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On this page
  • Data Manager Configurations Guide
  • How to Access the Data Manager Configurations Page
  • Add a New Configuration
  • Edit Configurations
  • Notify On Failure
  • How to Turn Notifications On or Off
  • How to Verify Data Flow

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  1. Administration
  2. Data Manager

Configurations

Learn how to manage data flow with HotWax's Data Manager Configurations.

Data Manager Configurations Guide

The Data Manager Configurations page in the OMS is used to manage how data flows into and out of the platform. This guide explains how a System Administration team can create and update configurations, including steps to add SFTP details.

How to Access the Data Manager Configurations Page

  1. Go to the Hamburger Menu

  2. Select Settings

  3. Click on Data Manager Configurations

Add a New Configuration

Create a new import configuration to ingest data from other systems or to let users upload data themselves using CSVs.

Steps

  1. Click the Add button

  2. Enter configuration details

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

Folder path for imported files.

Export Content ID

Template identifier used while exporting data.

Export Service

Service or workflow that handles outgoing data.

Export Path

Destination folder for exported files.

File Name Pattern

File matching pattern for imports/exports.

Multi-threading

Y/N flag to decide whether to process multiple files in parallel.

  1. Click Add to save the new configuration.

Important configurations

  1. File Name Pattern:

    • Scenario: Multiple file types exist in the same SFTP folder.

    • Purpose: Allows to identify and match only relevant files during processing.

  2. Multi-threading:

    • Scenario: Large data imports, such as, product inventory resets with files exceeding 20 MB.

    • Purpose: Data is divided and processed in parallel to reduce processing time.

    • Note: Default value is 'N'

  3. Export Content ID:

    • Scenario: Export templates are used to format outgoing data.

    • Purpose: Identify the correct template for export based on this ID.

  4. Export/Import Path:

    • Scenario: Communication with external platforms over SFTP.

    • Purpose: Specify accurate paths for file import/export.

Edit Configurations

  • 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.

Notify On Failure

Notify On Failure allows System Administrators to choose which configurations should trigger email alerts when a file fails during processing.

How to Turn Notifications On or Off

  1. In the configuration settings modal, use the Notify On Failure field:

  • Set to Y to receive emails when error records are found.

  • Set to N to skip notifications.

  1. Click Save.

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

How to Verify Data Flow

Use data logs to track file processing, confirm success, or review errors.

Steps to Check Logs

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

  • This opens the Import Data page for the selected service.

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

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

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

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

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Last updated 10 days ago

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