# mulesoft Manufacturing - Full Documentation --- product: Manufacturing version: 1.4 is-latest-version: true --- # Accelerator Setup Guide > For the full documentation index, see: https://docs.mulesoft.com/llms.txt This page provides guidance on configuring the various systems and products required to implement the use cases provided by this solution. ## Salesforce Manufacturing Cloud The following provides guidance on the custom fields that need to be created for the customer, product, and sales order sync use cases in order to function end-to-end. ## Custom Fields The following fields must be created in the corresponding objects.
Salesforce ObjectField NameData TypeLengthUniqueExternalIdDescription

Account

Global_Customer_Id__c

Text

36

Y

Y

Order

Global_SalesOrder_Id__c

Text

36

Y

Y

Order

Total_Tax__c

Currency

10,2

Y

Y

Order

OrderTotalAmount__c

Formula (Currency)

10,2

Y

Y

Order Total Amount is sum of Shippingc, Total_Taxc, and TotalAmount

Product2

Global_Product_Id__c

Text

36

Y

Y

## Anypoint MQ Configuration The Anypoint-MQ-Queues-Exchanges Postman collection in the [MFG Common Resources project](https://anypoint.mulesoft.com/exchange/org.mule.examples/mfg-common-resources-src/) will pre-create all MQ destinations required by the accelerator components. The collection requires the dev environment template to be imported into your Postman workspace and assigned proper values first. The following MQ destinations will be created upon successful execution.
Queue NameBound to ExchangeDead Letter Queue Name

mfg-customer-update-queue

accelerator-customer-update-exchange

mfg-customer-update-queue-dlq

mfg-product-update-queue

accelerator-product-update-exchange

mfg-product-update-queue-dlq

mfg-order-update-queue

accelerator-order-update-exchange

mfg-order-update-queue-dlq

mfg-rebatepayout-create-queue

mfg-rebatepayout-create-exchange

mfg-rebatepayout-create-dl-queue

## Configurations in S/4HANA Below are all the configuration arrangements that are required for this use case:
Communication ArrangementService Name

SAP_COM_0008

Business Partner - Replicate from SAP S/4HANA Cloud to Client

SAP_COM_0009

Product Catalog - Replicate from SAP S/4HANA Cloud to Client

SAP_COM_0287

Sales Order Bulk Replication Integration

## Configure Communication Arrangement For communication arrangement SAP\_COM\_0287 to replicate the sales orders pricing elements, the following configuration is required. 1. Enter the **Communication arrangement** app to edit or create the arrangement. 2. At outbound services sections, complete with the following: ![SAP S/4HANA communication arrangement configuration for SAP\_COM\_0287](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-saphana-setup-1.png) ## Custom Fields Create the following fields in the corresponding objects for the use case:
Salesforce ObjectField NameData TypeLengthUniqueExternalId

BusinessPartner

YY1_SME_MPARTYROLEID_M_bus

Text

40

Y

Y

SalesOrder

YY1_SME_MORDERID_MFG_SDH

Text

40

Y

Y

Product

YY1_SME_UnvProductId_M_PRD

Text

40

Y

Y

## Custom CDS View - Name: YY1\_JournalEntryItem\_Info - Representative Key: AccountingDocument - Scenario: External API - Data Source: I\_JournalEntryItem - Elements:
AliasPathTypeKey

SourceLedger

I_JournalEntryItem.SourceLedger

CHAR (2)

Yes

CompanyCode

I_JournalEntryItem.CompanyCode

CHAR (4)

Yes

FiscalYear

I_JournalEntryItem.FiscalYear

NUMC (4)

Yes

AccountingDocument

I_JournalEntryItem.AccountingDocument

CHAR (10)

Yes

LedgerGLLineItem

I_JournalEntryItem.LedgerGLLineItem

CHAR(6)

Yes

Ledger

I_JournalEntryItem.Ledger

CHAR(2)

Yes

AccountingDocumentType

I_JournalEntryItem.AccountingDocumentType

CHAR(2)

No

Customer

I_JournalEntryItem.Customer

CHAR(10)

No

YY1_SME_ExtPaymID_MFG_JEI

I_JournalEntryItem.YY1_SME_ExtPaymID_MFG_JEI

CHAR(20)

