Transfer Files

The transfer file acts as a gateway for importing and exporting data into the ActionWare database. The transfer file is called TFRC and is identical to the customer data file (CUST). The transfer file is defined as a multiple member file with one member shared and one member per user accessing the file. The System Option #31 for individual transfer files determines whether the user has a single member within the file or shares the group member. f the user profile is defined for individual members, the user ID is the transfer file member name. If the profile uses the shared member, the member name is the same as the file.

When you import records, you copy all the records from the transfer file to ActionWare. When you import data from another system, you need a separate program to load the data into the appropriate fields in the transfer file. You can use a filter to select a set of records, then copy the selected records to the transfer file for export.

A sample load program has been provided in the QMODSRC file (MAP010) in Library AW4. The program source can be modified to reflect your data loading requirements. You can use the iSeries (AS/400) Source Edit Utility (SEU) or Program Development Manager (PDM) to view and modify the source. You must have the RPG/400 compiler installed to compile the program.

You should build PID and SID fields based on your chosen standards for naming conventions. If you leave these fields blank, ActionWare generates a standard PID and SID value for each record using ActionWare standard naming conventions. Contact record types are identified with the first two characters of the SID field. If the SID is left blank during import, ActionWare assumes they are contact record type 3.

You must import data using a program to map the data to the TFRC file only. To create new records in ActionWare, you import data from the TFRC file to the CUST file. The ActionWare programs will check for duplicates automatically. If a duplicate is detected, ActionWare continues to add the contact record but also adds a integer value starting in position 6 of the SID field. This value starts with 0001, 0002, and continues for each duplicate.

To review duplicates, build a filter that looks at position 6 of the SID field using a value equal to or greater than 0. After you run the filter, look through the resulting record and either delete it or update the PID so it is unique. Using overlay, remove the additional values from the SID field.