Configuration Data Definitions

This menu item aids users of FintechOS Studio with exporting data such as an entity's values/ records from a certain environment. Thus, the data is readily made available to employees who work on different environments and who need information quickly and securely.

By building a data definition here and later on a package, you are able to export data locally from the FintechOS Studio.

For example to export an entity and its records follow the steps:

  1. In Exporting a Deployment Package, create a package with the entity and its unique constraint.
  2. In Configuration Data Definitions, create a definition for the records of the entity.
  3. Return to the Deployment package and add as item next to the entity the definition.
  4. From the Deployment package, export the basic package.
  5. From the Configuration Data Deployment Package, export the records.
HINT  
When you wish to import the package on the same database, you must change the name of the package. If the database is different you can keep the name.

To achieve creating the data definition from step 2, follow the course of actions listed below:

  1. Open FintechOS Studio and select DevOps > Configuration Data Definitions. The Configuration Data Definitions List opens.
  2. Click the Insert button at the top-right of the screen. The General configuration page opens.
  3. Fill in the following fields:
    Field

    Required

    Data typeDescription
    Name

    Yes

    TextName of the package.
    Display Name YesTextName shown in the Portal.
    Master entity

    No

    Option setThe entity on which the export is built.
    Mirror collection

    No

    Bool

    This option enables the process of replacing the same records with the same name and values. It updates the data.

    For example, for a N-to-N relationship, if the bool is not ticked, and in the source entity there is an attribute cash and in the target entity there is an attribute card, after import the target entity will have both cash and card.

    If the bool is ticked, the cash attribute will stay and the system will delete the card reference.

    DataConfigDefinition

    No

    LookupOnce it is saved, it cannot be edited.
    Include business unitNoBoolThis includes the security elements set for the data.

    Include business status

    No

    Bool

    When a business workflow is attached to the entity, the status will be exported in the file. Each row has a status. For example the statuses can be:

    • Previous Status
    • Current status
    • Next Status (for a predefined workflow).

    Description

    No

    Text area

    Insert the details here.

  4. Click the Save and reload button and click on the Definition tab to select the data.
  5. Click the Edit button at the right side of each attribute, and fill in the following information:
    Field

    Required

    Data typeDescription
    NameYesTextThis is the name of the attribute.
    TypeNoTextThis is the type of attribute.
    Entity name NoTextThis is the entity selected before in step 1.
    Include NoBoolThis bool ticks if you wish to include the attribute in the export.
    Internal nameNoTextIt is made up of the Name + "v"+Version + exportDate.
    Update only reference NoBoolThis field is mandatory ticked, for parent-child relationship between entities.
    Identification constraint name NoOption set Select the constraint created earlier. For more information, see Entity Unique Constraints.

    NOTE  If the entity A has a lookup attribute to another entity B or entity A is a child to entity B that in turn is parent to A, those attributes will be shown in the file, but if they are not included, the records will be empty i.e. will reference as none.
  6. Click Save to add the attribute or click Cancel to cancel the process.

    Repeat for as many attributes as needed.

To export the package follow the steps from the Configuration Data Deployment Package page.