No

CreationDate

I_JournalEntryItem._JournalEntry.AccountingDocumentCreationDate

DATS (8)

No

LastChangeDate

I_JournalEntryItem._JournalEntry.LastChangeDate

DATS (8)

No

IsReversed

I_JournalEntryItem._JournalEntry.IsReversed

CHAR(1)

No

ReversalReason

I_JournalEntryItem._JournalEntry.ReversalReason

CHAR(2)

No

ReverseDocument

I_JournalEntryItem._JournalEntry.ReverseDocument

CHAR(10)

No

ClearingDate

I_JournalEntryItem.ClearingDate

DATS (8)

No

ClearingAccountingDocument

I_JournalEntryItem.ClearingAccountingDocument

CHAR(10)

No

ClearingDocumentLastChangeDate

I_JournalEntryItem._ClearingAccountingDocument.LastChangeDate

DATS (8)

No

ClearingDocumentCreationDate

I_JournalEntryItem._ClearingAccountingDocument.AccountingDocumentCreationDate

DATS (8)

No

ClearingDocumentCreationTime

I_JournalEntryItem._ClearingAccountingDocument.CreationTime

TIMS (6)

No

AmountInCompanyCodeCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.AmountInCompanyCodeCurrency

CURR (23,2)

No

AmountInTransactionCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.AmountInTransactionCurrency

CURR (23,2)

No

TransactionCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.TransactionCurrency

CUKY (5)

No

CompanyCodeCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.CompanyCodeCurrency

CUKY (5)

