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.
In case, you have selected Content Based Routing while defining the definition of the Template, only Partner can define the mapping.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.
Select the Source application 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.
Click Test to test the connection to your account.
Select the trigger from the drop-down list and click Next.
Click Next to add the configuration details.
Provide the configuration details of your account.
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. Process duplicate files This option appears only for FTP application. Selecting this option will process any new file that has the same name as the file that has already been processed. This option process the duplicate files as per the retain time defined in the event metadata property. 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. 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.
Click Next to select the source data format. This screen appears only if you have chosen a file-based application.
Select the source data format and source data layout for the Source application. Source data format is the format in which the data of the source file exist, for example, text, excel. Source data layout is the layout of the source 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 Layouts. 
If you have selected Database as a source application, a new field Fetch the data based on? is available asking you to select one of the following two options:Advanced Database Source : Select this option to fetch the data based on database source.
In this case the WHERE clause in the database query can have the parameters' values defined in the Define Parameters step based on which the records will be fetched. However, the query can get executed even without having parameters.Database Event : Select this option to fetch the data based on the query mentioned in database event.
Click Next to encrypt data. This screen appears only if you have chosen a file-based application.
Select the Is Source File encrypted? check box if the source file is in the encrypted format. The below fields appears. Provide the details in the corresponding fields.
Field Name Description Key Manager Select the Key Manager from the list. To create a Key Manager, visit Account > Security Settings. To create a Key Manager, click here. Key Name The default value is the default. Private Key Password Password of the key. Confirm Password Confirm the password of the key. Click Next to select the Destination application.
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