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Process documentationSetting Up Product-Information Transfers

 

You use this process to transfer product-related information to remote or local sites.

Prerequisites

The source site has the records for all product-related information you want to transfer (material, material group, BOM, etc.).

Process

  1. At your destination site, in Site Maintenance, you create a transfer site with the following information:

    On the Main tab page:

    1. In the Site field, you enter the new name for the transfer site.

    2. You select Transfer in the Type field.

    3. You select the Site is Local checkbox.

    You leave the Collaboration tab page empty.

  2. If you transfer information to remote site, you log into the new transfer site as ADMIN and create a user account with a password. Use this user account and password for your transfers.

  3. If you transfer information to remote site, at your source site, in Site Maintenance, you create a transfer site with the following information:

    On the Main tab page:

    1. In the Site field, you enter the name of the transfer site that the user at the destination location created. The two names must be identical.

    2. You select Transfer in the Type field.

    3. You deselect the Site is Local check box.

    On the Collaboration tab page:

    1. In the Server, Port, and URL Context Root Port fields, you enter the information for the transfer site at the destination location.

    2. In the Login and Password fields, enter the information for a valid user in the transfer site at the destination location.

  4. If you want to export information other than that defined in the default templates, you create them in Export Template Maintenance (see Export Template Maintenance).

Result

Users at your source site can use Site-to-Site Export to transfer product-related information to the transfer site at the destination location (see Site-to-Site Export).

Users at the destination site can log into the transfer site and add or delete related product information using maintenance activities.

Once the data is ready at the transfer site, users logged into the destination site can use Site-to-Site Import to move product-related information into the destination site from the transfer site (see Site-to-Site Import).