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Case Source Administration

The Case Source Administration section of Case Management Administration allows you to import, export and delete case source definitions.

Note: Case sources are not defined in Case Management Administration. Case sources are defined when configuring a match processor to use Case Management, within OEDQ. See configuring case sources for more information on creating case sources, and configuring match processors to use case management for information on configuring a match processor to use Case Management.

Accessing Case Source Administration

To open the Case Source Administration dialog, double click on "Case Source Administration" in the main screen of Case Management Administration:

The Case Source Administration dialog provides a list of the defined Case Sources:

From this screen, you can:

Export case source definitions,
Import case source definitions, and
Delete case source definitions.

Exporting case source definitions

To export a case source definition, click on the name of the case source and press the "Export" button.

You can choose to save your export to the OEDQ landing area, in which case you only need to supply a file name, or to save it in a location of your choosing, in which case, you must browse to the appropriate location and supply a file name:

Click the radio button corresponding to your choice.
If you are saving to a client file, use the ellipsis ("...") button to browse to the appropriate location.
Supply a file name for your export file. You can specify the filename either by clicking on the target file if it already exists (if you are saving a client file), or by typing it into the file name area. The correct extension (.dxic) will be supplied automatically by the export operation.
Press "OK".

The case source will be exported. If the case source uses dynamic permissions, they will also be exported along with the case source.

Importing case source definitions

To import a case source definition, press the "Import" button.

You can choose to import from the OEDQ landing area, in which case you only need to supply a file name, or from a location of your choosing, in which case, you must browse to the appropriate location and supply a file name:

Click the radio button corresponding to your choice.
If you are importing from a client file, use the ellipsis ("...") button to browse to the appropriate location.
Select, or supply a file name for, your import file. You can specify the filename either by clicking on it (if you are importing from a client file), or by typing it into the file name area.
Press "OK".

The case source definition will be imported. If the import file includes dynamic permissions, they will also be imported along with the case source.

If the case source specified by the import file has the same name as one that already exists, you will be asked if you want to overwrite it. If the import file includes one or permissions with the same keys as permissions which already exist, the existing permissions will not be overwritten.

Note: Case sources can only be imported successfully if they were exported from the same version of OEDQ as you are using to import them.

Deleting case source definitions

To delete a case source definition, click on the name of the case source and press the "Delete" button. You will be asked to confirm the operation before the case source is deleted.

It is not possible to delete a case source that is in use.