Sterling B2B Integrator - Importing and Exporting EBICS Client Resources

You can import resources and export configuration data for resources pertaining to EBICS Client usingSterling B2B Integrator.

For example, you can export configuration data for bank profile, user profile, file formats, offer, and user permission in an XML format and store it on the system. You can import configuration data for bank profile, user profile, file formats, offer, and user permission in an XML format. For more information about managing resources, seeResource Managementin the Sterling B2B Integratorinformation center.

When you select to export user permission or offer, all the dependant resource types (for example, the bank and the user profiles) are also exported. During import, ensure that you select each dependant resource type that is displayed in a separate page. For example, if you selected to import user permission, ensure that you select the associated user profiles.

You can use the Resource Manager inSterling B2B Integratorto export EBICS Client resources.

1. Log in toSterling B2B Integrator.
2. From theAdministration Menu, select Deployment>Resource Manager>Import/Export.
3. Next toExport Resources, click Go.
4. In the Output Format Type page,
   1. Select the format type your data will be exported to:
      • XML Document(.xml)
      • Installation Bundle(.jar)
   2. ClickNext.
5. In the Resource Group page, choose whether to export resources based on a tag name.
   • SelectNoto indicate that you do not want to export resources based on a tag name.
   • SelectYesto export an entire resource group based on a tag name. Choose the tag name from the dropdown list.
   ClickNext.
6. In the Export Type page, selectStandard - exports default versionand click Next.
7. In the Select Resources page, selectEBICS Client Resource(s)and click Next.
8. In the Select EBICS Client Resource(s) page, select the resources you want to export:OptionDescriptionFile FormatInformation about the file formats.Bank OfferInformation about the offer that includes details of the bank profile and file formats associated with the offer.User PermissionInformation about the user, the trading partner (identity record), the details of the bank profile, the offer, the order types, and file formats associated with the offer.Bank ProfileInformation about the bank and the trusted certificates associated with the bank.User ProfileInformation about the user, the partner, associated data such as, mailbox permissions, identity records, trusted, and system certificates.ClickNext.
9. In the page for each resource type selected, move the items to be exported from theAvailablelist to the To Be Exportedlist.
   1. Optional. Filter the data usingFilter Data.
   2. In theExport Dependent Recordsfield, select Yesto export information configured for EBICS Client in Sterling B2B Integrator. For example, details of mailbox configuration, digital certificates, identity records, etc. Otherwise, select No.
   3. ClickNext.
   Repeat as needed for each additional resource types page.
10. In the Security page, enter and confirm the system passphrase and clickNext.
11. In the Confirm page, review the information for the resources to be exported and clickFinish. The export file is created.
12. In the Finish page, select one of the following:
    • Click the icon next toView Export Reportto review the export report.
    • Click theDownloadicon next to Export data (.xml)or Export data (.jar)to download the export file and save it to a hard disk.
13. ClickReturn.

You can use the Resource Manager inSterling B2B Integratorto import EBICS Client resources.

1. Log in toSterling B2B Integrator.
2. From theAdministration Menu, select Deployment>Resource Manager>Import/Export.
3. Next toImport Resources, click Go.
4. In the Import File page, specify the values for the fields listed in the following table and clickNext. FieldDescriptionFile NameRequired. ClickBrowseto locate and select the file to import. The file must be an XML document (.xml) or an installation bundle (.jar). PassphraseOptional. Specify a passphrase for the file when prompted.Skip Backup GenerationOptional. UnderTuning Options, if you do notwant to generate a backup of the updated entities, select the check box. Import All ResourcesOptional. UnderTuning Options, if you want to import all the resources, select the check box. For example, permissions associated with the mailbox, identity records, private key certificates are automatically imported. If you do not select this option, you are prompted to select entries to import for each resource type.
5. In the Create Resource Tag page,
   1. This step is optional. If you want to associate the imported data with a resource group, then enter aTag Nameand a Tag Description.
   2. ClickNext.
6. In the Update Objects page,
   • SelectYesto update the objects that exist in the system.
   • SelectNoto import objects that do not exist on the system.
   ClickNext.
7. This step may not be applicable for all imports. For each resource type selected, move the items to be imported from theAvailablelist to the To Be Importedlist. ClickNext.
8. In the Confirm page, review the information for the resources to be imported and clickFinish. The data is imported.
9. In the Finish page, you can perform the following actions:
   • ClickView Import Reportto review the import report.
   • ClickView Performance Reportto review the summary data in the performance report.
   • ClickDownloadnext to Data in Sterling B2B Integrator before Import (xml)to get a backed up copy of the data. Note:If you selected the Skip Backup Generation option, the Download link is notdisplayed.
10. ClickReturn.

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Sterling B2B Integrator - EBICS Client User

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Sterling B2B Integrator - Permissions to Access EBICS Client User Interface