Exploring Zero Copy Connector for ERP
Summarize
Summary of Exploring Zero Copy Connector for ERP
Zero Copy Connector for ERP is a ServiceNow application designed to seamlessly connect your ERP (Enterprise Resource Planning) system of record, such as SAP, to the ServiceNow AI Platform. It provides a unified data model that allows you to manage and interact with both standard and custom ERP tables without replicating data. Instead, it mirrors live ERP data, ensuring security and consistency by keeping the data protected within the ERP system.
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This connector enables sending updates to ERP tables and extracting ERP data into remote or extraction tables, depending on dataset size and refresh needs. Remote tables pull data dynamically from the ERP source, while extraction tables handle large-scale data retrieval via scheduled queries, supporting transformation for use within ServiceNow AI Platform applications.
Key Features
- Connection Management: Configure secure credentials and connections to the ERP system using the Connections and Credentials app.
- ERP Model and Table Management: Create and clone ERP models that scan ERP modules to identify available tables and fields, including custom fields, to organize data interaction.
- Operations Configuration: Define create, read, and update operations on ERP tables, including building table joins for enriched data views.
- Remote and Extraction Tables: Use remote tables to run scripts against ERP data sources on-demand, or extraction tables for scheduled bulk data retrieval and transformation into ServiceNow tables.
- Data Transformation and Integration: Employ transform maps to convert ERP source data into appropriate ServiceNow AI Platform table formats, facilitating smooth data consumption.
- Workflow Automation: Build flows in Workflow Studio to manage when and how ERP data is queried or updated, enabling automation of ERP interactions.
- Deployment Management: Develop ERP models and related components in a development instance and promote them to production using managed pipelines.
- Application Development Support: Leverage ERP data as a source across various ServiceNow development tools, including ServiceNow Studio, Workflow Studio, Playbooks, Table Builder, UI Builder, and Workspace Builder.
- Security: Implements role-based access control along with additional protections for personally identifiable information (PII), ensuring secure data handling.
Practical Workflow for Customers
- Configure ERP system connections with proper credentials.
- Create and manage ERP models and tables to mirror ERP data structures.
- Set up remote or extraction tables depending on data volume and refresh frequency.
- Build transform maps to align ERP data for use within ServiceNow AI Platform tables.
- Automate ERP data queries and updates using Workflow Studio flows.
- Test and deploy changes from development to production environments using deployment pipelines.
- Use ERP data as a foundation for building applications and automation workflows within the ServiceNow ecosystem.
Benefits
- Simplified ERP Data Access: Access live ERP data directly without replication, ensuring up-to-date and secure information.
- Unified Data Model: Manage standard and custom ERP fields cohesively within ServiceNow.
- Flexible Data Usage: Support for both incremental and bulk data extraction via remote and extraction tables.
- Enhanced Integration: Seamless use of ERP data across multiple ServiceNow development and automation tools.
- Security and Compliance: Role-based controls and data protection maintain ERP data confidentiality.
Additional Resources
ServiceNow customers can enhance their expertise with guided tours within Zero Copy Connector for ERP, access specialized training through ServiceNow University, and engage with the ServiceNow Community for further support and best practices.
Zero Copy Connector for ERP enables you to connect to the ERP (Enterprise Resource Planning) system to send updates and extract data to remote tables and extraction tables for use on the ServiceNow AI Platform.
Overview of Zero Copy Connector for ERP
- Remote tables get their records from running an associated script against an external data source.
- Extraction tables retrieve large amounts of data using a scheduled query, and use transform tables to process data for use on the ServiceNow AI Platform.
In addition to retrieving data, Zero Copy Connector for ERP can also update the ERP system using a BAPI (Business Application Programming Interface) or OData and an HTTP connection.
The unified data model of the ServiceNow AI Platform helps with the seamless integration of ERP data into the ServiceNow AI Platform. Zero Copy Connector for ERP streamlines ERP data management, making it accessible and actionable within the ServiceNow AI Platform and ServiceNow instances.
