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Agile PLM 9.2.1
6-6
Import and Export Guide
If you do not map the
Type
field for the object, or the
Type
column of a particular row is blank, then the default type
for the object is used, regardless of whether the object currently exists or not. For example, if your import file
contains documents, but you don’t map the
Type
field, documents could be imported as parts if that is the default
item type selected in Import preferences. For items in the import file that already exist in the target system, a type
mismatch rejection error occurs if the default type assumed by import does not match the existing object in the target
system.
For information about how to specify default types for an import session, see “Setting Default Types” on page 8-4.
Selecting a Change Order and Mapping File
When the Select Change Order and Mapping File page appears in the Import wizard, you can specify a change order
and select a mapping file using the following options:
❑
Change Order
— If you are importing in Redlining mode (the default), click to select a change order. If you are
using Authoring mode, you may optionally specify a change order. For more information about redlining, see
“Using Redlining or Authoring Mode” on page 3-8.
Note
To change from Redlining mode to Authoring mode, click
Preferences,
select
Business Rule Options
, and
change the value for the
Change Mode
field.
❑
Use an Existing Mapping File
— After selecting this option, type the path of a mapping file or click
Browse
to select
one. The mapping file must exist on your local system or on a network computer. Mapping files are not stored
on the Agile PLM server.
❑
Create a New Mapping
— After selecting this option, click
Create New Mapping
to define a new mapping file.
❑
Use Currently Defined Mapping Definition
— Use a mapping definition previously selected during this import session.
If you have not specified a mapping file yet, this option does not appear.
❑
Use Default Mapping Definition
— Use the default field mappings for the specified file type. This option is not available
for Excel files and delimited text files that do not use a predefined template format.
❑
Edit Chosen Mapping
— Display the Edit Mapping File window for the selected mapping definition.
Once you select or create a mapping definition, the Import wizard stores it in memory for the current import session.
After this, you can click
Import
to begin the import process, or click
Next
to select other options.
Creating a New Mapping File
If you are importing data from a new source, you need to create a mapping file. To create a mapping file, you select
fields from the import data and map them to Agile fields.
To create a new mapping file:
1
In the Import wizard, proceed to the Select Change Order and Mapping File page.
2
Select
Create a New Mapping
, and then click the
Create New Mapping
button. The Edit Mapping File window appears.
Note
If the Edit Mapping File window has no fields, the source file may be invalid. If the source file is a delimited
text file, make sure fields in the header row do not have carriage return or linefeed characters.
3
Click a field in the
Import Fields
list.
Note
Only one field can be selected at a time in the Edit Mapping File window. However, you can map an import
field to multiple Agile PLM fields.
4
Navigate to the corresponding field in the
Agile Fields
list. Click the field to map it. An arrow
appears next to
the field along with the name of the import field to which it is mapped.
5
Repeat steps 3 and 4 for all fields that you want to map.
6
When you finish mapping all fields, click
Save As
. The File Download dialog box appears.
