3.7 Copy Parameterization Data

This topic provides the systematic instructions to copy parameterization data.

Copy parameterization data from Oracle Banking Trade Finance environment to any other environment and vice versa. The data from Oracle Banking Trade Finance can be exported into an excel sheet or an XML format.

Specify the User ID and Password, and login to Homepage.

1. If Excel Export Required option is checked for a function Id in the Function Description Maintenance (SMDFNDSC) screen then an Export button is enabled in the summary screen of that function Id.
   
   

   
   Description of the illustration 4.7_smdfndsc.png

   
   

   In the Summary screen, query records based on the query parameters available and then select the required records to be exported and click Export. On clicking Export, system exports the data into an excel sheet and opens the excel sheet with data populated. User can then save the excel sheet.

   Note:

   The records can be exported either in .XLS or .XLSX format. The format of the export file to be maintained in ‘CSTB_PARAM’ against the parameter ‘EXCEL_FORMAT’.

   Import data into Oracle Banking Trade Finance environment using the Excel Import screen. User can load this screen by typing the function id CSDXLUPD in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.
   
   Description of the illustration 4.7_csdxlupd_excel-import.png
   

2. On Excel Import screen, specify required details.
   For information on fields, refer to:

   Table 3-1 Excel Import - Field Description

   Field	Description
   File Name	Select the excel file to be imported by clicking Browse.
   Total No of Records	The total number of records to be uploaded is displayed here.
   Function Identification	The function id mentioned in the excel file selected is displayed.
   Batch Reference	The unique reference number generated for an upload is displayed.
   Post Upload Status	Select the status to be set for the file post upload, from the drop-down list. The following statuses are available in the drop-down list: Authorized Unauthorized Hold
   Override Action	Select the action to be taken if an override message is encountered, from the drop-down list. The following options are available: Ignore Error
   Action	The Action is displayed.
   No of failed records	The total number of records which failed to get uploaded is displayed.
   Generate or Upload	Select the action to be taken for importing the file, from the drop-down list. The following options are available for selection: Generate - Select this option if an XML has to be generated from the imported file. Upload - Select this option if the data has to be uploaded as an excel file itself. Note: To start the upload process, click Upload. After clicking this button, system starts importing the data from the excel file.
   Source	Specify the Source code of the file to be used for generating the XML file. Specify the source if user have selected Generate option in the Generate or Upload field.
   Excel File Upload Details The following details are captured:
   Record Id	The unique number of the record uploaded is displayed.
   Record Key	The Record Key is displayed.
   Status	The upload Status of the record is displayed.
   Excel Upload Errors
   Record Id	The unique number of the record, that encountered error while uploading, is displayed.
   Error Code	The Error Code corresponding to the error encountered during upload is displayed.
   Error Message	The Error Message corresponding to the error code displayed is defaulted.