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If you set up automatic periodic export of data from HansaWorld you might want to automatically import them into you BI. To do that you need to do three things:

1. Create a folder for the files to be imported from

2. Ensure that the export files are placed in that folder (by any means available to you)

3. Change configuration of the BI to start checking those folders

Creating folder structure

You need to create one folder import in the root folder of the BI server. This folder then will contain a folder for each BI account you want to perform the automatic import. I.e. you might want to keep some accounts not up to date (historical data) and update others. This is why you need to create a folder for each of the accounts you want to automatically update. Name of each of these folders is the ID of that account. You can find out the ID of an account by looking at the URL when you open that account in the browser.

For example if you see a URL in your browser:

http://standard.bi/bi/accounts/12/source_data#source_files

The ID of this account is 12 and you need to create a folder called 12 under the folder import. So the end result might look something like this:

eazybi_private/import/12

Moving the data files

There are various ways how to move files from HansaWorld server to the BI server and you should consult you IT staff for the best one available for you. Usually this will be done using either an FTP or SFTP server, mounting a folder as a network file system and then moving the files around with a shell or bash script.

Changing BI configuration

Finally you need to instruct the BI server to check the created folder for data files to import. You can do this by editing configuration file:

config/torquebox/eazybi_private-knob.yml

You need to add a new configuration block with contents:

jobs:
  start_automatic_file_import:
    job:  SourceFile::StartAutomaticImport
    # execute every 30 minutes
    cron: "*/15 * * * * ?"
    description: "Start automatic source file import"

You can of course change the regularity of the imports in the normal cron format.