Load Local Infinium

The Load Local INF profile type is used to download account balance information from Infinium to local databases, allowing for optimized calculation speeds.

Create and Maintain a Load Local INF Job

1. Use the following table to enter data in the Load Local INF > Job - Load Local tab:

Field	Description
Job Name	Specify the name of the job.
Comments	If desired, specify comments related to the job.
Database Location:
Database Type	Click the drop-down list, and, select whether to load the data to a SQL Server or MS Accessdatabase type.
SQL Connection	If using a SQL Server database type, click the drop-down list, and, select the connection to be used for connecting to the database. The list only displays SQL Server connections which are flagged as load local connections, and to which the user is authorized.
Local database files location (Local .accdb)	If using an MS Access database type, type the path, or, click the Browse button to select the location of the local database files.
Copy loaded database To	If using an MS Access database type, if desired, type the path, or, click the Browse button to select the location to which to copy the loaded local database files.
Results Window (no label)	Displays a list of what has been downloaded to the database.


2. Use the following table to enter data in the Load Local INF > Ledger Selections tab:

Field	Description
Library	Specify the library from which to retrieve data.
From Year	Click the drop-down list, and, select the first reporting year.
To Year	Click the drop-down list, and, select the last reporting year.
Account Mask	Specify the account mask(s) for which to retrieve balances. If not specified, balances are retrieved for all accounts. When entering an account mask, each segment of the account string must be typed and delimited by a dash ( - ) (for example, 00060-51-1110-123). Account segments may be a single value, mask (wildcard), range, value list, or segment list. To: Add an account mask: type the account mask in the field, and click the Add button. Remove an account mask: select the desired account mask, and click the Remove button. Remove all account masks: click the Clear All button. Retrieve account masks from Application Configurator for the current user: click the Profile button. Note: regardless of the Account Masks defined for loading the local database, normal user security applies when using Spreadsheet Server.
Account Mask SQL	Displays the SQL statement to be used to retrieve the account mask(s).
Data Replacement Option	Specify, when downloading data, whether to find and replace downloaded records for only the year and type being processed, find and replace records for only the accounts defined in the Account Mask section in the Ledger Selections tab, or clear all data for the selected library.
Year and Ledger to Include	This list displays the available year(s) or ledger(s) based on the selection criteria entered, and is used to select the desired year(s) or ledger(s) to be downloaded. To: Populate the list: complete all selection criteria above, then click the Populate Selection List button. Filter data in the list: enter the desired value in the appropriate column filter field. Select a year(s): click the associated Include check box. Select all years: click the Select All button. To unselect all selected years: click the Unselect All button.
Records to be Loaded	Based on the selected years or ledgers, the system displays the number of records to be loaded.


3. Proceed to the next step: Schedule Job.