Check and troubleshoot the data refresh status for ERP Customization Mining

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
  • Check the data refresh status to find out when ERP Customization Mining (ERP-CM) most recently loaded ERP (Enterprise Resource Planning) data from the system of record.

    Before you begin

    Role required: sn_erp_mining.erp_admin, sn_erp_mining.erp_user

    About this task

    To ensure that ServiceNow AI Platform® is synchronized with the ERP system of record, ServiceNow AI Platform reloads data every 24 hours from the system of record.

    You can receive email notifications for connection task success and failures. For more information, see Getting notifications for ERP Customization Mining connection updates.

    Procedure

    1. Navigate to All > ERP Foundation > ERP Customization Mining.
    2. In the side panel, select the connection status icon (Credential alias page link).
      The Overview tab displays a summary of connection issues to review, as well as a list of the most recent active connection tasks.
    3. Check the most important connection details in the Connection status page header.
      Table 1. Connection status header details
      Field Definition
      Credential alias Alias of the connection credentials configured in ERP Canvas.
      Updated by Name of the last account to update the connection credentials.
      ERP heartbeat Indicates whether a ping to the connection is currently successful.
      Task execution Indicates whether ServiceNow AI Platform® is currently attempting to connect to the instance.
    4. Optional: View a refined subset of connection tasks by selecting one of the following tabs.
      TabDescription
      All tasks Log list of all connection tasks.
      Task issues Log list of all connection tasks that have an Error or Warning status.
    5. Troubleshoot any system connection issues.
      Troubleshoot the system connection using the Change system button
      • Pause the task execution by selecting the Change system button and then selecting Stop task execution.
      • Restart the ETL (extract, transform, and load) process by selecting the Change system button and then selecting Retry ETL process.
      • To delete all data in ERP-CM and start over, select the Change system button and then select Delete data. On the confirmation dialog, you must select the Yes, I am sure I want to delete data option and select the Delete data button.
        Warning:
        This action deletes all existing data in the ERP-CM workspace and restarts the data integration process.
    6. View the information for each task and note any actions that you need to take by scrolling to the task list.
      For a description of the field values, see ERP-CM task list field descriptions.

      For any column, you can select the more options icon (More options icon) to perform additional actions, such as Show matching and Filter out.

    7. Optional: Update the status of any open task in error to indicate changes to its status.
      You can't resolve errors directly in ERP-CM, but you can mark them as resolved or irrelevant.
      1. Select the Task tab.
      2. On the Task tab, select the task that you want to update.
      3. Update the Status on the task record to Resolved or Irrelevant.
    8. 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