No

A custom communication scenario has to be created adding this CDS view as an inbound service. Once published, create a communication arrangement using that custom communication scenario. That arrangement will have the service URL to retrieve the Journal Entry Item information. ## See Also - [Prerequisites](https://docs.mulesoft.com/manufacturing/latest/prerequisites) - [MuleSoft Accelerator for Manufacturing](https://docs.mulesoft.com/manufacturing/latest/) --- product: Manufacturing version: 1.4 is-latest-version: true --- # MuleSoft Accelerator for Manufacturing > For the full documentation index, see: https://docs.mulesoft.com/llms.txt MuleSoft Accelerator for Manufacturing equips discrete and process manufacturers with foundational assets for common use cases to accelerate their digital transformation journey. Our pre-built APIs, implementation templates, reference architecture, and connectors allow IT teams to spend more time innovating, and less time building common integrations from scratch. ## Use Cases The following use cases are supported by the MuleSoft Accelerator for Manufacturing: - [Account and product and order sync](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-manufacturing/minor/1.4/pages/qrc-zzh/Use%20case%201%20-%20Account%20and%20product%20and%20order%20sync/) — Streamline account forecasts by connecting critical account, product, and order data from your ERP to CRM. This example will show how to accomplish this using SAP S/4HANA and Salesforce Manufacturing Cloud. - [Sales rebate management](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-manufacturing/minor/1.4/pages/Use%20case%202%20-%20Sales%20rebate%20management/) — This solution seamlessly syncs customer and sales order data between SAP and Salesforce Manufacturing Cloud, and creates a credit memo in SAP in line with program guidelines and calculations. - [Total productive maintenance](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-manufacturing/minor/1.4/pages/Use%20case%203%20-%20Total%20productive%20maintenance/) - This solution seamlessly aggregates factory floor equipment data, like temperature and vibration, into a data visualization tool. This data visualization tool can model the data, and a business user can pre-define business criteria to trigger equipment maintenance work orders in a servicing case management system. ### Shared Use Cases The following use cases provided by the [MuleSoft Accelerator for SAP](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-sap/) are also leveraged by this accelerator: - [Procure-to-pay](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-sap/minor/1.6/pages/Use%20case%202%20-%20Procure-to-pay/) - Streamline your procure-to-pay process with pre-built APIs, implementation templates, and connectors to seamlessly move supplier, invoice, and goods receipt data. - [Quote-to-cash: Salesforce and SAP S/4HANA](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-sap/minor/1.6/pages/Use%20case%203a%20-%20Quote-to-cash%20-%20Salesforce%20and%20SAP%20S4HANA/) - Sync order, inventory, and customer data from opportunity to close between Salesforce Sales Cloud (including CPQ) and SAP S/4HANA. - [Quote-to-cash: B2B EDI](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-sap/minor/1.6/pages/Use%20case%203b%20-%20Quote-to-cash%20-%20B2B%20EDI/) - Enable the sales order/purchase order and post-purchase order transaction flows between businesses, with one business serving as the buyer and the other as the supplier. - [Real-time and bulk data lakes integration](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-sap/minor/1.6/pages/Use%20case%204%20-%20Real-time%20and%20bulk%20data%20lakes%20integration/) - Send sales order, inventory, and customer information from source systems to common data lake storage repositories. ## See Also - [Getting Started](https://docs.mulesoft.com/accelerators-home/getting-started) - [Prerequisites](https://docs.mulesoft.com/manufacturing/latest/prerequisites) - [Release Notes](https://docs.mulesoft.com/release-notes/accelerators/manufacturing/manufacturing-release-notes) - [MuleSoft Accelerator for Manufacturing on Exchange](https://anypoint.mulesoft.com/exchange/org.mule.examples/mulesoft-accelerator-for-manufacturing/) --- product: Manufacturing version: 1.4 is-latest-version: true --- # OSISoft PI Setup Guide for Productive Maintenance > For the full documentation index, see: https://docs.mulesoft.com/llms.txt This section explain how to configure several components of OSI PI in order to connect to PI servers to retrieve time series data from PI data server. ## Configuration Steps 1. [PI Data Server Connection](#pi-data-server-connection) 2. [PI Web API Configuration](#pi-web-api-configuration) 3. [Web API System Configuration](#web-api-system-configuration) 4. [Configure PI Randomizer Interface](#configure-pi-randomizer-interface) 5. [Configure PI Points](#configure-pi-points) 6. [Use PI Web API to Retrieve Attributes and Values of PI Points](#use-pi-web-api-to-retrieve-attributes-and-values-of-pi-points) 7. [PI Point Configuration for this Use Case](#pi-point-configuration-for-this-use-case) ## PI Data Server Connection The PI data server hosts configuration of PI points, stores values of the PI points and allows PI Web API connect to it and retrieve data from the clients. Make sure your machine can connect to the running instance of the PI data server. 1. Go to the Windows menu items or location of PI system typically located at C:\\ProgramData\\Microsoft\\Windows\\Start Menu\\Programs\\PI System. 2. Run PI system explorer and select Servers menu. 3. If you see Data Server (and Asset Server) are connected no further configuration is required. Otherwise select Tools > Options menu. 4. Check PI Trust, uncheck Windows Security and check Allow login prompt. Then when you try to connect to data server it will prompt you with Windows authentication and your windows credentials. ## PI Web API Configuration The PI Web API needs to be configured to retrieve PI points attributes and values using REST. 1. Go to the Windows menu items or location of PI system typically located at C:\\ProgramData\\Microsoft\\Windows\\Start Menu\\Programs\\PI System. 2. Run PI Web API Admin Utility and connects to the PI Asset Server instance. 3. Select HTTPS port 443 and Firewall exception. 4. Select Bypass Advanced Certification Check. 5. Select account type and account name. 6. Select AF server and database, and data server. 7. Follow the screens to continue configuration and note down the PI Web API url. ## Web API System Configuration This section talks about configuration items which are supported but not configured by default. Follow these steps to configure Web API system: 1. Open PI System Explorer 2. Click on Database and select Configuration 3. Expand Elements / OSISoft / PI Web API / PI\_Server\_Host / System Configuration, and then click on 'Attributes' tab 4. Configure the following items:
ItemDetailsComments

Basic Auth config

* Select AuthenticationMethods
* Value field click on String Array
* Type Basic in value and click on Add+ * Click on Check-In button

Needed to authenticate and connect client to Web API.

