Transfering Objects
HOPEX allows you to transfer validated objects from one repository to another.
By default, only libraries can be transferred.
*Other object types can however be transferred. To do this, you must first connect the corresponding MetaClass to the "Transfer Candidate Object" abstract MetaClass.
Principle
Validated objects can be automatically transferred to another repository.
*For more details on validation, see "Using the Validation Request Workflow".
To be able to automatically transfer validated objects, you must first:
create a transfer
add the object to the transfer
Creating a Transfer
To create a transfer:
1. In the Repository Activity navigation window, expand the Transfer Management folder then the Transfer Folder sub-folder.
2. Right-click the Not Scheduled Transfers sub-folder and select New Transfer.
3. In the creation of transfer dialog box, select a transfer template if required and click Next.
4. In the transfer definition dialog box, enter the necessary elements if the transfer template has not already specified these.
source repository
target repository
transferred object
5. Click Next.
6. If required, select a person to be informed in the Informed User frame.
7. Click Finish.
8. In the final dialog box, select the transfer execution mode:
Execute at scheduled date (specifying date/time in the Scheduled Transfer Date Time field)
Execute as soon as possible
*You can schedule transfer later. See Scheduling a Transfer.
9. Click OK.
Scheduling a Transfer
When the transfer has been created, you must schedule it.
To schedule a transfer (if not scheduled at the time of its creation):
1. In the Repository Activity dialog box, expand the sub-folder Transfer Management > Transfer Folder > Not Scheduled Transfers.
2. Right-click the transfer concerned and select Schedule Transfer.
3. In the dialog box that appears, select:
execution mode "Execute at Scheduled Date and Time"
the date and time concerned
4. Click Finish.
When scheduled, the transfer appears under the Scheduled Transfers sub-folder.
Adding an Object to a Transfer
To add an object to a transfer:
1. Right-click the object to be transferred and select Add to Transfer.
2. In the list that appears, select the required transfer and click OK.
*You can schedule the transfer at object validation.
Transfering the Object
The object can be transferred:
if it has been validated
if it has been added to a transfer
The object is transferred:
immediately if the transfer has not been scheduled
at a time specified in transfer scheduling
*The transfer is executed in the name of the person who saved the transfer.
Managing Transfers and Transfer Templates
To view the transfers:
1. In the Repository Activity navigation window, expand the Transfer Management folder.
2. In the Transfer Folder sub-folder, you can view:
not scheduled transfers
scheduled transfers
executed transfers
To create a transfer template:
1. In the Repository Activity navigation window, expand the Transfer Management folder.
2. Right-click the Transfer Templates folder and select New > Transfer Template.
3. Indicate:
a source repository
a target repository
the object to be transferred
4. Click Finish.
*You can now use this transfer template when creating a transfer.