Cleo Integration Cloud – Adding a Partner Mailbox

Hi, today we are going to look at how to create a partner mailbox to file system data flow.

The first thing we will do is sign into CIC (Cleo Integration Cloud). Once you are logged into CIC, you will jump into the network tab, take the endpoint option and then add the endpoint option to the far right.

You will select your partner mailbox type, where you will give it a name, enable the different type of connections you want to provide to your partner, and as you can see... no matter which connection type you allow, we provide you with the URL to share with your partner. 

You would give a username and a password to share with your partner, add any additional attributes related to PPG for both inbound and outbound, change your different algorithms, or allow your password to expire after a specified period of time. 

From there you would hit save and your endpoint would be created. Additionally, we would have to create our file system endpoint. From there, you would simply create and select the type. You would then give it a name and then select the access point. The access point is simply the file server where you installed the lightweight, headless CIC agent to monitor the file system of that file server. You would suggest which folder you want it to have monitored. From there, you would click save and your file system endpoint would be created.

Once your partner mailbox and your file system endpoints are created, you can create a data flow. You would come to integrations, select data flows, and then select the add data flow option. And then from there, you would select the type of endpoint you would want to connect to. I already have this one pre-built. It would be from your partner mailbox to your file system. And from there, I would show you the finished product, which is simply partner mailbox. You would select it and then your endpoint, you would select it. You would hit save. Then it's ready to allow you to trade data with your partner. 

Once it's created, in order to monitor those transactions with your partner, you would hop over to the activity tab and select jobs. And as you can seen in jobs, you are presented with a list of all the transactions that occur between any of your endpoints to any of your endpoints. All data flows are represented here. You can double click into the particular job to see which endpoint was used as the source, what flow happened, and which is the target.

You have access to the payload and to any logs related to the transaction, whether it's successful or unsuccessful.

That's it. Thank you.