There is one thing that should be done before starting each section in this document. Click on the "main entity" specified in the heading for every heading in the documentation below. Example is the Business Operation under the Business section and the Attributes Options under the Attributes section under Device Setup. In these examples the Business Operation is the entity that has relations to all of the remaining ones or triggers related entities. When opening the entity map for the first time, integration keys for all related entities are populated. Integration keys on entities listed under Other entities, will also be populated.
 
Note: If you are doing this on a clean system, that has not been configured before you should be able to follow the documentation as it is. If you are doing this on a system that has already had a DW running, you will have to make sure that every entity has the newest Table map version. In the example below, the Device Registration entity map needs to have Version 1.0.1.21 running. Select the newest version and Save


 
Now the entity map is running with the newest version (see below)
 

 

Basic Setup

 
Business
 
Main entity: 
Business Operation
 
Other entities:
Business
Business Facility
Business Type
Operation Types
 
Begin by clicking the Business Operation entity to enter the mapping details. When opening the entity map for the first time, integration keys on all related entities are populated. In the entity map, scan the mappings to verify that no mappings are missing or showing error message. Do this for all remaining/following tasks in the document e.g. Attributes, Device Setup and Branding Hierarchy etc..

 
 
After opening up the mapping details, go back to the list via the Dual write link (see screenshot below).


 
 
See instructions in the screenshot below
 
Select Business Operation entity and press the Run button. 
1) Flip the Show related table map(s) on. 
2) Select Initial sync check box on the highlighted entities  
3) Set the Master for initial sync as Finance and Operations apps 
4) Press the Run button
 
Note: The arrows in point 2 and 3 indicate that the user should first select the Initial sync checkbox on all marked records before setting the Master for Initial sync. If you do Initial sync on one record and set the Master for initial sync to F&O and then go to the next record, then the F&O value is automatically set back to Common Data Service. There for Initial sync needs to be set for all appropriate records and then the Master for initial sync should be set for the same records. The same will apply for all remaining tasks in the document.


 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 
Device setup 
 

Attributes

 
Start by clicking Attribute Option entity and enter the mapping details. Go back to the list, select the Attribute Option entity and press Run (see screenshot below)
 
Main entity: 
Attribute Option
 
Other entities:
Attribute Group
Attribute Type
 

 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.


After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Device setup and Branding hierarchy

 
Main entity: 
Specification 
 
Other entities:
Device Type
Device State
Configuration Code
Device Style
Device Brand
Device Class
Device Generation
Device Model
Device Model Code
Device Variant
 
Start by clicking the Specification entity and enter the mapping details. Go back to the list, select the Specification entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.



 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Devices

 
Main entity: 
Device 
 
Other entities:
NA
 
Start by clicking the Device entity and enter the mapping details. Go back to the list, select the Device  entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
 
See instructions above on the Business setup section for more details.


 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Device Components

 
Main entity: 
Device Component 
 
Other entities:
Unit
Device Measure
Device Measure Point
Specification Accessory
Configuration Option
Device Meter
Device Sensor
 
Start by clicking the Device Component entity and enter the mapping details. Go back to the list, select the Device Component entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.
 

 
 
Scroll down to finalize ticking the Initial sync check box first and then change the Master for initial sync to F&O all the way down. 
 

 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Device registration

 
Main entity: 
Device Registration
 
Other entities:
Device License Plate
 
Start by clicking the Device Registration entity and enter the mapping details. Go back to the list, select the Device Registration entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.
 

 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Specification Attributes

 
Main entity: 
Specification Attributes
 
Other entities:
NA
 
Start by clicking the Specification Attributes entity and enter the mapping details. Go back to the list, select the Specification Attributes entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.
 

 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Device Specification

 
Main entity: 
Device Specification
 
Other entities:
NA
 
Start by clicking the Device Specification entity and enter the mapping details. Go back to the list, select the Device Specification entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.


 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Warranties

 
Main entity: 
Device Warranty Limit
 
Other entities:
Warranty Type
Warranty
Warranty Limit
Device Warranty
 
Start by clicking the Device Warranty Limit entity and enter the mapping details. Go back to the list, select the Device Warranty Limit entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.
 
 
 
 
Continue to scroll down and mark the rest.
 
