FileIO Export Process

Before you Begin

Make sure FileIO Connector is available and fully provisioned. However, you can still set this up during the trial period and use it.

Prepare your server

1. Navigate to your server where your Informatica Agent is installed and create a docs directory under the parent folder directory that holds your Informatica drop Field folder.

Drop Box Folder Directory Example
C:\<FTP Path>\TargetX\informatica\dropbox

Parent Folder Directory Example
C:\<FTP Path>\TargetX\informatica\

Directory after creating the docs folder under the parent directory
C:\<FTP Path>\TargetX\informatica\docs  (i.e..C:\Users\<username>\Downloads\TargetX\informatica\docs)

2. Open your Command Prompt in windows within the server and navigate to your parent folder directory in a command line window.
3. Type echo %CD% > .infaccess
4. Within Informatica, create a new connection under Configure
5. Your connection type will be FileIO, runtime environment should match the same one used above to create the docs directory. 
6. Parent Directory = C:\<FTP Path>\TargetX\informatica\
7. Check Overwrite Target Files

Create Attachment export Task 1 in Informatica

1. The task will be an insert task; enter the required fields and click Next. 
2. The Source connection will be your production Salesforce; the source object is Attachment. (optionally check the Field that says to include Archive and Deleted data within the Source step to have deleted attachments).
3. Target - use the connection that you created in "Prepare your server" above. 
4. You can click Create Target and press OK to hold the Attachment field data.
5. Data filters - create a data filter (optional if you want to limit which records are exported. An example would be to say Parent ID begins with the first three characters of the Salesforce object you wish to export).
6. Click Clear Mapping to remove all mappings. Then add mappings for only Attachment ID, Deleted (optional), Parent ID, and File Name

Create Attachment export Task 2 in Informatica

1. The task will be an insert task. The source will be the connection used for Target in your first task. The object should be the new target file created in the previous task. 
2. For Target, select the FileIO connection, then choose the docs folder.
3. Navigate to the Mappings step and map File Name to the File Name field. 
4. Next to File Content as Base64 String field mapping, click the lookup icon with the magnifying glass.
5. Lookup connection will be your production Salesforce connection
6. Lookup fields will be the Attachment ID and the output value will be Body.

Create a Task Flow

1. Under Design, click Task Flows and then click New to create the flow.
2. Add the first task and then the second task.

From this point, you could run the Task flow to get the attachments into your server where you created the docs directory.