WSO2Con US 2013 - Using WSO2 ESB to integrate Salesforce.com and SAP ERP

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WSO2Con US 2013 - Using WSO2 ESB to integrate Salesforce.com and SAP ERP

  1. 1. Using WSO2 ESB to Integrate Salesforce.com and SAP ERP Igor Mameshin Accenture igor.mameshin@accenture.com
  2. 2. What, Where, Why and How? • What? Hybrid Cloud Integration. Most organizations will use hybrid cloud approach, which is a combination of private computing resources and public services, with integration touch points between these environments. – Where? Cloud Based Integration Backbone. Cloud-based infrastructure with a rich portfolio of application adapters that simplify connectivity to external systems such as ERP applications (SAP, Seibel), social platforms (Twitter, Facebook), SaaS (Salesforce.com, NetSuite, PayPal), and other integration endpoints. – Why? Allows to implement interoperability between the cloud and on-premise environments. Better than on-premise integration tools. – How? Developed a proof of concept: SFDC to SAP Integration using WSO2 technologies.
  3. 3. Service integration and governance are critical to creating an agile cloud IT ecosystem – If governance was a challenge in the past, cloud introduces new and more complex risks – Changing role of IT and the business – risk of IT losing alignment to the business, who are driving cloud services within the enterprise – Service integration and interoperability
  4. 4. Hybrid Cloud Management via Broker
  5. 5. Accenture Cloud Platform accelerates cloud adoption with the integration and orchestration of cloud services • Aggregate. Comprehensive catalog of services offered through a centralized, online storefront • Integrate. Cloud provider and value-added services are pre-integrated and available via self-service to users • Automate. Services are automated and orchestrated for on-demand request and fulfillment • Manage. Services are monitored and managed with online dashboards, and metered and charged-back centrally
  6. 6. Infrastructure Architecture
  7. 7. Integration Use Cases Use Case Description SFDC Account to SAP Customer Master Create When an Account Type is updated from Prospect to Customer in Salesforce.com, create a new Customer in SAP SFDC Account to SAP Customer Master – Update When a Customer Account is updated in Salesforce, update the corresponding Customer record in SAP Update SFDC Chatter window When a Customer is created or updated in SAP, Salesforce chatter is updated: “Updated customer record in SAP, customer ID ##" Account Account Chatter iPaaS iPaaS iPaaS Customer Customer Transaction Status
  8. 8. Integration Approach WSO2 ESB is used as a cloud based integration backbone to pass messages from system to system: – – – Provides agility and flexibility to adopt to future change and growth Location transparency, transformation, routing, protocol conversion Reliable messaging, security, monitoring/management Application-level integration uses the native application's integration frameworks and APIs: – – – It preserves the application's data integrity Allows real-time Integration between Salesforce and SAP Provides application level security and audit trail Salesforce SOAP API, REST API, and WSO2 Salesforce Connector: – – Outbound messaging is part of the workflow rule functionality in Salesforce Workflow Rules send SOAP messages over HTTPS to a designated ESB endpoint SAP JCO API and WSO2 SAP Connector: – – – SAP adapter implements two types of connections: BAPI/RFC and IDoc transport We used IDoc transport due to scalability and performance advantages SAP JCO middleware library establishes connections on TCP port 3300
  9. 9. Salesforce.com Connector • Download Salesforce connector: salesforce-cloud-connector-1.0-SNAPSHOT.zip • Add Salesforce Cloud connector mediation library in WSO2 ESB ESB Console: Manage > Mediation Libraries > Add Click import link. Click yes to confirm.
  10. 10. Salesforce.com Connector • New: Salesforce cloud connector in Developer Studio Click on 'Import Cloud Connector' from the project context menu.
  11. 11. Salesforce Mediation Library • The WSO2 SFDC mediation library contains a set of ESB templates and it supports following operations. • Log in • Logout • Create • Update • Query and QueryMore • You can invoke any of these operations inside the ESB configuration by using Call Template Mediator.
  12. 12. Usage of ESB Templates • Query <call-template target="org.wso2.carbon.mediators.salesforce.query"> <with-param name="salesforce.query.queryString" value="select name from account”/> </call-template>
  13. 13. Usage of ESB Templates • Login <call-template target="org.wso2.carbon.mediators.salesforce.login"> <with-param name="salesforce.password" value=“XXXXcP55iu429U343vUEDVQnug6wd"/> <with-param name="salesforce.username" value=“demo@accenture.com"/> </call-template> • Create <urn:create xmlns:urn = "urn:partner.soap.sforce.com" xmlns:urn1 = "urn:sobject.partner.soap.sforce.com"> <!--Zero or more repetitions:--> <urn:sObjects> <urn1:type>?</urn1:type> <!--Zero or more repetitions:--> <urn1:fieldsToNull>?</urn1:fieldsToNull> <urn1:Id>?</urn1:Id> <!--You may enter ANY elements at this point--> </urn:sObjects> </urn:create> <call-template target="org.wso2.carbon.mediators.salesforce.create"/>
