Create a custom mapping file (.ini)

You can quickly and efficiently create custom accounts and risk mapping files for data transferred through CloudBridge to each of your cloud engagement apps.

Accounts mapping

1. Launch CloudBridge and connect to your Cloud server.

2. On the Upload Dashboard, click Generate Mapping | Accounts mapping.

3. In the Generate Accounts Mapping File dialog, select whether to generate a new engagement file, or to use an existing one. Complete the fields as required.

   New:

   • AC File location: Click Browse and select the source Working Papers engagement for your mapping/grouping structure.

   • Select Cloud App: Select which Cloud app you are mapping to.

   • Select Cloud Entity: Select an entity on your Cloud server.

   • Select Mapping Structure: Select the applicable mapping/grouping structure from the source Working Papers engagement.

   • Cloud Engagement Name: Enter a name for the mapping file or use the default name provided.

   Existing:

   • Select Cloud App: Select which Cloud app you are mapping to.

   • Select Cloud Entity: Select an entity on your Cloud server.

   • Select Cloud Engagement: Select the target Cloud engagement.

   Click Next.

4. The new or existing Cloud engagement opens automatically. If it does not, click the link in the Generate Accounts Mapping File dialog.

   

5. In the browser engagement, manually assign accounts as required to generate your intended mapping structure.

   Note: You can disregard the balances in this engagement, as they are not relevant when generating the mapping structure.

   Once finished, simply close the browser.

6. Select the confirmation box stating that you have assigned the accounts in the Cloud engagement, then click Next.

7. The custom mapping file is created in the CloudBridge folder. Click Done.

You can now use the custom mapping file during your CloudBridge data transfer.

Risk mapping

1. Launch CloudBridge and connect to your Cloud server.

2. On the Upload Dashboard, click Generate Mapping | Risk mapping.

3. In the Generate Risk Mapping File dialog, complete the fields as required.

   • AC File location: Click Browse and select the source Working Papers engagement for your mapping/grouping structure.

   • Select Cloud App: Select which Cloud app you are mapping to.

   • Select Cloud Entity: Select an entity on your Cloud server.

   Click Next.

4. Under the Financial Areas category, map the local data options to the applicable Cloud data options. Repeat this process for the data under the Assertions category.

   

   Click Next.

5. Enter a name for the .ini mapping file. The name must be unique. Click Next.

6. The custom mapping file is created in the CloudBridge folder. Click Done.

You can now use the custom mapping file during your CloudBridge data transfer.