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Data Exchange How to Guide

Data Exchange How to Guide

Guide to using and configuring specific DataStore Source and Target Plugins.

Plugins

Select the appropriate Source and Target Plugins to access detailed how to information.

Source Plugin
Filtered Directory Builder Data Source
Target Plugin
XML Data Target
How its done
  1. Go to Administration -> Data Exchange -> Packages. Click "New Package" and enter an appropriaten Package Name.
  2. Drag and drop the Data Transfer Task onto the Package Tasks field.
  3. Click Configure. For the Source Plugin select "Filtered Directory Builder Data Source" and select the appropriate directory. If required filter the export by  Date From and Date To dates or by optional filter. Click Next.
  4. Enter an appropriate "Key Field" and "Hash Fields". Click Next.
  5. For the Target Plugin drop down select "XML Data Target". Enter appropriate field names (separated with ¬). Enter a relevant download key, and file name in the OutputFileName. Click Next.
  6. Map the elements within the Directory to the field names within the XML file. Click Next.
  7. Enrer an appropriate name for the task itself. Click Finish.
  8. Click to Save the Data Exchange Package.