Bulk Request config

* If you see IgnoreCacheControlForBulkRequests make sure it is set to True
* Otherwise Click on New Attribute button on top and set the value to IgnoreCacheControlForBulkRequests, type to Boolean and value to True
* Click on Check-In button

Needed for value set URL to get data for multiple points

POST Request config

* Set EnableCSRFDefense to false

Needed for POST to work to avoid 403 suite access denied error

## Configure PI Randomizer Interface Follow these steps to configure the random interface and install it as a Windows service. 1. Run PI Interface Configuration Utility 2. Select Interface > New Windows interface instance from a bat file or from an exe file and browse to Random interface installation directory typically C:\\Program Files\\PIPC\\Interfaces\\Random containing random.exe or random.bat file 3. Select Host PI data server and click on add 4. In the general section make sure the point source is R and in the scan frequency, you specify the frequency at which random interface will simulate PI points. You can specify multiple frequencies 5. In the Service section make sure tcp/ip is selected as a dependency ## Configure PI Points PI Interface for Random Simulator Data is installed and configured with PI Data Archive, is an excellent source of test data. You can configure points to generate various types of randomized data. The default point source for this interface is R. Point builder will allow you to configure PI points. Run PI System Management Tools and select Points > Point Builder . Click on 'New' and provide point details as described in the following sections. ### General Tab - Name: it must be a unique name across all points, for example, FlowLevel-M23 - Descriptor: can be used to store some important info such as machine or location where the point is attached - Stored Value: how value is stored in data server, select Real-time data - Point Source: source of value, for Random interface select R - Point Class: select Classic - Point Type: data type of the point such as int, float, string, timestamp, blob or digital - Digital Set: if the data type is Digital, select the set of value defined in the Digital Set - Eng Units: engineering unit of the point being measured, for example, PSI for flow, F for temperature ### Archive Tab - Typical Value: typical value of the point, for example, 50 - Zero: minimum value of the point, for example, 10 - Span: maximum value of the point, for example, 100 - Make sure the Scan and Archiving are selected On ### Classic Tab The values in the Location 1 to 5, depends on the Data Type, Scan Class of the random interface being used, desired amount of change between each value, and number of value to change before midpoint resets to current value. Note that not all location values are required for each point. For example:
FieldValueDescription

Location1

Location2

10

If the span is 100, it will allow to change value by 1 in each scan (10*(100/1000)) = 1

Location3

25

After 25 random value it will reset to current value

Location4

1

Scan class of PI point. Look at random.bat or Random interface configuration. This says the PI point will be changed as per line 1, so if that is 30 sec, the PI point value will change every 30 seconds.

Location5

1

Number from 0 to 5 depending on point data type

**Digital States configuration** When point data type is selected as Digital, its value can be one of those specified in a Digital State. 1. Select Points > Digital States and click on Add icon. 2. Name the set and set of state values with state name. The result should be a Digital State for a Maintenance Status, which can be `0=Active` and `1=Broken`. ## Use PI Web API to Retrieve Attributes and Values of PI Points Once PI servers, data server, Web API, random interface and PI points are configured you can use PI Web API to retrieve and update point attributes and values from PI server. The Web API provides REST interface to interact with PI server over the web. The following table describes some of the common endpoints to retrieve PI point information. Note that each points and assets in PI server is identified using a unique webId.
DescriptionWeb API URL

PI Web API home page

https://host:port/piwebapi/

Get attributes of all PI points

https://host:port/piwebapi/dataservers/DataServer_webId/points

Get attributes of multiple specified PI points

https://host:port/piwebapi/points/multiple?webId=Point1_WebId_&webId=Point2_WebId

Get value of a specific PI point

https://host:port/piwebapi/streams/Point_webId/value

Get values of multiple specified PI points

https://host:port/piwebapi/streamsets/value?webId=Point1_webId_&webId=Point2_webId

Get attributes of multiple specified PI points using POST method

POST: https://host:port/piwebapi/batch
Body:{ "1" : { "Method": "GET", "Resource": "https://host:port/piwebapi/points/multiple?webId=Point1_webId& webId=Point2webId" } }

Get data values of multiple specified PI points using POST method

POST: https://host:port/piwebapi/batch
Body:{ "1" : { "Method": "GET", "Resource": "https://host:port/piwebapi/streamsets/value?webId=Point1_webId&webId=Point2_webId" } }

## PI Point Configuration for this Use Case This use case measures vibration delta, temperature, oil level, noise level, and maintenance status of several machines. The following table describes the configuration of these PI points for one machine.
AttributePoint1Point2Point3Point4Point5

