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Custom reference data is data specific to a service provider and provides a way to create their own data tables and to populate them. It adds variations of existing use cases configured in Policy Builder.
Note | All policy server (qns) must be restarted after a CRD table schema is modified (for example, column added/removed). |
The Import/Export CRD data option enables you to perform the following operations:
Enables users to export the CRD data packaged in .crd file
Enables users to import the CRD tables in a CSV format
A valid imported file should follow CRD schema and should have all required files.
Perform the following steps to export CRD data:
Step 1 | Log in to the CPS Central. |
Step 2 | Click Custom Reference Data. |
Step 3 | Select Export.
The contents of the CRD table is generated in a csv format in a zip file. |
Step 4 | Click Save File. |
Step 5 | Click OK. |
Perform the following steps to import CRD tables:
Step 1 | Log in to the CPS Central. | ||
Step 2 | Click Custom Reference Data. | ||
Step 3 | Select File to Import…
The File Upload dialog box is displayed from where you can select a file to be imported. | ||
Step 4 | Click Import.
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Custom Reference Data Tables section lists the custom reference data (CRD) tables in an alphabetic order along with its description.
You can select a CRD table from the displayed list and view its data. The search filter is added to support full and partial string match.
A key icon is displayed before the column name of the selected CRD tables. This provides the following information:
Indicates whether the column in the selected CRD table is a key column or non-key column.
Indicates the type of Runtime Binding and its value in a tooltip when you hover over it.
The following operations can be performed:
The results are paginated for easy access and scrollbars can be used when there are more number of columns.
Note | The edit, delete and add options are disabled for CRD tables with Svn Crd Data flag enabled. |
Step 1 | Navigate to Custom Reference Data. | ||
Step 2 | In the left-hand pane, select CRD tables listed under Display Name.
The tables are displayed on the right-hand side. You can drag and resize the tables horizontally. | ||
Step 3 | Click Close.
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Step 1 | Navigate to Custom Reference Data. | ||
Step 2 | In the left-hand pane, select CRD tables listed under Display Name.
The tables are displayed on the right-hand side.
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Step 3 | Click Done. | ||
Step 4 | Click Close.
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Perform the following steps to import a custom reference data table: