Importing Documents

Sterling Gentran:Server® allows you to import data from data files as an alternative to using the Document Editor to enter data directly into the system.

To import a document, you must have a system import and/or import translation object for the transaction set that is imported, registered with the system.

For each type of import file, you need to define an import specification on the Import tab in the System Configuration program that indicates which import or system import translation object is used to begin translation during the import process.

You need to see your system administrator about adding the UNC file path or file name to the System Configuration program if either of the following are true (because the system may be unable to import the file):

You select a file from a UNC file path and a local drive is specified for imports of that file type in the System Configuration program.
You select a file from a local drive and a UNC filename is specified for imports of that type in the System Configuration program.

To import a document, complete the following steps.

From the appropriate area of The Desk, select the Workspace.
The system displays the Workspace Browser.
Click Import.
The system displays the Application Files to Import dialog box.
Select the file or files to be imported and click Open.
Note: You may not send non-compliant documents—either delete those documents and reprocess them from the data file, or correct the documents in the Document Editor (if you have Screen Entry translation objects for them).

Important: If you import a file and no documents are displayed in the Workspace Browser, check the Audit Log.

The system imports the documents into the Workspace Browser. The documents either have an OK status (the documents were successfully read and compliance checked) or a NotOK status (the documents failed compliance checking).