PREVIEW

[Preview] Loading data using direct connection

Note:

The Upload data using direct connection option is only available for app templates that use a ServiceNow source system or Salesforce source system.

Note:

The Upload data using direct connection option is the default option for app templates that use a source system for which a direct connection is available.

Prerequisites

Upload data using a direct connection uses Integration Service connections. This implies that you need to have:

• a license for Integration Service;

• Integration Service enabled on your tenant;

• access to Orchestrator.

Integration Service connections are restricted by folder. If you want to use a connection from a specific folder, you need to have access to that folder in Orchestrator to see it in Process Mining. If you create a new connection from Process Mining, this connection is created in your personal workspaces in Orchestrator.

Refer to the Integration Service guide for more information on Integration Service licensing and Integration Service connections.

Setting up a direct connection

You can set up using a direct connection to your source system from the Selecting the data source step instead of setting up a connection using CData Sync.

The Upload data using direct connection option loads data in to your process app directly from the source system.

Follow these steps to set up a direct connection to the source system:

1. Select the Upload data using direct connection option.

   The source system used for the app template displayed.

2. Select Connect.

   A new browser tab is opened where you can enter the authentication details for the connection.

Attention:

If you are using a process specific app template, make sure the user credentials have access to the default list of tables and fields specified in the app template. Refer to App Templates for details.