Relationals Support Wiki - Recent changes [en]

HowTo:Import Data from an External System

2012-05-18T00:00:49Z

Wrap Up:

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	# Click '''[Start]'''		# Click '''[Start]'''

-	===~~Learn More~~===	+	===Wrap Up===
-	:* [[Import Data]]	+	At this point, you've seen how to import data into an application, and how to establish record relationships in the process.
-	:* [[Import Queue]]	+
-	:* [[Import Data#Map Columns and Lookup Relationships\|Map Columns and Lookup Relationships]]	+	:''Learn more:''
		+	::* [[Import Data]]
		+	::* [[Import Queue]]
		+	::* [[Import Data#Map Columns and Lookup Relationships\|Map Columns and Lookup Relationships]]
	<!--		<!--
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Template:HowTo Guide

2012-05-17T23:59:08Z

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	Top level heads in HowTo Guides are H3's, so they can be combined into a big PDF, one day.		Top level heads in HowTo Guides are H3's, so they can be combined into a big PDF, one day.

		+	===Wrap Up===
		+	...What you've done....
		+	...List of things you've explored/learned about/played with:
		+	:* ...
		+
		+	:''Learn more:''
		+	::* ...
	<!--		<!--
	No category for a HowTo Guide.		No category for a HowTo Guide.

HowTo:Import Data from an External System

2012-05-17T23:55:15Z

Import the Reviews:

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	#: Note that there is a third choice: ''Match FK: Title". That one would tell the system to use the data field as a "Foreign Key" (FK), and to examine the Title field in the Movie records (the only field available for that purpose, in Movie records).		#: Note that there is a third choice: ''Match FK: Title". That one would tell the system to use the data field as a "Foreign Key" (FK), and to examine the Title field in the Movie records (the only field available for that purpose, in Movie records).
	#:		#:
-	#	+	# For '''Related to Reviewers''', use the default choice: ''Match by Record Identifier Field''.
	#: [[File:HowTo_ImportReviews_MapReviewerColumn.png\|border]]		#: [[File:HowTo_ImportReviews_MapReviewerColumn.png\|border]]
		+	#: The [[Record Identifier]], in effect, is the "name" of an object record--a name you can use to uniquely identify it. It so happens that the platform uses the first field you define as a Record Identifier--but you are free to use any fields you wish.
		+	#: To see what's going on with this relationship:
		+	#::a. Go to the '''Reviewers''' object.
		+	#::b. Click '''Customize this Object'''
		+	#::c. Click '''[Record Locators]'''
		+	#::d. In the section, '''Record Identifier Fields''', note that '''Name''' (the first you field you defined) has been selected as the Record Identifier. (Other eligible fields are listed. You can choose a different field, or even select multiple fields.)
		+	#: In this case, the Reviews records contain the full name of each reviewer, which matches the Record Identifier defined for Reviewers. So you can use that.

	Finish the process as you have done before:		Finish the process as you have done before:
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	# Give the mapping profile a name: ''Review Mapping''.		# Give the mapping profile a name: ''Review Mapping''.
	# Click '''[Start]'''		# Click '''[Start]'''
-
-
-
-	~~--examine the Record Locator setting for the Reviewers object~~

	===Learn More===		===Learn More===

File:HowTo ImportReviews MapReviewerColumn.png

2012-05-17T23:46:43Z

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HowTo:Import Data from an External System

2012-05-17T23:43:58Z

Import the Reviews:

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	# For the record-relationship field, '''Related To Movies''' the system gives you an extra choice. The default is "Match by Record Identifier Field". You'll learn more about that in a moment. For Movies, recall that you imported index numbers into the Movie object's Record ID field. Choose '''Match by RecordID''' to tell the system to find the record whose <tt>record_id</tt> field matches the incoming data.		# For the record-relationship field, '''Related To Movies''' the system gives you an extra choice. The default is "Match by Record Identifier Field". You'll learn more about that in a moment. For Movies, recall that you imported index numbers into the Movie object's Record ID field. Choose '''Match by RecordID''' to tell the system to find the record whose <tt>record_id</tt> field matches the incoming data.
	#: [[File:HowTo_ImportReviews_MapMovieColumn.png\|border]]		#: [[File:HowTo_ImportReviews_MapMovieColumn.png\|border]]
		+	#: Note that there is a third choice: ''Match FK: Title". That one would tell the system to use the data field as a "Foreign Key" (FK), and to examine the Title field in the Movie records (the only field available for that purpose, in Movie records).
	#:		#:
-	#: [[File:~~HowTo_ImportReviews_MapReviwerColumn~~.png\|border]]	+	#
		+	#: [[File:HowTo_ImportReviews_MapReviewerColumn.png\|border]]

		+	Finish the process as you have done before:
	# Click '''[Next]'''.<br>A dialog appears asking you to confirm the mappings.		# Click '''[Next]'''.<br>A dialog appears asking you to confirm the mappings.
	# Check your settings in the confirmation dialog and click '''[OK]'''.		# Check your settings in the confirmation dialog and click '''[OK]'''.

