Creating instances

Creating instances

This page provides information about how to create instances for the following scenario:

Data engineers and IT professionals want to set up API integration with CDP for self-service connection to the CDP source system. They also want to understand how to gain access to the API by generating credentials, so that they can create integrations from daily or incremental batches to near real-time, event-based source system integration, or CDP WebTag integration.

Creating an instance

1. Sign in to the CDP user interface.
2. Click Integrations > Instances.

3. Click Add Instance.

   The system displays the Create Instance page.

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

5. In Instance Type, select the preferred instance type.

   The system displays additional fields depending on the instance type.

6. Click Save.

   The system auto-populates values in the fields in the Instance Credentials section.

7. Copy the credentials from each field by clicking the square icon at the right of the field.

Creating a DW Tracker instance

To create a DW Tracker instance:

1. Navigate to the Create Instance page.
2. In Name, enter the name for your instance.
3. In Instance Type, select DW Tracker.

4. Click Save.

   The system creates the instance and auto-populates values in the following fields:

   • API Host URL
   • Authentication Host URL
   • UserName
   • Password
5. Take a backup of these credentials at a secure location as you cannot view them in the system again.

Creating an SFTP Service Provision instance

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

1. Navigate to the Create Instance page.
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. By default, CDP does not provide access to the SFTP location.

   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.

5. Click Save.

   The system creates the instance and auto-populates values in the following fields:

   • SFTP URL Domain
   • SFTP Port
   • Username
   • Password

   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. Take a backup of these credentials at a secure location as you cannot view them in the system again.

Creating an AWS S3 instance

To create a AWS S3 instance:

1. Navigate to the Create Instance page.
2. In Name, enter the name for your instance.
3. In Instance Type, select AWS S3.

4. Click Save.

   The system creates the instance and auto-populates values in the following fields:

   • Bucket Name
   • Folder Name
   • Secret Key
   • Access Key
5. Take a backup of these credentials at a secure location as you cannot view them in the system again.

Creating a 360 Profiles instance

To create a 360 Profiles instance:

1. Navigate to the Create Instance page.
2. In Name, enter the name for your instance.
3. In Instance Type, select 360 Profiles.

4. Click Save.

   The system creates the instance and auto-populates values in the following fields:

   • API Host URL
   • Authentication Host URL
   • UserName
   • Password
5. Take a backup of these credentials at a secure location as you cannot view them in the system again.

Deleting an instance

To delete an instance that is currently not used as a source or destination connector:

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.

Creating an SFTP Service Provision instance

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

1. Navigate to the Create Instance page.
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. By default, CDP does not provide access to the SFTP location.

   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.

5. Click Save.

   The system creates the instance and auto-populates values in the following fields:

   • SFTP URL Domain
   • SFTP Port
   • Username
   • Password

   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. Take a backup of these credentials at a secure location as you cannot view them in the system again.

Creating an AWS S3 instance

To create a AWS S3 instance:

1. Navigate to the Create Instance page.
2. In Name, enter the name for your instance.
3. In Instance Type, select AWS S3.

4. Click Save.

   The system creates the instance and auto-populates values in the following fields:

   • Bucket Name
   • Folder Name
   • Secret Key
   • Access Key
5. Take a backup of these credentials at a secure location as you cannot view them in the system again.

Creating a 360 Profiles instance

To create a 360 Profiles instance:

1. Navigate to the Create Instance page.
2. In Name, enter the name for your instance.
3. In Instance Type, select 360 Profiles.

4. Click Save.

   The system creates the instance and auto-populates values in the following fields:

   • API Host URL
   • Authentication Host URL
   • UserName
   • Password
5. Take a backup of these credentials at a secure location as you cannot view them in the system again.

Deleting an instance

To delete an instance that is currently not used as a source or destination connector:

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.