1.2.5.4.3 Case Source Administration

The Case Source Administration section of Case Management Administration allows you to import, export and delete case source definitions.

Note:

Case sources are not defined in Case Management Administration. Case sources are defined when configuring a match processor to use Case Management, within EDQ. See configuring case sources for more information on creating case sources, and configuring match processors to use case management for information on configuring a match processor to use Case Management.

Accessing Case Source Administration

Double-click Case Source Administration. The Case Source Administration dialog, containing a list of the defined Case Sources, is displayed. From this screen, you can:

• Export case source definitions;

• Import case source definitions;

• Duplicate a case source definition; and

• Delete case source definitions.

Exporting Case Source Definitions

To export a case source definition:

1. Select the case source and click Export.

2. Either:

   • save the file to a specific location, with a custom filename; or

   • save the file to the landing area with a default filename:

3. Click OK. The case source is exported.

   Note:

   If the case source uses dynamic permissions, they will also be exported along with the case source. Case source export also includes flags.xml, the file that defines the set of Extended Attributes that are used on the Case Management instance. To customize these attributes, edit the version of the flags.xml file in the oedq_local_home/casemanagement directory.

Importing Case Source Definitions

To import a case source definition, press the Import button.

You can choose to import from the EDQ landing area, in which case you only need to supply a file name, or from a location of your choosing, in which case, you must browse to the appropriate location and supply a file name:

1. Click the required radio button.

2. If importing from a client file, click Browse ("...") to browse to the appropriate location.

3. Select, or supply a file name for, your import file. You can specify the filename either by clicking on it (if you are importing from a client file), or by typing it into the file name area.

4. Click OK.

The case source definition will be imported. If the import file includes dynamic permissions, they will also be imported along with the case source.

Note:

The server's flags.xml file will also be overwritten by the version that was exported with the case source. If there have been changes to flags.xml that you want to retain, it may therefore be necessary to take a copy of the existing flags.xml on the server before importing any case sources, so that you can re-apply any changes (for example additional extended attributes that did not exist in the system from which the case source was exported) after case source import.

If the case source specified by the import file has the same name as one that already exists, you will be asked if you want to overwrite it. If the import file includes one or permissions with the same keys as permissions which already exist, the existing permissions will not be overwritten.

Note:

Case sources can only be imported successfully if they were exported from the same version of EDQ as you are using to import them.

Duplicating a Case Source Definition

To duplicate a case source definition:

1. Select the case source and click Duplicate. The Duplicate dialog is displayed.

2. Edit the fields as required. Note that the Source Name field must be edited, as it is not possible to have two Case Sources with the same name.

3. Click OK. The case source is duplicated.

Duplicating Case Source Definitions

To delete a case source definition, click on the name of the case source and click Delete. You will be asked to confirm the operation before the case source is deleted.

It is not possible to delete a case source that is in use.