Data map management

Data maps are created by importing data map files into EngageOne™ Server using the Data Map tab on the Community Administration tab. Create map files using an XML editor of your choice. After you import a data map, you can later update it or export it out to an XML file on your network.

EngageOne™ Server provides a loosely integrated, data push method for providing customer data that you use to generate interactive documents. Data push works by pushing an XML data structure from your business systems to the EngageOne™ Server where it is ready for an assigned user to create a document instance. The XML data structure can be pushed using a web service request or URL request to EngageOne™ Interactive.

Using map files that you create in an XML editor and then import to the EngageOne™ Server, data push passes your data in any format you define, and then maps that data to the data format used in your EngageOne™ template definitions. The mapped XML data structure that is persisted on the EngageOne™ Server is consumed by a subsequent EngageOne™ Interactive session or by your own custom-written EngageOne™ application.

A good understanding of the data map XML schema is key to integrating data push methods between your business systems, custom applications, EngageOne™ Interactive and the EngageOne™ Server. The data map XML schema uses XPath annotation for determining source and target elements in your pushed XML data.

For more information about data map specifications, see the EngageOne™ Programmer’s Reference Guide.

After you create the map files, import them into the EngageOne™ Server. Server uses data maps to pass your data in any format you define, and then map that data to the data format used in your EngageOne™ template definitions.

  1. From the Community Administration tab, click Data Map.
  2. These are the data map choices:
    OptionDescription
    New Create a new data map based on an XML schema file you create.
    Update Update an existing data map. The description is editable; the map name is not editable.
    Export Export a data map to an XML schema file.
    Map Name

    This is the name you use to reference the data map in web service requests and URL requests.

    Data map rules:

    • The data map XML file must be a well-formed XML file that conforms to the data map file schema. For more information, see the EngageOne™ Programmer’s Reference Guide.
    • Map names must be unique within a community.
    • Map names are case-insensitive, 255 maximum characters, and support the double-byte character set.
    Description Include information that will help you and others understand how the data map is used.
    Delete Deletes the selected data map.
A new or updated XML file is validated with the data map XML schema to ensure it is a valid data map. The data map displays in the list. After validation completes successfully, the map name and description is editable in the details panel.