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Step 11 – Simple File Archiving

The integration reads every workbook in its input folder, so a file that stays there is imported again on the next run. In this step you move the file to an archive folder after IMan has processed it.

Design > Transform Setup

  1. Open the Tasks group in the palette and drag a File task onto the design surface, below the CSV Writer.
  2. Drag a Connector from the Transforms group and join the writer to it.

  3. Save the integration. You cannot open a newly dropped task until you do.

    The design surface with a File task added below the CSV Writer, so the writer feeds both the FTP task and the File task

The writer now feeds two tasks, so the Priority field appears on both of them.

File Task > Setup

Double-click the task to open it.

  1. Transform Id
    • It arrives called File System.
    • For training, enter: ARCHIVE
  2. Priority
    • The order in which the transforms connected to the same parent run, lowest number first. It offers one entry per sibling.
    • For training, leave as: 2. IMan uploads the status file first, then archives the workbook.
  3. Action
    • Move File, Copy File, Delete File, Move Folder, Delete Folder, Zip File or Unzip File. It arrives on Copy File.
    • For training, select: Move File
  4. File System
    • The Windows file system or Azure Blob storage.
    • For training, leave as: Windows
  5. Source Directory
    • The folder IMan reads the files from.
    • For training, enter: C:\IMan\InputData\Training
  6. Source File
    • The files to move. Use a wildcard, so the task archives whatever arrived and not only a name you knew in advance.
    • For training, enter: *.xlsx
  7. Destination Directory
    • The folder to move them to.
    • For training, enter: C:\IMan\InputData\Training\Archive
  8. Auto-Create Destination Directory
    • Creates the destination if it does not exist. Unticked, the task fails when the folder is missing.
    • For training, tick it.
  9. Destination File
    • A new name, if you want to rename the file as it moves.
    • For training, leave blank to keep its name.

The File task's Setup tab with Transform Id ARCHIVE, Priority 2, Action Move File, the Training folder as source, the xlsx wildcard, and the Archive folder as destination with Auto-Create ticked

Priority appears only once a transform has a sibling

Priority appears only when a transform has a sibling. The FTP task had no Priority field in step 10, because it was then the only transform connected to the writer. Adding this task gave both of them one.

Running it

Press Refresh. The integration runs down to this task, and the workbook moves:

C:\IMan\InputData\Training
    SampleLogo.png
C:\IMan\InputData\Training\Archive
    OrdersFile.xlsx

SampleLogo.png stays where it is, because *.xlsx did not match it.

Close the task and save the integration.

Move the workbook back before starting step 12

The workbook is now in Archive, so the next run of this integration reads nothing. Move it back to C:\IMan\InputData\Training before you start step 12. Step 12 archives it again in a safer way.

A *.xlsx that matches everything in the folder also moves files that arrived while the run was going and were never imported. In a busy folder that loses data, and nothing reports it. Step 12 fixes this.

Step 12: Advanced File Archiving >