Setting up an Informatica 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.
Setup Steps
Prepare your server
- Navigate to your server where your Informatica Agent is installed and create a docs directory under C:\<FTP Path>\informatica\TargetX\ (Ie.C:\<FTP Path>\informatica\TargetX\docs).
- Open your Command Prompt in windows within the server and navigate to C:\<FTP Path>\informatica\TargetX in a command line window.
- Type echo %CD% > .infaccess
- Within Informatica, create a new connection under Configure
- Your connection type will be FileIO, runtime environment should match the one used above to create the docs directory.
- Parent Directory = C:\<FTP Path>\informatica\TargetX
- Check Overwrite Target Files
- Save
Create Attachment export Task 1 in Informatica
- The task will be an insert task; enter the required fields and press Next.
- The Source connection will be your production Salesforce; the source object is Attachment. Check the Field that says to include Archive and Deleted data within the Source step.
- Target - use your connection that references the server where the drop box is.
- Select Create Target and press OK to hold the Attachment field data.
- Data filters: create a data filter of Deleted = True.
- Select Clear Mapping to remove all mappings. Then add mappings for only Attachment ID, Deleted, Parent ID, and File Name.
Create Attachment export Task 2 in Informatica
- 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.
- For Target, select the FileIO connection, then choose the docs folder
- Navigate to the Mappings step and map File Name to File Name field.
- Next to File Content as Base64 String field mapping, click the lookup icon with the magnifying glass.
- Lookup connection will be your production Salesforce connection
- Lookup fields will be the Attachment ID, and the output value will be Body.
- Save
Create a Task Flow
- Under Design, click Task Flows and then press the New button to create the flow.
- Add the first task and then the second task.
- Save
From this point, you could run the Task flow to get the attachments into your server where you created the docs directory.