Synchronize SAP Signavio

After Edge is ready to integrate SAP Signavio, you can start the synchronization process. Synchronizing SAP Signavio is the process of integrating metadata from SAP Signavio and making it available in Collibra. You can either synchronize manually or automate the process by adding a synchronization schedule.

The SAP Signavio integration supports the following:

  • Process extraction: You can integrate your SAP Signavio folders, subfolders, processes, and subprocesses.
  • Dictionary extraction: You can optionally also choose to integrate SAP Signavio dictionary entries. You can integrate one dictionary category per mapping, along with its direct entries. Subcategories aren't included automatically with their parent category. To integrate a dictionary subcategory, you must add it as a separate mapping. If no dictionary mappings are configured, the job completes without importing dictionary assets.

Prerequisites

In your Collibra environment:

Steps

  1. On the main toolbar, click Products icon → Catalog.
    The Catalog homepage opens.
  2. Click Integrations.
    The Integrations page opens.
  3. Click the Integration configuration tab.
  4. In the Connection name column, locate the SAP Signavio connection that you used when you added the SAP Signavio capability and click the link in the Capabilities column.
    The SAP Signavio synchronization configuration page opens.
  5. In the Process Extraction tab, click Add configuration.
  6. Complete the fields as needed.
    7. Field Action Required
    Default Community

    In Default Community, select the default community in which you want to integrate your SAP Signavio assets.


    		 Yes
    Default Domain Name

    In Default Domain Name, specify a name to be used as a domain name prefix for automatically created domains. The suffix will be automatically assigned based on the integrated assets, such as processes, folders, and more.

    		 Yes
  7. Optionally, in the Dictionary Extraction tab, click Add configuration.
  8. Complete the fields as needed.
    9. Field Action Required
    Updated: <timestamp> Click Updated: <timestamp> next to Dictionary Extraction, where timestamp indicates the last time when the data was loaded from SAP Signavio.
    The categories and subcategories and source fields are loaded to the dropdown lists for Signavio Dictionary Category and Source Field. This can take some time.    		 No
    Dictionary Asset Mappings

    You can create a custom asset in Collibra to map to your SAP Signavio dictionary category or subcategory. Each mapping integrates one category and its direct entries; map subcategories separately. Ensure that you select Signavio Dictionary as the parent asset type.

    For example, you can map the Roles dictionary in Signavio to a custom asset named CompanyABC_Roles in Collibra. You need to select the corresponding asset type in Collibra to use in the Signavio integration settings.

    To add a dictionary asset mapping:

    1. Click Add Dictionary Asset Mapping.
    2. In Signavio Dictionary Category, select the dictionary entry you want to map from Signavio. For example, Roles.
    3. In Collibra Asset Type, select the corresponding asset type in Collibra to which you want to map the Signavio dictionary entry. You can create a custom asset, for example, CompanyABC_Roles.
    4. In Target Domain, select the target domain in Collibra where the Signavio Dictionary assets should be created. For example, Signavio_Dictionary_Domain.

    		 No
    Attribute Mappings

    You can create a custom attribute in Collibra to map to your SAP Signavio dictionary entry. For example, you can map the Email Address entry in Signavio to a custom attribute named CompanyABC_Email_Address in Collibra.

    To add an attribute mapping:

    1. Click Add Attribute Mapping.
    2. In Source Field, select the entry field you want to map from SAP Signavio. For example, Email Address.
    3. In Collibra Attribute, select the corresponding attribute type in Collibra to which you want to map the Signavio entry field. You can create a custom attribute, for example, CompanyABC_Email_Address in Collibra.

    		 No
    Relation Mappings

    You can create an explicit relation type between the Signavio Dictionary parent asset and the custom asset(s) you created to map the Signavio Dictionary category or subcategory you want to integrate. You need to map this relation to link a custom dictionary asset (tail) to its parent Signavio Dictionary category or subcategory (head). This link is not created automatically.

    To add a relation mapping:

    1. Click Add Relation Mapping.
    2. In Collibra Relation, select the relation type in Collibra that you want to map the dictionary entry to the parent dictionary category or subcategory.

