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  1. Select the Target application and click Next



  2. Select the action and click Next.

    Info

    The list of actions differs for the selected Target application. For the complete list of actions of the supported applications, refer to Appendix D: Supported Applications.

  3. Define Select the Target application account detailsaccount. You can either use the existing account or create a new one. Click Image Addedto add a new account. For more information on how to add an account, refer to Appendix D: Supported Applications.

    Info
    You can also Click Test to test the connection of to your account by clicking Test
  4. Click Next to define the configuration details.

  5. Provide the configuration details of the selected Source application.  

    Info
    The Target application account and configuration details screen differ based depending on the Target application chosen in the Template.
  6. Click Next to select the target data format. 
  7. Select the target data format and data layout for the Target application. Target data format is the format in which you want the target file, for example, text, excel. Target data layout is the layout of the target file. You can either use the existing layout or create a new layoutone. To Click Image Added to create a new layout, click Image Removed. For more information on how to create a new layout, refer to Appendix A: File Layouts.

     

  8. Click Next to define whether you want to encrypt the target file. This screen appears only if have selected a file-based application at the Target.

  9. Select the Want to encrypt target file? check box. Provide the details of the Key in the drop-down lists.

    Field NameDescription
    Key ManagerName of the Key Manager. To create a Key Manager, click here.
    Key NameThe default value is the default.
  10. Click Next to define the mapping. This screen appears only if you have selected I will define option in the data format. Define the mapping else Either you or your Partner will define the mapping as specified in the data format

  11. Click Next.
  12. In the Documentation URL, provide the URL that contains the description of the Template. This is an optional field, hence you can skip this step.



  13. Click Save & Exit to save the Template.

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