Table of Contents

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  1. Preface
  2. Document Processing
  3. Operation Console
  4. Partners and Profiles
  5. On-Boarding Checklists
  6. Managed File Transfer Web Users
  7. Managed File Transfer Connections
  8. Endpoints
  9. Events
  10. Event Monitors
  11. Reconciliations
  12. Event Resubmission
  13. Audit and Authorization
  14. Advanced Exception Handling
  15. Dashboard and Reports
  16. Service Level Agreement Management
  17. Glossary

Exporting Partners

Exporting Partners

Create a file of the partners that you want to export.
  1. In the Navigator, click Partner Management > Partners.
  2. Choose one of the following options to select the partners for promotion:
    • Perform a basic or advanced search and select some partners from the results of the search.
    • Using the advanced search you can find the partners marked as Ready to bePromoted. To do this, select "Ready to be Promoted" from the list in the Partner Promotion field.
  3. In the Partners page, select an action from the list.
    Choose one of the following actions:
    • Export selection.
      This action exports only those partners that you selected.
    • Export all.
      This action exports all the partners appearing in all pages of the displayed list.
  4. The Operation Console displays the Export partners page:
    The top half of the page displays the partners to be exported. A warning symbol appearing to the left of a partner name indicates that this partner is not marked as 'Ready to be promoted'. This notice is informational only.
    The bottom half of the page shows all the related entities that are associated with the partners to be exported.
  5. To prevent the export of a related entity, for example profiles, uncheck the Export profiles checkbox in the Profiles tab or the Overview tab of the Export partners page. You cannot prevent the export of accounts.
  6. To clear the 'Ready to be promoted' indications that may be set for some of the exported partners, click the "Clear 'Ready to be promoted' indication" checkbox. By default, these indications are not cleared.
  7. To export the partners, click Export.
    If the export succeeds, the Operation Console displays a message indicating that the promotion export file was created successfully.
  8. Click Download to download the promotion export file.
    The file download window opens.
  9. Click Save to save the file.
  10. When the download is complete, the Download Complete window opens. Click Close.
    You are limited to exporting a total of 500 accounts in one file. If you exceed this limit, the Operation Console displays an error message. There are two workarounds:
    • Reduce the number of partners in the file until there are fewer than 500 accounts.
    • Ask your system administrator to export the partners using the partner import/export command line utility. The limit on the number of accounts does not apply the this utility.
    If you export objects that include MFT endpoints, perform an export operation in both the B2B Data Exchange operation console and the Managed File Transfer administrative console. PowerCenter entities, such as mappings, workflows, and Data Transformation services, are not exported with partners and have to be exported/imported separately.

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