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| //**AwareIM**// includes the functionality to import and export instances of a business object to and from the system. This functionality may be useful under the following scenarios: | //**AwareIM**// includes the functionality to import and export instances of a business object to and from the system. This functionality may be useful under the following scenarios: |
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| - The user wants to enter large amounts of data into the system – it may be too tedious and slow to enter each instance of a business object using the business object form (see [[docs:2000_concepts:0400_data_entry_and_editing|Data Entry and Editing]]). It is much faster and easier to use a text editor or a spreadsheet to prepare the data in a file and then import the file in one go. | - The user wants to enter large amounts of data into the system – it may be too tedious and slow to enter each instance of a business object using the business object form (see [[2000_concepts:0400_data_entry_and_editing|Data Entry and Editing]]). It is much faster and easier to use a text editor or a spreadsheet to prepare the data in a file and then import the file in one go. |
| - A variation of the first scenario. The user wants to modify large amounts of data. Again it may be too slow and tedious to do it using a business object form. It may be much faster to export the required instances from the system, change the data using some text editor or a spreadsheet and import the data back into the system. | - A variation of the first scenario. The user wants to modify large amounts of data. Again it may be too slow and tedious to do it using a business object form. It may be much faster to export the required instances from the system, change the data using some text editor or a spreadsheet and import the data back into the system. |
| - It may be necessary to transfer data from some other (non-//**AwareIM**//) system into the //**AwareIM**//-based system. The data from another system can be imported from a CSV or XML file. | - It may be necessary to transfer data from some other (non-//**AwareIM**//) system into the //**AwareIM**//-based system. The data from another system can be imported from a CSV or XML file. |
| For options 3 and 4 above the best approach is to define your own import or export template that defines mapping between the columns in the data file format supported by an external package and attributes of the object in AwareIM. AwareIM includes a sophisticated mapping module that allows end users to define such templates. | For options 3 and 4 above the best approach is to define your own import or export template that defines mapping between the columns in the data file format supported by an external package and attributes of the object in AwareIM. AwareIM includes a sophisticated mapping module that allows end users to define such templates. |
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| {{page>docs:5000_videos:450_import_export_templates&noheader}} | {{page>:5000_videos:450_import_export_templates&noheader}} |
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| There are several options that control how export is performed: | There are several options that control how export is performed: |
| ===== Export Relationships ===== | ===== Export Relationships ===== |
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| It is possible to indicate whether reference attributes should be exported – see [[docs:2000_concepts:0900_prod_feats:0600_export_import:0300_export_import_relationships|Exporting and Importing Relationships]] | It is possible to indicate whether reference attributes should be exported – see [[2000_concepts:0900_prod_feats:0600_export_import:0300_export_import_relationships|Exporting and Importing Relationships]] |
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| When the data is imported from a CSV file //**AwareIM**// checks whether the imported file includes values of the ID attribute and if so tries to find the corresponding instances and update the attribute values with the data from the file. Obviously it changes values only of those attributes that are present in the file leaving other values intact. If the file does not have the values of the ID attribute //**AwareIM**// creates a new instance of the business object for each record in the file and initialises it from the data in the record. The following import options can be specified: | When the data is imported from a CSV file //**AwareIM**// checks whether the imported file includes values of the ID attribute and if so tries to find the corresponding instances and update the attribute values with the data from the file. Obviously it changes values only of those attributes that are present in the file leaving other values intact. If the file does not have the values of the ID attribute //**AwareIM**// creates a new instance of the business object for each record in the file and initialises it from the data in the record. The following import options can be specified: |
| ===== Batch size ===== | ===== Batch size ===== |
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| //**AwareIM**// imports records in batches of the specified size. After each batch has been imported //**AwareIM**// commits the database transaction thus making the changes permanent (see also [[docs:2000_concepts:0800_data_processing:0200_rules_transactions:0200_batch_operations|Batch Operations]]). | //**AwareIM**// imports records in batches of the specified size. After each batch has been imported //**AwareIM**// commits the database transaction thus making the changes permanent (see also [[2000_concepts:0800_data_processing:0200_rules_transactions:0200_batch_operations|Batch Operations]]). |
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| Import and export can be performed either from the user interface of the Operation Mode (see [[docs:2000_concepts:0900_prod_feats:0600_export_import:0100_export_import_operation_mode|Export and Import in the Operation Mode]]) or from business rules (see [[docs:2000_concepts:0900_prod_feats:0600_export_import:0200_export_import_business_rules|Export and Import from Business Rules]]). | Import and export can be performed either from the user interface of the Operation Mode (see [[2000_concepts:0900_prod_feats:0600_export_import:0100_export_import_operation_mode|Export and Import in the Operation Mode]]) or from business rules (see [[2000_concepts:0900_prod_feats:0600_export_import:0200_export_import_business_rules|Export and Import from Business Rules]]). |
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| See also: | See also: |
| {{simplenavi>docs:2000_concepts:0900_prod_feats:0600_export_import}} | {{simplenavi>.:0600_export_import}} |
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