File:HowTo ImportReviews MapMovieColumn.png

2012-05-17T23:38:45Z

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HowTo:Import Data from an External System

2012-05-17T23:38:29Z

Import the Reviews:

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	</syntaxhighlight>		</syntaxhighlight>

-	===Import the Data ~~for~~ Movies ~~and Reviewers~~===	+	===Import the Data Files===
		+
		+	====Import the Movies====
	The process here is to start at the top of the lookup chain, so that the Lookups in the incoming record all resolve to an actual record. (It isn't strictly necessary to do things in that order, but it's good form.)		The process here is to start at the top of the lookup chain, so that the Lookups in the incoming record all resolve to an actual record. (It isn't strictly necessary to do things in that order, but it's good form.)

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	#:[[File:HowTo_Import_MovieRecords.png\|border]]		#:[[File:HowTo_Import_MovieRecords.png\|border]]

-	Repeat the process for the Reviewers ~~records~~, to complete the basic imports. The mapping profile should look like this:	+	====Import the Reviewers====
		+	Repeat the same process for the Reviewers, to complete the basic imports.
		+
		+	The mapping profile should look like this:
	:[[File:HowTo_Import_ReviewerMapping.png\|border]]		:[[File:HowTo_Import_ReviewerMapping.png\|border]]

-	===Import ~~the Data for~~ the Reviews===	+	When the import completes, check the Reviewers object to see the newly-created records.
		+
		+	====Import the Reviews====
	The Review records link to both the Movies and the Reviewers. Now that the setup is done, you'll see how to import that data, creating the relationships between those records.		The Review records link to both the Movies and the Reviewers. Now that the setup is done, you'll see how to import that data, creating the relationships between those records.
		+
		+	Start the process with the familiar steps:
		+	# Go to '''Settings > Data Management > Import Data'''
		+	# Choose the object you'll be importing into: '''Reviews'''.
		+	# Under '''Upload CSV File''', select the <tt>Reviews.csv</tt> file.
		+	# Click '''[Next]'''.
		+	# Map the first two columns:
		+	#* '''Commentary''' - ''Commentary - column (3)''
		+	#* '''Rating''' - ''Rating - column (2)''
		+	#:
		+	# For the record-relationship field, '''Related To Movies''' the system gives you an extra choice. The default is "Match by Record Identifier Field". You'll learn more about that in a moment. For Movies, recall that you imported index numbers into the Movie object's Record ID field. Choose '''Match by RecordID''' to tell the system to find the record whose <tt>record_id</tt> field matches the incoming data.
		+	#: [[File:HowTo_ImportReviews_MapMovieColumn.png\|border]]
		+	#:
		+	#: [[File:HowTo_ImportReviews_MapReviwerColumn.png\|border]]
		+
		+	# Click '''[Next]'''.<br>A dialog appears asking you to confirm the mappings.
		+	# Check your settings in the confirmation dialog and click '''[OK]'''.
		+	# Give the mapping profile a name: ''Review Mapping''.
		+	# Click '''[Start]'''


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	:* [[Import Data]]		:* [[Import Data]]
	:* [[Import Queue]]		:* [[Import Queue]]
		+	:* [[Import Data#Map Columns and Lookup Relationships\|Map Columns and Lookup Relationships]]
	<!--		<!--
	No category for a HowTo Guide.		No category for a HowTo Guide.

File:HowTo Import ReviewerMapping.png

2012-05-17T23:12:54Z

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HowTo:Import Data from an External System

2012-05-17T23:12:20Z

Import the Data for Movies and Reviewers:

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	#:[[File:HowTo_Import_MovieRecords.png\|border]]		#:[[File:HowTo_Import_MovieRecords.png\|border]]

-		+	Repeat the process for the Reviewers records, to complete the basic imports. The mapping profile should look like this:
-	Repeat the process for the Reviewers records, to complete the basic imports.	+	:[[File:HowTo_Import_ReviewerMapping.png\|border]]

	===Import the Data for the Reviews===		===Import the Data for the Reviews===

File:HowTo Import MovieRecords.png

2012-05-17T23:09:10Z

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HowTo:Import Data from an External System

2012-05-17T23:07:55Z

Import the Data for Movies and Reviewers:

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	</syntaxhighlight>		</syntaxhighlight>

-	===Import the Data===	+	===Import the Data for Movies and Reviewers===
	The process here is to start at the top of the lookup chain, so that the Lookups in the incoming record all resolve to an actual record. (It isn't strictly necessary to do things in that order, but it's good form.)		The process here is to start at the top of the lookup chain, so that the Lookups in the incoming record all resolve to an actual record. (It isn't strictly necessary to do things in that order, but it's good form.)

