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1. AC5.X Deployment
Category | Question | Answer |
Prerequisites and Setup |
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What are the prerequisites for deploying AC 5 on Azure? |
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Ensure Kubernetes service |
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Backend and log databases are set up.
, backend and log databases, Azure AKS credentials |
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, secure VPN connection |
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, |
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and admin rights are in place. |
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How do I access Azure AKS credentials? |
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Obtain credentials from |
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the infrastructure team |
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, including Azure portal credentials |
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and |
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Jumphost credentials |
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. |
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What applications are required for AC 5 deployment? |
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Azure CLI, kubectl CLI, and Helm CLI are required for managing Azure resources |
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, Kubernetes clusters, and application deployment. |
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Helm CLI for deploying Kubernetes applications using pre-configured charts.
Installation and Configuration |
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How can I install the Azure CLI on Windows? |
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Download the |
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Run the installer and follow on-screen instructions.
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installer, follow setup instructions, and verify installation with az --version |
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. |
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How is kubectl CLI installed on macOS? |
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Update Macports with sudo port selfupdate |
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, install kubectl with sudo port install kubectl |
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, and verify with kubectl version --client. |
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How do I create a Kubernetes namespace? |
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Use |
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bash |
Copy code
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kubectl create ns <namespace name> |
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. Example: kubectl create ns ac5tmt. Follow naming conventions |
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How do I configure the database for AC 5? |
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Create two MySQL databases (backend and log) |
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, create a user |
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, and grant |
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full privileges |
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. |
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How can I set up environment variables in values.yaml? |
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Open values.yaml |
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, update fields like BACKEND_DB_USERNAME and BACKEND_DB_PASSWORD |
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, and enable jobs as needed. |
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How do I install Adeptia Connect using Helm? |
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Navigate to |
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Run:
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bash |
Helm chart folder and run helm install <release name> |
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<chart path> --timeout 10m --debug -n <namespace> |
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Deployment Verification and Troubleshooting |
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How can I verify Adeptia Connect’s deployment status? |
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Use kubectl get pods -n <namespace> |
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. If errors |
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occur, use kubectl logs <pod-name> -n <namespace> to troubleshoot. |
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What is the purpose of the values.yaml file in deployment? |
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Centralizes configuration details for easy management of environment-specific settings. |
Networking and Accessibility |
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What is the function of Ingress in AC 5 deployment? |
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Ingress manages external HTTP/HTTPS access to |
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Kubernetes services and enables secure routing of traffic |
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How can I set up Ingress for AC 5? |
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Modify ingress.yaml |
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, create a TLS secret |
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| Code Block |
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bash |
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using kubectl create secret tls |
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Apply Ingress configuration:
| Code Block |
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bash |
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, and apply configuration with kubectl apply -f ingress.yaml. |
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How is the external IP for AC 5 obtained? |
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Assigned to the Ingress service |
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, with DNS binding handled by the MST team for user-friendly |
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access. |
Key Components and Services |
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What is Helm, and why is it necessary for AC 5? |
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Helm |
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simplifies deployment using |
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pre-configured |
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charts, streamlining Kubernetes manifest management. |
What role does RabbitMQ play in AC 5? |
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RabbitMQ |
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facilitates asynchronous communication between services, supporting event-driven processing |
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and task queuing |
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. |
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Backend database: Stores application data.
Log database: Captures and stores system logs.
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What databases are required for AC 5’s backend and log data? |
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The backend database stores application data, and the log database captures system logs. Defined in values.yaml. |
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What are the main microservices in AC 5’s architecture? |
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Portal |
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(user management), Webapp-gateway |
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(request routing), and Event processor (managing triggers). |
User Interaction and Operations |
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How do users interact with the AC 5 application? |
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Via a browser. Requests |
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are routed through the |
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web app gateway to backend services like the portal or event processor. |
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How can I check existing namespaces in AKS? |
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Use |
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| Code Block |
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bash |
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kubectl get ns |
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to list all namespaces and their statuses |
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. |
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2. Automations
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Category | Question | Answer |
Overview and Basics | What is an Automation in AC5 Professional? | Automation |
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is a defined workflow |
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for automating ETL processes and ensuring efficient data flow between |
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source and destination |
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applications. |
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What are the types of Automation in AC5 |
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? |
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What is the difference between App-to-App and IDP Automation? | App-to-App |
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directly transfers data |
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, while IDP |
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processes unstructured data (e.g., PDFs) |
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into structured formats before transferring. |
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Which applications can be used |
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in Automations? |
Some supported applications include:
QuickBooks
Xero
Google Drive
Salesforce
Shopify
Microsoft SharePoint
BambooHR
Zoho CRM
HubSpot, and many others.