    		 No
  9. Click Save.
  10. Click Synchronize.
    A notification indicates the synchronization has started.
  1. On the main toolbar, click Products icon → Catalog.
    The Catalog homepage opens.
  2. Click Integrations.
    The Integrations page opens.
  3. Click the Integration Configuration tab.
  4. In the Connection name column, locate the SAP Signavio connection that you used when you added the SAP Signavio capability and click the link in the Capabilities column.
    The SAP Signavio synchronization configuration page opens.
  5. In the Process Extraction tab, click Add configuration.
  6. Complete the fields as needed.
    7. Field Action Required
    Default Community

    In Default Community, select the default community in which you want to integrate your SAP Signavio assets.


    		 Yes
    Default Domain Name

    In Default Domain Name, specify a name to be used as a domain name prefix for automatically created domains. The suffix will be automatically assigned based on the integrated assets, such as processes, folders, and more.

    		 Yes
  7. Optionally, in the Dictionary Extraction tab, click Add configuration.
  8. Complete the fields as needed.
    9. Field Action Required
    Updated: <timestamp> Click Updated: <timestamp> next to Dictionary Extraction, where timestamp indicates the last time when the data was loaded from SAP Signavio.
    The categories and subcategories and source fields are loaded to the dropdown lists for Signavio Dictionary Category and Source Field. This can take some time.    		 No
    Dictionary Asset Mappings

    You can create a custom asset in Collibra to map to your SAP Signavio dictionary category or subcategory. Each mapping integrates one category and its direct entries; map subcategories separately. Ensure that you select Signavio Dictionary as the parent asset type.

    For example, you can map the Roles dictionary in Signavio to a custom asset named CompanyABC_Roles in Collibra. You need to select the corresponding asset type in Collibra to use in the Signavio integration settings.

    To add a dictionary asset mapping:

    1. Click Add Dictionary Asset Mapping.
    2. In Signavio Dictionary Category, select the dictionary entry you want to map from Signavio. For example, Roles.
    3. In Collibra Asset Type, select the corresponding asset type in Collibra to which you want to map the Signavio dictionary entry. You can create a custom asset, for example, CompanyABC_Roles.
    4. In Target Domain, select the target domain in Collibra where the Signavio Dictionary assets should be created. For example, Signavio_Dictionary_Domain.

    		 No
    Attribute Mappings

    You can create a custom attribute in Collibra to map to your SAP Signavio dictionary entry. For example, you can map the Email Address entry in Signavio to a custom attribute named CompanyABC_Email_Address in Collibra.

    To add an attribute mapping:

    1. Click Add Attribute Mapping.
    2. In Source Field, select the entry field you want to map from SAP Signavio. For example, Email Address.
    3. In Collibra Attribute, select the corresponding attribute type in Collibra to which you want to map the Signavio entry field. You can create a custom attribute, for example, CompanyABC_Email_Address in Collibra.

    		 No
    Relation Mappings

    You can create an explicit relation type between the Signavio Dictionary parent asset and the custom asset(s) you created to map the Signavio Dictionary category or subcategory you want to integrate. You need to map this relation to link a custom dictionary asset (tail) to its parent Signavio Dictionary category or subcategory (head). This link is not created automatically.

    To add a relation mapping:

    1. Click Add Relation Mapping.
    2. In Collibra Relation, select the relation type in Collibra that you want to map the dictionary entry to the parent dictionary category or subcategory.

    		 No
  9. In the Synchronization Schedule section, click the Add synchronization schedule icon.
  10. Enter the information.
    FieldDescription
    RepeatThe interval when you want to synchronize automatically. The possible values are: Daily, Weekly, Monthly, and Cron expression.
    Cron

    The Quartz Cron expression that determines when the synchronization takes place.

    This field is only visible if you select Cron expression in the Repeat field.

    Every

    The day on which you want to synchronize, for example, Sunday.

    This field is only visible if you select Weekly in the Repeat field.

    Every first

    The day of the month on which you want to synchronize, for example, Tuesday.

    This field is only visible if you select Monthly in the Repeat field.

    At

    The time at which you want to synchronize automatically, for example, 14:00.

    • You can only schedule on the hour. For example, you can add a synchronization schedule at 8:00, but not at 8:45.
    • This field is only visible if you select Daily, Weekly, or Monthly in the Repeat field.
    Time zoneThe time zone for the schedule.
  11. Click Save

What's next

After the synchronization: