Import 2040: Difference between revisions

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(Created page with "<translate> == Import Log Cases and Traffic Types == The import ''Log Cases and Traffic Types'' is a general import link that may be used for updating log cases and traffic types. By preparing a file according to this file specification, you may use this import to update the set of log cases and traffic types used by the system. === How to - Create an import template === Create an import template by pressing '''show import template''' under file definition panel....")
 
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== Import Log Cases and Traffic Types ==  
== Import Log Cases and Traffic Types == <!--T:1-->


<!--T:2-->
The import ''Log Cases and Traffic Types'' is a general import link that may be used for updating log cases and traffic types. By preparing a file according to this file specification, you may use this import to update the set of log cases and traffic types used by the system.
The import ''Log Cases and Traffic Types'' is a general import link that may be used for updating log cases and traffic types. By preparing a file according to this file specification, you may use this import to update the set of log cases and traffic types used by the system.




=== How to - Create an import template ===  
=== How to - Create an import template === <!--T:3-->


<!--T:4-->
Create an import template by pressing '''show import template''' under file definition panel.  
Create an import template by pressing '''show import template''' under file definition panel.  


<!--T:5-->
An excel sample file with the correct import format is created, enter the values according to instructions in sample file.   
An excel sample file with the correct import format is created, enter the values according to instructions in sample file.   


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{{:Biller ImportCommon}}
{{:Biller ImportCommon}}


=== How to - Do an Import - Import Specific Settings ===  
=== How to - Do an Import - Import Specific Settings === <!--T:7-->


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# Select a  [[{{Link}}Traffic Category|traffic category]] for items in the import file that lack a category
# Select a  [[{{Link}}Traffic Category|traffic category]] for items in the import file that lack a category
# Select a [[{{Link}}Node|node]] type to be used for the new [[{{Link}}Traffic Type|traffic types]]
# Select a [[{{Link}}Node|node]] type to be used for the new [[{{Link}}Traffic Type|traffic types]]
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#:* A report with the result of the import is shown
#:* A report with the result of the import is shown


<!--T:9-->
{{:Biller_ImportGeneral}}
{{:Biller_ImportGeneral}}



Latest revision as of 11:51, 23 February 2023

Import Log Cases and Traffic Types

The import Log Cases and Traffic Types is a general import link that may be used for updating log cases and traffic types. By preparing a file according to this file specification, you may use this import to update the set of log cases and traffic types used by the system.


How to - Create an import template

Create an import template by pressing show import template under file definition panel.

An excel sample file with the correct import format is created, enter the values according to instructions in sample file.


How to - Do an Import - Common Settings

  1. Compare and adjust the file to the file format definition for the specific import type
    • You can find the file format definitions for most imports by opening the file definition section at the bottom of the import page
    • Fields marked as mandatory (*) must be filled in
    • Ensure that there are no empty rows at the end of the file
  2. Save the file from the other system as a tab separated text file
  3. Give the file a name
    1. Copy it to a shared directory on the server - enter \\server name\directory
      • The server name is the name of the server where Pro 9 is installed
      • The directory is the name of the shared directory where the import file will be placed - e.g. \\server1\import
    2. Copy to a folder on your local computer
      • Contact Servicedesk to change system settings to import by browsing
  4. Open the appropriate import type in the Reports & Integrations view
  5. Enter the name of the import file in the file name or choose file from your local computer
  6. Enter the imports specific settings, specified below
  7. Select to validate during the import; the validation check for the correct number of column, that the data type of each column matches the data in the row and that the max length of each column isn't exceeded
    • No - select if you don´t want to use the validate function or if the file definition is missing
    • Note: If file definition is missing the validation function have no impact
    • Yes (stop on validation error) - select if you want the import to stop on validation error
    • Yes (continue on validation error) - select if you want the import to show validation error after the import is done
    • Note: Have in mind that a larger file can take longer to validate due to the capacity on the server!
  8. Select data mappings
  9. Check the show when ready box to show the import report in the open view when ready

Note: It is possible to run the same import simultaneous and import more the one file at the time


How to - Do an Import - Import Specific Settings

  1. Select a traffic category for items in the import file that lack a category
  2. Select a node type to be used for the new traffic types
  3. Click on try
    • The report will display any previously performed imports and any errors in the current import
  4. Check the compilation
  5. If errors have occurred:
    1. Correct any errors
    2. Click on try again
  6. If everything looks OK, click on import
    • If a previous import for the same period has been done, it will be replaced
    • A report with the result of the import is shown


How to - Schedule an Import

  1. Click Schedule this import in the Links menu Icon Links.png
  2. Read more about how to schedule an import

How to - Review Import History and Delete Imports

In the history tab, you can review the import settings or, if needed, delete a previously made import.

  1. Open history tab