Creating External Lookups


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Before You Begin

Purpose

This tutorial demonstrates how to configure and perform external lookups in Oracle Data Relationship Management.

Time to Complete

Approximately 15 minutes.

Background

External Lookup Properties are properties that access an external data source for their list of selectable values. The external data source is accessed using external operations. The external lookup property type allows for return of a recordset from Oracle or SQL Server databases. You can use the results of an external lookup to select an item from an external list of values for use as a property value or to calculate request item property values using data from an external source. External lookups for property lists are accessible in Data Relationship Management and Data Relationship Governance.

What Do You Need?

Before starting this tutorial, you should have access to or have installed Oracle Data Relationship Management 11.1.2.4.330.

Configuring an External Lookup

  1. Login as Admin to the Data Relationship Management Web Client.

  2. On the Home page for the Administer task group, expand the External Connections node and double-click the Oracle Social Data and Insight CS connection.

  3. On the External Connection page, view the parameters for a web service connection to the Oracle Social Data and Insight Cloud Service. The connection has been configured with three external operations. For the AddressVerify operation in the Action column, click the Edit icon (Edit) .

  4. View the definition for the AddressVerify web service operation. The operation type is configured as a Lookup to a REST web service. Note the HTTP parameters which have been configured for the web service request. Two input parameters (Address1 and Mode) have been defined and are being passed into the HTTP body. Click the Test operation icon (Test operation).

  5. On the Response tab, view the Outgoing and Incoming messages resulting from the web service operation test. Note the Address1 and Mode input values which were passed into the outgoing message. In the incoming message returned from the web service, view the results of the AddressVerify operation. View the List Identifier and Result Column expressions used to parse the JSON response.

  6. Click the Result tab to view the parsed result set based on the XPath expressions defined on the Response tab. Click Cancel and close the external connection tab.

  7. On the Administer page, expand the Property Definitions section of the tree. Double-click the Custom.ValidatedAddress property.

  8. On the Property Definition page, note that the ValidatedAddress property is configured as an External Lookup type property. Click the External Lookup tab.  Note the property is setup with the AddressVerify operation. Input parameters and result columns have been mapped to Data Relationship Management properties. Close the property definition page.

  9. On the Home page for the Administer task group, expand the Workflow Tasks node and dDouble-click the Add Employee – External Lookup task.

  10. On the Workflow Task page, view the properties configured for the task used to perform the external lookup and store the lookup results. Close the workflow task tab.

Performing the External Lookup in Data Relationship Management

  1. On the Home page, click Browse, select the Vision Apr 2016 version, expand the Employee hierarchy group, and double-click the Employees hierarchy.

  2. On the Hierarchy page, expand the hierarchy tree to find employee 100044 – Gregory Bennett.  From the Category drop down, select the Workflow property category.  Enter an address for the employee in the Address property. For the Validated Address property, click the ellipsis button (Elipsis) to select a verified address.

  3. Select an address from the list of verified addresses returned from the external lookup to the Oracle Social Data and Insight Cloud Service. Click OK.

  4. View the attributes of the selected external lookup record which will be stored in properties of the node in Data Relationship Management. Click Save.

Performing the External Lookup in Data Relationship Governance

  1. Login as Operations to the Data Relationship Management Web Client.

  2. On the Worklist page, select New Request and then Add New Employee – External Lookup.

  3. On the Request page, click the Add Items button (Add Items). For the Add Employee – External Lookup task, enter a name for the new employee and click OK.

  4. A new request item is added to the request. For the Parent Node property, click the ellipsis button (elipsis).

  5. Click the Browse tab. Find the NYKEMP node in the Employees hierarchy and select it. Click OK.

  6. Enter a description and address for the new employee. For the Validated Address property, click the ellipsis (ellipsis) button to select a verified address.

  7. Select an address from the list of verified addresses returned from the external lookup to the Oracle Social Data and Insight Cloud Service. Click OK.

  8. View the attributes of the selected external lookup record which will be stored in properties of the request item. Click the Update link to save the external lookup results for the request item.

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