Specifying runtime parameters for profiles - overview

When creating profiles in Transfer Desk, you can specify runtime parameters that are required when the profile is run. You may also specify whether these values can be overridden at run-time or not.

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, or if you set them to allow runtime override, you are prompted to enter the values at run time. Some of these prompted items may require mandatory entry.

Uwaga: Profiles run from SunSystems Web client require file runtime parameters to specify the location of a dedicated file repository. This must be on a Windows server. Import and export files are referenced from this location. So, before running the profile, import files must be uploaded here. Similarly, export files will be created here.

Overview of runtime parameters for import profiles

Import profiles include options for source and target data. Depending on the profile design, 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, if ledger data is being imported, and whether to save the input and output payloads for the process.
  • The file basis - client or server, and the file path/name containing data to be imported. Prior to running a profile in SunSystems Web client, the file must be uploaded to the central file repository. Thus, the file basis must be set to server.
  • The option to rename, delete or move source file data after processing.

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, if ledger data is being exported, 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. When using SunSystems Web client, the file basis must be set to server, as the file is created in the central file repository.
  • Any filtering of the data to be exported. When using SunSystems Web client, you can modify predefined filter parameters at runtime if the override option has been selected. A different predefined filter can be selected, or the existing filter parameters can be modified.

Overview of runtime parameters for 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, and the target file will be created in the file repository with the name given.

Overview of runtime parameters for 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.