General Tab

Name

Vibration Delta

Temperature

Oil Level

Noise Level

Maintenance Status

Descriptor

Machine1

Machine1

Machine1

Machine1

Machine1

Stored Values

Real-time data

Real-time data

Real-time data

Real-time data

Real-time data

Point Source

R

R

R

R

R

Point Class

classic

classic

classic

classic

classic

Point Type

Int32

Int32

Int32

Int32

Digital

Digital Set

MachineStatus

Eng Units

Hz

F

Percentage

Decibels

Display Digits

Archive Tab

Typical Value

500

125

50

115

1

Span

1000

160

100

160

1

Zero

10

90

0

70

0

Scan

On

On

On

On

On

Archiving

On

On

On

On

On

Classic Tab

Location1

Location2

Location3

100

100

100

100

Location4

1

1

1

1

1

Location5

2

2

2

2

1

Misc

Data Type

Station Data

Station Data

Station Data

Station Data

Random Data

Scale

## See Also - [Prerequisites](https://docs.mulesoft.com/manufacturing/latest/prerequisites) - [MuleSoft Accelerator for Manufacturing](https://docs.mulesoft.com/manufacturing/latest/) --- product: Manufacturing version: 1.4 is-latest-version: true --- # Prerequisites for MuleSoft Accelerator for Manufacturing > For the full documentation index, see: https://docs.mulesoft.com/llms.txt This page provides a summary of the guides available for configuring the various systems and products required to implement the use cases provided by this solution. The individual systems needed, and amount of configuration required, depend on which assets are to be deployed in your target environment(s) - refer to the use case pages for more details. ## Available Guides The following setup and configuration guides are available for this accelerator: - [Accelerator Setup Guide](https://docs.mulesoft.com/manufacturing/latest/mfg-setup-guide) - [SFTP Setup Guide](https://docs.mulesoft.com/manufacturing/latest/sftp-setup-guide) - [OSISoft PI Setup Guide for Productive Maintenance](https://docs.mulesoft.com/manufacturing/latest/osisoft-pi-setup-guide) - [SAP S4HANA Setup Guide for Sales Rebate Management](https://docs.mulesoft.com/manufacturing/latest/sap-s4hana-setup-guide) - [Tableau Setup Guide for Productive Maintenance](https://docs.mulesoft.com/manufacturing/latest/tableau-setup-guide) Most of the implementation templates also contain details on requirements specific to those applications. ## See Also - [Getting Started](https://docs.mulesoft.com/accelerators-home/getting-started) - [MuleSoft Accelerator for Manufacturing](https://docs.mulesoft.com/manufacturing/latest/) --- product: Manufacturing version: 1.4 is-latest-version: true --- # SAP S4HANA Setup Guide for Sales Rebate Management > For the full documentation index, see: https://docs.mulesoft.com/llms.txt ## Communication Arrangements Below are the configuration arrangements required for this use case:
Communication ArrangementService NameProtocol

SAP_COM_0002

Journal Entry - Post (Synchronous)

SOAP

## Custom Fields
Salesforce ObjectSAP Field NameData TypeLengthUniqueExternalID

Rebate Payment

YY1_SME_ExtPaymID_MFG

Text

20

Y

Y

This field is also enabled to be used in the SOAP Service mentioned in the previous section. To do that, use the Fiori app Custom Fields and Logic, section SOAP APIs. Look for the service and enable it. ## Custom CDS View - Name: YY1\_JournalEntryItem\_Info - Representative Key: AccountingDocument - Scenario: External API - Data Source: I\_JournalEntryItem - Elements:
AliasPathTypeKey

SourceLedger

I_JournalEntryItem.SourceLedger

CHAR (2)

Yes

CompanyCode

I_JournalEntryItem.CompanyCode

CHAR (4)

Yes

FiscalYear

I_JournalEntryItem.FiscalYear

NUMC (4)

Yes

AccountingDocument

I_JournalEntryItem.AccountingDocument

CHAR (10)

Yes

LedgerGLLineItem

I_JournalEntryItem.LedgerGLLineItem

CHAR(6)

Yes

Ledger

I_JournalEntryItem.Ledger

CHAR(2)

Yes

AccountingDocumentType

I_JournalEntryItem.AccountingDocumentType

CHAR(2)

No

Customer

I_JournalEntryItem.Customer

CHAR(10)

No

YY1_SME_ExtPaymID_MFG_JEI

I_JournalEntryItem.YY1_SME_ExtPaymID_MFG_JEI

CHAR(20)

No

CreationDate

I_JournalEntryItem._JournalEntry.AccountingDocumentCreationDate

DATS (8)

