Importing a Managed File
- Fiona Sargeant (Unlicensed)
- Zoe Baldwin
- Anthony George
Owned by Fiona Sargeant (Unlicensed)
Overview
PhixFlow can import files uploaded onto a server or shared location.
Automated Solution
- In the toolbar drag File Collector onto the canvas.
- A properties window opens on the right, complete the details:
- Name, Set a name indicative of the file(s) being collected.
- Auto Configuration, Untick this to configure the file collector manually. To set the file up automatically see Importing Data From Excel.
- Enabled, Tick this to enable the
- Source Type,
- When collecting files from a server select
Specified Directory
. - When manually uploading files select
Managed Files
.
- When collecting files from a server select
- Number of Header Lines, Specifies where your column headers start. Typically this is 1 as your header is the first line, however if your file has other information above the headers these lines can be ignored by add the appropriate number here.
- File Type, See File Collector for all the options. Here we will specify
Comma Separated Values
. - Allow Non-Scheduled Collection, Tick this is you want to be able to manually run this file collector outside of a schedule task. If you only want to run this file collector using a Scheduled Task, untick this option.
- Tag, Available when Source Type field is Managed File. It is used as part of the collection directory path. PhixFlow collects files from a combination of:
- File Upload Directory, for example
C:\LoadedManagedFiles.
- This is specified in System Configuration.
- Tag, for example "
MyFiles".
- Input Directory - this is automatically set to
"
in"
for managed files.
- File Upload Directory, for example
- Input Directory (Expr),
When Source Type is Managed File, PhixFlow reads files from the combined path: File Upload Directory + Tag +
in
When Source Type is Specified Directory, a directory relative to the Import File Location will be used or, if Ignore Base Directory is ticked the full path to the file(s) will be required.
- Directory Pattern Expression, Enter a regular expression to specify one or more relative paths from the Input Directory to its sub-directories. This is optional, but to look in all sub-directories use ".*"
- File Pattern Expression, Enter a regular expression that will match one or more files in the Input Directory. To capture all files use
".*"
or for a specific file type add the extension for example all csv files would be".csv"
. - Archive Directory Expression, is the location to which all files processed by the file collector will be moved.
- Error Directory Expression, is the location to which any files that cause an error during processing will be moved.
- Here is an example setup: