HTML and XML Tutorial

Introduction

This tutorial is designed to build a simple integration flow that exports an agent (Customer) from the myMIS Platform to XML and HTML file, created in an on-premise machine.

Prerequisites

This tutorial assumes that you have created a tenant based on the myMIS Modeling Template, and are using a user with modeling privileges (preferably not the subscription's master account) to access this tenant. See this page to assist in tenant creation.

This tutorial also requires an understanding of the concepts driving the platform, which are described in this page.

You will also need an installation of the myMIS Connector. The installation and configuration process is described in this tutorial.

If you are performing this tutorial on top of a tenant that was already used to execute a previous tutorial, when there is an instruction to create an Entity and then perform further operations on that entity, if you already created one with the given name, you can reuse the one that already exists.

Exporting an entity to HTML

1. Start by accessing the Modeler.

   1.1. Open the user menu (click in the user name, placed in the top-right corner)

   1.2. Choose the option Modeler

2. Through the top navigation menu, access Entities > Agents. Create an Agent Type (Add new button), and set its Code and Name to "Customer".

3. Before saving the entity, add the following attributes to it:

   3.1. ContractStart and ContractEnd, of type Date

   

   3.2. Address, of type Text

   3.3. FinancialID, of type Text

4. Save the Customer entity.

5. Access External > Systems in the menu, and create an external system called ExternalSystem, which will represent the server where we want to export our customers' files. Before saving the external system:

   5.1. Add a Default Value (for example, 1) to the SystemVersion attribute.

   

   5.2 Make the SystemVersion attribute not Visible, in the Interface Tab, because it's not necessary for this example.

   5.3 Accept the changes.

   5.4. Edit the Username attribute and make it not Visible, in the Interface Tab.

   

   5.5. Edit the Password attribute and make it not Visible, in the Interface Tab.

   5.6. Add a new attribute, FilePath, of type Text.

   5.7. Accept the changes to the FilePath attribute.

   5.7. Save the External System.

6. Access the application.

7. Create a connector, in Administration > Connectors, and configure your myMIS Connector to use its endpoint and license file.

For help with configuring the connector, see this tutorial.

8. Create a myCompany, in Configurations > myCompany > Create.

   

9. Access Configurations > ExternalSystem > Create and create an instance of the external system that uses this connector.

10. Define the external machine's path where you want your documents to be saved to in the FilePath attribute.

    

11. Access the modeler again.

    11.1. Open the user menu (click in the user name, placed in the top-right corner)

    11.2. Choose the option Modeler

12. Access Scripting in the menu, and create an Extensibility Script named Create Customer File with the following configuration:

    • External System: ExternalSystem

    • Entity Kind: Agent

    • Entity Type: Customer

    • Action: Create

    • Moment: After

    • Files: Upload the CustomerHTML.cs file, set to Remote execution.

      

13. Access the application.

14. Create a new Customer.

    

15. Verify that the HTML file is exported to the folder you defined in step 10.

    

Next Steps

To continue the tutorials, execute the Extensiblility tutorial next.