Using the Convert Request Editor

You can use the Convert Request Editor to create, modify, or delete Convert Requests stored in the Optim™ Directory.

Convert Request Editor

Description

Enter text to describe the purpose of the Convert Request (up to 40 characters).

Server Name

If the optional Optim Server component is installed on your network, you can delegate resource-intensive Convert Request processing (for example, when the source file contains a large number of tables or rows) to a machine hosting Optim Server.

Click the down arrow to select a machine hosting Optim Server, or select Local to process the request on the local workstation.

Note: If the Optim Server is not enabled at your site, the Server Name box is unavailable.

Tabs

The Convert Request Editor displays tabs that allow you to specify parameters and select options to define and maintain Convert Requests.

General
Specifications for the process, including the format of the converted file, and names of the Source File, the Control File, and the Destination File. Each time you open the editor, the General tab is shown first.

If you choose one of the following formats for the converted file, the appropriate tab displays:

  • Business Object (CSV) - Comma Separated tab
  • Comma Separated Value (CSV) - Comma Separated Value tab
  • XML - XML tab
  • Business Object (XML) - Business Object (XML) tab
  • Enterprise Content Management (CSV) - Enterprise Content Management (CSV) tab (for Archive Files only)
These file types are described in File Format Types.
Note: Unlike the above file formats, if you are converting to Extract File format, there is no related tab to display.
Age Function
Default parameters for aging data in columns defined with an Age function in a Column Map.
Global Aging
Default parameters for aging data in columns that have a native date data type.
Currency
Default Currency Table and define currency conversion parameters for columns with a native currency data type.
Report Options
Parameters for displaying errors and aging specifications on the process report.
Notify
Options for automatic email notification of the success or failure of the process.

Menu Commands

In addition to the standard File commands, you can select the following commands from the other menus in the Convert Request Editor.

Tools Menu
Edit Table Map
Open the Table Map Editor to create or edit a Table Map for use with the active Convert Request only. For complete details on creating and maintaining Table Maps, see the Common Elements Manual.
Edit ACL
Open the Access Control List Editor to secure the Convert Request with an Access Control List. Available when Object Security is enabled.
Delete ACL
Delete the Access Control List securing the Convert Request. Available for secured Convert Requests only.
Options Menu
Show Aging/Show Currency
Select these commands to switch between hiding or displaying the corresponding tab.