Create an import definition - SmartPlant Foundation - IM Update 48 - Help - Hexagon

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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

What is the Template File option in the Create New Import Definition dialog box?

The Template File option in the Create New Import Definition dialog box allows you to select a CSV file (if you have one) that can be used as a template or starting point. Column headers are created automatically based on the data in the first row of the CSV file.

What is raw property format and when is it preferred over basic format?

A raw property format CSV file, or inverted CSV file, contains a smaller number of columns, and each property for an object is stored in a separate row. Whereas in a basic CSV file, each row contains properties and relationships for a single object. Raw property format is preferred when different objects have widely differing sets of properties.

  1. To create an import definition, click Create Import Definition on the Import Definitions toolbar.

  2. In the Create New Import Definition dialog box, type a name and description for the import definition.

    You cannot create an import definition with the same name as an existing import definition.

  3. Choose the Template File type by selecting None or CSV. For more information on CSV file formats, see Supported CSV file formats.

    When you click the CSV option, the dialog expands so you can browse to a CSV template file that has column headers set up to match the target system. Click Open.

  4. Select the character encoding to be used from the Character Encoding box. For example, ISO-8859-15.

  5. Using the Illegal Characters box, define characters that cannot be used in the imported data. For more information, see Set illegal characters for import mapping.

    If you are exporting any mappings to XML format using Desktop Client, any illegal characters you specify in your import definition will not be exported if they are outside the range of valid XML characters. You must update the import definition in the target system by specifying the illegal characters again.

  6. Select the Enforce Column Text option to ensure that the column names exactly match the column names used for creating the Import Definition. The column names in CSV file that is used to create a job must match the Import Definition column headers or the column headers of the CSV that is used to create the Import Definition.

  7. Select the Enforce Column Order option to use the exact column order as the CSV file that is used for creating the Import Definition. During the execution of the job, the system checks if the order of the column headers is same as the Import Definition or same as the CSV file that is used to create the Import Definition.

    SHARED Tip Deselect this option if you dont want to maintain the same order of the column headers in the CSV file as that of the Import Definition.

  8. From the Target System box, select the target system for the new import definition. Only target systems that support validation appear in this list.

  9. Select the Auto Generate Export Mapping option if you want to automatically generate the export mappings so that the column headers match the objects and properties found in the target system.

  10. Select the Auto Generate Validation Rules option if you want to automatically generate the validation rules from the mapping set up in the target system. The rules are generated in Desktop Client. For more information, see Configure the automatic generation of validation rules.

  11. Choose the import definition format from the Mapping Format box.

    • Basic Format - keeps the standard Import Mapping dialog layout.

    • Raw Property Format - Creates a CSV raw attribute mapping format dialog layout. For more information, see Define a raw attribute map.

  12. Click Save.