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Select the Target application and click Next.
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.
Select the Target application account. You can either use the existing account or create a new one. Click
to add a new account. For information on how to add a new account, refer to Appendix D: Supported Applications.
Info Click Test to test the connection to your account. Click Next to define the configuration details.
Provide the configuration details of the selected Source application.
Info The Target application account and configuration details screen differ depending on the chosen Target application. - Click Next to select the target data format. This screen appears only if have selected a file-based application at the Target and Yes (Convert) in the data format.
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 one. Click
to create a new layout. For information on how to create a new layout, refer to Appendix A: File Layouts.
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.
Select the Want to encrypt target file? check box. Provide the details of the Key in the drop-down lists.
Field Name Description Key Manager Name of the Key Manager. To create a Key Manager, click here. Key Name The default value is the default. Click Next to define the mapping. This screen appears only if you have selected Yes (Convert) option in the data format. Either you or your Partner will define the mapping as specified in the data format.
- Click Next.
- 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.
- Click Save & Exit to save the Template.
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