Runtime parameters

When creating profiles in Transfer Desk, you can specify runtime parameters that are required when the profile is run. You can also specify if these values can be overridden at run-time.

Ultimately, runtime parameters drive the transfer process. For example, for an import transfer they define where the data to be imported is located and how the import process should be handled.

If you do not specify parameter values in the profile, you are prompted to enter the values at run time. You are also prompted if any parameter is enabled for runtime override. Some of these prompted items may require mandatory entry.

Overview of runtime parameters for import profiles

Import profiles include options for source and target data. Import runtime selection options can include:

  • General parameter values, as required by the import process being run. These include the business unit and the target ledger, and whether to save the input and output payloads for the process.
  • The file basis, client or server, and the file containing data to be imported.
  • The option to rename, delete or move source file data after processing.
  • Email notifications if required.
  • The summary criteria, where ledger data is being summarized on import.

Overview of runtime parameters for export profiles

Export profiles include options for source and target data. Depending upon the profile design, export runtime selection options can include:

  • General parameter values and optional run-time value entries as required by the export process being run. These include the business unit and the source ledger, and whether to save the input and output payloads for the process.
  • The file basis, client or server, the file path/name containing data to be exported, and file output handling.
  • Any filtering of the data to be exported.
  • Email notifications if required.
  • The summary criteria, where ledger data is being summarized on export.

Overview of internal and external transfers

Internal transfers use the same source options as exports, and the same target options as imports.

External transfers use the same source options as imports, and the same target options as exports. Therefore, the source file must reference a file that has been uploaded to the file repository. The target file will be created in the file repository with the provided name.

Overview of process profiles

Process profiles allow you to initiate certain SunSystems processes, such as ledger revaluation, from Transfer Desk. The target options depend upon the process selected for the profile. These types of profile do not require file selection, but they will both create log and result files.