-	~~Coming soon~~...	+	Start by importing data into the Movies object:
		+	# Go to '''Settings > Data Management > Import Data'''
		+	# You've already created the CSV file, so '''Step 1. Data Preparation''' is done.
		+	# Under '''Step 2. Upload File''', choose the object you'll be importing into: '''Movies'''.
		+	#: [[File:HowTo_ImportProcedure1_MoviesObject.png\|border]]
		+	#: A new tab appears: '''Upload CSV File'''
		+	#:
		+	# Click '''[Choose File]''' and select the <tt>Movies.csv</tt> file you created.
		+	#: [[File:HowTo_ImportProcedure2_MovieFile.png\|border]]
		+	#:
		+	# No column mapping has been defined, as yet, so click '''[Next]'''.<br>The '''Map Columns''' tab becomes active.
		+	# Map the columns defined in the file to the object fields:
		+	#* '''Record Id''' - ''Index Num - column (1)''
		+	#* '''Title''' - ''Title - column (2)''
		+	#: [[File:HowTo_ImportProcedure3_MapColumns.png\|border]]
		+	#:
		+	#:Note that the labels defined in the heading row of the spreadsheet table are displayed in the dialog, to help you create the correct mapping.
		+	# Click '''[Next]'''.<br>A dialog appears asking you to confirm the mappings.
		+	# After checking to make sure they're right, click '''[OK]'''.<br>The '''Set Attributes''' dialog becomes active.
		+	#: [[File:HowTo_ImportProcedure4_MappingAttributes.png\|border]]
		+	#:
		+	# Give the mapping profile a name (say, "Movie Mapping"), and optionally a description, in case you need to use it again.
		+	# Click '''[Start]'''
		+
		+	At this point, the import job goes into the processing queue (because most imports tend to involve a lot of data.)
		+
		+	In a moment or two, you should receive an email telling you that the import has finished. That message as a link to the final status report. Or at any time you can go to '''Settings > Monitor > Import Queue''' to check the status of the job.
		+
		+	After the message arrives:
		+	# Examine the Movies object.
		+	# Note that your data has been imported.
		+	#:[[File:HowTo_Import_MovieRecords.png\|border]]
		+
		+
		+	Repeat the process for the Reviewers records, to complete the basic imports.
		+
		+	===Import the Data for the Reviews===
		+	The Review records link to both the Movies and the Reviewers. Now that the setup is done, you'll see how to import that data, creating the relationships between those records.
		+
		+

	--examine the Record Locator setting for the Reviewers object		--examine the Record Locator setting for the Reviewers object

		+	===Learn More===
		+	:* [[Import Data]]
		+	:* [[Import Queue]]
	<!--		<!--
	No category for a HowTo Guide.		No category for a HowTo Guide.

File:HowTo Import Movies.png

2012-05-17T22:10:10Z

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System Administration Guide

2012-05-17T22:02:45Z

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	:* System Administrator		:* System Administrator
	:* Team Manager		:* Team Manager
-
-	~~==Logging In==~~
-	~~In order to administer the features in your instance of the {{enterprisebrand}}, login as a user with administration privileges.~~
-	~~:The initial login account is: <tt>admin@longjump.com</tt>~~
-	~~Additional users may also be assigned roles with administration privileges. Follow your organization's guidelines, or contact your system administrator.~~
-
-	~~==Locale-Specific Settings==~~
-	~~By default, the platform is configured for North American locales. Other locales can be at least partially configured in [[Company Information]], where you can specify:~~
-	~~:* Date Format - Choose the order in which month, day, and year are displayed, and the symbols that divide them.~~
-	~~:* Currency Symbol - Specify the symbol or symbol-sequence used to designate currency.~~
-	~~:* Time Zone - Determine how times are displayed.~~
-	~~:* Available Languages - Choose from among the default list of [[Supported Languages].~~

