and maintain your

play07:25

data

play07:27

flows for more in information about any

play07:31

of the topics we discussed please visit

play07:34

our Solution Center

play07:37

[Music]

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الوسوم ذات الصلة
Data FlowCic StudioIntegrationsCloud ToolsData TransformationReference TablesSystem ConversionAutomationEndpoint SetupSchedule ManagementData Handling
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