The Instances feature provides an automated method to generate your own credentials to configure your account users for upstream or downstream data from CDP. Each instance is entitled to a specified number of connectors.

Features¶

The following are the features of instances:

• Self-serve integration UI: Create four types of instance connectors, automatically generating a user account to provide you with the necessary integration credentials. You can manage and delete your integration.

• User account: Generate credentials that serve as your unique credentials to access the connector. 

• Instance connector status: Track the readiness of your instance connectors through the connector status. You can manage connectors by viewing their current notification statuses.

Use Cases¶

The following are the use cases for instances:

• Upstream Connectors:

  • DWTracker: Use DWTracker for API integration. CDP provides up to five connectors with automatic user account generation.

  • SFTP Service Provision: Implement SFTP integration. CDP provides up to 20 connectors with automatic user account generation.

• Downstream Connectors:

  • 360 Profiles: Export records to another system channel through the 360 Profiles integration. CDP provides up to five connectors with automatic user account generation.

  • AWS S3: Export records to Cloud storage through the AWS S3 integration. CDP provides up to ten connectors with automatic user account generation.

Viewing all instances¶

CDP displays the list of all newly-created instances on the Instances page. This page does not display any existing instances that you might want to use with your connectors.

To view all instances:

1. Sign in to the CDP user interface.

2. 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 CDP administrator.

   You can view the following information about the instances:

   • Name: The name of the instance.
   • Modified: The date when the instance was last modified. You can view the details of the user who modified the instance details.
   • Created: The date when the instance was created. You can view the details of the user who created the instance.
   • Current Status: The status of the instance. The following are the available statuses:
     • Not Provisioned: The Support team updated the details of an instance after the instance was created.
     • In Progress: The instance creation process is taking longer than usual. Typically, the process to create an AWS S3 instance might take more time.
     • Failed: The instance creation process failed. To retry the provisioning of the instance, go to the Edit Instance page for the failed instance, and click Retry Provision. If the provisioning continues to fail, please open a support ticket.
     • Ready to Use: The instance is configured but not actively used as a source or destination connector.
     • In Use: The instance is configured and actively used as a source or destination connector.
     • Delete In Progress: The instance deletion process is in progress.
     • Delete Failed: The instance deletion process failed. To retry deleting the same instance, go to the Edit Instance page for that instance, and click Retry Delete. If the delete process continues to fail, please open a support ticket.
     • Delete Pending: The instance deletion process is taking longer than usual.
   • Connected To: The source or destination connector that is associated with the instance.

For more information, see Creating Instances.