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 managed separately for each. The drop-down list at the top of the page determines which entity's import details are currently displayed.

Tip: Example files are available 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. (See XML and XLSX Templates.)

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.

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 immediately process the import queues for all entities. Click Admin > Import > Process.

Alternatively:

• If the DIU Service is running on the web server, it will attempt to process the file(s) at the date/time specified in the Import Schedule for the relevant data type and entity.
• If you have created your own custom application using the Web Service, it includes a function to immediately process the import queues for all entities.

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).

Note: For most record types, if the relevant ID matches an existing record, it will not be imported and it will be logged as a duplicate in the error log. For incidents, if the EnableUpdate element in the *.xml file is set to Yes, certain fields can be updated in existing records. For details, see XFRACAS XML Import Business Logic(*.pdf).

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.

Tip: To find IDs for details, see Using Detail Type IDs.

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).

Export Type	ID to Enter
Address (i.e., location)	Database ID
Company	Database ID
Failure analysis	Entity display ID
Incident	Entity display ID
Issue	Database ID of the list issue type
Master BOM	Part ID
Problem	Entity display ID
Project	Entity display ID
System	HID
Unit Commissioning (i.e., CSI)	Entity display ID
User	Database ID

3. Click Export.