IMPORTANT! Before you start importing information into a Cumulus catalog using the Cumulus Importer utility, make sure that a safety copy of the catalog exists . There is no UNDO function for the import available. You can only roll back to the initial ver-sion of the catalog if there is safety copy available that you can open instead of the changed catalog.
To set up an Import Configuration Set and run an import process:
1. Open the Cumulus catalog, to which you want to import the information.
2. Select File > Import > From Text/CSV File. The Select Import Configura-tion window is displayed.
3. Choose whether you want to create a new set or load an existing one.
To select an existing one, open the drop-down list of available sets.
4. Click Next.
5. If you have decided to load an existing set, go on reading with step 7 If you are creating a new set, the Select Import Destination window is dis-played.
For information on the different types see above.
6. Select the destination and click Next. The Select Import File window is dis-played.
7. Specify the import file, the delimiter character and the encoding type:
• File
Choose the file you want to import the data from. Use the button to browse for the file.
• Delimiter
A lot of database systems use the tabulator as the field delimiter (even Cumulus while exporting data from a catalog). If your import file uses another character as separator, you can choose or enter another delimiter.
• Character Encoding
Select the character encoding of the import file.
The results of your settings are displayed in the Data Preview list which pro-vides two columns:
• Import Field Identifier
Lists the field indentifiers from the chosen import file as interpreted using the defined delimiter.
• Import Field Value
Displays what the values of a field will look like. Use the arrow buttons to page through the data.
8. If this is how you want to import the data, click Next.
The next steps depend on the selected destination type.
See below for further information. In any case you, have to add entries for the fields to be imported. Use the Add button to do so. Use the Remove button to remove entries for fields.
If no more configurations are required, a Start button is displayed.
NOTE: Now you can save your Import Configuration set for the data import in an import scheme file by clicking the Save as button. This set holds information about the field assignments, the name of the import file and the appropriate delimiters.
9. Click Start. The data will be imported.
The different destinations for importing data require different specifications. However, the specifications are similar and so are the dialogs.
Each line in the list of the different dialogs represents the specifications which field’s data will be imported and how it will be imported.
Import to Category Tree
If you want to import data as categories to the Category Tree of a Cumulus cata-log, you must specify the import field which holds the data to be imported as cat-egories and the hierarchy level where you want the catcat-egories to be inserted.
• Delimiter for Category Hierarchy
What delimiter separates your category levels? By default, Cumulus uses a colon as separator for indicating the levels in the category hierarchy. If your import file uses a different character, enter the appropriate delimiter.
• Skip First Line
Often the first line of the import file does not contain information that you want to import. You can disable the import of the data of the first line by acti-vating the Skip First Line option.
• Import Field Pattern Preview
Displays how the data will be imported.
• Parent Category
Displays the category to which the data from the import field will go as sub-categories. See below on how to define the parent sub-categories.
• Import Field Pattern
Lists the fields from which the values should be imported as categories. You can insert additional information by clicking in the field’s entry in this column.
If you want to import data from more than one field, use a right/alternate mouse click in a field’s entry in this column to get a list for selecting additional fields.
To add field entries, click the Add button. This displays a dialog that lets you:
• Determine a parent category. You can import the categories as subcatego-ries of a specific category. Determine this category either by entering the cat-egory hierarchy data for the parent catcat-egory or by using the currently selected category in the category pane. When entering the category hierar-chy data you must use the displayed delimiter.
• Select the field that contains the values to be imported as categories.
The Import Field Value column displays how the data will be imported. Use the arrow buttons to page through the data.
To have your selected field added to the selection of Import Fields, click OK. This brings you back to the main dialog.
Import to Records/Categories
If you want to import data into a record field of the Cumulus catalog, you have to define a relation between the import text file and the Cumulus catalog by specifying one or more relations. In most cases, it will be the Asset Name to determine the record and in addition to that multiple relations that determine from which import field the data should be imported to which Cumulus field.) NOTE: You can assign fields of the import file to the Cumulus record field Cat-egories. Then the affected Cumulus records will be assigned to these catego-ries.
