How do I Import Items

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How do I Import Items

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There are different kinds of import process depending on what you are importing

These are all administration functions and more than a brief summary is beyond the scope of this User Guide.

 

 

 

Regular Import of Items held in an External Data Source - e.g. Excel

 

There will be occasions where the master copy of data will not be managed in Cimera. Cimera Integrations allows the Cimera Administrator to set up a link to an External Data Source and schedule the importing of data into Cimera Items. Items managed in an External Data Source can have additional fields added to the Cimera copy items so within each item, some fields are mastered in an external system, and some are mastered within Cimera.

 

See Also

Cimera Administration Guide - Integrating Data

 

 

One Off Import of Items held Externally - e.g. in Excel, CSV, Database

 

One off imports are achieved by either setting up an External Data Source, see above, and just executing it once or by using the public Cimera Data Loader PlugIn.

 

See Also

Cimera Administration Guide - DataLoader

 

 

Import Links/Relationships

 

Links can be created between existing Cimera items from link data held in Excel using the Link Importer Main Menu Admin > Import Relationships

 

See Also

Cimera Administration Guide - Import Relationships

 

 

Import Data or All Metadata

 

Often a copy of the production Cimera database will be created for testing and development. In such cases it is sometimes required to develop new configuration (amended metadata) in the test database and then import it into the production one.

 

Exporting is performed from Cimera Server Utilities Export option. Select the appropriate database, right-click, Export.

 

note :

it is essential to make the metadata in the production and test identical before any development starts to remove the chance of the importing process having a merge conflict, i.e.

 

refresh test database with production metedata (either the metadata or the whole database)
update test database metadata
copy the test metadata back to production

 

 

Importing All the Data

 

Exported data can be imported into an initialised database using Cimera Server Utilities

 

Server Utilities - Manage DBs menu - Initialised DB

 

 

 

Importing Selective Metadata

 

Note : take a backup of the Cimera database before doing a selective import. There is no 'undo'.

 

To import a subset of the metadata:

firstly export the metadata into individual files (as opposed to a single export file). See Export Metadata to Individual Files

 

these can then be imported from the Process Modeller Import option

 

Main Menu Admin > Process Modeller and then use the Import button.

 

 

See Also

How do I Export Items

Cimera Administration Guide - Import Metadata

Cimera Administration Guide - Process Modeller - Import