	==Managing Platform Resources==		==Managing Platform Resources==

Manage Tenant Capabilities

2012-05-17T22:02:23Z

Logging In:

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	*[[ISV]] users in [[Roles]] with ''[[Proxy Login Access]]'' permission rights can grant/revoke options for Tenants/MSPs		*[[ISV]] users in [[Roles]] with ''[[Proxy Login Access]]'' permission rights can grant/revoke options for Tenants/MSPs
	*[[MSP]] users in [[Roles]] with ''[[Proxy Login Access]]'' permission rights can grant/revoke options for Tenants}}		*[[MSP]] users in [[Roles]] with ''[[Proxy Login Access]]'' permission rights can grant/revoke options for Tenants}}
		+
		+	===Logging In===
		+	To administer the features in your instance of the {{enterprisebrand}}, you need to log in as a user with administration privileges.
		+
		+	The initial login account is: <tt>admin@longjump.com</tt>
		+
		+	(Additional users may also be assigned [[Roles]] that have been granted administration privileges.)

	===Configuring Tenants===		===Configuring Tenants===

HowTo:Import Data from an External System

2012-05-17T19:49:53Z

Preparation:

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	===Preparation===		===Preparation===
-	~~Using process described in the first step of [[HowTo:Create_a_Simple_Application]], use~~ the Application ~~Builder~~ to create an application called '''Movie Reviews'''. It should have the following objects and fields:	+	Use the Application Wizard to create an application called '''Movie Reviews'''. It should have the following objects and fields:

	:* '''Movies'''		:* '''Movies'''
-	:** '''Title''' (Text Field)	+	:** '''Title''' - Text Field
-		+
-	~~:* '''Reviews'''~~	+
-	~~:** '''Rating''' (Number -- a value in the range 1..5)~~	+
-	~~:** '''Commentary''' (Text Area)~~	+

	:* '''Reviewers'''		:* '''Reviewers'''
-	:** '''Name''' (Text Field)	+	:** '''Name''' - Text Field
-	:** '''Email''' (Text Field)	+	:** '''Email''' - Text Field
		+
		+	:* '''Reviews'''
		+	:** '''Rating''' - Number (a value in the range 1..5)
		+	:** '''Commentary''' - ''Text Area'' (not a text field)

	And the following relationships:		And the following relationships:
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	After the application is created:		After the application is created:
-	:* Adjust the singular ~~and plural~~ labels for the objects.	+	:* Adjust the singular labels for the objects.
-	:* In the Reviews object, modify the Rating field ~~to restrict~~ its values to the range 1..5.	+	:* In the Reviews object, modify the Rating field:
		+	:** Restrict its values to the range 1..5
		+	:** Change the display length to 3

	:''Learn more:'' [[HowTo:Create_a_Simple_Application#Use the Application Wizard\|Use the Application Wizard]].		:''Learn more:'' [[HowTo:Create_a_Simple_Application#Use the Application Wizard\|Use the Application Wizard]].
		+
		+	{{Note\|You might have noticed that there was an option to create a new application by importing data. For a simple spreadsheet, that's the way to go. But when you need to construct relationships between object records, use the process described here.}}

	===Create a Spreadsheet with Sample Data===		===Create a Spreadsheet with Sample Data===

HowTo:Create a Simple Application

2012-05-17T19:24:32Z

Use the Object Wizard:

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	# Click '''[Save]'''		# Click '''[Save]'''

-	===Use the Object Wizard===	+	===Use the Object Wizard to Add an Object===
	Here, you'll add another object to the application: Customers. You could have done that at the outset, of course. But the idea here is to see how you can use the wizard to add objects and relationships to an existing application.		Here, you'll add another object to the application: Customers. You could have done that at the outset, of course. But the idea here is to see how you can use the wizard to add objects and relationships to an existing application.

HowTo:Import Data from an External System

2012-05-17T19:23:54Z

Preparation:

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	:* In the Reviews object, modify the Rating field to restrict its values to the range 1..5.		:* In the Reviews object, modify the Rating field to restrict its values to the range 1..5.

-	:''Learn more:'' [[HowTo:Create_a_Simple_Application#Use the Wizard ~~to Create the Application~~\|Use the Application Wizard ~~to Create an Application~~]].	+	:''Learn more:'' [[HowTo:Create_a_Simple_Application#Use the Application Wizard\|Use the Application Wizard]].