 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Inventory

 
Main entity: 
Inventory Item
 
Other entities:
Inventory Location
Item
Item Group
 
Start by clicking the Inventory Item entity and enter the mapping details. Go back to the list, select the Inventory Item entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.
 
 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Service setup

 
Job lists and operations
 
Main entity: 
Job Type Detail
 
Other entities:
Operation Code
Service Order Job Type
 
NA entities:
Device Inspection Checklist Type
Device Inspection Checklist
 
Start by clicking the Job Type Detail entity and enter the mapping details. Go back to the list, select the Job Type Detail entity and press Run (see screenshot and instructions below)
 
See instructions in the screenshot below
 
Select Job Type Detail entity and press the Run button. 
1) Flip the Show related table map(s) on. 
2) Un-mark the entities that have a red cross over them (e.g. Device Inspection Checklist Type)
3) Select Initial sync check box on the highlighted entities  
4) Set the Master for initial sync as Finance and Operations apps 
5) Press the Run button
 
Note: The unmarking of Not applicable entities is only a temporary action for this version of the documentation. When the Inspection mappings are in, this step will be unnecessary. 
 
 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Bookable resources

 
Main entity: 
Bookable Resource
 
Other entities:
NA
 
Start by clicking the Bookable Resource entity and enter the mapping details. Go back to the list, select the Bookable Resource entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.
 
 
 
In this case, it's highly likely that the Bookable Resource entity map will be with a Not running status. Run the entity again without Initial Sync, because the data has been moved via the Initial sync. Wait for the entity status to be Running and then move to the next one. 
 
Note: Only project resources, visible in the Project resource list in F&O are moved over to the Bookable Resource entity in CE. The project resource needs to exist as a user on the CE side. The full name on the user in CE needs to match the Resource name from F&O.  In our example, only Amy Chang made it through since that user exists on the CE side (see 3 screenshots below)
 
 





 

Service contracts

 
Main entity: 
Service Contract Detail
 
Other entities:
Service Contract Type
Service Contract
 
Start by clicking the Service Contract Detail entity and enter the mapping details. Go back to the list, select the Service Contract Detail entity and press Run (see screenshot below)
 
Follow the numbers on the screenshot below and run the entity map with Initial sync. 
 
See instructions above on the Business setup section for more details.
 
 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Service orders

 
Main entity: 
Service Order
 
Other entities:
Device Range
Service Order Type
Service Order Group
Symptom Code
Service Order Substatus
Resolution Code
Failure Code
Cause Code
Priority
 
NA entities:
Device Inspection Checklist Type
Device Inspection Checklist
 
Start by clicking the Service Order entity and enter the mapping details. Go back to the list, select the Service Order entity and press Run (see screenshot and instructions below)
 
See instructions in the screenshot below
 
Select Service Order entity and press the Run button. 
1) Flip the Show related table map(s) on. 
2) Un-mark the entities that have a red cross over them (e.g. Device Inspection Checklist Type)
3) Select Initial sync check box on the highlighted entities  
4) Set the Master for initial sync as Finance and Operations apps 
5) Press the Run button
 
Note: The unmarking of Not applicable entities is only a temporary action for this version of the documentation. When the Inspection mappings are in, this step will be unnecessary. 
 
 
 
 
 
 
After running the initial sync wait until all entities in the list are with status Running. After that continue on to the next one.
 

Timesheets

 
Main entity: 
Timesheet
 
Other entities:
Service Order Job
Service Order Job Detail
 
NA entities:
Device Inspection Checklist Type
Device Inspection Checklist
Service Order Type Stage
 
Start by clicking the Timesheet entity and enter the mapping details. Go back to the list, select the Timesheet entity and press Run (see screenshot and instructions below)
 
See instructions in the screenshot below
 
Select Timesheet entity and press the Run button. 
1) Flip the Show related table map(s) on. 
2) Un-mark the entities that have a red cross over them (e.g. Device Inspection Checklist Type)
3) Select Initial sync check box on the highlighted entities  
4) Set the Master for initial sync as Finance and Operations apps 
5) Press the Run button
 
Note: The unmarking of Not applicable entities is only a temporary action for this version of the documentation. When the Inspection mappings are in, this step will be unnecessary. 
 
 
 
 
 

 
 
When all entities in this section are running, all the entity map setup is done.