Deltek Unionpoint Help

Using the Help Search
Using the Help Search
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Best Practices in Using the Unionpoint Integration Platform

Implement recommended best practices that help make your Unionpoint Integration Platform experience more efficient.

Recipe Functions

Recipe functions are recipes with defined inputs and outputs. They can be used for repeated functionality used throughout your integration. They can be referenced from within a recipe.

Note: The old method, Callable Recipes, are no longer recommended and should not be used.

Simple Recipes

There are some guidelines for creating simple, effective recipes in the integration platform.
  • All recipes must have one start action. It is either:
    • Trigger: Determines what event is executed as described in the recipe. For example, “New User Added” from an application. Triggers marked “real-time” are preferred as they reduce the load on your application.
    • Scheduler: Enables users to run recipes at pre-defined intervals. For example, run every x minutes. This is most suited to “background” tasks but is also a useful way of quickly building a recipe to try things out.
  • As soon as you select an application action, specify your connection:
    • Existing: This allows you to reuse an existing connection if you have already set one up.
    • New: It is best to name the new connection rather than accepting the default in the integration platform.
  • At the top level of the recipe editor, a small number of additional items are available as required:
    • Conditionals (IF and IF/ELSE)
    • Looping (repeat action)
    • Functions (call recipe)
    • Terminator (stop job)
    • Error Handling (handle errors)

Integration Deployment

To ensure a safe rollout of each integration (or automation) that you develop using the integration platform, Deltek recommends that you do the following steps, before you deploy the integration to your production environment:
  1. Provision sandbox environments for every application to which you are connecting as part of your integration.
  2. Configure the integration to run against your sandbox environments and validate that all test data exchanges are accurate and correct.
  3. Clear out any data mapping created during testing.
  4. Back up the production databases for every application that your integration uses.
  5. Switch your sandbox environments to production.

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