XML Image

XML Image creates a mirror image of imported data that is compared against new, imported files to avoid duplication when updating existing system data.

Refer to Feature Activation to enable the XML Image feature.

Once the feature is enabled, a respective XML Image section is visible on the Configuration screen.

XML Image takes a snapshot (or creates a mirror image) of existing stored data to compare against new files that are imported. If the image of a new file to be imported is the same as the XML Image, the file is not imported. If the image of new file differs from that of the existing XML Image, the file is imported.

For example, if a file containing data about an Individual is due to be imported, fields found in the individual file are also captured in the XML Image. Data from the file will be compared with the last XML Image for that Individual. If the image is the same, the record will remain unchanged in the system. If the image is different, the record will be updated.

  • Data Feed must be XML format.
  • XML Image switch must be included in the file and set to ON. (Refer to XML Switches and Settings).
  • XML Image must be enabled in the Settings.

Transaction Summary

A Transaction contains single units of work that effect change within Diligent Entities and is generated when a file is imported. Transactions define which updates take place and can be reviewed either before or after the updates are applied in a Transaction Summary.

A Transaction therefore contains the actions that will or have taken place when a file is processed, including, if applicable, any field level changes, to define how the file is processed.

The processing status of Transactions can be defined as pending, successful, suspended, or failed.

Once a Transaction is processed, the XML Image count is updated according to the QR Type.

The count can be cleared by selecting Clear, which will force a refresh of the data.

To view the XML Image created, select the required transaction from the Transaction Listing and open the details to view the Transaction Summary.

To locate the Transaction List:

  • Navigate to: System Tools > Data Exchange Manager > Batch (section).
  • Select Open.

The Data Exchange Manager - Batch Listing screen displays.

  • Locate the desired Transaction entry and select the related Folder icon to open and view details of the Batch.
  • Select the the related Folder button for the required Transaction entry to view the related XML Image.