Import / export

The import/export dialog box contains a set of import/export functions. Objective is to view mass information with different view and to be able to import the mass information without having the obligation to change it item by item.

Export functions:

All the exported file use the csv ";" separtor format.

• Templates list

Content of the export:

• A table containing all the templates and examples defined in the site by work product.

• A directory containing all the templates files

Export format:

Column number	Field name	Field semantic
1	Work product name	Work product name
2	Discipline	Discipline related to the work product
3	templates list printed	The paths of the templates associated to the work product taken into account the alternative/non alternative option defined (if alternative option defined, the alternative path appears if not empty. If empty the non alternative path appears. If non alternative option defined, the non alternative path appears).
4	Examples list printed	The paths of the examples associated to the work product taking into account the alternative/non alternative option defined.
5	template L1F1	First template path, first language
6	example L1F1	First example path, first template
7	template L2F1	First template path, second language
8	example L2F1	First example path, second template
9	template F1 semantic	Semantic of first template if 2 templates defined
10	template L1F2	Second template path, first language
11	example L1F2	Second example path, first template
12	template L2F2	Second template path, second language
13	example L2F2	Second example path, second template
14	template F2 semantic	Semantic of second template (if exist)
15	Comment	Comment related to template, example access

Exported file: 

• <root>/tmp/template.csv

• <root>/tmp/templates/*

         Example (old format):

• Procedures list

Content of the export:

• A table containing all the procedures / guides included  in the site.

• A directory containing all the templates files

Export format:

Column number	Field name	Field semantic
1	UID	Unique identifier of the procedure / guide item
2	Name	Procedure / guide name
3	Type	Type of the procedure: procedure, guideline, training, ...
4	Status	Validation status of the procedure
5	Discipline	Discipline to which the procedure belong to
6	File L1	The procedure file path taking into account the alternative/non alternative option defined - for the first language
7	Description L1	The procedure description in the first language
8	File L2	The procedure file path taking into account the alternative/non alternative option defined - for the first language
9	Description L2	The procedure description in the first language

Exported file: 

• <root>/tmp/procedures.csv

• A directory containing all the procedures / guidelines files
   

         Example (old format):

BEFORE EACH IMPORT, BACKUP THE PROJECT

• Role activity matrix

Description:

Allow to import the whole role-activity links including the role responsibility from an excel matrix.

File format:

• The column A to E should contain the Work Breakdow Structure of the process indented starting at line 3.
• The role name should appears line 2 from F2 cell.
• The cell(i,j) from the matrix should either contain:
  - X: meaning Role i participate to Activity j
  - <empty>:  meaning Role i do not participate to Activity j
  - <role responsibility>: meaning Role i participate to Activity j with <role responsibility> (note: in the example, role responsibilities have been simplified to a given letter - to replace before import)
• format is csv with ; separator

Note: currently the import use the name of the activity and not his UID. If several activities shared the same name, process builder try to find the appropriate activity in comparing the activity hierarchy.

Example of import file:

• Activities attributes

  Imported file: 

  A table of activities attribute of the same format of the activities attributes export so that can be used to mass import activities attribute.

  Imported information:

  The following attributes are imported:

  Column number	Field name	Field semantic	Imported ?
  1	UID	Unique id of the activity	NO (key)
  2	Name	Name of the activity in the first language	NO
  3	State	State of the activity modelling (if applicable)	YES
  4	Version	Version of the activity modelling (if applicable)	YES
  5	Activity type	Activity type: standard, peer review, formal review	YES
  6	Step	List of step description in the first language separated with the '|' character.	YES
  7	Step L2	List of step description in the second language separated with the '|' character	YES

• Work product attributes

Imported file: 

A table of work product attribute of the same format of the work product attributes export so that can be used to mass import work product attribute.

Imported information:

The following attributes are imported:

Column number	Field name	Field semantic	Imported ?
1	UID	Unique id of the work product	NO (key)
2	Name	Name of the work product in the first language	NO
4	File name	Naming rule	YES
5	Location	Location of file if standardized (on CM tool or file system)	YES
6	CM policy	Define the CM policy associated to the work product	YES
7	Image	name of the image representing the work product in the activity and work product schemas	YES
8	Type	Type of the work product: Document, Document section, Source code, Build, Database, Data file, Data, Binary file, Equipment, Tool, Event ...	YES
9	Timing	Text describing the timeframe for creating, updating the work product in the process	YES
10	Domain	Domain associated to the work product	NO
11	Discipline	Discipline associated to the work product	NO

• Item description

Description:

Allow to import the item descriptions using the same format as item description export.

File format:

Column number	Field name	Field semantic	Imported ?
1	UID	Unique id of the work product	NO (key)
2	Name	Item name in the first language	NO
3	Description	Description of the item in the first language	YES
4	Description L2	Description of the item in the second language	YES

Note: 

• If the description should contain several lines, the end of line in a given excel cell is managed with a alt-enter (it generate in the csv file a 0A instead of 0D 0A and enclose the text with ". This point is managed by the import tool).