Quick Start User Guide

Overview

Once your 3Sixty environment has been successfully installed, you are ready to start making connections and executing jobs. This guide will walk you through this process. For this example, we will be using Google Drive as our source (repository) location and Dropbox as our target location (output).

Step 1. Login to your 3Sixty environment once all the required components have been installed.

Step 2. Create the repository connection for your source data that you want to transfer.

Step 3. Create your output connection for your target location you want to move your data to.

Step 4. Create a new integration job to sync your two new connections.

Step 5. Create a task to filter your results before moving your data.

Step 6. Map your fields to tell 3Sixty where you want the data in each field moved to.

Step 7. Run your new job to begin the data transfer process.

Step 8. View your results to confirm the transfer was successful.

Step 1. Login to your 3Sixty environment

  1. Install 3Sixty - To begin using 3Sixty, make sure you have all the required software components installed. For installation instructions, see the 3Sixty Installation Guide.

  2. Login to 3Sixty Admin - Once 3Sixty is installed, you are ready to log in and begin setting up jobs to transfer your data.

(Sub-Step 1)

  1. Create Authentication Connections - Before we begin, please note that some connections will require authentication before you can create an Integration Connection. The Authentication process can vary from connector to connector. For details on the specific authentication steps for your connectors, see the full Authentication Connection List.

(Sub-Step 2)

  1. Create Discovery Instance - Once Authenticated, you will set up your discovery instance to allow 3Sixty to find the field properties in your connected repository for mapping in Step 6. For steps on setting up this instance, see Discovery Schema Instances

NEXT STEP: Create your integration connections.

Step 2. Create your Integration Connections.

Your Integration connections will be the places you want to move your files to and from. First set up your Integration connection for your source repository that you are pulling your files from and then set up one for your output repository that you are moving your files to.

  1. Select Connections from the navigation section on the left

  2. Select Integration Connections

  3. Click the Create Integration Connection button

  4. Add the Following

  • Connection Name

  • Connection Description (Optional)

  • Connection Type

  1. Click Save to continue editing your integration connector

  2. Edit your new Integration Connection

  3. Add the Authentication Connection you created for this connector.

NEXT STEP: Create your Output Connection.

Step 3. Create your Output Integration Connection:

Repeat Step 2 for your Output Integration Connection. This will be the location you want to move your files to.

  1. Select Connections from the navigation section on the left

  2. Select Integration Connections

  3. Click the Create Integration Connection button

  4. Add the Following

    • Connection Name

    • Connection Description (Optional)

    • Connection Type

  1. Click Save to continue editing your integration connector

  2. Edit your new Integration Connection

  3. Add the Authentication Connection you created for this connector.

NEXT STEP: Create your Integration Job

Step 4. Create a new integration job to sync your two new connections.

This process will allow 3Sixty to connect the two systems and move your data from one location to another.

  1. Click Integration in the navigation

  2. Select List Jobs

  3. Click the Create New Job button

  4. Add the following:

    • Give your job a descriptive Job Name

    • Select your Repository Connection

    • Select your Output Connection

  5. Leave the Job type as Simple Migration

  6. Click Save

  7. View your new job edit page.

  8. Edit the start and end dates and times to filter for the documents in your repository connection that were created within that time period.

  9. Configure Repository Specifications: This tab will vary depending on the connector.

  10. Click on the Query Tab if there is one and add the Google Drive folder ID. This can be found after the last slash "/"in the url for the folder.

  11. Leave Query blank and leave process folders unchecked.

  12. Output Specifications: This tab will vary depending on the connector

  13. Click on the Output Specifications Tab and enter your Target Folder.

NEXT STEP: Add Tasks

Step 5. Create a task

Among other things, tasks will allow you to filter your documents, so you only bring over the data you need. You can also use tasks to check for duplicates among other useful filters. To see the list of available tasks, see the Complete Jobs Task list.

  1. In your saved job edit page click the TASKS tab.

  2. Select the task you would like to add from the list drop-down.

  3. Click the green plus sign to add the task. Fill in the necessary configurations for that specific task.

  4. Click DONE to add the task to the job.

NEXT STEP: Job Mapping

Step 6. Map your fields

This will tell 3Sixty which data property fields from one location match the property fields in the other location.

  1. From the edit job page click the mappings tab

  2. Select Manual in the Mapping Type drop-down and add the following.

  3. Select your Repository Discovery

  4. Select drive_file as the Repository Type

  5. Select your Output Discovery

  6. Select file as your output type Select the source field Select the target field Click on the blue plus button to add to the mapping

  7. Click Save at the top of the page

NEXT STEP: Run Job

Step 7. Run your new job

  1. From the navigation section on the left, click Integration to expand the section and select Run and Monitor Jobs

  2. Click the Play button to the left of your new job to begin transferring files.

  3. Click the REFRESH button to see the progress of your integration. You can also set the auto refresh time periods to 30 seconds, 1 minute, 5 minutes.

NEXT STEP: View your results

Step 8. View your Integration results

  1. Once the integration job is complete, you can view your results. This shows that all the files have been successfully integrated from one system to the other. If you log into your target repository you will see these files have been added successfully.

Congratulations! You have successfully created your first Integration Job.

 

Related Articles:

3Sixty Installation

3Sixty Connections

Integration Jobs