  14. 14. Configure SAP Connector on WSO2 ESB • Install SAPJCO library org.wso2.carbon.transport.sap-VERSION.jar • Configure SAP Endpoint Properties JCOCLIENT.dest JCOSERVER01.server • Configure new ESB Transport <transportSender name=”idoc” class="org.wso2.carbon.transports.sap.SAPTransportSend r"/>
  15. 15. Configure Salesforce Outbound Messages • Login to Salesforce.Com • Click User name | Setup | Create | Workflow & Approvals | Workflow Rules and create a new workflow rule that fires when a candidate is created or when a candidate is edited and did not previousl meet the rule's criteria.
  16. 16. Salesforce Workflow Rules
  17. 17. Define Salesforce Outbound Messages
  18. 18. ESB Proxy to receive Salesforce message
  19. 19. Map Salesforce and SAP IDoc schemas
  20. 20. XSLT transform & send IDoc in ESB Proxy <proxy xmlns="http://ws.apache.org/ns/synaps e" name="SFToSAP"> <target> <inSequence> <xslt key=”Account.xsl”/> <property name="OUT_ONLY" value="true"/> <send> <endpoint> <address uri="idoc:/JCOCLIENT"/> </endpoint> </send> </inSequence> </target> </proxy>
  21. 21. Receive an IDOC from SAP System <proxy xmlns="http://ws.apache.org/ns/synapse" name="SAP2SF" transports="idoc" statistics="enable" trace="enable" startOnLoad="true"> <target> <inSequence> <header name="Action" value="urn:customHeader"/> <property name="OUT_ONLY" value="true" scope="default" type="STRING"/> <property name="messageType" value="text/xml" scope="axis2" type="STRING"/> <!-- Do the transformation of the incoming IDOC XML-> Salesforce Request. --> </inSequence> </target> <parameter name="transport.sap.enableTIDHandler">enabled</parameter> <parameter name="transport.sap.serverName">JCOSERVER01</param eter> <parameter name="transport.sap.enableErrorListener">enabled</parameter > <description></description>
  22. 22. ESB Proxy to update Salesforce Chatter • Prior to this call obtain a new OAuth access token by sending a POST request to the token request endpoint <sequence xmlns="http://ws.apache.org/ns/synapse" name="chatterFeedSeq"> <property xmlns:ns="http://org.apache.synapse/xsd" name="access_token" expression="//access_token"/> <property xmlns:ns="http://org.apache.synapse/xsd" name="Authorization“ expression="fn:concat('Bearer ', $ctx:access_token)" scope="transport"/> <property xmlns:ns="http://org.apache.synapse/xsd" name="REST_URL_POSTFIX" expression="$ctx:msg_param" scope="axis2"/> <property name="HTTP_METHOD" value="POST" scope="axis2"/> <endpoint> <address uri="https://na15.salesforce.com/services/data/v27.0/chatter/feeds/news/me/feed-items " format="rest"/> </endpoint> </send> </sequence>
  23. 23. SAP Configuration • Login to SAP GUI • Create logical system and RFC destination • Create Port to associate with RFC Destination and Partner profile. • Partner Profile will have Inbound and Outbound IDOC Parameters that includes IDOC type Message type and Function Module. • Data in the format of IDOC can flow from SAP to any other system and vice versa through ALE (Application Link Enabling). • Former is usually called Outbound IDOC and latter is Inbound IDOC.
  24. 24. SAP Configuration: Partner Profile • Transaction WE20 for Maintenance of the Partner Profile. In the logical system that is chosen as a partner add the message type based on the direction of the interface.
  25. 25. What is an IDOC? • IDoc is a SAP supported data document format to transfer data in a hierarchical structure. • IDocs serve as the vehicle for data transfer in SAP's Application Link Enabling (ALE) system. • IDocs are used for asynchronous transactions, provide scalability and performance advantages • Data gets stored intermediately in temporary tables and can be used for recovery or reprocessing to avoid data loss.
  26. 26. IDoc Examples Business type IDOC type Material MATMAS Bill Of Material BOMMAT HR User HRMD_A Customer DEBMAS Supplier CREMAS Invoice INVOIC
  27. 27. WEDI – Manage IDOC implementation
  28. 28. Transaction WE60 to get IDoc XML schema
  29. 29. Integration in Action
  30. 30. Salesforce.com Account Update
  31. 31. SAP Customer Master Synch
  32. 32. SAP Inbound IDoc Messages • Run transaction WE02 to check the status of the inbound IDoc
  33. 33. SAP Inbound IDoc Message Details •• Status 53 means IDoc has been processed Status 53 means IDoc has been processed successfully. successfully.
  34. 34. Salesforce Chatter Update
  35. 35. Lessons Learned • WSO2 ESB is a powerful and stable product • For your first integration flow, consider engaging a WSO2 consultant or work with an experienced WSO2 partner • WSO2 documentation for Salesforce and SAP connectors is immature • SAP Documentation for IDOCs is not complete/confusing • To avoid project delays, make sure you have the following roles on your team: – – – – – SAP Admin SAP DBA SAP ABAP Developer with ALE/IDoc experience Network Admin OS Admin
  36. 36. References WSO2 Connectors Guide: http ://docs.wso2.org/display/ESB480/Working+with+Conne rs WSO2 SAP Integration Guide: http://docs.wso2.org/display/ESB470/SAP+Integration Salesforce REST API Developer’s Guide: http:// www.salesforce.com/us/developer/docs/api_rest/api_re df Salesforce SOAP API Developer’s Guide: http:// www.salesforce.com/us/developer/docs/api/apex_api.p
  37. 37. Thank You

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