Custom import

The XSLT Processing screen displays with three options:

1. Click Back to return to a prior stage

   -OR-

   Select the radio button beside the required option:

   • No XSLT processing required

     Select this option for all imports that do not require XSLT processing. Full details of XSLT processing are available here.

     The XSLT processor is not invoked and the import data file (.csv, .txt, or .xml) is passed to the Import tool for loading.

     When Next is clicked the Validate Data screen displays. Details below.

   • Pre-configured XSLT file

     A drop-list is populated with all the server-side XSLT files. These files contain "standard" XSLT scripts used to transform known XML formats. Selecting this option and one of the pre-configured entries will result in the XSLT file being copied from the server to your local machine and executed by the XSLT processor.

     When Next is clicked the XSLT Output screen will display. Full details of an XSLT import are available here.

   • Local XSLT file

     If you want to use an XSLT file that resides on your local machine, choose this option and browse to the file.

     When Next is clicked the XSLT Output screen will display. Full details of an XSLT import are available here.

2. Click Next to continue.

The Validate Data screen displays.

The Validate Data screen displays with three options:

1. Click Back to return to a prior stage

   -OR-

   Accept the default option (Import data)

   -OR-

   Select the radio button beside the required option:

   • Validate format

     Select this option only to check that the format of the import data file is valid (e.g. that the correct column names have been used). The records in the data file will not be imported into Vitalware. Instead a report is generated.

     You would choose this option to ensure that the format of the import data file will not generate any errors when you do choose to import it.

     When Next is clicked the Records screen displays. Details below.

   • Validate data

     As for Validate format but also checks that the data in the data file is valid (e.g. that date fields contain dates). The records in the data file will not be imported into Vitalware. Instead a report is generated.

     You would choose this option to ensure that the data and format of the import data file will not generate any errors when you do choose to import it.

     When Next is clicked the Records screen displays. Details below.

   • Import data

     This is the default option. When selected the data and format of the data file will be validated and the records will be imported. If there is invalid data or format in the file:

     1. An error will be generated and recorded in the log file.
     2. An additional file is auto-generated containing any erroneous record. This file is in the same format as the original import data file (.csv or .xml for instance) and, once the errors have been corrected, can be used to complete the import of the remaining record(s).

   When Next is clicked the Attachments screen displays.

2. Click Next to continue.

The Attachments screen displays.

The Attachments screen provides options to determine how attachments should be handled during the import:

When records are imported into Vitalware it is possible for an attachment to other records to be specified in the import data file.

Note: The attachment record can exist in Vitalware prior to the import or can be created during the import.

When an attachment is identified, a search is performed to locate the attachment record. There are three possible results:

Result	The default action is:	All options available by clicking the Change button:
None found	Create a new record	Create a new record Generate an error
One found	Use first record found	Create a new record Generate an error Use first record found Ask for correct record to be selected
Many found	Ask for correct record to be selected	Create a new record Generate an error Use first record found Ask for correct record to be selected

There are two checkbox options:

Checkbox	Description
Only search records imported in this batch	You would select this checkbox to restrict the search for attachment records to those being imported (or created) in the current batch. The default (unchecked) is to search all records.
Exclude empty fields from attachment search	Vitalware uses the values in the import file to search for attachment records. If a field in the import file is empty, Vitalware needs to know whether: the field should be treated as empty (i.e. only search for records where the field is empty) -OR- the value is unknown and could be anything
	By default, the Exclude empty fields from attachment search checkbox is ticked, indicating that the value is simply unknown rather than intentionally empty (NULL). In this case, the field will NOT be used when searching for an attachment record (if it was used, only records where the field was empty would be located). If the checkbox is not ticked, it is assumed that the value in the field is NULL (the field should be empty). When searching for attachment records, only records where the field is empty will be returned.

1. Accept the Default actions for each possible Result

   -OR-

   Click Change beside each Result to be modified.

   The Select attachment type box displays

   Note: Options that do not apply will be greyed out and unavailable.

   

   It is possible to change the default action when a reference is identified in the import data file:

   Option	Whenever a reference is identified in the data import file...
   Create a new record	...but no record is found in Vitalware, always create a new record and attach to it.
   Generate an error	...but no record is found in Vitalware, do not create a new record. Instead add an error to the log file.
   Use first record found	...and one or more records are found in Vitalware, attach to the first record found. If only one record is found, that one is used.
   Ask for correct record to be selected	...and one or more records are found in Vitalware, display the matching record(s) so that the correct one can be selected.

   1. Select the radio button for the required option.
   2. Click OK to return to the Attachments screen.
2. Click Back to return to a prior stage

   -OR-

   Click Next to continue.

The Records screen displays.

The Records screen provides options to specify:

• The record in the import data file from which to commence the import (the Starting record); and
• The number of records in the data file to import.

1. Click Back to return to a prior stage

   -OR-

   To import all records in the data file, do not change the default settings

   -OR-

   Specify the following:

   • Starting record

     Enter the number of the record in the import data file from which to commence the import.

     Note: Note that import data files are said to be one-based, that is the first record is number 1.

     To import all records from this one onwards, leave Records to process as 0.

   • Records to process

     Enter the number of records to process from the Starting record.

     Note: If a number other than 1 is entered in the Starting record field and you wish to import all records from that one onwards, leave Records to process as 0.

2. Click Next to continue.

The Report screen displays.

The Report screen provides options to specify:

• How much detail to include in the auto-generated Import Report.

  By default only import settings, import results and errors are reported.

• Where to save the auto-generated Import Report and the error file (which is generated if there are errors).

  By default the files are saved in the same location as the data file used for the import.

1. Click Back to return to a prior stage

   -OR-

   Select a radio button beside a report type:

   • Errors

     This is the default option. If errors occur, they are recorded in the Import Report. The file name for the report is the same as the import data file used, but with a .log extension, e.g. import_data.log.

   • Detailed

     A more detailed report will be generated, including which records were created, which were updated and which records have errors.

   • Verbose

     Every step of the import is reported.

     Note: The Import Report will display (by default) at the end of the import process.

2. Change the save location for the Import Report by clicking Browse

   -OR-

   Accept the default save location.

3. Click Next to continue.

   (The remaining steps are the same as for the Typical Import.)

The Import Identifier screen displays. Details here.