Reporting Import

This topic is related to the following sections:

• Mapping the Fields of a Datasource

• Mapping Import

• ETL Import

About Reporting Import

As the clients who currently are supported with older versions of Syniti ADM or DMR Concento begin to upgrade into Syniti Migrate application, the active data is converted into this system. The users extract from the older version the mappings for each table into an Excel spreadsheet of standard fields (REPORT_IMPORT_TEMPLATE.xlsx). They extract and save each active mapping to import into Syniti Migrate using this set of pages. This process imports only Excel extensions and fails should the user attempt to import other extensions (Ex:  txt, csv)

Note

UTF- 8 double-byte characters load using Excel Import (Ex: Japanese or Korean language).

Prerequisites

Prior to importing mappings metadata from a prior version of Stewardship Tier ADM or from DMR Concento complete the following steps:

• Create the Datasources within Catalog > Datasources for Source Datasource and Target Datasource.

• Create the Subject Area within Administer > Setup > Subject Areas.

• Create the Dataset within Catalog > Dataset Design.

• The Project, Release, Milestones, and assigned Subject Area must be set up within Migrate > Project Setup.

• The object data must be exported from the system and organized within the template spreadsheet and saved as an Excel file.

• The Reporting Import Template may be produced locally by clicking the Download Template button. Refer to Download Reporting Import Template section for details.

Reporting Import Template Spreadsheet

During initial setup of this application for a new project, there may be a need to import the reports used in prior ADM projects or DMR Concento projects. The spreadsheet must remain in its original form with no changes to the column sequence and the first two rows must not be altered as the import expects these rows as they are in the template.

The Reporting Import Template spreadsheet contains column headers for: Report, Report Type, Report Priority, and etc.

Import the Template Spreadsheet

View the following page by navigating to Administer > Reporting Import from the Syniti Migrate Homepage. The initial page displays as Import Setup.

Add a Report for Import

Click the Choose File button and then select the appropriate file. Click Open to add this file to the page.

The REPORT_IMPORT_TEMPLATE spreadsheet contains a row of notes and instructions at the top, and so the value in Header Start Row defaults to 3. Should there be need to alter the start row, change it now. The preview lists the first ten rows of data and the count of rows is provided within the Import File section in Number of Records Detected.

Click the IMPORT REPORTS button to initiate the import of reporting data . A warning message displays to request a selection of either CANCEL or APPEND or TRUNCATE. Depending upon the need, the user may want to append this new data onto an existing object, or they may want to truncate the tables and add this data as the only data for the object.

Click on either the APPEND button or the TRUNCATE button to initiate the import of data. The page indicates that the job is running. It updates to Status: Import Finished once complete.

Note

Refresh the Job Status panel by clicking the Refresh icon within the Job Status panel, otherwise the page defaults back to the initial page.

The completed job displays once finished.

If the job should fail, the user may VIEW DIAGNOSTICS (Debug Log) for the job queue.

Job Queue Steps for Each Import

The resulting job is entered as a Job Queue with the import of the reporting data set as a step.

Debug log for the step provides details of the processing.

Download Reporting Import Template

To produce a local copy of the Reporting Import Template, click the Download Template button. This produces a local version of the Excel spreadsheet used to store the rows of data for Reporting Import.