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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
Datastore Data Target
How its done
  1. Go to Administration -> Data Exchange -> Packages. Click on "New Package". Enter an appropriate Package Name.
  2. Drag and drop the Data Transfer Task onto the Package Tasks field.
  3. Click Configure and for the Source Plugin select "Filtered Directory Builder Data Source". Select the appropriate directory. If required, filter the export by  Date From and Date To dates or by optional filter. Click Next.
  4. Select an appropriate "Key Field" and "Hash Fields". Click Next.
  5. For the Target Plugin select "Datastore Data Target" and then select the appropriate Data Store. Click Next.
  6. Map the elements within the Directory to the elements within the Data Store. Click Next.
  7. Enter an appropriate name for the task itself. Click Finish.
  8. Click Save.