Tutorial V2.41 (Lightning)

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26. How to create an adapter in Agent?

This tutorial explains what adapter is and why do we need it. It describes how to create 
them.

1.  What is adapter?
SKYVVA Adapter is a connector/device which store the property configuration of external system. Adapter is important, without it you can’t transfer the data. It provides the interface between a computer and a network connection. There are many different types of adapters such as File Adapter, FTP Adapter and JDBC (Database) Adapter, SAP-PI/PO Adapter and SAP-ERP Adapter. This document will describe about adapter which is being used in Agent.

2.   Adapter Type
We have three types of adapter in Agent:

–          File Adapter ( CSV, Excel, XML)

–          JDBC Adapter (ORACLE, SQLServer, MySQL, MsAcess)

–          FTP/SFTP Adapter

2.1    Creating of File adapter
File adapter is used to integrate data from file to SFDC and from Salesforce to file. The file type that our Agent support is CSV, XML and Excel that can be integrated with their content. You can integrate file attachment into attachment object.

This document is focus only on the creation of adapter, so some steps before it would be skip eg. Creating Integration and Interface.

To create JDBC Adapter, there are some steps must be followed:

Run Agent UI > Integration Wizard > Choose Integration > Choose existing interface.

Adapter Section: Choose Adapter Type (File) > Name Adapter
Adapter Properties:
–          File type: Choose CSV

–          File Upload Mode: Choose CONTENT or FILE

–          Folder: Choose the folder (path to get the file/ files)

–          File Name: Choose file name (a file name for agent to query data from. If this field is empty it mean you to select all files in the selected folder.

–          After Processing: Choose what you want to do with your file

·         Keep File: The file will keep in the folder.

·         Lock File: The file will  lock.

·         Delete File: The file will  delete.

·         Backup File: The file will backup in the other folder.

–          Backup Folder: The folder to keep the processed file. If you choose to backup your file, you have to input your folder name here.

Click “Test Source Connection” to test the connection to the specified folder and file.
Click Save.


Note: For Excel and XML File, you can just do the same as CSV File. But just you need to change the file types, adapter and its properties accordingly.

2.2    Creating of JDBC adapter
JDBC Adapter is used as a connector to transfer data from Database to Salesforce and from Salesforce to Database. Agent supports five database type include Oracle, SQLServer, MySQL, MsAcess and PostgreSQL. The following sample is about SQLServer configuration.

Run Agent UI > Integration Wizard > Choose Integration > Choose existing interface.

  1. Adapter Section: Choose Adapter Type (JDBC) > Name Adapter
  2. Adapter Properties:-          Database type: Choose SQLServer. The type of database to which the adapter connects. Select between SQLServer or other.
    –          Username: sa-          Password: ******* (The default password to use when making the connection to the database).

    –          Hostname: 192.168.1.141 (Ip address)

    –          Port: 1433 (default)

    –          Database Name:

    –          Server Instance: (Local)

  3. Click “Test Source Connection” to test the connection to the specified folder and file.
  4. Click Save.

Note: For Oracle, MySQL, MsAcess and PostgreSQL database, you can just do the same as SQLServer. But just you need to change the database types, adapter and its properties accordingly.

2.3   Creating of FTP adapter
FTP Adapter is used as a connector to transfer data from FTP server to Salesforce and from Salesforce to FTP server.

This document is focus only on the creation of adapter, so some steps before it would be skip eg. Creating Integration and Interface.

To create FTP Adapter, there are some steps must be followed:

Run Agent UI > Integration Wizard > Choose Integration > Choose existing interface.

  1. Adapter Section: Choose Adapter Type (FTP) > Name Adapter
  2. Adapter Properties:-          Authentication: Username_Password
    –          URL: the URL to your FTP server – here we use http://www.bplaced.net/ but it can be any link from your side-          Username: kktest (Username to log in to FTP server)

    –          Password: ******* (The default password to use when making the connection to the FTP Server)

    –          FTP File Type: Choose CSV or other

    –          Folder: /KOLINA (path to get the file/ files)

    –          FTP Type: Choose FTP

    –          Port: 21(Default)

    –          File Name: (Optional) a filel name for agent to query data from

    –     After Processing: Choose what you want to do with your file

    •    Keep File: The file will keep in the folder.

    •    Lock File: The file will  lock.

    •    Delete File: The file will  delete.

    •    Backup File: The file will backup in the other folder.

    –     Backup Folder: The folder to keep the processed file. If you choose to backup your file, you have to input your folder name here.

  3. Click “Test Source Connection” to test the connection to the specified folder and file.
  4. Click Save.

Note: For SFTP configuration, please kindly look for document (SFTP Configuration).

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