Sterling B2B Integrator - Importing and Exporting EBICS Client Resources

You can import resources and export configuration data for resources pertaining to EBICS Client using Sterling 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, see Resource Management in the Sterling B2B Integrator information 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.

Note: If you are exporting a bank profile with a default URL and the bank profile exists in the target system, but is associated with a different default URL, then the bank profile will have multiple default URLs after the import. To retain a single default URL, log in to EBICS Client application dashboard and edit the bank configuration settings. Else, the EBICS Client run time uses the first default URL fetched from the database to perform transactions.
Note: In EBICS Client, a bank can have only one offer. If a target system has an offer with a primary key same as the one in the export XML, and if the Resources to be updated option is set to Yes, then the offer in the target system is updated with the order types associated with the offer in the export XML. However, if the primary key of the offer in the target system is different from the one in the export XML, then the offer and associated order types in the target system are replaced with the offer and associated order types in the export XML.

You can use the Resource Manager in Sterling B2B Integrator to export EBICS Client resources.

To export EBICS Client resources:
  1. Log in to Sterling B2B Integrator.
  2. From the Administration Menu, select Deployment > Resource Manager > Import/Export.
  3. Next to Export 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. Click Next.
  5. In the Resource Group page, choose whether to export resources based on a tag name.
    • Select No to indicate that you do not want to export resources based on a tag name.
    • Select Yes to 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, select Standard - exports default version and click Next.
  7. In the Select Resources page, select EBICS Client Resource(s) and click Next.
  8. In the Select EBICS Client Resource(s) page, select the resources you want to export:
    Option
    Description
    File Format
    Information about the file formats.
    Bank Offer
    Information about the offer that includes details of the bank profile and file formats associated with the offer.
    User Permission
    Information 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 Profile
    Information about the bank and the trusted certificates associated with the bank.
    User Profile
    Information about the user, the partner, associated data such as, mailbox permissions, identity records, trusted, and system certificates.
    Click Next.
  9. In the page for each resource type selected, move the items to be exported from the Available list to the To Be Exported list.
    1. Optional. Filter the data using Filter Data.
    2. In the Export Dependent Records field, select Yes to 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. Click Next.
    Repeat as needed for each additional resource types page.
  10. In the Security page, enter and confirm the system passphrase and click Next.
  11. In the Confirm page, review the information for the resources to be exported and click Finish.
    The export file is created.
  12. In the Finish page, select one of the following:
    • Click the icon next to View Export Report to review the export report.
    • Click the Download icon next to Export data (.xml) or Export data (.jar) to download the export file and save it to a hard disk.
  13. Click Return.

You can use the Resource Manager in Sterling B2B Integrator to import EBICS Client resources.

To import EBICS Client resources:
  1. Log in to Sterling B2B Integrator.
  2. From the Administration Menu, select Deployment > Resource Manager > Import/Export.
  3. Next to Import Resources, click Go.
  4. In the Import File page, specify the values for the fields listed in the following table and click Next.
    Field
    Description
    File NameRequired. Click Browse to 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. Under Tuning Options, if you do not want to generate a backup of the updated entities, select the check box.
    Import All ResourcesOptional. Under Tuning 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 a Tag Name and a Tag Description.
    2. Click Next.
  6. In the Update Objects page,
    • Select Yes to update the objects that exist in the system.
    • Select No to import objects that do not exist on the system.
    Click Next.
  7. This step may not be applicable for all imports. For each resource type selected, move the items to be imported from the Available list to the To Be Imported list.
    Click Next.
  8. In the Confirm page, review the information for the resources to be imported and click Finish.
    The data is imported.
  9. In the Finish page, you can perform the following actions:
    • Click View Import Report to review the import report.
    • Click View Performance Report to review the summary data in the performance report.
    • Click Download next 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 not displayed.
  10. Click Return.

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