Before you can configure and use the Transaction Finder and Transaction Templates plugins, you must create plugin roles for them in Config Tool.
Download and install the plugin.
Before you begin
The Transaction Finder and Transaction Templates plugin roles must be created separately.
What you should know
- From the Config Tool home page, open the Plugins task.
In the Plugins task, click Add an
and select Plugin.
The plugin creation wizard opens.
On the Specific
info page, select the server on which the plugin role is hosted,
the plugin type, and the database for the plugin role, and then click
If you do not use expansion servers in your system, the Server option is not displayed.
On the Basic information page, specify the role
- Enter the Entity name.
- Enter the Entity description.
Select the Partition for the plugin role.
If you do not use partitions in your system, the Partition option is not displayed. Partitions are logical groupings used to control the visibility of entities. Only users who are members of that partition can view or modify the role.
- Click Next.
On the Creation summary page, review the information, and
then click Create, or Back to make
After the plugin role is created, the following message is displayed: The operation was successful.
- Click Close.
Prepare Transaction Finder the plugin to receive transaction data.