Dell Boomi

This article outlines the integration with the Dell Boomi connector, enabling metadata management through crawling and lineage building (automatic and manual). The connector crawls Dell Boomi Processes and Shapes, maps them as code assets in OvalEdge, and supports scheduled metadata collection.

The connector establishes connectivity to Dell Boomi using REST APIs to retrieve process metadata and lineage information. Authentication is performed using a Dell Boomi User ID, Password, Account ID, and Environment ID, with the authenticated account requiring READ permission on the Processes List API.

Overview

Connector Details

Connector Category	ETL Tool
OvalEdge Release Supported	Release6.3.x and later
Connectivity [How the connection is established with Dell Boomi]	REST APIs
Verified Dell Boomi Version	V1

The Dell Boomi connector has been validated with the mentioned "Verified Dell Boomi Versions" and is expected to be compatible with other supported Dell Boomi versions. If there are any issues with validation or metadata crawling, please submit a support ticket for investigation and feedback.

Connector Features

Feature	Availability
Crawling	✅
Delta Crawling	❌
Profiling	❌
Sample Profiling	❌
Data Preview	❌
Auto Lineage	✅
Manual Lineage	✅
Secure Authentication via Credential Manager	✅
Data Quality	NA
DAM (Data Access Management)	NA
Bridge	✅

'NA' indicates that the respective feature is 'Not Applicable’.

Metadata Mapping

The following objects are crawled from Dell Boomi and mapped to the corresponding UI assets.

Dell Boomi Object	Dell Boomi Attribute	OvalEdge Attribute	OvalEdge Category	OvalEdge Type
Process (parent)	Process	Code Name	Codes	BOOMI_PROCESS
Shape (child)	Shape	Code Name	Codes	Shape type (ex: PROCESS_START, PROCESS_BRANCH, etc)

Set up a Connection

Prerequisites

The following are the prerequisites to establish a connection:

Service Account User Permissions

It is recommended to use a dedicated service account to establish the connection to the data source, configured with the following minimum set of permissions.

👨‍💻 Who can provide these permissions? These permissions are typically granted by the Dell Boomi administrator, as users may not have the required access to assign them independently.

Operation	Objects	Access Permission
Crawling	Process	Read

The connector requires READ permission on the Processes List API to crawl and retrieve process metadata.

Connection Configuration Steps

Users are required to have the Connector Creator role in order to configure a new connection.

1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for Dell Boomi, and complete the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name	Description
Connector Type	By default, "Boomi" is displayed as the selected connector type.
Credential Manager*	Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on your selection. Supported Credential Managers: OE Credential Manager AWS Secrets Manager HashiCorp Vault Azure Key Vault For more details, click here.
License Add Ons	Select the checkbox for Auto Lineage Add-On to build data lineage automatically. For more details, click here.
Connector Name*	Enter a unique name for the Dell Boomi connection (Example: "Dell Boomi_Prod").
Connector Environment	Select the environment (Example: PROD, STG) configured for the connector. For more details, click here.
Connector description	Enter a brief description of the connector.
Boomi User Id*	Enter the Dell Boomi user ID used to authenticate and establish the connection to the Dell Boomi account.
Boomi accountId*	Enter the Dell Boomi Account ID of the account from which metadata will be retrieved.
Boomi EnvId*	Enter the Dell Boomi Environment ID associated with the environment to be used for metadata crawling and lineage extraction.
Boomi User Password*	Enter the password for the specified Dell Boomi user ID to authenticate the connection securely.
Proxy Enabled*	Select Yes to route the connection through a configured proxy, or No to connect directly without a proxy.

Default Governance Roles
Default Governance Roles*	Select the appropriate users or teams for each governance role from the drop-down list. All users and teams configured in OvalEdge Security are displayed for selection.
Admin Roles
Admin Roles*	Select one or more users from the drop-down list for Integration Admin and Security & Governance Admin. All users configured in OvalEdge Security are available for selection.
No of Archive Objects
No Of Archive Objects*	This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive. Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.
Bridge
Select Bridge*	If applicable, select the bridge from the drop-down list. The drop-down list displays all active bridges configured in OvalEdge. These bridges enable communication between data sources and OvalEdge without altering firewall rules.

1. After entering all connection details, the following actions can be performed:

   1. Click Validate to verify the connection.

   2. Click Save to store the connection for future use.

   3. Click Save & Configure to apply additional settings before saving.

2. The saved connection will appear on the Connectors home page.

Manage Connector Operations

Crawl/Profile

To perform crawl and profile operations, users must be assigned the Integration Admin role.

The Crawl/Profile button allows users to select one or more data objects for crawling and profiling.

1. Navigate to the Connectors page and click Crawl/Profile.

2. Select the data objects to crawl.

3. The Crawl option is selected by default.

4. Click Run to collect metadata from the connected source and load it into the Data Catalog.

5. After a successful crawl, the information appears in the Data Catalog > Databases/<>Codes tab.

The Schedule checkbox allows automated crawling and profiling at defined intervals, from a minute to a year.

1. Click the Schedule checkbox to enable the Select Period drop-down.

2. Select a time period for the operation from the drop-down menu.

3. Click Schedule to initiate metadata collection from the connected source.

4. The system will automatically execute the crawl operation at the scheduled time.

Other Operations

The Connectors page in OvalEdge provides a centralized view of all configured connectors, including their health status.

Managing connectors includes:

• Connectors Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.

• Viewing: Click the Eye icon next to the connector name to view connector details.

Nine Dots Menu Options:

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

• Edit Connector: Update and revalidate the data source.

• Validate Connector: Check the connection's integrity.

• Settings: Modify connector settings.

  • Crawler: Configure data extraction.

  • Access Instructions: Add notes on how data can be accessed.

  • Business Glossary Settings: Manage term associations at the connector level.

  • Lineage: Select server dialects for parsing and setting connector priority for table lineage.

  • Others: Configure notification recipients for metadata changes.

• Build Lineage: Automatically build data lineage using source code parsing.

• Delete Connector: Remove a connector with confirmation.

For more details on connector settings, click here.

Connectivity Troubleshooting

If incorrect parameters are entered, error messages may appear. Ensure all inputs are accurate to resolve these issues. If issues persist, contact the assigned support team.

S. No	Error Message	Error Description & Resolution
1	Authentication Failed	Description: The connector could not authenticate with the Dell Boomi account due to invalid or incorrect credentials. Resolution: Verify that the Boomi User ID and Boomi User Password are correct. Ensure the user account is active and the password has not expired. Revalidate the connection after updating the credentials.
2	Invalid Account ID or Environment ID	Description: The specified Boomi Account ID or Boomi Environment ID is incorrect or does not belong to the authenticated user. Resolution: Verify the Account ID and Environment ID in the Dell Boomi platform. Ensure the authenticated user has access to the specified account and environment. Update the values and validate the connection again.
3	Insufficient Permissions	Description: The authenticated user does not have the required permissions to access Dell Boomi process metadata. Resolution: Ensure the service account has READ permission on the Processes List API. Use a dedicated service account with the recommended minimum permissions. Contact the Dell Boomi administrator to grant the required access if necessary.
4	Connection Validation Failed	Description: The connector validation failed because one or more required connection parameters are missing or invalid. Resolution: Verify that all mandatory fields, including Boomi User ID, Boomi User Password, Boomi Account ID, and Boomi Environment ID, are populated correctly. Confirm that the selected Credential Manager returns the correct credentials, if applicable. Save the configuration and click Validate again.

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