Configure a new ERP Customization Mining connection

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Specify the Connections and Credentials alias for ERP Customization Mining (ERP-CM) to connect to the ERP (Enterprise Resource Planning) system.

    Before you begin

    You should install ERP Canvas and add credentials there before you install and configure ERP-CM. For more information, see Configure the ERP Canvas credentials and connection.

    Role required: sn_erp_integration.erp_admin, sn_erp_mining.erp_admin

    Procedure

    1. Navigate to All > ERP Foundation > ERP Customization Mining.
    2. Select the connection status icon (Credential alias page link) in the side panel.
    3. Select the Select connection button.
      If you've already configured a system connection and want to use a different connection and credential, see Update an ERP-CM connection.
    4. In the Connection and credential alias box, choose the credentials you configured in ERP Canvas from the Select connection & credential alias field.
    5. Select Connect.
      ERP-CM begins extracting data from the connection.
    6. Refresh the Issues to review list and the Executed tasks list by selecting their respective refresh icons (Refresh the Executed tasks list).
      Refresh the issues list or active connection tasks

    What to do next

    After the system is connected, you can check the connection status and investigate errors at any time on the Connection status page. For more information, see Check and troubleshoot the data refresh status for ERP Customization Mining.