Configuring Pre-built Connectors
Configuring pre-built connectors defines the settings and properties required to establish a seamless connection between the client and Sentinel EMS through Sentinel Connect. The connector specific configuration ensures proper integration between by linking Sentinel EMS and the selected connector. Sentinel Connect enables a seamless connection between the enterprise resource planning (ERP) system and Sentinel EMS, enabling efficient entitlement management and licensing work-flows.
Supported Prebuilt Connectors
Sentinel Connect provides connectors for the following:
Connector | Supported Version |
---|---|
Salesforce (SFDC) |
Salesforce Connected Apps: 1.7 Salesforce CPQ: 234.4 or above API Version: 57 or above |
SAP |
SAP R3, S/4 HANA, BPT |
Zuora |
2023.09.R1 or above |
MS Dynamics |
365 |
Configuring Salesforce
Salesforce is a cloud-based ERP system that helps businesses manage customer relationships, sales, and marketing through its various applications.
Prerequisites
A Salesforce instance URL is required for authentication to Salesforce. The URL directs to the specific salesforce instance required to write back responses from Sentinel EMS to Salesforce through Sentinel Connect. This URL is provided by the Salesforce team to enable the configuration of Salesforce.
Steps
The following are the steps to configure the Salesforce Connector by entering the required URL in Sentinel Connect:
1.Click Client Management in the left pane of the Sentinel Connect UI to open the Client Management page.
2.Click Add Client to open the Add Client page.
3.Click Salesforce Configuration tab to open the Salesforce Configuration page.
4.Enter the URL in Organization URL field.
5.Click Save.
Configuring Zuora
Zuora is a cloud-based ERP system designed for subscription billing, revenue recognition, and financial management.
Prerequisites
>Zuora client credentials to retrieve data for mapping screens.
>A Zuora instance URL is required for configuring the Zuora Connector. This URL corresponds to the Zuora instance used by the client.
Steps
The following are the steps to configure the Zuora connector by entering the required details in Sentinel Connect:
1.Click Client Management in the left pane of the Sentinel Connect UI to open the Client Management page.
2.Click Add Client to open the Add Client page.
3.Click Zuora Configuration tab to open the Zuora Configuration page.
4.Enter the fields in Zuora Details (see List of Zuora Details).
5.Click Save.
6.Click Configuring Usage Synchronization tab to open the Usage Synchronization page.
7.Enter the fields in Auto Sync Settings (see List of Auto Sync Settings).
8.Click Save.
List of Zuora Details
Zuora details are required to configure the Zuora Connector for retrieving metadata for mapping screens and writing back responses to Zuora.
Field | Description |
---|---|
Client ID | A unique identifier for the Zuora application used to authenticate and authorize Zuora API calls. |
Client Secret | A secure key paired with the Client ID used together to verify and allow access to Zuora's APIs. |
URL | A Zuora instance URL used to connect to a specific Zuora instance. |
Configuring Usage Synchronization
Usage Synchronization in Zuora is a functionality designed to automate and simplify the tracking, updating, and billing procedures of usage-based services. Businesses ensure that their clients receive accurate bills for the services they use by enabling this function, which is based on planned or real-time data synchronization. Businesses that provide subscription models with usage-based pricing, such as cloud services, utilities, or telephones, can benefit from this functionality. Sentinel Connect enables businesses to send usage data from SCL Database to the Zuora system. Usage syncs manually from the SCL database to Zuora via the Client Action button. Usage Synchronization occurs only once a day, week, or month, based on the selected frequency.
List of Auto Sync Settings
By configuring the relevant settings in the Auto Sync Settings section, the handling of usage synchronizations is automated:
Field | Description |
---|---|
Allow Auto Sync |
Specifies if auto sync is enabled. Possible Values: Yes or No Default Value: Yes |
Start Date | Start date of usage data synchronization from the SCL database to the Zuora system. |
End Date | End date of usage data synchronization from the SCL database to the Zuora system. |
Occurrences |
Specifies the usage auto synchronization frequency. Possible Values: >Daily: Synchronization occurs daily from the start date to the end date. >Weekly: Synchronization occurs on selected days of the week (Monday to Sunday). >Monthly: Synchronization occurs on a specific date within each month. Default Value: Daily |
Never Expires Check box | Indefinitely extends the end date. |
Configuring SAP
SAP (Systems, Applications, and Products in Data Processing) is an ERP system that supports business operations and customer management.
Prerequisites
A SAP IDoc file is required to set up the SAP Connector. An IDoc (Intermediate Document) is a standardized data format used for exchanging information between SAP applications and external systems. The SAP team of the vendor provides this format. Sentinel Connect uses the IDoc file to create entitlements.
Steps
The following are the steps to configure the SAP Connector by uploading the required IDoc file in Sentinel Connect:
1.Click Client Management in the left pane of the Sentinel Connect UI to open the Client Management page.
2.Click Add Client to open the Add Client page.
3.Click SAP IDOC tab to open the SAP IDOC page.
4.Select or drag and drop the IDOC file generated in the Select IDOC File field. You can refer to the Sample Template for your reference.
5.Click Save.
Configuring MS Dynamics
There is no specific configuration required for MS Dynamics in Sentinel Connect.
Editing Sentinel LDK Configuration
To edit the configuration details:
1.On the Client Management page, under Actions, click . The Edit Client page is displayed.
2.Edit the required fields.
3.Click Save.
.