You can import one record type at a time, including the
history and attachment information for that record type.
Procedure
To
import records from an import file:
-
Start the HCL Compass Client.
- Click .
-
Select the connection to import the data in to, or click Connect to
create a new connection to a HCL Compass user
database, and click Next.
The Import wizard opens.
- In the Select a record type window, select
the name of the record type for which you are importing records and
the type of data that you are importing. Select all that apply.
You can import history and attachment information for the selected
record type.
- If applicable, indicate whether you are
updating existing records.
If this
is your first import operation, this step is not necessary.
- Click Next.
- In the Specify file names window:
- For Record Data,
enter the location and name of the import file that contains the data
to be imported.
Enter a location and
name for the discarded data log. Note that if you use an existing
file, the contents of that file are overwritten with the new log data.
If a record does not convert successfully, the record
is saved to the discarded data file that you specify. You can use
this file to fix problems and to import the record again. For more
information, see Recovering
from import errors.
Select the field
delimiter used in the import file.
- If you are importing history information,
enter the History Data:
Enter the location and name of the import file that
contains the data to be imported.
Enter a location
and name for the discarded data log. Note that if you use an existing
file, the contents of that file are overwritten with the new log data.
If the history data does not convert successfully,
the Import feature saves it to the discarded data file that you specify.
You can use this file to fix problems and to import the record again.
See Recovering
from import errors.
Select the field
delimiter used in the import file.
- If you are importing attachment information,
enter the Attachment Data:
Enter the location and name of the import file that
contains the data to be imported.
Enter a location
and name for the discarded data log. This must be a new file; you
cannot use an existing file.
If the attachment
data does not convert successfully, the data is saved to the discarded
data file that you specify. You can use this file to fix problems
and to import the record again. For more information, see Recovering from import
errors.
Select the field delimiter used
in the import file.
- Click Next.
- In the Import wizard - Import settings window:
- To import state values, select the Import
state values option. If you select this option, you must
map the exported field to a state field that you defined in the import
schema. The state field specified determines the state that the record
is imported into. If this field is empty, the default is the Submit
state.
- To import duplicates, specify whether
the import file contains information about duplicate records.
If the import file contains information about
duplicates, select the exported field name that contains the duplicate
information. For more information about importing duplicates, see Importing duplicate records.
- To import a self-reference relationship, select the
Import self-reference relationship option. This option is already
selected if the record type in the import schema contains self-reference
fields. If you do not select this option, the self-reference relationship
in the import file is not imported.
- To import record updates, duplicates,
history, or attachments, select the field in the import schema that
will contain the original record ID (or other unique identifier) of
the exported data.
When you import
history, attachments, and duplicate records, the original unique identifier
(typically the old ID number) of the imported record is used to find
the record to which the attachment, history information or duplicate
record belongs.
Note that if a record type has self-reference
fields, you must provide a field for the original record ID even when
you are importing new records. If the field that has the original
ID is not specified in this step, a duplicate record will be created.
- Click Next.
- In the Configure record field mappings window,
map the fields in the import file to the fields that you created in
the import schema. If the field names are the same, the mapping is
complete. To import record history or attachment data, you must repeat
the mapping for the history and attachment fields.
- You cannot map a field in the import file to more than one field
in the schema.
- Map the original ID in the import file to the Destination field
that stores it.
- If you used the Export feature to create the import file, the
original ID is stored in the ID Column of the exported file. Map this
field to the original ID field.
To save the mapping:
- Click Save.
- Navigate to a location in which to save the mapping
profile and type a name, using a .xmi file name extension, and click Save.
To reuse an existing mapping:
- Click Load.
- Select an existing mapping profile and click OK.
To clear a mapping:
- Click Clear. A confirmation dialog
opens.
- Click Yes to continue and clear
all of the field mappings, or click No to cancel
the operation.
- In the Import wizard - Summary window:
- Review the import summary to verify that
the settings are correct.
- Specify how many errors can occur before
the import process is terminated.
- Select save configuration to save your
import settings.
- Click Finish.