Setting up XML source definitions

You can set up the source definitions in the XML Source Definition window using the Template button or by making direct changes in the window. The Template button approximates the structure of the data you are importing into Integration Manager. Be sure to verify the definition. For example, Sales Order Processing line items may be assigned serial numbers or lot numbers. If the definition for the Sales Order Processing template uses serial numbers but not lot numbers, a recordset for lot numbers is not added to the definition.

To set up XML source definitions:

Integration Manager uses recordsets and fields to define an XML source. To generate XML from this hierarchy of recordsets and fields, the XML source adapter uses the properties in the XML Source Definition window. Collectively, these properties make up the source document definition. See Understanding the XML source adapter to learn more about how the XML source adapter converts XML into a structure it can use.

  1. Open the XML Source Definition window.

In the Object Browser window, expand Source Adapter. Select Microsoft Dynamics GP XML Source Adapter and click New.

– Or –

In the Object Browser window, expand Source Adapter. Select Microsoft Dynamics GP XML Source Adapter, and then select an existing source. Click Properties.

  1. Create or define the root recordset.

The root recordset represents the object that contains the entire source document definition, including the root recordset and its properties, all child recordsets of the root and their properties, and all fields within all recordsets and their properties. The following table describes the components and properties of a root recordset.

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Properties

Description

Display Name

The name of the Root Recordset. Use any name that is appropriate for the source you are defining. Typically, this is the name of the object that this Root Recordset represents.

XML Name

The name of the source document definition that you are setting up. This name appears in the Add Source window. Use any name that helps you easily identify this source document definition.

  1. Create or define the recordset.

A recordset is represented as a folder in the tree view. A recordset is a child of the root recordset or another recordset and represents either an XML element that contains child recordsets or attributes. A recordset also represents part of a mixed XML element.

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Properties

Description

Display Name

The name of the recordset. Use any name that is appropriate for the source you are defining.

XML Name

The name of the XML node in the source document that this recordset represents. This name must match the one in the source.

  1. Create or define the field.

A field represents an XML attribute or an XML element containing only data.

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Properties

Description

Display Name

The name of the field.

XML Name

The name of the XML name in the source document that this field represents. This name must match the one in the source.

Data Type

The type of data this field contains, such as String, Boolean, Currency, Date, Double, or Long Integer. Click the drop-down arrow in this field to select an appropriate data type.

Key Field

Click Yes to indicate that the field contains unique identifiers.

  1. When you are finished, you can save or close the window.

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