Using trigger templates

Trigger templates are designed to simplify the trigger creation process by enabling server administrators to create triggers with pre-configured settings (event type, conditions, trigger actions, etc.) based on certain use cases. For example, there might be a template for encrypting file uploads. This template might already contain the File Upload trigger event type and the Encrypt File trigger action. Or there might be a template for pushing files to a trading partner on a pre-defined schedule. As with the previous example, this template might already contain the Current Time event type and the Trading Partner File Upload trigger action.

 

There are two types of trigger templates:

 

System Managed templates - These are templates that ship with each installation of MFT Server

 

and

 

User-created trigger templates - These are custom templates server administrators create via AUTOMATION > Triggers > Templates > Add - See Adding trigger templates

 

When creating a new trigger (See Adding triggers), the administrator may select a trigger template that suits their desired use case and just modify settings as they see fit. This would significantly reduce trigger creation time and accelerate on-boarding of administrators who are new to the MFT Server environment.

 

All succeeding operations are carried out in the Templates tab of the AUTOMATION > Triggers module.

 

See also:

 

Adding trigger templates

Editing trigger templates

Copying trigger templates

Deleting trigger templates

Importing trigger templates

Exporting trigger templates

Promoting trigger templates

 

 

Adding trigger templates

 

To add a new trigger template, click the Add button. You may then configure settings as you would when creating a trigger (i.e. specify a name, select an event type, specify conditions, add trigger actions, and so on). See Adding triggers. Once you're done, this template will then be saved under the Templates tab instead of the Triggers tab.

 

 

Editing trigger templates

 

You may make changes to an existing trigger template by selecting the template in question and then clicking Edit.

 

 

Copying trigger templates

 

To copy an existing trigger template, select the template in question and then click Copy.

 

 

Deleting trigger templates

 

To delete an existing trigger template, select the template in question and then click the Delete button.

 

 

Importing trigger templates

 

The purpose of this feature is to enable you to import a trigger template that was previously exported from another MFT Server instance. To import a template, click the Import button. Once the Import Trigger Templates dialog appears, click Choose File and select the trigger template file (a .json file) from your file system. If you wish to overwrite any existing trigger template that bears the same name as the trigger template you're about to import, just click the check box provided. Click OK when you're done.

 

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Exporting trigger templates

 

You may export a trigger template with the purpose of importing it to another MFT Server instance. To export a template, select the template you wish to export and then click the Export button. The exported template will be saved in a .json file. It's this file that you will then import to the target  MFT Server instance.

 

 

Promoting trigger templates

 

Use this feature to publish one or more trigger templates to a remote MFT Server instance. It's basically as if you're exporting and importing templates without the use of template definition (.json) files. To promote one or more templates, navigate to the Templates tab, select the template(s) you want to publish, and then click the Promote button.

 

 

Once the Promote Trigger Templates dialog appears, specify the following:

 

Host/IP - The hostname or IP address of the target MFT Server instance

Server port - The port number of the Management REST API. The default is 10880

Username - A valid administrative username on the target MFT Server instance

Password - The username's corresponding password

Domain - The domain on the target MFT Server instance where you want to publish the selected templates

 

Overwrite existing trigger templates with same name - Check this if you want to overwrite existing templates with the same names as the templates you wish to publish.

 

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