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Supported apps include QuickBooks, Xero, Salesforce, Shopify, Google Drive, Zoho CRM, HubSpot, and more. | |
Creating and Configuring | How do I create an Automation with QuickBooks |
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? |
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Navigate to |
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Automation |
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> Create New |
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, define QuickBooks as |
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source |
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Configure the necessary settings such as triggers, actions, and mapping.
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Save the Automation and activate it if required.
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/destination, configure settings, save, and activate the Automation. |
What is a trigger in Automation |
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? | A trigger is an event |
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that starts an Automation |
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, |
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like "New Account" |
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in QuickBooks. |
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How do I map source and destination elements |
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? |
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Use the Data Mapper |
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tool to drag/drop fields or apply mapping expressions; enable data splitting for large files if needed. |
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How can I configure triggers for execution? | Use POLLING for intervals or CRON EXPRESSION for exact schedules to define trigger execution timings. |
What is a trigger condition? | A filter that retrieves data meeting specific criteria (e.g., date range or logical operators). |
IDP Automation | What is IDP Automation, and how does it work? |
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Processes unstructured data (e.g., |
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PDFs), extracts key info, converts it to structured formats (e.g., JSON), and transfers it. |
Can I customize data extraction in IDP |
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? | Yes, |
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you can define rules for |
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precise data extraction based on business requirements. |
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10. How can I manage an Automation once it is created?
You can manage Automations using options like:
View details
Edit configurations
Delete outdated Automation
Run Automations instantly
Activate or deactivate Automation
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What file formats are supported in IDP? | Formats like PDFs are supported, with extracted data converted into JSON or other structured formats. | |
Management and Operations | How can I manage an Automation? | View, edit, delete, activate/deactivate, or run Automations instantly as needed. |
What are the key aspects of |
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Automation |
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? |
The key aspects include:
Data flow management |
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, process automation |
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System integration
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Configuration of rules and settings
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Monitoring and tracking
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Error handling
12. What file formats are supported in IDP Automation?
AC5 Professional can handle both structured and unstructured data formats. For IDP Automation, file formats such as PDFs are supported for extracting key information and converting it into structured formats like JSON.
13. How can I configure triggers for Automation execution?
You can configure triggers either through POLLING or CRON EXPRESSION:
POLLING: Defines a time interval for checking and executing the Automation.
CRON EXPRESSION: Specifies an exact schedule for Automation execution.
14. What is a trigger condition, and how is it used?
A trigger condition filters data fetched from the source by specifying conditions, such as retrieving data within a specific date range or applying additional criteria.
15. Can Automations process data in parallel?
Yes, AC5 Professional allows parallel processing of data. You can enable it by selecting the "Parallel Processing" checkbox and defining the number of concurrent processes.
16. What is the importance of data mapping in Automations?
Data mapping ensures that data from different sources is accurately and consistently transferred or merged into a target system, maintaining data integrity and enabling seamless workflows.
17. What is the role of OAuth in QuickBooks integration?
OAuth is used for authenticating and authorizing data exchanges between QuickBooks and AC5 Professional. You must configure an OAuth Client with a callback URL to enable this.
18. How do I test the connection between AC5 Professional and QuickBooks?
After configuring QuickBooks as either the source or destination application, you can test the connectivity by clicking the "Test" button to ensure data exchanges work correctly.
19. How can I apply filters to data in Automations?
Filters can be applied based on specific criteria to control which records or data sets are fetched from the source application. Filters can be set using logical operators like AND/OR.
20. What happens if an error occurs during Automation execution?
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, system integration, monitoring, configuration, and error handling. | ||
Can Automations process data in parallel? | Yes, enable "Parallel Processing" and define the number of concurrent processes. | |
How can I apply filters to data? | Use logical conditions like AND/OR to filter data from the source application. | |
What happens if an error occurs? | AC5 logs errors, notifies contacts, and allows review/reprocessing of failed tasks. | |
Integration and Connectivity | What is the role of OAuth in QuickBooks integration? | OAuth provides secure authentication for data exchanges. Configure an OAuth Client with a callback URL for setup. |
How do I test the connection with QuickBooks? | After configuration, click the "Test" button to verify connectivity and resolve issues if any. |
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2.1 Automation: IDP to JSON
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