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Map an Existing Business Object to Import External Data

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:

  1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

    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.

  2. Select an existing Business Object, and then click Map to external data task.

    The External Data Wizard opens.

    External Data Wizard Welcome Page

  3. Click Next.

    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.

    External Data Wizard Import vs Linked page

  4. Click Import Data.
  5. Click Next.

    The Data Source page opens.

    External Data Wizard Data Source page

  6. Select the database connection (External Connection) that was created to connect to the External Database.
  7. Click Next.

    The External Table to Map page opens, listing the Tables and/or Views from your External Database.

    External Data Wizard External Table to Map page

  8. Click the Table or View to import.

    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.

  9. Click Next.

    The Business Object Type page opens.

    External Data Wizard Business Object Type page

  10. Select the type of External Business Object to create, either:
  11. Click Next.

    The Part of Cherwell Group page opens.

    External Data Wizard Part of Cherwell Group page

  12. Define Group information options for the External Business Object:

    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.

  13. Click Next.

    The Fields to Map page opens.

    External Data Wizard Fields to Map page

  14. Map fields from the Table/View to a field in the new External Business Object:
  15. Click Next.

    The Unique Key and Timestamp Fields page opens. Example fields are used in the screen shots.

    External Data Wizard Unique Key and Timestamp Fields

  16. Designate a Unique Key and Timestamp field:
    1. Field that Holds Unique Key: Select the field from the View that is deemed as the unique identifier (ex: MachineID or ComputerID).

      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.

    2. Last Modified Date/Time: Select the field from the Table/View that is deemed as the last modified date/time field (ex: LastScanDate or date_modified).

      Note: This field is used to import only changed records.

  17. Click Next.

    The Read-Only or Updatable page opens.

    External Data Wizard Read-Only or Updatable page

  18. Select whether the data should be read-only or if it can be updated in CSM.

    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.

  19. Click Next.

    The Name and Description page opens.

    External Data Wizard Name and Description Page

  20. Provide a Name for the External Business Object.

    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.

  21. (Optional) Provide a Description for the External Business Object.
  22. Click Next.

    The Summary page opens.

    External Data Wizard Summary Page

  23. Click Finish.

    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.

  24. Click OK to close the Properties window.
  25. Create Forms and Grids for the External Business Object just as for a new CSM Business Object.
  26. (Optional for Supporting Objects) If needed, create a Relationship between the newly created Supporting Objects and the Major Object they support.
  27. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

See Also

External Business Objects

Designate a Business Object for the External Data

Create an External Business Object to Link to External Data

Import External Data into an External Business Object