Use an existing Business Object to import external data directly into the Business Object. An existing Business Object cannot link to external data, a new External Business Object must be created. For more information, see Create an External Business Object to Link to External Data.
To import external data:
Note: If working on a saved Blueprint, open the existing Blueprint.
The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.
The External Data Wizard opens.
The Import vs. Linked page opens.
Note: The Link to Data option is available only when creating a new Business Object. Connecting to an existing Business Object must be performed with an import.
The Data Source page opens.
The External Table to Map page opens, listing the Tables and/or Views from your External Database.
Note: If the Table/View is not listed, check the login account and database owner/schema to ensure it has rights to view the data.
The Business Object Type page opens.
The Part of Cherwell Group page opens.
Note: A Group Business Object is a set of Business Objects that share common Fields. For example, the Configuration Item Group has Group Members named Computer, Printer, and Telephony Equipment. A Group Leader (ex: Configuration Item) is the Business Object that is the root of a Group. It stores common Fields that all Group Members share. All Group Members are descended from the Group Leader.
The Fields to Map page opens.
Tip: To remove a field: Click to select a field, and then click the Remove button. To edit a field's mapping: Click to select field, and then click the Edit button.
The Map Field from External Table window opens, listing the available Table/View fields.
The Unique Key and Timestamp Fields page opens. Example fields are used in the screen shots.
Note: A unique ID field for CSM must be used in the external Table/View. If the Table/View does not have a Unique Key, add one.
Note: This field is used to import only changed records.
The Read-Only or Updatable page opens.
Note: Unless linking to a very simple flat database, do not make this integration updatable. This CSM connection does not have any knowledge of the application rules for the receiving end of the updates.
Note: The database login account that was used to set up the External Connection to the External Database must have rights to insert and update this Table/View. Be aware that Views cannot be updated in some databases.
The Name and Description page opens.
Note: The internal name is always the name of the Table or View from the External Database. By default, the display name is the same. If the Table/View name matches an existing CSM Business Object, then alter the name to ensure the name is unique.
The Summary page opens.
The Business Object's Properties window opens, displaying current (and editable) properties, including a new external data page where the field mappings, unique ID, and last modified date/time fields can be viewed/edited.