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Agile Product Lifecycle Management Import/Export User Guide
Release 9.3.6
E71157-01
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Import Basics
1.1
Overview
1.2
About Agile Import Wizard
1.2.1
Product Collaboration
1.2.2
Product Cost Management
1.2.3
Product Quality Management
1.2.4
Product Governance & Compliance
1.2.5
Product Portfolio Management
1.3
Before Using the Import Wizard
1.4
Privileges Required to Use the Import Wizard
1.5
Recommended Sequence to Import Data
1.5.1
Sequence for Importing Product Content
1.5.2
Sequence for Importing Published Prices
1.5.3
Sequence for Importing Product Service Requests
1.5.4
Sequence for Importing Quality Change Requests
1.5.5
Sequence for Importing Supplier Manufacturer Offerings
1.5.6
Sequence for Importing Product Governance & Compliance Objects
1.5.7
Objects that You Can Import in Any Sequence
1.6
Guidelines for Importing Large Import Files
1.7
Starting the Import Wizard
1.8
Import Wizard Steps
2
Preparing and Selecting Source Data
2.1
Overview
2.2
Supported Formats
2.3
Agile PLM Fields
2.3.1
Printing the Agile Classes Report
2.3.2
Data Types
2.3.3
Maximum Length Values for Fields
2.3.4
Parent and Child Fields
2.4
Supported Data Value Formats
2.4.1
Setting the Preferred Date Format and Time Zone
2.4.2
Supported Date Formats
2.4.3
Specifying Time Zones
2.4.4
aXML and PDX Package Date Formats
2.5
Importing Currency Values
2.5.1
Currency Symbols and Names
2.6
Importing Money Values
2.7
Importing Mass Values
2.8
Importing Geographical Locations
2.9
Importing Values into Dynamic Lists
2.9.1
Importing Manufacturer Part Number into Dynamic Lists
2.10
Importing Cascading Lists
2.11
Using BOM Reference Designators
2.11.1
Reference
Designator Ranges
2.11.2
Using Leading Zeros in Reference Designator Ranges
2.11.3
Importing Reference Designators from aXML and PDX Packages
2.12
Guidelines for Excel Files and Delimited Text Files
2.12.1
Removing Carriage Returns and Linefeed Characters
2.12.2
Sorting BOM Components
2.13
Importing Data from Microsoft Excel Files
2.13.1
Editing Delimited Text Files in Excel
2.13.2
Importing a Delimited Text File into Excel
2.13.3
How the Import Wizard Parses Excel Data
2.13.4
Specifying Excel File Configurations
2.14
Importing Data from Delimited Text Files
2.14.1
Specifying Delimited Text File Configurations
2.15
Importing Data from PDX Packages and aXML Files
2.15.1
Objects You Can Import from PDX Packages
2.15.2
Objects You Can Import from aXML Files
2.16
Using Templates to Import Data
2.16.1
About Level Templates
2.16.1.1
Using the Parent-Child Template
2.16.1.2
Grouping and Sorting Parent Items
2.16.2
Importing Objects into Relationships Table
3
Setting Import Preferences
3.1
About Preferences
3.2
Setting Parsing and Validation Options
3.2.1
The Overwrite Data Option in Blank Data Action and Supported Tables
3.2.1.1
Tables Supported by the Blank Value Data Overwrite Feature
3.2.1.2
Tables not Supported by the Blank Value Data Overwrite Feature
3.3
Accepting/Rejecting Non-Existing Data
3.3.1
Accepting/Rejecting Non-Existing Objects During Import
3.3.2
Selectively Accepting/Rejecting Non-Existing Objects after Validation
3.4
Setting Business Rule Options
3.4.1
Smart Rules Warning Violation Behavior
3.4.2
Reference Designator Quantity Mismatch Behavior
3.4.3
Behavior upon Non-Existing Objects
3.4.4
Change Mode
3.4.5
Redline Mode Behavior
3.4.6
BOM and AML Behavior
3.4.7
Multi Row Update Mode
3.4.7.1
Setting the Selective Remove Option
3.4.7.2
Delimited import text file
3.4.7.3
Problem statement
3.4.7.4
Solution
3.4.8
Price Quantity Break Default
3.4.9
Sourcing Project QTY Rollup
3.4.10
Reference
Designator Range Character
3.4.11
Reference Designator Delimiter Character
3.5
Persisting Import Settings in User Sessions
3.6
Persisting Import Preference Settings in File Systems
3.6.1
Enabling Users to Save (Persist) Preference Settings
3.6.2
Assigning Roles and Privileges
3.6.3
Setting and Saving Import Preferences
3.7
Setting Default Types
3.8
Setting Default Autonumber Sources
4
Validating Source Data before Importing
4.1
Overview
4.2
