erwin DI Cloud Configuration

Generate authentication tokens using the erwin DI Cloud instance.

Create authentication tokens using the cloud instance and use them to establish the connection with the on-premises instance (local agent) for data sync. You can generate these tokens on the Resource Manager's settings page.

To generate an authentication token, follow these steps:

1. Go to Application Menu > Data Catalog > Resource Manager.

By default, the Users tab opens.



2. On the Users tab, click Settings, and then click User Tokens.
   The User Tokens tab appears.
   
3. Click to generate a new authentication token.
   The Generate Authentication Token page appears.
   
4. Enter appropriate values in the fields. Refer to the following table for fields and their description.
   The fields marked with an asterisk (*) are mandatory.

   Field Name	Description
   Token Name	Specifies the name of the authentication token.
   Select Expiry Date	Specifies the expiry date of the token.
   Assign To	Specifies a user to authenticate the token.
   Audit as assigned user	Enable this option to audit the token as an assigned user.
   Authentication Token	Displays the auto-generated authentication token. Click to view the token, and then click to copy the token. You can use to connect to the cloud and the on-premises instance.
   Description	Specifies a description for the token.

5. Click .

The generated token is added to the Authentication Tokens list.


Under the Status column, a green indicator identifies active tokens, red indicates inactive, and gray indicates expired tokens.

Once an authentication token is created, you can manage it from the User Tokens tab under the Actions column.

You can manage the authentication token using the following options:

• Edit ():
  Use this option to edit the token's properties.
• Revoke ():
  Use this option to revoke or mark a token inactive. Under the Status column, a red indicator identifies inactive tokens.
• Delete ():
  Use this option to delete a revoked or inactive token. This option is available only when a token becomes inactive or revoked.
• Copy ():
  Use this option to copy the authentication token to the clipboard.

Configure the IDR instance and authenticate the token using the erwin DI on-premises instance (local agent deployed in servers).

Configure the IDR instance for data replication and use the token generated on the cloud instance to authenticate the connection between the on-premises and cloud instances.

To configure the IDR settings, follow these steps:

1. Go to Application Menu > Settings > Miscellaneous Configurations > IDR Configuration.

The following page appears, and the Instances Grid tab appears by default.


2. Click .

The Configure Instance page appears.


3. Enter appropriate values in the fields. Fields marked with an asterisk (*) are mandatory. Refer to the following table for field descriptions.

Field Name	Description
Instance Name	Specifies the name of an instance.
Instance URL	Specifies the URL of the cloud instance for data replication.
Authorization Token	Specifies the authentication token to connect the cloud and on-premises instances. This token is generated on the cloud instance and you can copy-paste the token from the cloud instance. For more information about generating an authentication token, refer to Generating Authentication Tokens.
Description	Specifies the description of the instance.

4. Click to test the connection between the instances.
5. Click .

The saved IDR configurations are displayed under the Instances Grid tab.

Once the authentication between the instances is complete, you can manage them under the Actions column.

You can manage the IDR configuration using the following options:

• Edit ():
  Use this option to edit the IDR configuration, description, and other properties.
• Update Token ():
  Use this option to update the authentication token.
• Ping ():
  Use this option to ping the configured instance.
• Delete ():
  Use this option to delete an IDR configuration.

Select required data for replication and sync the data on a scheduled intervals using the erwin DI on-premises instance (local agent deployed in servers).

After creating and configuring the Instance Data Replication (IDR) instance, you can select data on the on-premises instance and sync them to the cloud by scheduling a job. You can select required technical and business assets on the Instance Data Replication Wizard for data replication and sync them to the cloud instance using a job.

To schedule jobs to sync data between the instances, follow these steps:

1. Go to Application Menu > Settings > Miscellaneous Configurations > IDR Configuration > Scheduled Jobs.

The following page appears and displays scheduled jobs for data sync.



2. Click .

The Instance Data Replication Wizard appears, and the Metadata Assets tab displays by default.

This wizard displays all the asset types available on the on-premises instance and allows you to select assets to replicate on the cloud instance, with asset update options on the right side.

3. On the Metadata Assets tab, select the required assets for data replication.
   You can also expand a system node to select specific environments for data replication.
   
4. On the Metadata Assets tab, choose the asset update options and additional options based on your requirements. For more information on these options, refer to the Asset Update Options section.
5. Click Next. This action navigates you to the different asset types for data selection and replication.
   Repeat steps 3 to 5 to select assets on the Mapping Assets, Business Glossary Assets, and Data Marketplace Assets tabs.
6. Select required assets and asset update options from the wizard. Then, click Next to navigate to a different asset type to continue you selection based on your requirements.
7. Click Next.
   The Confirm Selections tab will appear, and display the selected assets for each asset type.
   
   You can hover over an asset to remove it from the selection. The above screenshot displays the asset selection for Metadata. Similarly, you can navigate to other asset types on the Confirm Selections tab to manage them.
   Additionally, you can click Add More to add additional assets before scheduling an IDR job.
8. Click Next to go to the Schedule Sync Job tab.
   
   On this tab, enter the appropriate values in the fields. Refer to the following table for field descriptions.

   Field Name	Description
   Job Name	Specifies the job name.
   Run Now	Specifies whether to run an IDR sync job immediately. Enabling this option disables Schedule Job On, Local or Serve, and Interval options.
   Schedule Job On	Specifies the date and time of the job. Use to select a date, and to select a time. For example, 11-01-2041 16:41.
   Local or Server	Specifies whether the job uses local or server time. Local: Indicates that the job refers to the local machine Server: Indicates that the job refers to the machine where your application is deployed
   Interval	Specifies the frequency of the job. Once: Indicates that the job runs only once Every Day: Indicates that the job runs every day Every Week: Indicates that the job runs every week Every Month: Indicates that the job runs every month
   Send Email	Switch Send Email to ON to receive a job notification.
   Email ID	This field is autopopulated with your email ID. You receive email notifications about the scheduled job from the administrator's email ID. This option is available when the Send Email option is switched to ON.
   CC Email Id(s)	Specifies a list of email IDs that should receive email notifications about the scheduled job. Hit enter after each to add multiple email IDs. This option is available when the Send Email option is switched to ON.
   Select the Master erwin Data Intelligence Instance to push the selected data to	Specifies the erwin DI Cloud instance to replicate the selected data based on the scheduled job.
   Create a new Instance	Use this option to create a new instance for data replication using the authentication token. For more information about creating an IDR instance, refer to Configuring IDR Setting.

9. Click Finish.
   The job is executed and the data is exported to the cloud instance based on the sync job.
   

Asset Update Options

You can also determine how the data are updated on the cloud instance, in addition to selecting assets for data replication.

To update the assets based on the options listed in the table below, use the Asset Update Options and Addition Options sections for each asset type.

Availability of the below options on the Instance Data Replication Wizard depends on the asset type.