No

LastChangeDate

I_JournalEntryItem._JournalEntry.LastChangeDate

DATS (8)

No

IsReversed

I_JournalEntryItem._JournalEntry.IsReversed

CHAR(1)

No

ReversalReason

I_JournalEntryItem._JournalEntry.ReversalReason

CHAR(2)

No

ReverseDocument

I_JournalEntryItem._JournalEntry.ReverseDocument

CHAR(10)

No

ClearingDate

I_JournalEntryItem.ClearingDate

DATS (8)

No

ClearingAccountingDocument

I_JournalEntryItem.ClearingAccountingDocument

CHAR(10)

No

ClearingDocumentLastChangeDate

I_JournalEntryItem._ClearingAccountingDocument.LastChangeDate

DATS (8)

No

ClearingDocumentCreationDate

I_JournalEntryItem._ClearingAccountingDocument.AccountingDocumentCreationDate

DATS (8)

No

ClearingDocumentCreationTime

I_JournalEntryItem._ClearingAccountingDocument.CreationTime

TIMS (6)

No

AmountInCompanyCodeCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.AmountInCompanyCodeCurrency

CURR (23,2)

No

AmountInTransactionCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.AmountInTransactionCurrency

CURR (23,2)

No

TransactionCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.TransactionCurrency

CUKY (5)

No

CompanyCodeCurrency

I_JournalEntryItem._ClearingAccountingDocument._OperationalAcctgDocItem.CompanyCodeCurrency

CUKY (5)

No

A custom communication scenario has to be created adding this CDS view as an inbound service. Once published, create a communication arrangement using that custom communication scenario. That arrangement will have the service URL to retrieve the Journal Entry Item information. ## See Also - [Prerequisites](https://docs.mulesoft.com/manufacturing/latest/prerequisites) - [MuleSoft Accelerator for Manufacturing](https://docs.mulesoft.com/manufacturing/latest/) --- product: Manufacturing version: 1.4 is-latest-version: true --- # SFTP Setup Guide > For the full documentation index, see: https://docs.mulesoft.com/llms.txt This setup guide enables customers to upload existing customer, product, and order data to Manufacturing Cloud via SFTP. Data can be exported in `` csv` `` or `xlsx` format for loading into Salesforce. ## High-level Architecture _Load data to Manufacturing Cloud_ ![Architecture for loading customer, product, and order data into Manufacturing Cloud through SFTP](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-data-load.png) ### Functional Considerations - Customer, product and order data needs to be in csv or xlsx format. - Customer and product data needs be loaded into Manufacturing Cloud before loading order data so that orders can be attached existing customers and products. ### Technical Considerations This section lists the technical considerations and constraints on the solution design. - The csv and xlsx files need to be in the format specified [below](#file-formats) - MDM implementation is required in order to reference customer and product data in orders ### Systems Involved - Salesforce Manufacturing Cloud - SFTP Server - PIM Database - Anypoint MQ - Global Data Management ### Processing Logic - SFTP CIM handler reads the files from sftp location and converts the records to respective CIM structures and publishes the records to the customers, products and orders exchanges for the related objects. - The corresponding process APIs process the messages in CIM format and insert the data into Manufacturing Cloud via the corresponding system APIs. ## SFTP Setup In your SFTP server create inbox, archive and error folders for customers, products and orders. ## File Configuration - The sftp integrations can only read comma separated text file with \*.csv extension or Microsoft Excel file with \*.xlsx extension - For excel files, make sure all the data is in one tab and the tab names must be following: CustomerInfo, OrderInfo and ProductInfo respectively ### File Formats #### Customer File Format
Field NameField DescriptionComments

ExternalId

Customer ID in external system

Required field

FirstName

The first name of the Party

Required for individual

MiddleName

The middle initial of the Party

Optional field for individual

LastName

The last name of the Party

Required for individual

OrgAccountName

Organization name

Required for an organization

EmailAddress

Email address

Optional

EmailType

Email type (examples: Home, Work)

Optional

PhoneNumber

Phone number

Optional

InternationalCode

Phone country code

Optional the default is "001"

PhoneType

Phone Type

Optional the default is "Home"

