1	IMPORT Key Lesson
2	LEARNING OBJECTIVES BY THE END OF THIS LESSON, YOU SHOULD KNOW: How to map fields and import data using the import functionality. IMPORT TOOL
3	BENEFITS The import of related data is supported, so time saved during data migration Text files with records existing on each row can be imported Ability to check and update existing records or create new records IMPORT TOOL
4	BASIC DATA To import data using import, you will need to set up the following data: An export .txt file containing the data necessary to be imported IMPORT TOOL
5	IMPORT FILE PROPERTY SETTINGS On this page, browse and select the data source file that is to be imported The data source file needs to be a .txt file Fill out the necessary settings The file type can be ANSI or UTF-8 You can determine whether the first row displays column names, through a check box The row delimiter allows three options {CR}{LF} - Brings the cursor to the first character position of the first line directly below the current line {CR} - Brings the cursor to the first character position of the current line {LF} - Sets the current position exactly one line below the current cursor position The column delimiter determines how the columns are separated (tab, comma or semicolon) The text qualifier determines how to recognize text in the text file and can be: Double Quote {“}, Single Quote {‘} or None (Default) IMPORT TOOL
6	AUTHENTICATION On this page, the required database is chosen and user log on settings are entered. If the authentication is successful, the next page of the wizard is displayed. If the authentication fails, the user will be prompted to enter the correct credentials. The settings include: Data Source - The data source type to be imported User - The username is a mandatory field. The last logged user will be displayed Password - Blank allowed depending on the password security given Database - A list of all Oracle System DNS entries. A browse button to browse for the Access data source. Last logged data source will be displayed Selecting the type of credentials and language to use IMPORT TOOL
7	IMPORT PROPERTIES This page allows you to select either a new template or an existing template A new template will require the user to map the information in the .txt file to IFS Sales and Marketing via the Map Fields option Use Transaction - If this check box is selected, should an error be encountered during the process, all transactions performed thus far would be rolled back. If the check box is cleared, should an error be encountered during the process, all transactions performed thus far would be committed IMPORT TOOL
8	MAP FIELDS All fields that need to be imported from the import file, need to be mapped to a corresponding field on the given panels. Third level and stand-alone tables cannot be imported It is not possible to map a field from the import file to a cross relation field. To connect a cross relation field to a field in the import file, the Advanced button is used. It is only possible to map one field from the text file to a particular field in the database, except for a note field, where it is possible to map several fields. IMPORT TOOL
9	ADVANCED PROPERTIES Different type of fields will have slightly different properties available. Default Value - The default value for a field. This field is part of the duplication check – Determines whether the field will be included in the duplication check. To perform this check, the field should be mapped. Duplication check is case insensitive – Determines whether the system will ignore the case used in the duplication checked field value. This will apply only to text fields where the Duplication Check checkbox is selected. (Only for Oracle database) If column is empty in the text file during update group box Leave value in the database – If this checkbox is selected and the value of the mapped text file column is empty, the existing value in the database will remain as it is. Use default value - If this check box is selected, and the value of the mapped text file column is empty, the default value is used. Compare option key instead of the description - Determines whether the system will consider the option key value instead of the description. If option is missing in option list group box - This is used when importing option values which do not exist in the option list of the database. Add option to the option list - If the option is missing in the option list, this will enable entering the value to the option list. This functionality is only available if the Compare option key instead of the description check box is cleared. Use default value - If the option is missing in the option list, the default value will be used instead of the map field value. Leave value in database - If this check box is selected and the option is missing in the option list, the existing value in the database will remain as it is. IMPORT TOOL
10	ADVANCED PROPERTIES Use Today’s Date - Determines whether the current date and time will be inserted in the Default value field. Use specific date - If this option is selected, the user is required to enter the date and time in the correct format. The duplication check cannot be used for Date fields. Remove existing multiple choice options - If selected, all the existing multiple choice values for the record will be deleted and new values will be inserted for the record, as per the selected options. Browse button (for multiple choice fields) - Opens the multiple choice insert window. Separator - Indicates the different options used to separate different notes. E.g. New line, 2 New lines, Space, Tab, None Arrow buttons - Help you to arrange your mapped columns. Remove button - Removes the mapped Notes fields. Add timestamp and user information - Determines whether to indicate the user and the time at which the notes were imported to the database. Include text file label – Determines whether the label of the mapped field is displayed with the field value. IMPORT TOOL
11	IMPORT OPTIONS Import new records and update existing records Only import new records and do not update existing records Only update existing records Prerequisites - One or more duplication checks must be selected for fields. The system will verify that the record (i.e. the line in the exported file) to be imported, exists in the database by checking the fields that are denoted by the duplication check. Import all records without duplication check The system will import all records in the import file to the database. Duplication check will be ignored. IMPORT TOOL
12	IMPORT LOG To facilitate tracing the records imported, a log file will be created. Once the import process is completed, this log file will be opened automatically. Each imported row will have a log file entry. The log file will be saved as import_ timestamp.log in the application folder (e.g. C:\Program Files\IFS Applications\Sales and Marketing\Import). Number - Displays the row number of the log file. Insert/Update - Indicates the status of the record in the database. Descriptive Fields - Displays the descriptive fields mapped to the template from the text file. Duplication Check - Indicates fields that have duplication check enabled. Timestamp - Date and time at which that specific record affected the database. IMPORT TOOL
13	EXERCISES Importing Data Import necessary data using the Import functionality. IMPORT TOOL
14	SUMMARY OF EXERCISES WHAT YOU DID Imported data from a text file Created a new template and mapped fields from the import file to the database WHAT YOU LEARNED How to import data from a text file How to create a new template and map fields IMPORT TOOL IMPORTING DATA
15	END OF LESSON