VISUAL PLANNING 5.3 DOCUMENTATION

Import Resources

DEFINITION

The import of resources allows to import a group of resources belonging to the same dimension.

There are several types of import:

  • Simple insertion of new resources,
  • Update of existing resources,
  • Update of existing resources and insertion of new resources.

An import of resources is made from a unique source that can be:

  • A *.CSV file
  • A *.XLS or *.XLSX sheet (or tab),
  • A table or a view of a Database:
    • MYSQL,
    • ORACLE,
    • SQLSERVER,
    • or MSACCESS.

SETTINGS

It is required to save context settings before use. (c.f. Use).

Create an import context

To create a new import context, go to the Global Settings panel > Right-Click on Import resources > Create an import context > Choose the dimension.

The lower part is then activated:

Specify the import settings, then click on:

  • OK to save the context,
  • Restore to undo.

These settings are:

Name

This is the Name of the import context.

Description

This is an optional Description of the context.

History

This non-editable parameter store the date, time and login of the last modification of the context.

Definition

This is the Definition of the context.

cf. Definition of context to import resources

"URL" call

The option “URL” call triggers outside VISUAL PLANNING the implementation of this import context following a defined syntax.

cf. Exports & imports by URL

Resource's creation/modification

This box enables the triggering of context during the creation and/or modification of resources.

cf. Automatic Exports and Imports

Event's creation/modification

This box enables the triggering of context during the creation and/or modification of events.

cf. Automatic Exports and Imports

Activated

This check box enables the trigger of service import.

cf. Import using service

Triggers

This option allows to define triggers in the case of import by service.

cf. Import using service

Reporting activated

This check box allows to send an email report of the result of each triggered import.

Prerequisites: The SMTP server must be configured because it is automatic mails. cf. Automatic sending of e-mails

Sender

It is the email considered as the sender when reporting by mail.

This parameter is active and required if Reporting activated is checked.

Recipients

This is to specify email addresses to be defined as recipients during the reporting by email.

This parameter is active and required if Reporting activated is checked.

Modify an import context

To modify an import context, go to the Global Settings panel > Left-Click on the context to modify.

The lower part is then activated. Modify the settings (cf. Create an import context) and click on OK to save the modifications.

Duplicate an import context

To duplicate an import context, go to the Global Settings panel > Right-Click on the context > Duplicate.

The lower part is then activated. Modify the settings of the duplicated context (cf. Create an import context) and click on OK to save the modifications.

Delete an import context

To delete an import context, go to the Global settings panel > Right-Click on the context > Delete.

The following message appears:

Then:

  • Click on yes to definitely delete the context,
  • No to undo the deletion.

Concatenation of values

It is possible to concatenate values in a text or multi-lines heading instead of replace this one if the imported value begin with $+.

This mechanism is used for heading of type “Text” and “Multiline” if the imported value begins with the $+ character. In the case of a multi-section of imported value is added to a new line.

Three cases are possible:

  • using the Value column with the $+ prefix
  • import of specific value with the $+ prefix
  • add the prefix $+ in the source

USE

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