Source Data Validation Extent and Scope
4.2.1
Supported File Types and Objects
4.2.2
Importing Objects when Using Validate
4.2.3
Supported Tables
4.2.4
Validation Support for Agile SDK and Agile Integration Services
4.2.5
Validation Results Log File
4.2.5.1
Sample Validation Log File Output
4.3
Data Validation Procedures and Examples
4.3.1
A Data Validation Example
5
Importing Product Content
5.1
Overview
5.2
Selecting Product Content Objects to Import
5.3
Importing Items
5.3.1
Importing Existing and Non-existing BOM Components
5.3.2
Importing Find Numbers
5.3.3
Importing Partial BOMs
5.3.4
Behavior of the Description of Items during Import
5.3.4.1
Release 9.2.2 Behavior
5.3.4.2
Redline Mode
5.3.4.3
Authoring Mode
5.3.4.4
Release 9.3.x Behavior
5.4
Importing Bills of Materials
5.5
Importing Manufacturers and Manufacturer Parts
5.6
Importing BOMs with Duplicate Item and Find Numbers
5.7
Importing Approved Manufacturers Lists
5.7.1
Automatic Creation of Child Manufacturer Parts
5.7.2
Importing Partial AMLs
5.7.3
Importing Quote History and Published Price Data
5.7.3.1
Minimum number of required fields to import Published Price and Quote Histories
5.7.3.2
Key Price Fields
5.7.3.3
Key Price Lines Fields
5.7.3.4
Importing Price Lines with Overlapping Effectivity Periods
5.7.4
Importing Customers and Product Service Requests
5.7.4.1
Importing Customers
5.7.4.2
Importing Product Service Requests
5.7.4.3
Importing PSR Objects
5.7.4.4
Importing PSR Only
5.7.4.5
I
mporting PSR Affected Items
5.7.4.6
Importing Related PSRs
5.7.4.7
Importing PSR Relationships Tables
5.7.4.8
Importing PSR Attachments
5.7.4.9
Importing Quality Change Requests
5.7.4.10
Importing QCR Objects
5.7.4.11
Importing QCR Affected Items
5.7.4.12
Importing QCR Attachments
5.7.4.13
Importing QCR Relationships Tables
5.7.5
Using Redlining or Authoring Mode
5.7.5.1
Selecting a Change Order
5.7.5.2
BOM, AML, and Price Lines Rollbacks
5.7.6
Importing Site-specific BOMs and AMLs
5.7.7
Importing Agile Product Governance & Compliance Data
5.7.7.1
Declaration Types, Supported Tables, and Importable Objects
5.7.8
Importing Attachments from aXML and PDX Packages
5.7.8.1
Importable Attachment Fields
5.7.8.2
Importing the Latest Version of Attachments
5.7.9
Using Special Export and Import Commands to Complete Declarations
5.7.10
Importing Attachments from an Agile Package
5.8
Importing Product Relationships Data
5.8.1
Multi Row Update Mode Options and Relationships Data
5.8.2
Importing Reference Objects Relationships Data
5.9
Importing User Groups Data
6
Importing Supplier and System Data
6.1
Overview
6.2
Importing Suppliers
6.2.1
Importing Supplier Manufacturer and Commodity Offerings
6.2.1.1
Importing Offerings and Ratings in One Operation
6.3
Importing Supplier RFQ Responses
6.3.1
Importing Responses from Non-Web Suppliers
6.3.2
Guidelines for Editing Supplier Response Fields
6.3.3
Adding Suggested Alternate Parts to the Response File
6.3.4
Importing Responses to Price Scenarios
6.3.5
Valid Values for Supplier Response Fields
6.4
Importing a Currency Conversion Table
7
Importing Data into a Sourcing Project
7.1
Overview
7.2
About Sourcing Projects
7.3
Starting the Import Wizard from a Sourcing Project
7.3.1
Importing Level Templates and Parent-Child Templates into Sourcing Projects
7.3.2
Calculating Rollup Quantities
7.4
Types of Data You Can Import into a Project
7.5
Publishing AMLs from a Project to the Item Master
7.6
Mapping and Importing Quantity Breaks and Target Costs
7.7
How Projects Handle Revisions
8
Mapping Import Files to Agile Fields
8.1
Overview
8.2
About Mapping Files
8.3
Key Fields and Required Fields
8.3.1
BOM Mapping Requirements
8.3.2
Quote History and Published Price Mapping Requirements
8.3.3
Mapping Classes and Subclasses
8.4
Selecting a Change Order and Mapping File
8.5
Creating a New Mapping File
8.5.1
Mapping Page Two and Page Three Fields
8.5.2
How Fields are Sorted in the Specify Attribute Mapping Window
8.6
Reusing a Mapping File
8.7
Editing a Mapping File
8.8
Mapping PDX and aXML Packages
9
Creating Transformation Definition Files
9.1
Overview
9.2
About Transformation Definition Files
9.3
