You can leverage CDP-managed instances or bring your own credentials to configure CDP connectors. If you have the credentials, you can set up a limited set of connectors yourself. However, if you do not have the credentials, you can use the CDP-managed instances and use its credentials.
CDP provides the self-service credential management feature in the CDP user interface. By using this feature, you can leverage CDP-managed instances and associate them to connect to multiple source and destination connectors. You can generate credentials to connect to such instances instantaneously, without having the need to connect to any third-parties.
You can save draft connectors and test them before publishing. CDP maintains the entire infrastructure for such connectors. However, if you do not want to leverage connectors that are associated with CDP-managed instances, you can integrate your existing instances as well. To configure such connectors, contact Acquia Support.
CDP supports the following connectors that support the self-service credential management feature:
Source connector
Note
For information on configuring source connectors, see Configuring sources.
Destination connectors
Note
For information on configuring destination connectors, see Configuring destinations.
You can provision CDP credentials for the preceding connectors. Before you integrate, review the following:
All CDP accounts are entitled the following number of instances for each indicated connectors:
Connectors | Number of instances |
---|---|
SFTP CSV Connector* | 20 |
ExactTarget Email Connector | - |
S3 Output Connector* | 10 |
Google Customer Match Connector | - |
Mautic Contact Profile Connector | - |
360 Profiles API | 5 |
DW Tracker Connector | 5 |
*You can create unlimited number of destinations or sources. However, you can only create instances provided by CDP. The resources generated through CDP apply to the number of instances noted earlier.
If you reach your entitled number of instances, you will receive an error message when trying to provision an additional instance. If you require additional connector instances, contact Acquia Support.
Users who manage data integration on your team can access the credentials management interface. Access to the credentials management interface is managed through specific user roles and permissions. To receive the appropriate user role and its associated permissions, contact your CDP CSM or AM.
CDP allows you to create new instances or leverage existing instances. The instances that you create by using the CDP user interface are called CDP-managed instances. However, you can use your existing external instances as source or destination connectors.
A few examples where you can opt for CDP-managed instances are:
To create an instance:
Click Integrations > Instances.
Note
If you do not see the Instances tab in the user interface, you do not have the correct user role associated with your account. To get access to this user role, contact your CSM or AM.
Click Add Instance.
In Name, enter a name for your instance.
In Instance Type, select the type of instance you want to create. The appropriate credentials field populates based on the selected instance type. The available instance types are:
Click Save.
CDP populates the Instance Credential fields with the instance information. The system displays the fields according to the selected instance type.
To continue configuring your integration, follow Configuring sources or Configuring destinations.
Note
You must provision your instance on the Instances tab of the CDP user interface. For outbound and inbound connectors, use the Destinations or Sources tab respectively.
CDP displays the list of all newly created CDP-managed instances on the Instances page. This page does not display any existing instances that you might want to use with your connectors. You can view the following information about the CDP-managed instances:
You can delete instances that are currently not used as a source or destination connector.
To delete an instance:
Click Integrations > Instances.
Locate and click the instance that you want to delete. Note that you can only delete an instance with the Ready to Use status.
Click Actions > Delete.
The system displays a confirmation message.
Click Delete Instance.
The system displays a success message on the instance listing page.
You can leverage the CDP-managed instances or use your existing infrastructure as source connectors in CDP.
To configure a source:
Click Integrations > Sources.
Click Add Integration.
Select a connector of your choice. For example, DW Tracker Connector
.
Click Next.
In Name, specify a name for the source connector.
Click Next.
In Instance Type, select an instance from the available options. Note that the system displays only the instance types that belong to the same category as the selected connector. In addition, CDP displays only the instances that are in the Ready to Use state.
Note
To edit an instance, select the instance and click Edit Instance.
Click Save. The system saves the source connector in the
Unpublished
state.
To publish the connector, click Publish. The system saves the source
connector in the Active
state. You can use the connector for further
processing.
CDP displays the list of all sources. The Sources tab displays the source connectors that are associated with either CDP-managed instances or external instances. You can view the following information about the source connectors:
You can leverage the CDP-managed instances or use your existing infrastructure as destination connectors in CDP.
To configure a destination:
Unpublished
state.Active
state. You can use the connector for further
processing.To create a CDP-managed instance that you want to associate with an SFTP destination connector:
Perform the steps mentioned in Creating instances.
In Instance Type, select SFTP Service Provision.
In Allow-List Source IP Addresses, add the comma-separated IP addresses that can access the SFTP location. You can add a maximum of 10 IP addresses. Note that CDP does not give access to the SFTP location by default.
The following are the criteria to allowlist IP addresses:
10.0.0.0 - 10.255.255.255, 172.16.0.0 - 172.31.255.255, 192.168.0.0 - 192.168.255.255
xx.yyy.0.0/22
.For more information on allowlisting IP addresses, see Allowlisting IP addresses.
Click Save. The system populates the following fields with new values:
Important
The password generated at the time of provisioning is displayed once and is not visible after you navigate away from this page or reload your screen. To reset your password, click Re-generate Credentials.
Note the username, password, SFTP URL domain, and port information generated during the instance provision.
To configure an SFTP destination connector:
Click Integrations > Destinations.
Click Add Integration.
Click SFTP CSV Connector > Next.
Perform the steps as mentioned in Configuring destinations.
Continue with either of the following:
If you have an external non-CDP SFTP instance:
Select SFTP External.
Enter the host URL and port number.
Specify your user name and password.
Alternatively, paste the private SSH key to access the SFTP instance.
To test the connection with the external SFTP instance, click Test Connection.
Click Next.
In Basic Parameters, do the following:
In Advanced Parameters, do the following:
If you have a CDP-managed SFTP instance:
Click Save. The system saves the destination connector in the
Unpublished
state.
To publish the connector, click Publish. The system saves the destination
connector in the Active
state. You can use the connector for further
processing.
To use the connector, click Actions > Campaigns+ and create a campaign. After you access the Destinations tab, you can search for the destination name and select the destination for your campaign.
To configure an ExactTarget Email destination connector:
To create a CDP-managed instance that you want to associate with an AWS S3 destination connector:
Perform the steps mentioned in Creating instances.
In Instance Type, select AWS S3.
Click Save. The system populates the following fields with new values:
Important
The keys generated at the time of provisioning are displayed once and are not visible after you navigate away from this page or reload your screen. To reset your keys, click Re-generate Credentials.
Note the bucket name, folder name, secret key, and access key generated during the instance provision.
To configure an S3 destination connector:
Click Integrations > Destinations.
Click Add Integration.
Click S3 Output Connector > Next.
Perform the steps as mentioned in Configuring destinations.
Continue with either of the following:
If you have an external non-CDP managed AWS S3 instance:
If you have a CDP-managed SFTP instance:
Click Save. The system saves the destination connector in the
Unpublished
state.
To publish the connector, click Publish. The system saves the destination
connector in the Active
state. You can use the connector for further
processing.
To use the connector, click Actions > Campaigns+ and create a campaign. After you access the Destinations tab, you can search for the destination name and select the destination for your campaign.
To configure a Google Customer Match destination connector:
To configure a Mautic Contact Profile destination connector:
To configure a 360 Profiles API destination connector:
Unpublished
state.Active
state. You can use the connector for further
processing.CDP displays the list of all destinations. The Destinations tab displays the destination connectors that are associated with either CDP-managed instances or external instances. You can view the following information about the destination connectors: