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  • Created by Unknown User (nkatrynska), last modified on Feb 03, 2016
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License Agreement

This article presents the features available in the Ultimate plan of XTRF Translation Management System. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Translation Management System and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users

 

 

 

 

General Settings tab

Smart Connectors allow faster project creation for your clients. It is required to set up Smart Connector for each client separately.

While adding a Smart Connector to the Home Portal, you need to provide at least three fields to be able to switch between tabs:

  • The Name field,
  • The Client field,
  • The Scan for Input files section.

In the General Settings tab you can create and configure the Smart Connector for a given client.

Name fieldProvide the name of the Smart Connector in this field.

 

 

 

 

 

 

 

 

Legend

Follow the legend below to find out how to configure settings appropriately in the Home Portal:

  • Required setting: This setting has to be filled to create the entity.

  • Required and unique setting: This setting has to be filled to create the entity, moreover, the content of this setting has to be one of a kind.

  • Auto-selected setting: If none of the options is selected, the system automatically selects the default or first in the list option.

  • Optional setting: This setting is not required to create an entity.

 

Active checkboxIf you currently do not want to use this Smart Connector, you do not need to remove it completely from the system. You can select this checkbox if you want to make the Smart Connector enabled in the Home Portal.
Client field

You need to specify for whom projects triggered by a given Smart Connector will be created. When you start typing the name of your client, the autocomplete function in XTRF Platform provides you suggestions from your client database.

One Client, One Smart Connector

It is required to configure separate Smart Connectors for each client.

 

Client Price Profile drop-down menu

The Client Price Profile entry is determined by the data from the Client's profile. In the client's price profile you can set up more than one price profile, therefore:

  • If there is only one price profile set up for a given client, this profile is selected automatically.
  • If there are more than one client's price profiles, you can select one of them from the drop-down menu.

Contact Person in the Smart Connector

The Smart Connector selects automatically the default Contact Person specified in the client's Price List. If there is no default Contact Person, the first Contact Person from the client's Price List is selected.


Files Aggregation drop-down menu

You can decide how the Smart Connector will handle files uploaded to the mapped folder. The Smart Connector can:

  • Process every top level file separately: The Smart Connector creates separate projects for each uploaded file.
  • Process files in batches: The Smart Connector creates one project for all the files uploaded to the mapped folder.
Scan for Input files section

You can select a folder on your local machine, an FTP or SFTP server or an e-mail address which the Smart Connector will scan for files.

File Directories

Depending on how you want to process your files, you can set specific directories for them. You can set the directories in every section to be the same or completely different. For example, you can set up an FTP server for the source files and the folder for the processed files on your local machine, therefore the Project Manager can have a look at them before they are delivered to your client.

XTRF directory radio buttonWhen you select the XTRF directory radio button, Directory field appears.
Directory fieldThe system automatically provides the directory of the XTRF Platform as a default. You can provide different directory, if you wish.
On FTP radio button       When you select the On FTP radio button additional fields appear. In the fields provide the necessary pieces of information:
Host Name fieldThe domain which hosts the FTP server.
User Name fieldLogin name that in combination with a proper password grants access to the folder on the FTP server.
Password fieldUser's password that grants access to the folder on the FTP server.
Remote Directory field

Directory of the folder on the FTP server.

If you create multiple Smart Connectors, bear in mind that the directories should differ. Otherwise the Smart Connectors might not work properly.

On SFTP radio button       When you select the On S FTP radio button additional fields appear. In the fields provide the necessary pieces of information:
Host Name fieldThe domain which hosts the SFTP server.
User Name fieldLogin name that in combination with a proper password grants access to the folder on the SFTP server.
Password fieldUser's password that grants access to the folder on the SFTP server.
Remote Directory field

Directory of the folder on the SFTP server.

E-mail radio buttonAs you select the E-mail radio button, additional fields appear. Provide the necessary pieces of information in the fields:
Host Name fieldThe domain which is your e-mail host.
Use SSL checkboxSelect the checkbox to use security protocols while connecting to the e-mail address.
Username fieldLogin name that in combination with a proper password grants access to the e-mail address.
Password fieldPassword for the e-mail address.
Folder field The address of the folder defined on the e-mail address.

It takes 30 seconds for the Smart Connector to process uploaded files. This time is required to make sure that the files are fully uploaded.

After Successfully Processing, Store Files in sectionYou can select a folder in which files that were already processed by the Smart Connector can be stored.
XTRF directory radio buttonWhen you select the XTRF directory radio button, Directory field appears.
Directory fieldThe system automatically provides the directory of the XTRF Platform as a default. You can provide different directory, if you wish.
On FTP radio buttonWhen you select the FTP radio button additional fields appear. In the fields provide the necessary pieces of information:
Host Name fieldThe domain which hosts the FTP server.
User Name fieldLogin name that in combination with a proper password grants access to the folder on the FTP server.
Password fieldUser's password that grants access to the folder on the FTP server.
Remote Directory field

Directory of the folder on the FTP server.

On SFTP radio button        When you select the S FTP radio button additional fields appear. In the fields provide the necessary pieces of information:
Host Name fieldThe domain which hosts the FTP server.
User Name fieldLogin name that in combination with a proper password grants access to the folder on the FTP server.
Password fieldUser's password that grants access to the folder on the FTP server.
Remote Directory fieldDirectory of the folder on the SFTP server.
Do not store radio button  If the radio button is selected, the processed source files are not stored.
In Case of Errors, Store the Files in sectionIf any error occurs while the Smart Connector attempts to create a project, the files that were a subject of that project can be stored in the specified folder.
Person Responsible radio buttons

 Select the person that is responsible for this Smart Connector.

  • The Use PM Responsible button allows you to select the Project Manager,
  • The Select User button enables you to assign any Home Portal's user to the Smart Connector. You can select the person from the drop-down menu. This person is responsible for monitoring the Smart Connector and receives e-mail notifications about any errors, should they occur.
Last Activity Date section

The date of the Smart Connector's last activity.

Last Activity Date Section

The section is not available while adding a new Smart Connector.

Connector Definition section  You can configure the details of the Smart Connector. Select the Wizard radio button for basic configuration or Robot Code radio button for advanced configuration.
Configuration Wizard
Source Language drop-down menuSelect the source language for the project from the drop-down menu.
Target Language drop-down menuSelect the target language for the project from the drop-down menu.
Service drop-down menuSelect the type of the service. Services are system values that represent your translation project workflows.
Specialization drop-down menuSelect the specialization of the project from the drop-down menu.
Robot Code
In the Robot Code you can manually configure the settings of the Smart Connector. It requires, however, at least basic knowledge of JavaSript. For more information about configuring Smart Connectors in Robot Code please refer to the Smart Connectors - Technical Guide.
Available parameters linkYou can click the link to view all the available parameters and their description.

Save button

 Click the button to save the settings.
Save and Exit button

Click the button to save the settings and return to the Smart Connectors list.

The button is available only when you are editing an existing Smart Connector.

Cancel buttonClick the button to discard all the changes and go back to the Smart Connectors list.
Exit button

Click the button to return to the Smart Connectors list.

The button is available only when you are editing an existing Smart Connector.

Test button

The button appears when the Smart Connector is saved. You can click the button to test whether the Smart Connector can access the folder or e-mail address mapped in Input directory, and to make sure the settings for projects created by this Smart Connector are correct.

Click this button to start the test. Test Smart Connector pop-up window appears. Please refer to the Smart Connectors - Technical Guide, section Testing Smart Connectors Configuration to learn more about testing Smart Connectors.

The button is available only when you are editing an existing Smart Connector.

 

 

 

 

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