Transfer Desk - toolbar

The toolbar in Transfer Desk contains these options:

Note: Hover the cursor over a button on the toolbar to display its description.
  • Create a new import profile

    Create an import profile and add it to the list of profiles in the left pane of the Transfer Desk.

  • Create a new export profile

    Create an export profile and add it to the list of profiles in the left pane of the Transfer Desk.

  • Create a new process profile

    Create a process profile and add it to the list of profiles in the left pane of the Transfer Desk.

  • Create a new internal transfer profile

    Create the new profile and add it to the hierarchy pane in Transfer Desk.

  • Create a new external transfer profile

    Create the new profile and adds it to the hierarchy pane in Transfer Desk.

  • Clone a profile

    Create a new profile based on the selected profile and add it to the hierarchy pane in Transfer Desk.

  • Create a new automation

    Create the new automation and add it to the hierarchy pane in Transfer Desk.

  • Run the selected profile or automation

    Run the selected profile or automation.

  • Transfer History Viewer

    Display information about automations, or profiles, that have been run. Display the number that were processed successfully and the number that failed.

  • Delete

    Delete a profile or automation from the profile hierarchy pane in Transfer Desk.

  • Refresh profiles and automations

    Re-display the Transfer Desk window.

  • Configuration Export

    Export configuration data and settings to backup all of the Transfer Desk data, including automations, profiles, formats, transformations, filters and lookup tables.

  • Configuration Import

    Import profiles, automations, formats, transformations, filters and lookup tables to build a new database.

  • Configuration Cleardown

    Clear the data and settings from Transfer Desk.

  • Server Folder Management

    Open Server Folder Management to manage folders and files in a dedicated Transfer Desk repository.

  • Format Designer

    Open Format Designer to define the format of data in external (non-SunSystems) files.

  • Transformation Designer

    Open Transformation Designer to define rules to transform data before it is transferred and also to define file layouts for mapping data.

  • Lookup Table Designer

    Allows you to edit lookup tables, which are used by the transformations in Transformation Designer.