Creating export profiles

When creating an export profile, consider the format of the data to be exported and where to place the data.

Use Export Profile Designer to create a new export profile as follows:

  1. Select TRD from the main SunSystems window to open Transfer Desk.
    The form to create a new profile opens automatically.
  2. Select Export as the profile type.
  3. Specify a unique profile name. This name is used to identify the profile from Transfer Desk.
  4. Specify a description for the export profile.
  5. Select a source component for the export profile. The associated method, target data format and transformation are displayed.
  6. If required, you can change the target data format or transformation displayed. Select a different Target Data Format or Transformation from the available options.

    Where the source and target are the same SunSystems data format, a default system transformation is provided for you. You must create a transformation if the source and target formats are not compatible.

  7. Specify file export parameters:
    File name
    Specify a file name and directory in the cloud storage to save the exported data.
    File encoding
    Specify the file encoding.
    Generate unique file name
    If Yes, the output file name is based on the file name entered (either in the profile or at run-time), but is uniquely identified (for example, by appending user name and creation date/time).
    This allows the same profile, using the same file name, to be run by multiple users outputting to a shared directory, without overwriting each other's data.
    Overwrite file of same name
    If Yes, a message is displayed to warn you that the data for this profile will be overwritten.
    Append to file of same name
    If Yes, a message is displayed to warn you that the data will be appended to the existing profile. The append and overwrite options are mutually exclusive.
    Save payload
    Specify what happens to the file, after the import is complete.
    If you select Rename after processing, then you must specify the new filename.
    If you select Move after procoessing, then you must specify the new directory.
  8. Click Save to save your changes.