Siebel Personalization Administration Guide > Testing Personalization Rules >

Importing Personalization Data

This section includes a description of how the XML import works and a procedure on how to import all personalization data rules, events, and actions in one XML file.

Process of How the XML Import Works

The import utility uses the business component's primary user key sequence to match the record in the XML file and the record in database. For example, for the business component Personalization Rule Set, the user key is Name. Table 26 lists the consequences if the user key is change or the sequence number is changed.

NOTE:  You can find out the user key column from the table definition. For the Personalization Rule Set business component, the associated table, S_CT_RULE_SET has a single user key column NAME.

NOTE:  The import utility has an implicit rule, that is, a record is updated only if the LAST_UPD timestamp in the XML file is newer than in the database. This prevents an old XML file from flushing all the newer configurations.

See also About Exporting and Importing Personalization Data and Exporting Personalization Data as an XML File.

Importing Personalization Data from an XML File

The following procedure describes how to import personalization data from an XML file.

NOTE:  This process can take several minutes.

To import personalization data from an XML file

1. Navigate to the Administration - Personalization screen > Views view.
2. Click the menu button, and choose XML Import.

   When the process is finished, a message displays how many records had conflicts and were inserted, updated, and skipped.