9. Agent Adapters

Agents are programs that run on the remote machines and communicate with the main monitoring system. Some merchants try to hide the fact that they use Agents. They will try to deliver things like they “deploy” to remote systems or use other words, but it all compresses to installing custom software on the remote machines.

Agent Adapters:

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.  Adapter Type We have three types of adapter in Agent: – File Adapter ( CSV, Excel, XML)

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

–  FTP/SFTP Adapter

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. Go to the agent admin to know more detail about file adapter. -> File Base Integration

What is 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. Go to the agent admin to know more detail about JDBC adapter -> Database Integration

FTP adapter?

Introduction

The FTP Adapter enables the integration of servers supporting File Transfer Protocol (FTP) and Secure Shell (SSH) File Transfer Protocol (sFTP) into Oracle Integration. The FTP Adapter can connect to FTP and sFTP servers that are publicly available on the internet. FTP Adapter is used as a connector to transfer data from the FTP server to Salesforce and from Salesforce to the FTP server.

Prerequisite

Before creating FTP Adapter, the user has to create an Integration and interface and these two steps must create in Salesforce. To create, edit, and delete you need to do in Salesforce. Please perform both integration and interface development in Salesforce first.

Creating of FTP Adapter

Follow the configuration steps: Inbound

• Create an Integration

• Create an Inbound Interface

Go to FileZilla Client & Server for Windows  –  Download FileZilla Client & Server for Windows...

Now Go to FileZilla Server site

• Click on Edit button
• Create a user
• Enable account
• Set password
• Click on ok button

Now Go to FileZilla Client site

• Go File then click on Site Manager
• Click on New Site button
• Provide all General information Protocol, Host, etc.
• Create User and Password
• Click on Connect button

• Click on Quickconnect button
• Directory Listing Successful
• User Computer (PC) XML file is Listed on Remote Site

Now go to Salesforce Click on Adapter Inbound Tab

• Adapter property made a connection successfully with Agent and FileZilla Client & Server 
• Authentication —Username_Password
• URL —localhost
• ftp_type —FTP

Now the user has to go to the Interface Detail page

• Scroll down to Inbound Setup Section
• Select FTP-Inbound-Adapter

• Click on Open Mapping Button

• Map the target fields according to Account, Contact, Case to the Salesforce source sObject
• Select Ext Id
• Save

Now go to the Agent and Select your Integration which you just created

• Select your Interface
• Click on Edit Interface Button

Now see Interface Source Definition 

• Test Source connection with Filezilla
• Click on Test Query Button
• Records are fetching
• Save

Click on Agent Control Board (old) Tab - How to use New Agent Control Board Version 3.0 AWS?

Since the user now completely understand; How to use the Agent Control Board, by hitting the upper link, now we understand the Architect of the Agent Control Board now follows below on Salesforce org.

• Click on the Integration tab
• Select your Integration and Interface
• Scroll down to Process button and click it

• Now click on Monitor Tab

• Scroll down to Messageboard
• Click on the search button
• Account created successfully

• Click on the related list your record upserted successfully