	===Create a Spreadsheet with Sample Data===		===Create a Spreadsheet with Sample Data===

HowTo:Create a Simple Application

2012-05-17T19:23:11Z

Use the Wizard to Add an Object to the Application:

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	{{Note\|If the Order Processing application already exists, the process below will still work. The Object names will be given unique identifying numbers to distinguish them from the existing objects. (For example: "Orders_1".) Users will never notice the difference, because the object ''label'' will be displayed as "Orders". But it when you get to the point that you start programming, you'll need to use the actual object name ("Orders_1").}}		{{Note\|If the Order Processing application already exists, the process below will still work. The Object names will be given unique identifying numbers to distinguish them from the existing objects. (For example: "Orders_1".) Users will never notice the difference, because the object ''label'' will be displayed as "Orders". But it when you get to the point that you start programming, you'll need to use the actual object name ("Orders_1").}}

-	===Use the Wizard ~~to Create the Application~~===	+	===Use the Application Wizard===
-	You'll start by creating the two most critical objects in the application: ''Orders'' and ''OrderItems''.	+	You'll start by creating the two most critical objects in the application: ''Orders'' and ''OrderItems'', and establishing the relationship between them.

	# Click '''[My Applications]'''		# Click '''[My Applications]'''
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	# Click '''[Save]'''		# Click '''[Save]'''

-	===Use the ~~Wizard to Add an~~ Object ~~to the Application~~===	+	===Use the Object Wizard===
	Here, you'll add another object to the application: Customers. You could have done that at the outset, of course. But the idea here is to see how you can use the wizard to add objects and relationships to an existing application.		Here, you'll add another object to the application: Customers. You could have done that at the outset, of course. But the idea here is to see how you can use the wizard to add objects and relationships to an existing application.

File:HowTo Import Reviewers.png

2012-05-17T19:18:32Z

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File:HowTo Import Reviewers.png

2012-05-17T19:15:48Z

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HowTo:Import Data from an External System

2012-05-17T19:03:46Z

Import the Data:

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	</noinclude>If you have data in an external system, you can generally export it as a plain text file, with one record per line, where values in each line are separated by values. That kind of file is known as comma-separated value ({{CSV}}) file. Using such files, you can import data into your application objects.		</noinclude>If you have data in an external system, you can generally export it as a plain text file, with one record per line, where values in each line are separated by values. That kind of file is known as comma-separated value ({{CSV}}) file. Using such files, you can import data into your application objects.

-	In this guide, you'll create a few items of data in a spreadsheet, and use that. But the data could come from any system that is capable of exporting CSV data.	+	In this guide, you'll create a few items of data in a spreadsheet, and use that. But the data could come from any system that is capable of exporting CSV data. More importantly, you'll be learning how to establish relationships between records, as the data is imported.

	===Preparation===		===Preparation===
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	Coming soon...		Coming soon...
		+
		+	--examine the Record Locator setting for the Reviewers object
		+
	<!--		<!--
	No category for a HowTo Guide.		No category for a HowTo Guide.

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	A thirteenth month is provided for fiscal years that do not match a 12-month calendar year beginning in January.		A thirteenth month is provided for fiscal years that do not match a 12-month calendar year beginning in January.
		+
		+	==Locale-Specific Settings==
		+	By default, the platform is configured for North American locales. Other locales can be at least partially configured in Company Information, by specifying:
		+	:* Date Format - Choose the order in which month, day, and year are displayed, and the symbols that divide them.
		+	:* Currency Symbol - Specify the symbol or symbol-sequence used to designate currency.
		+	:* Time Zone - Determine how times are displayed.
		+	:* Available Languages - Choose from among the default list of [[Supported Languages].
		+
		+	''Learn more:''
		+	:* [[#Date & Currency Format\|Date & Currency Format]]
		+	:* [[#Available Language Settings\|Available Language Settings]]
		+
	<noinclude>		<noinclude>

Relationals Support Wiki - Recent changes [en]

HowTo:Import Data from an External System

Template:HowTo Guide

HowTo:Import Data from an External System

File:HowTo ImportReviews MapReviewerColumn.png

HowTo:Import Data from an External System

File:HowTo ImportReviews MapMovieColumn.png

HowTo:Import Data from an External System

File:HowTo Import ReviewerMapping.png

HowTo:Import Data from an External System

File:HowTo Import MovieRecords.png

HowTo:Import Data from an External System

File:HowTo Import Movies.png

Company Information

System Administration Guide

Manage Tenant Capabilities

HowTo:Import Data from an External System

HowTo:Create a Simple Application

HowTo:Import Data from an External System

HowTo:Create a Simple Application

File:HowTo Import Reviewers.png

File:HowTo Import Reviewers.png

HowTo:Import Data from an External System