Automating Integrations

Objective

After completing this lesson, you will be able to discuss the methods of automating the transfer of data to and from SAP Fieldglass.

Automating Integrations

The processes and scenarios we’ve talked about so far have implied that integrating SAP Fieldglass with other systems is a manual process, whereby a user downloads or uploads a data file, or even adds or edits the data in the file.

And while manual integrations such as that are common, they’re not necessarily the most efficient means of sharing data among systems, particularly if an organization routinely processes large amounts of data.

In such cases, an automated integration would be desirable. And there are a number of methods for establishing routine, automated transfers of data between SAP Fieldglass and other systems.

But setting up an automated integration can be a bit complex, so in this unit we’re not going to delve deeply into technical specifics. We’ll just briefly review the methods at a high-level so you can get an idea of the options available.

Data Transfer Methods

Data Transfer Methods

When configuring an integration with SAP Fieldglass, you must choose the manner in which the two systems will communicate with each other. These are the protocols for file transfer; the technical methods by which the systems connect.

SAP Fieldglass uses 3 different methods of file transfer:

  • Manual,
  • SFTP, and
  • Webservices.

We already talked about manual integrations, so let’s look at the first of the two automated methods: SFTP.

SFTP

SFTP might sound a little familiar. FTP--or File Transfer Protocol--is one of the oldest methods of transferring files between systems, established early on in the life of the Internet. It’s a standard network protocol used transferring files between a client and server.

SFPT uses what's called the Secure Shell—or SSH—file security protocol, hence the 'S,' which stands for 'secure.' SFTP ensures that files are transferred using full security and authentication functionality of the SSH standard.

image illustrating how SFTP uses a connector, subscription, and end point to connect to a buyer's systems
SFTP Process

With SFTP, SAP Fieldglass sends a download connector file to an organization’s file server, which saves it for processing by whichever enterprise system it is intended.

For an upload, the opposite occurs: SAP Fieldglass retrieves the data file from the organization’s file server and processes it.

There are three components for SFTP transferred integrations:

  • the connector itself,
  • the End Point, and
  • the Subscription.
SFTP End Point

The end point defines the properties of the server that SAP Fieldglass will communicate with to complete an SFTP transferred integration.

It defines the server, its access & authentication credentials, file location, and file name, as well as any encoding required.

So Nelson, for instance, would require the server for WorkingNet’s HR system be set as the logical end point for that integration. The server’s authorization information would also be included so that SAP Fieldglass can access the server to routinely place a connector file called ‘HRConnector.csv’ into a folder on the server called ‘SAPFG.’

SFTP Subscriptions

A subscription is the SAP Fieldglass service that triggers the delivery or retrieval of a data file on a predefined schedule.

The subscription controls the time and frequency at which the integration will be initiated and links the data file with the end point—the SFTP Server—acting as the conduit for the file transfer.

The subscription is determined at the same time that the end point is set, so the SAP Fieldglass administrator will indicate when the integrations will occur while determining the server, file name, and where the connector will be placed.

Webservices

However, if WorkingNet preferred to use a Hypertext Transfer Protocol Secure method instead of an FTP method, the SAP Fieldglass administrator would configure a Webservices connector.

Webservices connections allow the integrated systems to call directly to each other using this common web-based communication protocol, recognizable as the "HTTPS" that precedes most website URLs.

The SAP Fieldglass application uses the web service to exchange master data and transactional data between the application and a client system, using download and upload connectors that bypass the SFTP server.

Webservices Connections

For instance, for a download, WorkingNet’s HR system would send a request to SAP Fieldglass, which then sends data back to the HR system, which extracts and loads the data.

For an upload request, the call sends formatted data to SAP Fieldglass, which immediately sends the HR system an HTTP response indicating confirmation of the connector file.

But that’s a general example. The actual connection process depends on which of the two webservices methods WorkingNet would use:

  • SOAP, or
  • API.
SOAP
image illustrating how a SOAP integration uses an XML-based protocol to connect to a buyer's systems

SOAP, or Simple Object Access Protocol, is an XML-based messaging protocol for exchanging the data that Fieldglass uses for batch integrations.

Specifically, SOAP uses an XML protocol called Web Services Description Language, or WSDL. The WSDL is basically the format and ‘instructions’ for how to connect or integrate; it describes the specific web service as collections of network endpoints.

Basically, SOAP is the manner in which the systems will use the web to connect, and WSDL provides the instructions for how SAP Fieldglass will connect with the specific WorkingNet system.

APIimage illustrating how an API integration uses the https protocol to connect to a buyer's systems

But both SFTP and SOAP are batch methods; they transfer large volumes of data at set intervals. The REST API method utilizes the HTTPS protocol as well, but is for smaller, single-record transfers conducted in near real time.

An API is an Application Programming Interface, a customizable part of a server that receives requests and sends responses.

Basically, it's an interface that allows specific types of data to be interpreted by other systems.

The REST API is an API that applies what's called the REST framework, which is a flexible protocol that is not constrained by particular formats and allows for real-time data transfers.

Integration Considerations

Which of these integration methods an organization uses depends upon not only the systems themselves, but the technical infrastructure of the organization and, of course, the business need.

If the data required to support the organization’s business processes is of a high volume and/or changes frequently, we recommend considering one of these automated configurations.

If the data does not change frequently, manual loads are recommended, as they allow the user to load/extract large amounts of data using Fieldglass standard connectors, without the added design and development.

Before configuring an integration with SAP Fieldglass, you’ll need to identify the program objectives, future state business processes, and the systems required to accomplish the organization’s business goals.

Keep in mind that integrating with SAP Fieldglass requires additional design, development, testing and ongoing maintenance; adding time and cost to most projects, so thoughtful planning is necessary.

A successful integration workflow should take the following into account:

  • Identifying the Integration Scope
  • Integration Requirements Gathering
  • The client’s development time & resources availability
  • Connector selection & analysis
  • Connector Enablement
  • Transfer Method set up
  • Unit Testing (manual testing of the connector behavior independent of other systems)
  • End-to-End System Integration Testing (fully automated transfer of data)
  • Ongoing Integration Maintenance (error notifications, etc.)

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