Exchanging data via direct connection to external infobases on 1C:Enterprise platform

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For subsidiaries that keep records in infobases managed by 1C:Enterprise applications, you can use 1C:Perform for direct external access to infobases running on 1C:Enterprise 8 and 1C:Enterprise 7.7 platforms.

You can use this data exchange method to:

• Import data for consolidated reporting.
• Import and export master data.

This approach is recommended since, compared with file exchange, it ensures greater efficiency in getting data, reduces possible errors, and allows further drilldown of indicator values. Data of external infobases is extracted automatically while calculating values of the required indicators and stored in the 1C:Perform infobase until the next access to an external source.

In 1C:Perform terms, any external data source being connected directly is called an external infobase (EIB).

External infobases located in the same local network with the 1C:Perform database can be connected directly. You can also use this method to import data of a remote business unit. For this, the business unit must first transfer a copy of its infobase to the holding company.

External infobases on 1C:Enterprise 8 platform support connection via Internet channels. To use this connection, integrate the web service included in the application distribution package into an external infobase and publish it on the web server.

Setting up connection to external infobases

To set up connection to external infobases, use the following catalogs:

• Infobase types.
• Infobases.
• Correspondence with external infobases.

Infobase types

An infobase type characterizes a set of infobases with the same data exchange parameters: the same platforms, the same structures of the data that will be requested on exchange. The data that will not be requested on exchange may differ in structure, that is, complete identity of applications is not required.

You can see specified types in the Infobase types catalog.

In the Connection type attribute, specify the version of 1C:Enterprise platform that manages this type of infobases, or "Connection via ADO" if data is to be selected using the specified technology. In the Reference EIB attribute, specify an external infobase that will be used to:

• Import information about the data storage structure of an external infobase (this is required to set up sources).
• Check the connectivity.
• Run tests.

Once the catalog item is set up, click Import data structure to import the data structure of external infobases of this type. Information on metadata objects of infobases on 1C:Enterprise 8 platform is stored in a series of subordinate catalogs:

• Infobase catalogs.
• Infobase documents.
• Charts of infobase characteristic types.
• Infobase accumulation registers.
• Infobase accounting registers.
• Infobase charts of accounts.
• Infobase information registers.
• Infobase enumerations.

Information about tables of the source to be connected via universal access using ADO is stored in the ADO tables catalog.

External infobases

You can see specific infobases in the External infobases catalog.

In the form of an item of this catalog, specify the parameters for connecting to an external infobase:

• Source type is an item of the Infobase types catalog.
• For a file infobase, full path to the infobase folder.
• Authentication parameters.
• For a server infobase, server and infobase description.
• For an external infobase accessible through a web service (only for 1C:Enterprise 8 infobases), connection parameters.
• Select the Synchronization with reference items is required for data import check box for an external infobase only when items of catalogs imported from it must later be mapped with reference items using the Master data synchronization data processor. Without this mapping, it will not be possible to import data broken down by dimensions from this infobase.
• Select the Export items check box for an external infobase if you expect to export master data to it.

To check whether it is possible to connect to an external infobase using the entered attributes, click Check connection.

To enable data exchange between the application infobase and an external infobase, set up correspondence between objects of the application infobase and the external infobase. To learn more about setting up correspondence between objects, see chapter Master data management.

1C:Enterprise 7.7 platform: using infobases

You can select the following data from infobases on 1C:Enterprise 7.7 platform:

• Balance and turnovers from a chart of accounts.
• Data from real-time accounting registers.

To get data using the latter method, integrate the Get final data table data processor into the application of the required infobase. This data processor is included in the 1C:Perform distribution package (the GetTotals.ert file is in the ExtFiles folder).

Getting data via an arbitrary query to an external infobase for the specified platform is not supported. Reference fields cannot be dereferenced.

To avoid errors when connecting and importing data, make sure that the application on 1C:Enterprise 7.7 platform is not in an abnormal state that requires restoring indexes.

The tool of OLE connection with 1C:Enterprise 7.7 platform, unlike 1C:Enterprise 8 platform, does not report the reason why the connection failed.

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