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Configuring the Boomi Integration

EmbedKit helps you manage Boomi Enterprise Platform usage at scale by creating simplified portals that let you interact with templated integrations. This allows your team or customers to add and configure integration processes, reducing the time and effort required to manage integrations at scale.

Configuring a Boomi integration involves a six-step sequential process for creating and managing your integrations. This topic guides you from account setup to publishing the integration pack.

Diagram showing the six steps to configure a Boomi integration, from account setup to publishing the integration pack

Prerequisites

Before you begin using Boomi EmbedKit, ensure that you meet the following prerequisites:

  • Valid login credentials: You must have valid login credentials for the Boomi Enterprise Platform.

  • Set up a Boomi parent account and a subaccount.

    important

    The EmbedKit plugin also works on a trial account if there is a parent-child relationship. To activate a full account, contact your Boomi account representative.

Step 1: Setting up the parent-child account hierarchy

Boomi EmbedKit uses the parent-child account hierarchy to achieve Platform multi-tenancy. The parent-child account hierarchy lets you connect your integrations to child accounts that support functional areas such as sales, marketing, R&D, and finance. EmbedKit can align with enterprise architecture while delivering platform capabilities like reusable shared assets and high availability. For more information, refer to the Resources and account groups topic.

Step 2: Building an integration process

After setting up the accounts, use Boomi to build reusable integrations for your customers. For more information on building an integration, refer to the Building a Boomi Integration topic.

Step 3: Exposing connection properties

To make integrations flexible, expose connection properties such as authentication credentials, base URLs, API keys, or other specific parameters in the process canvas. Connection properties are required to connect Boomi and a target system. For more information, refer to the Dynamic Process Connection properties topic.

Step 4: Creating packaged components

Create and package all related components into a single, deployable package, and then deploy the packaged components. To learn more about creating and deploying packaged components, refer to the Creating and managing packaged components topic.

Step 5: Publishing integration packs

EmbedKit relies heavily on integration pack technology within the Boomi Enterprise Platform. Integration packs bundle together multiple process components, configurations, and connectors, making it easier to deploy and manage complex integrations across different teams and environments.

Create integration packs by selecting and packaging various integration components. You can then release these packs to managed accounts, allowing for consistent deployment and management.

For more information on creating, adding, and removing packaged components and releasing integration packs, refer to the Integration Pack Development topic.

Step 6: Managing account groups

Create account groups and add subaccounts, users, and resources to structured groups. This setup facilitates efficient management and access control across different parts of the organization.

For more information on creating account groups and adding subaccounts, users, and resources, refer to the Account Group Setting topic.

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