Configuration options

Add or edit a configuration

If you're creating a new Import configuration to import data from an SFTP location

  1. Click the Add button

  2. Enter configuration details

If you're editing an existing import or export configuration

  • Use the search bar to find the configuration by name or ID.

  • Click the Edit icon at the end of the search result.

The Config ID cannot be modified. To use a different ID, create a new configuration.

Field
Description

Config ID

Unique identifier for the configuration.

Description

Short explanation of what the configuration handles.

Import Service

Service name that handles incoming data.

Import Path

SFTP Folder path for imported files.

Export Content ID

Template identifier used while exporting data.

Export Service

Service that handles outgoing data.

Export Path

SFTP Destination folder for exported files.

File Name Pattern

Identify and match only relevant files during processing using REGEX expressions

Multi-threading

Y/N flag to enable multi-threading on all files imported in this config (default N)

Execution Mode

Select from Sync, Async or Queued to set how the OMS prioritizes the processing of this configuration. (default Queued)

Notify on Failure

Y/N flag to disable notifications on file import error (default Y)

Notifications are sent to the email addresses configured in the instances.

View a configuration

You may need to view a data manager configuration to either manually import data or to audit data that has been imported either by another user or scheduled SFTP file import job.

  1. Click the open link icon beside the service name on the Data Manager Configuration search page.

  1. Once a file is done processing, its status will change to Finished.

    If processing finished with error records, download the error records for review. These are usually in JSON or CSV format, with error reasons attached to each record.

  2. Click the Log button to view detailed logs related to the service.

  3. Use the log to identify any specific failure or irregularity.

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