Overview of WebAdMIT-TargetX Integration

Overview

The WebAdMIT to TargetX Integration is a batch data integration process that uses Informatica's ETL capabilities. WebAdMIT's Export Manager and PDF Manager export CSV and PDF files to an SFTP, where Informatica picks them up and applies transformations to match the data to TargetX fields.

 

Steps for Configuring the WebAdMIT to TargetX Integration

Configure in CAS Program Configuration

To begin setting up the WebAdMIT to TargetX integration, your program configuration must be complete and at least one program must be active. You can set up the integration against the CAS prelaunch (test) environment before deploying it for live applications from the production environment.

Set up TargetX

TargetX must be configured and ready for use.

Configure WebAdMIT for Exporting

Create the data and PDF exports in WebAMIT that include all the data and documents required for mapping in Informatica.

Configure Informatica

Create the connections and mapping tasks necessary to load data and documents into TargetX.

Test

Test the integration in the sandbox environment to ensure that it's producing records that support the business processes you intend to perform in TargetX.  

Migrate to Production Edit section

Once the integration has been approved in sandbox, copy the WebAdMIT exports and Informatica tasks for use in the production environment.

Backup Plans Edit section

With the integration up and running, it's important to establish a backup plan in case any element doesn't behave as expected. In short, plan out how to keep critical business processes running in case of any contingency. It’s also important to plan how to recover from unexpected interruptions.

Maintenance

With each new admissions cycle in CAS, the exports in WebAdMIT will need to be rolled over into the new cycle. You will need to consider regular maintenance items, CAS-level changes, program-level changes, and business process changes as you determine how to update your import templates for the new cycle.

Liaison's WebAdMIT-TargetX Integration Services

Data integration services are included with Premier Services for TargetX. The Integration team will handle the integration, then once it is complete the Premier Services team will help maintain. The Premier Services team will also help with any TargetX processes. To take advantage of this service, contact your Client Success or Account Director.