Troubleshooting Steps

Verify that the data load process was successful in Boomi.

1. On the top right, click the account name, then select Switch Account.

2. Enter part of the account name and click Search.

3. Select the account name and click OK.

4. Select Manage , then Process Reporting.

   

5. By default, all data load processes executed within the past hour are listed. To choose an alternate time frame, select the drop-down listing and click Apply.

   

6. All data load processes executed during the selected time frame display. Each process has either a green dot which signifies that the process executed successfully or a red dot which signifies that the process executed with errors.

   

7. If there are errors, the issue is escalated to the Integration Team for resolution.

8. If there are no errors, the next step is to log into the customer's Planful application.

9. To verify that the data loaded successfully, select Maintenance > Data Load History.

10. Select the data load rule that was used to load the data. Use the From and To fields to narrow the search and click GO.

11. The data loads for the selected time frame display. There are two statuses: Pass and Fail . Pass indicates that the data load was successful while Fail indicates that the data load contained errors.

12. If the most recent data load status is Fail , select the failed data load and click the Detailed Report option.

13. The detailed data load log report displays.

14. If the most recent data load process is successful, select Maintenance > Load Data to verify that the period and/or year to which the customer is loading data is not locked.

15. If the period and/or year is not locked, select Maintenance > Reports > Process Cube & Dimension to process the cube.

16. If there are no issues, the next step is to verify the data in Boomi. Return to Boomi and select Manage > Process Reporting.

17. Under Executions , select the most recent data load process.

    
    

    Note:

    Default time frame is the Past Hour. If no data load processes display, select Past Week or enter a date range.

18. Click the date/time stamp to display the connections made during the data load process.

19. If the data load process uses a file, select SFTP, Connection HA SFTP Connection, Operation: Get GL File.

    

    Note:

    If the data load process uses a database connection, select the Database Connection: GP Connection, Get Summary Data 2 (or the appropriate operation name) as shown in the figure below.

    

20. Click the cog wheel and select View Document.

    

21. A partial view of the data displays in the document viewer once connected to the atom.

22. Select Download Original Document on the lower right side.

    

23. Click Save when prompted.

24. Open the file in Microsoft® Excel® or Notepad®. This data is pulled from the customer's source, either a file via SFTP or a database. Verify that the data is correct.

25. If there are errors, contact the customer to correct and reload.

26. If there are no errors, escalate to the Integration Team to reload the data.