Zero Copy Connector for ERP workflow
- Have your administrator use the Connections and Credentials app to configure credentials to connect to the ERP system of record. For more information, see Connect to a system of record from Zero Copy Connector for ERP.
- Create an ERP system in Zero Copy Connector for ERP using the connection and credentials alias that you configured. For more information, see Create an ERP system in Zero Copy Connector for ERP.Note:The rest of the workflow steps are in Zero Copy Connector for ERP. Build your ERP systems, ERP models, and tables in a development instance, and then promote them to a production instance when you're ready. For more information, see Managing deployments using Pipelines and Deployments.
- Clone or create an ERP model that scans the specified ERP module in the system of record for available tables and fields. Note the tables and fields in the ERP model for use in extraction and remote tables, as
well as for mapping parameters to create records on, read, and update the system of record. For more information, see Clone an ERP model in Zero Copy Connector for ERP.
- Add create, read, and update operations to connect to the ERP system by adding tables, mapping fields, and building table joins to include additional data in the ERP model. For more information, see the following topics:
- Work with remote tables to make them available for use as a data source, such as when building apps in App Engine Studio. Remote tables get their records from running an associated script against an external data source. For more information, see the following topics:
- Work with ETL extraction tables to scan the system of record regularly and extract data to a staging table. Extraction tables retrieve large amounts of data using a scheduled query, and use transform tables to process data for use on the ServiceNow AI Platform.
- Create as many separate extraction tables as needed, such as one for each supported country. For more information, see Extracting and transforming data in Zero Copy Connector for ERP.
- You must first create the table transform map that connects the source table (on the system of record) to a Glide table on the ServiceNow AI Platform. For more information on creating table transform maps, see Create a transform map.
- Extraction processes are configured in the ServiceNow app that uses them, for example, Workflow Studio.
- After the extraction process is run, use import sets to map imported data into ServiceNow AI Platform tables. For more information, see Import sets.
- Build flows in Workflow Studio to specify details for when you query or update the ERP (Enterprise Resource Planning) system. For more information, see Building flows to read or update the ERP system.
- Move the ERP systems, ERP models, tables, operations, and flows to a production environment when they're ready. For more information, see Managing ERP development pipelines in Zero Copy Connector for ERP.
- Use the ERP data as the data source when building apps on the ServiceNow AI Platform using:
- ServiceNow Studio: For more information, see Create an application in ServiceNow Studio and Create an app file in ServiceNow Studio.
- Flows in Workflow Studio: For more information, see Configuring flows.
- Playbooks in Workflow Studio: For more information, see Getting started with process automation.
- Table Builder: For more information, see Data in Table Builder.
- UI Builder: For more information, see Dynamically expose data in UI Builder pages (advanced feature).
- Workspace Builder: For more information, see Add a record page for a workspace in Workspace Builder.
Benefits of Zero Copy Connector for ERP
| Benefit | Feature | Role |
|---|---|---|
| Configure connections to the system of record | Working with ERP systems in Zero Copy Connector for ERP | sn_erp_integration.erp_admin |
| Build ERP models to create read, update, and create operations and organize mirrored ERP data | Building and managing models to work with ERP data | sn_erp_integration.erp_admin |
| Work with and query remote tables to view ERP data on the system of record | Using ERP remote tables in Zero Copy Connector for ERP |
|
| Access standard remote tables | Standard remote tables for Zero Copy Connector for ERP |
|
| Configure extraction tables to pull custom data from the ERP system regularly | Extracting and transforming data in Zero Copy Connector for ERP | sn_erp_integration.erp_admin |
Additional resources for Zero Copy Connector for ERP
| Learn more about Zero Copy Connector for ERP | ServiceNow resources |
|---|---|
| Zero Copy Connector for ERP is a ServiceNow app that enables you to simplify the use of ERP data from the system of record, such as SAP. |
Note:
You must log in to ServiceNow University to access this resource. |