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Create instance

CDP allows you to create new instances or leverage existing instances. You can use your existing external instances as source or destination connectors.

CDP provides two ways to leverage new or existing instances:

  • Upstream source to input data into CDP:
    • DW Tracker(API)
  • Downstream destination to output data to external integrated system:
    • SFTP Service Provision (flat file)
    • AWS S3
    • 360 Profiles

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.

Creating an instance

  1. Sign in to the CDP user interface.

  2. Click Integrations > Instances.

  3. Click Add Instance.

    CDP populates the fields based on the Instance Type.

  4. In Instance Credentials section, you can:

    • Click the square icon at the right of each field to copy the credentials.
    • Click Actions to auto-generate the credentials.
    • Click Re-generate Credentials to get new credentials if you forget or lose the credentials.

create instance

DW Tracker instance

To create a DW Tracker instance:

  1. Perform Steps 1 to 3 mentioned in the Creating an instance.
  2. In Name, enter the name for your instance.
  3. In Instance Type, select DW Tracker.
  4. In Instance Credentials, enter the values in the following fields:
    • API Host URL
    • Authentication Host URL
    • UserName
    • Password
  5. Click Save.

SFTP service provision

To create an instance that you want to associate with an SFTP destination connector:

  1. Perform Steps 1 to 3 mentioned in the Creating an instance.

  2. In Name, enter the name for your instance.

  3. In Instance Type, select SFTP Service Provision.

  4. 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. CDP does not give access to the SFTP location by default.

    The following are the criteria to allowlist IP addresses:

    • Private IP addresses are not allowed. For example, 10.0.0.0 - 10.255.255.255, 172.16.0.0 - 172.31.255.255, 192.168.0.0 - 192.168.255.255
    • Domain and IP range is not allowed.
    • Subnet masks must not be less than 22. For example, xx.yyy.0.0/22.
    • IPv6 addresses are not allowed.

    For more information on allowlisting IP addresses, see Allowlisting IP addresses.

  5. In Instance Credentials, enter the values in the following fields:

    • SFTP URL Domain
    • SFTP Port
    • Username
    • Password

    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.

  6. Note the username, password, SFTP URL domain, and port information generated during the instance provision.

  7. Click Save.

AWS S3 instance

To create a AWS S3 instance:

  1. Perform Steps 1 to 3 mentioned in the Creating an instance.
  2. In Name, enter the name for your instance.
  3. In Instance Type, select AWS S3.
  4. In Instance Credentials, enter the values in the following fields:
    • Bucket Name
    • Folder Name
    • Secret Key
    • Access Key
  5. Click Save.

360 Profiles instance

To create a 360 Profiles instance:

  1. Perform Steps 1 to 3 mentioned in the Creating an instance.
  2. In Name, enter the name for your instance.
  3. In Instance Type, select 360 Profiles.
  4. In Instance Credentials, enter the values in the following fields:
    • API Host URL
    • Authentication Host URL
    • UserName
    • Password
  5. Click Save.

Deleting an instance

You can delete instances that are currently not used as a source or destination connector.

To delete an instance:

  1. Sign in to the CDP user interface.

  2. Click Integrations > Instances.

  3. Locate and click the instance that you want to delete.

    You can only delete an instance with the Ready to Use status.

  4. Click Actions > Delete.

    The system displays a confirmation message.

  5. Click Delete Instance.

    The system displays a success message on the instance listing page.