Related Topics:
	Importing and Exporting Data Managing Generic System Configurations Managing Serialized Systems

Data Import Page

The Data Import page allows you to import and export XFRACAS records (e.g., incidents, system configurations, etc.) using *.xml or *.xlsx templates. This page can be used in conjunction with the optional XFRACAS DIU (Windows service) and/or the XFRACAS Web Service, if applicable. Permissions required to access this page: Access Admin Tab and Manage Import.

To open the Data Import page, choose Admin > Tools > Import.

If your implementation has more than one Entity, import schedules and logs are mapped separately for each. The drop-down list at the top of the page determines which entity's import details are currently displayed.

XML and XLSX Templates

XFRACAS provides an XML Document Type Definition (DTD) for each type of record you can import or export. These are installed in the "DTD" folder on the web server (e.g., C:\inetpub\wwwroot\XFRACAS\DTD\). For descriptions of the XML elements and attributes, see XFRACAS XML Import Business Logic (*.pdf).

Below are example files for some of the more common import scenarios. You may be able to save time by downloading and adapting these files to import your own data.

• XFRACASXMLTemplate_PartsExample.xml

• XFRACASXMLTemplate_SerialIncidentExample.xml

• XFRACASXMLTemplate_SimpleIncidentExample.xml

• XFRACASXMLTemplate_UserExample.xml

You also have the  option to import some record types from Excel.

• XFRACASImportTemplate_Parts.xlsx
  (XFRACASImportTemplate_Parts_Example.xlsx)

• XFRACASImportTemplate_Issues.xlsx
  (XFRACASImportTemplate_Issues_Example.xlsx)

IMPORTANT: In order to use Excel templates, the web server must be configured to recognize the *.xlsx file type. For details, please consult the XFRACAS Implementation Guide (*.pdf).

Adding Files to Import

1. Choose Admin > Import > Add.

2. In the Add Import File utility, select the import type and browse for the file.

3. Click Add to add the file to the import queue.

Note: If the imported *.xml file contains an entity display ID that already exists in the XFRACAS database (i.e., the record number, such as E1-1), the record will not be imported.

Processing Files in the Inbox

The Inbox shows all of the import tasks that are currently in the queue to be imported. Each task is an *.xml or *.xlsx file that contains data you wish to import.

If you have the "Access Import Processing" permission, you can process the Inbox immediately. Click Admin > Import > Process.

Alternatively:

• If the DIU Service is running on the web server, the service will attempt to process the file(s) at the date/time specified in the Import Schedule for the relevant data type.

• If you have created your own custom application using the Web Service, it includes a function to immediately process all files in the import queue.

The Processed area shows the import tasks that have been completed successfully, while the Error area shows the files that could not be processed. The DIU Log shows all actions performed by the DIU Service (including e-mail notifications that are triggered based on calendar date).

Exporting to XML

If you have the "Access Data Export" permission, the easiest way to export a single record to XML is to open the record and click the Export command in the ribbon.

Alternatively, if you know the record ID(s), you can use the utility in the Data Import page.

1. Choose Admin > Import > Export.

2. In the Export File utility, choose the export type and specify the ID(s) to export in the ID field. This can be a single ID or a comma-delimited list.

Depending on the record type, you will need to enter either the entity display ID (i.e., the record number that is visible in XFRACAS) or the database ID (obtained from the database table).

3. Click Export.