Required Columns and Column Headings
9.4
Using PREFIX, SUFFIX, or REPLACE Operations
9.5
Using Regular Expressions in SourcePattern Field
9.6
Generating a Transformation Template
9.7
Reusing Transformation Definition Files
10
Recommended Tasks After Importing Data
10.1
Overview
10.2
Checking the Status of Your Import Session
10.3
Canceling an Import Operation
10.4
Reading the Import Log
10.5
Troubleshooting
10.5.1
Common Error Messages
10.5.2
Importing Blank Fields
10.5.3
Mapping All Required Fields
10.5.4
Configuring Parent/Child Fields
10.5.5
Importing Supplier Offerings
10.5.6
Managing SmartRules
10.5.7
Updating Pending or Released Items and Prices
10.5.8
How Import Handles Duplicate Records
11
Exporting Data
11.1
Overview
11.2
The Export Wizard
11.3
Export Roles and Privileges
11.4
Object Classes that You Can Export
11.5
Export File Formats
11.5.1
Guidelines for Exporting to Microsoft Excel Files and Text Files
11.5.2
Guidelines for Exporting to aXML and PDX Packages
11.6
Starting the Export Wizard
11.6.1
Java Client
11.6.2
Web Client
11.7
Navigating the Export Wizard Steps
11.8
Selecting Content Filters
11.8.1
Using Saved Filters
11.8.2
Specifying Filters When Exporting Attachments
11.8.3
Creating Custom Filters
11.8.4
Working with BOM Filter
11.8.5
Working with System Default Filters
11.9
Exporting PLM Objects
11.9.1
Exporting PSR, QCR, and Supplier Objects
11.9.2
Exporting Redlined Items and Maufacturer Part Numbers
11.9.3
Smart Rule Settings and Exporting Redlined Items/Manufacturer Part Numbers
11.9.4
Exporting Redline BOMs and AMLs for Affected Items
11.9.5
Exporting Affected Files and Redline Content
11.9.6
Enabling/Disabling the Affected Files Filter's Attributes
11.9.6.1
Change Order Filter's Attributes and Supported Options
11.9.7
Exporting Relationships Tables of Objects
11.9.8
Exporting Large Text Objects
11.9.8.1
Defining the Content Filter
11.9.9
Exporting Multiple Revisions of the Same Item
11.9.10
Exporting User Groups and Users Objects
11.9.11
Exporting Reference Objects Relationships Data
11.9.12
Setting the Maximum Number of Objects to Export
11.10
Specifying Headers
11.11
Downloading Files
11.12
Viewing Exported Files
12
Exporting and Importing Calendars
12.1
Overview
12.2
Managing
PPM Calendars
12.2.1
Accessing the PPM Calendar Page
12.2.2
Creating PPM Calendars
12.2.2.1
Data Displayed and Maintained by Calendar Configuration dialog
12.2.3
Configuring PPM Calendars
12.2.4
Removing PPM Calendars
12.2.5
Exporting PPM Calendars
12.2.6
Importing External Calendars
12.2.6.1
Mapping Microsoft Projects into PPM
13
Using FileLoad
13.1
Overview
13.1.1
Choosing a FileLoad Client
13.1.1.1
Performance
13.1.1.2
How FileLoad Locates Files
13.1.1.3
Loading References to Files
13.1.1.4
FileLoad Options
13.2
Before you Begin
13.2.1
File Size and Batch Limits
13.2.2
Disabling Synchronous Full-Text Indexing
13.2.3
Turning Off Antivirus Software
13.2.4
Required Agile PLM Privileges to use FileLoad
13.2.5
Uploading Files from Local Drives
13.2.6
Uploading Files Remotely
13.2.6.1
Uploading Files to PLM on Linux/Solaris Servers
13.2.7
Setting up a Custom File Vault
13.3
Process Outline
13.4
Preparing the Index File
13.4.1
Index File Structure
13.4.2
Object Type Keywords
13.4.3
Primary and Secondary Keys
13.4.4
Sample Index Files
13.4.4.1
Sample Index File Used to Upload Files
13.4.4.2
Sample Index File Used to Upload References to Files
13.4.4.3
Sample Index File Used to Upload URLs
13.4.5
Loading Multiple Files into the Same File Folder
13.4.5.1
Loading Files into File Folder or Design Subclasses
13.4.6
How File Manager Locates INPLACE Files
13.5
Processing Attachments
13.6
Evaluating the Results
13.6.1
Evaluating FileLoad Results in Java Client
13.6.2
Evaluating FileLoad Results in Web Client
13.6.3
Sample Log File Output
13.7
Revising and Reloading Rejected Attachments
13.8
Error Messages
A
The Agile aXML Schema for Exporting Data
A.1
Overview
A.2
Change History
A.3
Object References
A.4
Null Values
A.5
Attribute Names
A.6
Dates
A.7
MultiList Fields
A.8
User Defined Flex Fields
A.8.1
Date
A.8.2
List
A.8.3
Money
A.8.4
MultiList
A.8.5
MultiText
A.8.6
Numeric
A.8.7
Text
