OVERVIEW
“Import Children” in a product tree refers to the functionality that allows users to import subcomponents or nested items under a parent product or assembly. This feature is crucial for efficiently managing complex product structures by enabling the addition of multiple related items in one action.
IMPORTANCE OF IMPORT CHILDREN FEATURE
- Bulk Import: Users can import multiple child components at once rather than adding them individually.
- Hierarchy Management: Maintains the hierarchical relationships between parent products and their children.
- Data Consistency: Ensures that the imported child components are accurately represented and linked within the product tree.
IMPORT CHILDREN WORK ITEMS TO ORCANOS
First, you need to prepare a CSV file for import. Use this article to perform that: set up your file for import
You must have a file ready in order to define a new import setup
Follow these steps to upload your work items to Orcanos:
- Click Product Tree icon from the main menu
- Select the node from the right navigation pane under which you wish to import (For example, Software Requirement)
- Right-click the node and select the option Import/Export > Import Children
- The Import Setup pop-up opens. Fill the following attributes:
Import Work Item: Based on the defined hierarchy settings, select the work item from the selection list.
Select Predefined Settings: User can select the existing Import setup for importing the data or create a new Import Setup by clicking ‘Import with a new Setup’ hyperlink.
HOW TO CREATE NEW IMPORT SETUP
- Click on Import with a new setup link
- Import Setup pop-up gets displayed with the following details
Name – Unique name to the import setup.
User can define multiple import setup(s) for the same work item. Leave Import Name Blank if you don’t want to save and store the setup for future use.
Data source type – select CSV file
Data Source – choose the file from your computer
Work Item -automatically selected based on the item you have selected
Unique Identifier – Orcanos ID – automatically selected
Import from External System – Checkbox
- If selected, the expected External Unique Identifier should not be an existing ID in Orcanos. Use the unique row identifier you have created when preparing the file.
Mapping the External Unique Identifier is optional if the “Import from External System” checkbox is checked.
- If not selected, the expected External Unique Identifier should be an existing ID in Orcanos. This is usually a CSV that was exported from Orcanos, gone through some manipulations, and now you can sync the changes back to Orcanos DB
External Unique Identifier – the unique identifier from the CSV file – see above.
- Click Next to proceed to the Import Mapping Fields step and align the columns in your file with the corresponding attributes in your Work Item.
- The right side shows the Orcanos Work item attributes.
- The left side allows you to select a field from the import file and match it to the Orcanos work item field.
Ensure that the values of fields in the CSV file match those in the corresponding field in Orcanos, if it’s a Combo box or multi select type field.
For example:
Status column in Excel contains New, Approved.
So, Status in Orcanos must have these 2 values EXACTLY, otherwise it will generate error when migrating.
If it appears as Approve for example, the record will be colored in red with error message and the row cannot be imported.
- Click Save & Import to save setup and import the data
Data is imported into a temp environment, and in order to add it to Orcanos database, you would need to add each record, or a bulk of records
HANDLING IMPORTED DATA IN TEMP ENVIRONMENT
Once data is imported into the temp environment, you can decide for each record if to add or update existing as follows:
Import limit is 1000 records per page.
Actions column: Allows you to select the desired action: Add, Update, Discard
When you click import, the system checks if the item is already imported using the unique identifier setup in the CSV file, in our case the field ID. In this example, ID 1 and 2 were already imported before, so the system will show the update icon.
The updated fields are shown in red, if the data has changed, and also in the comment column.
Orcanos Key shows the related Orcanos Work Item Hyperlink if the item already exists in Orcanos.
If it’s a new item (ID wasn’t imported yet to Orcanos) – the user can click Add to add the new item.
Discard this item (on the next import the system will recognize that this specific ID in CSV file was discarded) and it appears to be in Orange color
Parent –The ID of the selected parent node in the product tree is prefilled and cannot be changed.
Error – If any error occurs it is shown in the Error column.
Last Action – shows the last action selected in the previous import (NEW, UPDATE, DISCARD)
IMPORT FROM EXISTING SETUP
In order to Import data from an existing setup, follow simple steps below
- Right-click the node and select the option Import/Export > Import Children
- Import Work Item: Based on the defined hierarchy settings, select the work item from the selection list.
- Select Predefined settings – Select an import setup already defined
- Select File – Select CSV file. Make sure it’s in the same format as defined in the import setup selected