Data transfer

Integration module

Using a data transfer, data from various sources can be transferred to targets of different types. The following types can be used both as source and target: Microsoft Excel files can be used as a source. A data transfer can be executed as a one-time event or automatically at fixed times.

New connection

Selecting Edit menu / New connection will open a wizard where a new data transfer can be created. This option is available if the Data transfer option is selected on the left-hand side. In each configuration dialog, you can reach the corresponding Intrexx Help by pressing F1 or by clicking on the "Help" button.

Edit connection

Every connection created by you is listed in the right-hand area. All of the functions available for editing a connection can be reached via the Edit menu, when an existing connection has been selected on the right.

Before running a new connection, always create a database backup. Errors made in the settings can, in certain circumstances, lead to a loss of original data. United Planet can offer no support in this case.

Name column

The name of the data transfer is shown here.

Description column

The description of the data transfer is shown here.

Status column

The status of the transfer is shown here.

Start data transfer

If a data transfer is started, the start and end date, as well as the status of their progress will be shown on the right. The progress of a job will be shown as a percentage during execution, and an error-free run will be shown as Successful. Please check the connection settings if a job is not completed without errors.

Data that is imported into a portal application using the Data transfer is not automatically indexed for the search. The indexing of the target application can be triggered automatically in the Tools module by selecting Task scheduler menu / Start in the Task scheduler.