After you have provided the definition of the Template, the next step while creating a Template is to define the Source application. A Source application is an application from where data is received. After defining the Source application, you must choose a Trigger.

A Trigger is an event that initiates the data exchange. For example, in an FTP Source application, if you choose On File Created as a trigger, then data exchange will initiate when the new file is created to the source FTP.

To select and configure the Source application of the Template:

Select the Source application and click Next.
Select the mapping option and click Next.

Select I will define if you want to define the Partner's layout and mapping between the fields of the Source and the Destination application.
Select Partner will define if you want your Partner to define the layout and mapping between the fields of the Source and the Destination application.

The next screen differs depending on the chosen Source application.
For Database, you need to define the Database Source and Event. For more information, click here.
For FTP, you need to select the trigger, FTP Account, and configuration details. For more information, click here.
For File, you need to define the File Event. For more information, click here.
For JMS, you need to define the JMS Event. For more information, click here.
Uncheck the Partner will define this step (if checked) checkbox and then select the Source application account. You can click Test to test the connection to your account.

You can either use an existing account or create a new one. Click to add a new account. For information on how to add an account, refer to Appendix C: Supported Applications.
You can also allow the Partner to define this step by clicking Partner will define this step check box. The Partner will define this step while Creating a Transaction using this Template.
Click Next.
Select the trigger from the drop-down list and click Next. This screen appears only for FTP application.

Click Next to provide the configuration details of your account.

You can also define this step by clicking Partner will define this step check box else allow your Partner to define this step. The Partner will define this step while creating a Transaction using this Template.

Field Name	Description
Folder Location	Folder location from where to pick files.
Process all the existing records/files	To process all the existing files from the specified location.
Send mail notification for no data on trigger	Selecting this option will send the mail notification whenever there is no data found on trigger.
Send mail notification for error on trigger	Selecting this option will send the mail notification whenever there is an error on trigger.
Delete file on success	Delete the file once it is processed.
File type	File format to process the files. Multiple file formats are separated by a comma. Use . to process all file formats.
File exclude	Type the file format to exclude the file type while transaction is running. Multiple file formats are separated by a comma. For example if you want to exclude text files from the FTP location, type .txt in the text box.
Trigger Type	You can set trigger through POLLING and CRON EXPRESSION. POLLING: The time interval during which the Transaction triggers. By default, Transaction triggers after every 10 minutes. Select No polling option to trigger Transaction manually. CRON EXPRESSION: Define the specific time schedule for the Transaction to trigger. For more information on how to define Cron Expression, click here.
File Stable Time	You can set file stable time in the text box and select time unit from the drop-down list. This option is applicable for On File Created and On File Modified Trigger Type. The trigger will wait for the specified time for the file to become stable. For example, if you choose 30 Seconds in the stable time then system will wait for 30 seconds for the file to go stable before it triggers the transaction.

The Source application account and configuration details screen differ depending on the Source application chosen in the Template you are using.

Expand Other Settings and provides the detail.

Select Trigger in Sequence check box to trigger the Transaction in sequential manner. If you do not select the Trigger in Sequence check box then the associated Transaction will trigger concurrently.

If you want to enable misfire handling for your file event then, select the Run Once option from the Action on Misfire Event drop-down list. If you do not wish to enable misfire handling for your file event then, select the Ignore Misfire option. For more details, refer to Handling Misfire Event.
The Run Once option will run only one collective instance of all the misfires for a particular event. Whereas the Ignore Misfire option will not run a misfired event.

The default value for Action on Misfire Event field is set to Run Once for all of the earlier events.
The Connector drop-down lists the APIs to connect to the FTP Server. The options changes as per your selection of the protocols that you want to use to establish FTP connection.
Protocol
Options
Protocol
Options
FTP
Native
Secured Inet Factory
SFTP
J2SCH (VFS)
Secured Inet Factory
J2SSH
FTPS
J2SCH (VFS)
Secured Inet Factory
Select Verbose check box, if you want to create a log file of your FTP activity. This check box is enabled only if you select Secure Inet Factory from the Connector drop-down list box.
Click Next to select the Destination application.

Next Step
Defining the destination application of the Template

Protocol	Options
Protocol	Options
FTP	Native Secured Inet Factory
SFTP	J2SCH (VFS) Secured Inet Factory J2SSH
FTPS	J2SCH (VFS) Secured Inet Factory

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