Creating import profiles

When creating an import profile, consider the format of the data to be imported and whether it requires transformation to match the format of the data where the imported data is destined.

Use Import Profile Designer to create a new import profile as follows:

  1. From Transfer Desk select File > New Import Profile or click Create a new import profile on the toolbar.
  2. Enter a unique profile name. This name is used to identify the profile in Transfer Desk.
  3. Enter a description for the import profile.
  4. Select a target component for the import profile. The associated method, source data format and transformation are displayed.
  5. If required, you can change the source data format or transformation displayed. Select a different source 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.

  6. There are two sets of tabs in the Import Profile Designer:
    • source runtime options relevant to the profile, in the bottom section of the dialog
    • target runtime options relevant to the target component, in the top section of the dialog.

    The number and content of the runtime options tabs vary depending on both the target component, and the source data format you select.

    Overridable
    Each of the Overridable check boxes determine whether the relevant runtime option can be overridden during the transfer process.
  7. Click OK.
    Uwaga: You can use the '*' asterisk wild-card, and the '?' question mark, when entering the source and target file names.