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Import scenario - X3 Setup

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X3 administrator sets up an import task for files from 3rd party application

  • Log in the folder
    • Log in the configuration and switch to the endpoint corresponding to the folder where the processing batch will be set up
    • Set import temporary folder to [TMP] to benefit protection on concurrent file access: Parameter
  • Create a volume in the X3 storage area of the folder
    • In the site-map, follow the path Usage > Usage > X3 Storage Areas
    • Click the “Create” link to create a volume:
      • Give a name for the volume and a description
      • Root is where you have to enter the name of the sub-directory that will store the files to be imported
      • Click the “Save” link to record the volume settings Storage An automatic task will create a folder whose name is the id of the 3rd party application which can be retrieved from the site-map by following the path Administration > Third Parties >List of paired third parties:

        Storage

  • In the site-map, follow the path Usage > Batch server > Recurring task management:
    • Click the “New” link to create a recurring task:
      • Give a code for the recurring task and a description
      • Keep the Folder and User code default values
      • Enter the Task code “IMPORT”
      • Choose the characteristics of the recurring task : Periodicity, Time range and Frequency (you can find more explanations in the function help - ESC+Shift+F1).
      • Check ‘One single query” to get only one line and one log by day in the batch query management function
      • Click the “Create” link to record the recurring task settings Task In the above example, the task will be launched on Monday, Tuesday, Wednesday, Thursday and Friday.
    • Once the recurring task is created, the “Parameters” link is enabled so you can click on it. You get a pop-up window to set the parameters of the recurring task:
      • Choose the template corresponding to the objects to be imported
        • Choose the location Server
        • Give the volume and the pattern of the files to be imported by this task with this template Data file

        In the above example, # representing 5 numbers

      • Click the “OK” link to record the parameters of the recurring task Parameter
    • Once the parameters have been set, you can activate the recurring task:
      • Check Active to activate the recurring task
      • Click the “Save” link to record the parameters of the recurring task Task active