If you want to import information into category fields of the Cumulus catalog, you have to define a relation between a category field and the field of the import file. The procedure is identical to the procedure necessary when importing infor-mation into record fields.
Dialog for selecting fields that contain metadata for the import into the category tree.
• Skip First Line
Often the first line of the import file does not contain information that you want to import (e.g., column titles). You can disable the import of the data of the first line by activating the Skip First Line option.
• Create new records/categories for lines that do not correspond to existing records/categories.
Activating this option initiates the creation of a new record (without a related asset) or a new category for each line in the import file that does not corre-spond to an already existing record/category.
• Import Field Pattern Preview
Displays how the data will be imported.
• Import Field Pattern
Lists the fields from which the values should be imported. You can insert additional information by clicking in the field’s entry in this column.
If you want to import data from more than one field, use a right/alternate mouse click in the field’s entry in this column to get a list for selecting addi-tional fields.
• Relation
If you want to import data into a record or category field of the Cumulus cat-alog, you have to specify relations between the field of the import file and the Cumulus field.
Two different relation types can be specified
= (equals) – The Cumulus Importer will only import the data if the value of the Cumulus field is equal to the value of the Import Field. This relation type is used to perform the search for the appropriate records.
-> (insert) – The Cumulus Importer will import the data of the Import field specified in the left hand column to the Cumulus field specified in the right hand column.
NOTE: If you import data without identifying corresponding records by a
= (equals) relation, the Cumulus Importer utility will create new records that are not assigned to any assets. You may do so if, for example, you want to import metadata for assets that are not cataloged yet. The corre-sponding assets may be assigned to the records later.
• Cumulus Field
Lists the Cumulus Fields into which the data of the import field shall be imported. As soon as a new Import Field entry is added, the field’s entry in this column is filled with the first field of the list of available Cumulus Fields (record or category field – depending on the destination type you have cho-sen for the Import Configuration set.) Click in the field’s entry in this column to select the desired Cumulus Field.
• Fill Mode
Displays how the field will be filled. For String fields, you can define whether you want the imported values to replace the existing value or to be added to the existing text (before or after.) Click in the field’s entry in this column to select the desired mode
Only if you are importing data to the Categories field of records (to assign records to categories), you must determine the delimiter that is used to separate the cat-egory levels.
To add field entries, click the Add button. This displays a dialog that lets you select the field that contains the metadata to be imported.
The Import Field Value column displays how the data will be imported. Use the arrow buttons to page through the data.
To have your selected field added to the selection of Import Fields, click OK. This brings you back to the main dialog.
Import to String List Fields
If you want to import data as values of a String List field of the Cumulus catalog, you have to specify the assignments between the import fields and the Cumulus String List fields.
• Skip First Line
Often the first line of the import file does not contain information that you want to import. You can disable the import of the data of the first line by acti-vating the Skip First Line option.
• Import Field Pattern Preview
Displays how the data will be imported.
• Import Field Pattern
Lists the fields from which the values should be imported. You can insert additional information by clicking in a field’s entry in this column.
If you want to import data from more than one field, use a right/alternate mouse click in a field’s entry in this column to get a list for selecting additional fields.
• Cumulus Field
Lists the Cumulus Fields into which the data of the import field shall be imported. As soon as a new Import Field entry is added, the field’s entry in this
Dialog for selecting the field that contains the meta-data for the import into record or category fields.
column is filled with the first field of the list of available Cumulus Fields. Click in the field’s entry in this column to select the desired Cumulus Field.
To add field entries, click the Add button. This displays a dialog that lets you select a field that contains the values to be imported.
The Import Field Value column displays how the data will be imported. Use the arrow buttons to page through the data.
To have your selected field added to the selection of Import Fields, click OK. This brings you back to the main dialog.