Edit an integration instance

Applies to User Roles:

System Administrator

Note You can only edit integration instances in the Disabled status. Enabled integration instances (in Running or Sleeping status) can be viewed only.

To edit an integration instance:

  1. Click Tailoring > Integration Manager. Integration Instance Manager opens.
  2. Select an integration instance with a Status of Disabled, and click Edit.

    • In the Windows client, click an integration instance to select it.
    • In the Web client, hold down the Shift key as you click an integration instance to select it.

    The Integration Instance Information wizard opens.

  3. Make changes to the field values as necessary, and then click Next. The Integration Instance Parameters wizard opens.
  4. Update the parameter values with your real data if necessary. However, it is not recommended to add a new parameter, or modify parameter names or category.
  5. Click Next. The Integration Instance Fields page opens, displaying all the fields predefined in the integration template:

    • SM Fields: A list of fields in the Service Manager server side that can be mapped to endpoint fields.
    • Endpoint Fields: A list of fields in the endpoint side that can be mapped to Service Manager server fields.
  6. If necessary, on the SM Fields and Endpoint Fields tabs, add new fields and specify a field type for each of them: string, date, number, or boolean.
  7. Click Next. The Integration Instance Mapping page opens. Make changes to the field mappings and value mappings to suit your needs.
  8. Click Finish. Changes made to the integration instance are saved.