PhoneExt

Phone extension

Optional

AddressLine1

Address Line

Optional

AddressLine2

Address Line

Optional

City

City name

Optional

State

State or province name

Optional

Country

Country name

Optional the default is "USA"

PostalCode

Postal code

Required

AddressType

Address type (examples: Home, Work)

Optional the default is "Home"

#### Order File Format
Field NameField DescriptionComments

Id

Order ID

Optional

Name

Order name

Required

OrderNumber

Order number

Required

Description

Order description

Optional

TotalPriceAmount

Total order cost

Required

AccountId

Account id

Required

TotalDeliveryFeeAmount

Shipping fee

Optional

EffectiveDate

Order date

Required

ExternalId

Order id in external system

Optional

ProductCode

Product sku code of the ordered item

Required

ProductDescription

Product description of the ordered item

Optional

OrderedQuantity

Quantity ordered

Required

UnitPriceAmount

Unit price of the product

Required

TotalPriceAmount

Total cost of all items

Required

OrderProductNumber

Total amount including tax

Required

TotalTaxAmount

Total sales tax

Required

#### Product File Format
Field NameField DescriptionComments

Id

Product ID

Optional

Name

Product name

Required

ProductCode

Product sku code

Required

ProductCategory

Product category

Optional

Description

Product description

Required

ShortDescription

Product short description

LongDescription

Product long description

Status

Product status (example: Active)

Required

ExternalId

Product id in the external system

Required

Type

Product type

Required

UnitListPrice

Product unit price

Required

## See Also - [Prerequisites](https://docs.mulesoft.com/manufacturing/latest/prerequisites) - [MuleSoft Accelerator for Manufacturing](https://docs.mulesoft.com/manufacturing/latest/) --- product: Manufacturing version: 1.4 is-latest-version: true --- # Tableau Setup Guide for Productive Maintenance > For the full documentation index, see: https://docs.mulesoft.com/llms.txt ## Prerequisites 1. Users should have an Amazon Redshift connection. 2. Download and install Tableau Desktop. 3. Users should have access to Tableau Online. ## Steps to Download and Install Tableau Desktop 1. Download and install [Tableau Desktop Downloads](https://www.tableau.com/support/releases) 2. Open Tableau desktop app from your mac or windows. 3. Click on the **Help** button and select **Manage Product Key**. 4. Click on **Activate**. 5. Enter the server details and connect. 6. Enter the username and password. 7. Authenticate the details and verify Tableau activated successfully. ## Steps to Import workbook into Tableau Desktop 1. Click on **File** tab, select **Import Workbook** and browse `mfg-tableau-workorders-exp-api/src/main/resources/workbook/FactoryEquipmentDashboard.twbx` file and click on the **Open** button. 2. Edit Amazon Redshift connection details. ![Tableau dialog for editing an Amazon Redshift connection](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-edit-redshift.png) ## Steps to create work order 1. In the **Submit a Work Order** dialogue box, the user can manage the Priority, Machine Id and provide a Reason to submit a work order. ![Tableau Submit a Work Order dialog](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-submit-work-order.png) 2. Click on **Create Work Order** which will create a case in Service Cloud. ## Steps to Publish Workbook into Tableau Online. 1. Click on **Server** and select **Publish Workbook**. 2. Click on **Connect**, enter email address and password to sign in. ![Tableau Online Publish Workbook dialog](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-tableau-online-publish.png) 3. In the **Publish Workbook to Tableau Online** window, complete the **Name** and **Description** fields. 4. Click on the **Publish** button. ## Steps to create an alert in Tableau Online 1. Login into [Tableau Online](https://sso.online.tableau.com/public/idp/SSO) 2. Click on **Watch** and select **Alerts** ![Tableau Online alert configuration](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-tableau-online-alert.png) 3. Click on the **Create** button on the right side which opens the 'Create Alert' dialogue box. 4. Users can select the condition and threshold and users can provide the subject details and select the alert condition (for example, daily). 5. Users can provide the recipient details in the **Recipients** field and click on **Create Alert**. 6. An alert will be sent to the recipient. ![Email notification for a Tableau alert](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-email-alert.png) ## See Also - [Prerequisites](https://docs.mulesoft.com/manufacturing/latest/prerequisites) - [MuleSoft Accelerator for Manufacturing](https://docs.mulesoft.com/manufacturing/latest/)