Connector for dg hyparchive in processes
Processes module
User switch action
Because interactive user logins to an external system are not possible in
processes, a login to hyparchive within the process needs to first take place
before hyparchive actions are triggered. There are two possible ways to select
an additional user defined in the
hyparchive configuration
for authentication. For
timer-controlled processes,
the user can be defined directly in the
timer properties.
Another option is the
User switch action.
This makes it possible to switch to the dg hyparchive user from within a process.
To do that create a new
User switch action
and select "dg hyparchive" as the action type. The user that the subsequent
actions should be performed with can be selected in the next step.
Synchronize stamp data
As opposed to files, the
stamp data
of a document, which was saved in hyparchive via Intrexx, is saved in the
Intrexx data group fields. If the stamp data of a document is directly edited
in hyparchive, then it cannot be automatically and immediately synchronized in
Intrexx. Therefore Intrexx updates the fields of a hyparchive stamp automatically,
as soon as the data set is opened on a view or entry page. The user needs to
click on "Save" to save the updated data in Intrexx.
This method can be automated by a process, so that the metadata of an Intrexx
data group is synchronized with the objects in hyparchive on a regular basis.
To do that,
create a new process
that is
initiated by a timer
(
Global timer).
In the timer configuration select hyparchive data group and define
where appropriate a filter.
In the next step you need to define the user, whose static login
details were recorded in the
hyparchive configuration.
Add a new
data group action to the
timer event handler
and select "Update record".
The target data group is the same as the timer's
and the two ID fields are selected as a "Simple filter".
In the field assignment, you can assign fields from the source data group to
the target data group that hyparchive stamp data should be reread and resaved
for. Please note with this that the data fields cannot be synchronized, as this
would otherwise create a new version in hyparchive.
Confirm the dialog with "OK" and then save the process. When the records from
the source data group are read, the data from hyparchive will be reread and
then resaved in the assigned data fields in Intrexx.
File transfer between Intrexx and dg hyparchive
Normally files and documents will be only be physically stored on the
hyparchive server and loaded by Intrexx during run time when a user accesses a
hyparchive file via the portal. In some circumstances it can also make sense
to transfer files from hyparchive to Intrexx or to copy existing files to
hyparchive from the Intrexx portal. To do that, data fields between Intrexx
and hyparchive data groups can be assigned in the data group action. If
information is read from a hyparchive data group and then written in an
Intrexx data group, then the files will be copied from hyparchive to the
Intrexx
portal server.
Vice versa, files can be copied from Intrexx applications to hyparchive.
This is done by reading from an Intrexx data group and then writing to a
hyparchive data group. Which data sets – and with that files – should be
transferred to each target system can be setup with the filter option
on the source data group.
The following example illustrates the transfer of files from Intrexx to hyparchive:
To begin with, the data records are read from an Intrexx data group via a
timer-controlled event. Afterwards, a login to hyparchive takes place via a
user switch action. Then the files and metadata are transferred from the
Intrexx data group fields to hyparchive using a data group action.
The field assignment looks like the picture below:
Importing and exporting hyparchive configurations
hyparchive configurations are automatically exported, when a
portal export is carried out,
and re-imported, when a portal import is carried out. Should it be necessary
for a single configuration to be exported to another portal, then this is
currently only possible using the file system.
If you need to transfer a configuration to another portal,then you can simply
copy the appropriate file and insert it into the subdirectory of the target portal.
This configuration will then be available in the
Integration module
after the
portal has been restarted.
Configure the connection to dg hyparchive
dg hyparchive in applications