- Review Blueprint XML Import Field Descriptions,
Blueprint Import, Blueprint Import List help topics before starting
this task.
- Obtain the sample xml file format from the distribution in the \integration\import folder.
The default location is C:\Program Files\<Application Name>\integration\import
- You must have the Authority permission Import Manager: Full
Access to process imports in the \integration\import\folder.
- Set the Run Initial Import Manager as to <self> located
in Setup System > Import Manager > Initial Import tab.
- Set the Run Ongoing Import Manager as to <self> located
in Setup System > Import Manager > Ongoing Import tab.
| Important: |
- The desired sample xml contains the required format.
You can comment out or remove existing non-required tags but you
cannot create additional tags. Essentially, the end result must
be in the formatted xml file provided - otherwise the import manager
will not process the file.
- Do not rename terminology.
- Do not change the format.
- Do not add alternate data formats. Alternate data formats are
not supported.
- Labels imported must match labels in this application.
|
| WARNING: Real Time Update |
| Before test running an ongoing import be sure to back up
the database. |
To process an ongoing import:
- Use the blueprint xml file.
- Place the xml file in the integration/import/blueprints.in folder.
- The application looks for a new file on a periodic basis
and will begin to process the file.
- Check the <installation directory>/integration/import/blueprints.processed folder
for successful imports and /blueprints.skipped folder for skipped
imports. The Blueprints Activity Log is available on the Planning board.
Data from the xml file is imported into the application.