CP4I for Technical Sales - Low-code Demo

To provision your own Red Hat OpenShift cluster for the Cloud Pak for Integration, follow these steps:

2.1 To deploy a Red Hat OpenShift cluster, go here. Select if you prefer to make a reservation now or schedule for later.

2.2 If you do not have a sales opportunity, select the purpose Practice / Self-Education (1) for a 2-day reservation (which can be extended without any approvals to 6 days) and fill in the Purpose description (2).

2.3 Select the Preferred Geography.

2.4 Several additional fields will appear. Select 4.14 (1) as the OpenShift version, ODF - 2TB (2) for the storage, 16 vCPU x 64 GB - 100 GB ephemeral storage (3) as the worker node flavor, accept the terms and conditions (4) and click Submit.

2.5 You will receive a few emails as the provisioning process continues. You should expect the final email to be sent after an hour. The final email should look similar to the following.

In this section, you access your OpenShift cluster and install the OpenShift command line tool.

3.1 Open the Reservation ID link that was included in the “Reservation Ready on IBM Technology Zone” email.

3.2 Copy the kubeadmin Password (1) and open the OpenShift console by clicking on Open your IBM Cloud environment (2).

3.3 Use kubeadmin (1) as the user, paste the Password (2) and click Login (3).

3.4 On the web console page, click ? (1), and select Command line tools (2).

3.5 Follow the links to install the OpenShift Command Line Interface (CLI) for your Operating System.

3.6 To configure the command line on your machine, click on the down arrow to the right of kubeadmin (1) and select Copy login command.

3.7 Click on Display token.

3.8 Copy the Login with this token and run in the command line.

You have successfully configured the Openshift command line on your machine.

To copy the repository you will need to have the Git CLI on your machine. If you don’t have it, follow the installation steps described in this page, based on your operating system.

4.1 To download the scripts to install the demo, create a new directory, change to this newly created directory, and run the following command:

4.2 Change to the new platinum-demo-code-api-enabled-integration directory:

5.1 To deploy the demo run:

This will automatically deploy the resources into the CP4I namespace.

5.2 The deployment will take approximately 30-60 minutes to install. The URL and credentials will be shown once the installation is complete.

Your have installed the Cloud Pak for Integration ready to be configured.

You need a Salesforce developer account to run this demo. If you already have a Salesforce developer account, you can use that (start at step 2 below). If not, you can sign up for a free developer account by following step 1 below.

6.1 Go to Salesforce Developers. Follow the prompts on the Saleforce pages to get your free developer account.

6.2 As soon as you have your account, go back to the Salesforce log in page and log in to your developer account.

6.3 Click the profile icon (1) and save your Salesforce Login URL (2).

6.4 In the same user profile menu select Settings.

6.5 Click Reset My Security Token in the My Personal Information (1) menu. Then, click Reset Security Token (2). A newly-generated security token will be emailed to you.

6.6 Next, you will create an application representing App Connect Enterprise, and then retrieve the Consumer Key and Consumer Secret. Click the cogwheel icon (1) and select Setup (2).

6.7 In the navigator on the left-hand side, scroll to PLATFORM TOOLS, expand Apps (1), and click App Manager (2).

6.8 Click New Connected App.

6.9 Enter App Connect (1) as the Connect App Name and your email as the Contact Email (2). Select Enable OAuth Settings (3).

6.10 Select Enable for Device Flow (1). Now select Manage user data via APIs (api) (2) as the Selected OAuth Scopes. Click Add (3)

6.11 Click Save.

6.12 It will take approximately 10 minutes for the new connected app to register in Salesforce. Once it does, you should see Manage Consumer Details displayed. Click Manage Consumer Details, following any authentication directions.

6.13 Save the Consumer Key and Consumer Secret.

Your Salesforce developer account is ready.

Next, let’s set up Insightly, a cloud-based customer relationship management (CRM) solution.

We will create a trial account that lasts for 15 days. After the trial period, you can migrate your trial account to a free account (with limited users).

7.1 Go to Insightly and click Try CRM Free.

7.2 Complete the form with your personal data to create a free Insightly account. Accept the Terms of Service and Privacy Policy and click Create My Account.

7.3 Confirm your email address.

7.4 As soon as you click the link to confirm your email, you should see an initial Insightly screen asking basic information about your company.

Write demo (1), select 1-5 (2), select IT Services (3), and fill in any phone number (4), matching the screenshot below. Click Let’s go! (5).

7.5 Close the Invite your team dialog.

7.6 You have an Insightly account. Let’s get the API key to enable App Connect to authenticate when making API calls. Click the Profile (1) icon in Insightly and select User Settings (2).

7.7 Scroll down to the bottom of the page and copy the API key, which is a long string of characters.

7.8 On the Free plan tile, click Select Plan.

7.9 Click OK on the confirmation dialog box.

Your Insightly account is ready to use.

Let’s configure our services endpoints in Cloud Pak for Integration.

8.1 Return to the command line and access the Platform Navigator using the provided URL. Copy and paste the Username (1) and Password (2) from the command line output, and click Sign In (3).

8.2 You will be asked to provide a new password. Provide a new password and click Submit.

8.3 In the menu on the top left, open the Design folder (1) and select Integrations (2).

8.4 Click on the ace-designer-demo entry.

8.5 Click the Catalog icon to see a list of the available connectors.

8.6 Search for salesforce (1) and click Connect (2).

8.7 Input your Salesforce Username (1). Fill in the connector’s Password field (2) by concatenating your Salesforce Password and the Security token received via email.

For example, if your Salesforce password is ‘myGreatPassword’ and your Salesforce security token is ‘2325jsdhew4312hs534dh’ then enter ‘myGreatPassword2325jsdhew4312hs534dh’ in the Password field.

8.8 Input Salesforce’s Consumer Key as Client ID (1) and Secret as Client Secret (2), respectively, in the connector account UI. Click Connect (3).

8.9 Search for insightly and click Connect.

8.10 Paste your API key (1) in the API key field. Keep v3.1 (2) in the API version field. Click Connect (3).

Your environment is ready to demo.