Sterling B2B Integrator - Importing and Exporting EBICS Resources

You can import and export configuration data for resources pertaining to EBICS using the Resource Manager in Sterling B2B Integrator.

For example, you can export configuration data for file formats, offers, partner profiles, bank profiles, order types, and user profiles and store it on the system. You can also import this configuration data.

EBICS resources can be imported or exported as XML documents or Installation bundles. You can choose whether to export dependent records such as details of mailbox configuration, digital certificates, or identity records. The resources can also be exported based on a tag name.

For more information about managing resources, see Resource Management in the Sterling B2B Integrator online documentation.

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

To export EBICS 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 drop-down list.
    ClickNext.
  6. In the Export Type page, select Standard - exports default version and click Next.
  7. In the Select Resources page, select EBICS 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.
    Offer
    Information about the offer that includes details of the bank profile and file formats associated with the offer.
    Partner Profile
    Information about the trading partner (identity record).
    Bank Profile
    Information about the bank and the trusted certificates associated with the bank.
    Order Type
    Information about the order types.
    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.
    Note: Some pages may be set up differently. For these pages, follow the instructions on the 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 resources.

To import EBICS 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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Sterling B2B Integrator - Document Tracking for EBICS

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Sterling B2B Integrator - EBICS Server User

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