Configuring endpoints for file ingestion rules

To activate data ingestion, you must select a specific storage provider to configure. Then, you can transfer data to Sterling Intelligent Promising to ingest the data from the designated storage buckets.

Before you begin

The following prerequisites apply to IBM Cloud® Object Storage only.

  1. Provision your IBM Cloud Object Storage bucket. For more information, see Getting started with IBM Cloud Object Storage.

    Assign only one data type to a IBM Cloud Object Storage bucket.

  2. Gather the following provisioning information about your IBM Cloud Object Storage bucket to provide to the file transfer adapter:
    • Endpoint URL for your IBM Cloud Object Storage service instance.
    • Region or geographical location of your service instance.
    • IAM key for IBM Cloud Object Storage. For more information, see IAM overview.
    • Your bucket name.
    • Your provisioned Sterling Intelligent Promising tenant ID.
  3. Review the data model and prepare your files. For more information, see Data feed types overview.

About this task

The Ingest endpoint configuration now supports multiple storage providers. When you select a specific storage provider, you must provide the configuration details for that storage provider.

Procedure

  1. Log in to Order Hub.
  2. From the menu, click Endpoints.
  3. Select the Ingest tab.
    The Endpoints page opens with the following information:
    Table 1. Endpoints page
    Field name Description
    Entity The event type for which you configure an endpoint ingest rule.
    • Click any Entity link to view the endpoint details. An Entity link is available only when you configure a rule. To sort the entities, hover over the Entity column and select the Sort icon.
    Description A description of the event type.
    File type The type of file that is supported by the endpoint, for example, a CSV file.
    Status The status of the endpoint and whether it is configured. An entity stays in an unconfigured state until you activate or configure it.
    • Valid options are Configured or Unconfigured.
    Actions Edit an endpoint that is configured or configure an endpoint. Delete an endpoint that is configured.
    You can select any column heading to sort the information.
  4. Complete one of the following steps:
    • To configure an endpoint, click the Edit icon for an endpoint that is in the Unconfigured status.
    • Select an entity for which you want to configure a file ingest rule.
  5. On the Endpoint details page, view the following endpoint information that is provided:
    Endpoint ID
    The ID that is associated with the endpoint to configure.
    Entity
    The data type for which you configure a file ingestion rule.
    Description
    A description of the file ingestion rule.
    File type
    The type of file that is supported by the endpoint, for example, a CSV file.
    Status
    The status of the endpoint and whether it is active.
    To activate the endpoint, slide the Status toggle to Active.
    Maximum number of keys (optional)
    Enter a positive integer to forward files separately instead of forwarding the whole prefix location. By default, the 0 value indicates that all the files available in the prefix are forwarded together in one iteration. The tags that were available in the original files are not kept as part of this process.
    This step is necessary only if there is a requirement to maintain the tags set by the file uploader on the files at the forwarded location.
  6. In the cloud storage provider section, to select a cloud storage provider to configure, select one of the following options:
    • Amazon S3
    • Microsoft Azure Blob Storage
    • Google Cloud Storage
    • Webhook
    • Amazon S3/ IBM Cloud Object Storage
      Table 2. Amazon S3/IBM Cloud Object Storage hash-based message authentication (HMAC) credentials
      Access credentials and connections Description
      HMAC Access key The access key that is used to access the bucket.
      HMAC Secret key The secret key that is used to access the bucket.
      Region The region that is associated with the S3 service instance.
      Endpoint URL The endpoint URL of the S3 cloud storage service instance.

      Configure the bucket names and prefixes for the allocation file processing workflows.

      Table 3. Import location
      Import location Description
      Bucket name The name of the bucket.
      Prefix The prefix value of the storage location in the bucket for import ingest data.
    • Microsoft Azure Blob Storage
      Table 4. Microsoft Azure Blob Storage details
      Authentication Description
      Authentication type Select one of the following options and provide the details that are required:
      • Shared key (access keys)
        • Account Name: The name of the Azure Storage account that is used to access the Azure blob container.
        • Account Key: The access key for the Azure Storage account that is used to access the Azure blob container.
      • Azure SAS Credential
        • Signature: The shared access signature that is used to access the Azure blob container.
      Endpoint URL The endpoint URL of the Microsoft Azure Blob storage instance.

      Configure the bucket names and prefixes for the allocation file processing workflows.

      Table 5. Microsoft Azure Blob import location details
      Import location Description
      Container name The Azure blob container name.
      Blob prefix The prefix value of the storage location in the bucket for import ingest data.
    • Google Cloud Storage
      Table 6. Google Cloud Storage configuration details
      Google cloud credentials Description
      Service account key (JSON) The private key that is used to access the bucket.
      Endpoint URL The endpoint URL of the google cloud storage instance.

      Configure bucket names and prefixes for allocation file processing workflows.

      Table 7. Google Cloud Storage import location details
      import location Description
      Bucket name The name of the bucket.
      Prefix The prefix value of the storage location in the bucket for import ingest data.
  7. Table 8. Validation failures
    Failed records publishing Description
    Publish rule ID The ID that is associated with the publish rule.
    Validation failure prefix The prefix for the validation failure.
    Schema ID The ID for the schema.
  8. Click Save.
  9. To view the endpoint details for an existing configuration, select the Ingest tab and click any of the entity links that have a Configured status.
    The Endpoints page displays the configuration details.
  10. Edit or delete a configuration.
    • To edit the configuration information, click the Edit icon. Edit the Endpoint and Region bucket details. Then, edit the Secret key and Access key credentials and click Save.

      You can’t edit the bucket name or the prefix.

    • To delete a configuration, on the Endpoints page, click the Delete icon. In the Confirm delete dialog, click Delete.

What to do next

  1. If you're not using an existing integration to upload the data to Sterling Intelligent Promising, download the file transfer adapter to complete the data transfer. For more information, see Downloading, Installing, and configuring the IBM Sterling Intelligent Promising file transfer adapter.
  2. Transfer the various data types to SIP by using an existing integration or the file transfer adapter. For more information, see Transferring data by using the file transfer adapter.
  3. Get started with file ingestion. For more information, see Starting the file ingestion process.