Importing Data from an Outside Data Source

The Unifier integration feature imports data from an outside data source. Use this feature to import data from an outside application, such as an accounting system, and create records and line items. Importing is most useful when you want to load a large amount of information that exists in another system.

This section describes importing data by using comma-separated values (CSV) files. You can use CSV files to create records and line items for business processes (BPs) and most Unifier managers. This method is useful for transferring legacy data.

After you edit and save the CSV file, you can import it back into the system to create records or line items. During import, the system validates the data. If the data passes validation, the system creates the records or line items. If the data fails validation, you can view or download a text file that summarizes the errors and locate the invalid records in the CSV file.

To use this feature, the BP or manager must include an integration interface that was designed in uDesigner. Separate integration interfaces are designed for each BP or manager, and each one must define which fields are populated when the new records or line items are created.

Note:

New records can also be created by XML integration via web services. For more information, see the Unifier Integration Interface Guide. XML integration via web services must be coordinated with Primavera Unifier Consulting Services.

The integration interface feature supports the following items:

  • Cost BPs
  • Line Item BPs
  • Simple BPs
  • Text BPs
  • Document BPs
  • Code and Records-based configurable manager classes
  • Planning Manager planning items
  • Shell Manager shells
  • Shell creation BPs

Antivirus Scanning of Files

If you are using an Oracle Cloud-based deployment, Unifier includes a virus scanner. To help prevent virus attacks from entering your system through external files, the system scans each uploaded file. Until the scan completes, the file remains in a Scan Pending state.

At a minimum, the system scans each file that you upload, submit, or attach through the following channels:

  • Document Manager
  • Business processes (BPs)
  • Image pickers
  • Cells within forms or sheets
  • Custom Templates for use with custom prints and reports
  • XML Localization Interchange File Format (XLIFF) files used for translation support
  • Custom Help files, such as those provided through a uDesigner object
  • Bluebeam sessions
  • Web service GET calls
  • Import of comma-separated value (CSV) or Microsoft Excel files

Depending on how your environment is configured, the following actions can occur:

  • If the virus scanner detects an issue with a file that a user uploads, the system sends an email to the user who uploaded the file and to the designated company contact. Depending on where the infected file is located, the system might display a bug icon "" (if the system is configured to display alerts) or an ellipsis icon "" (if the system is configured to prevent the display of alerts).
  • If a user tries to access or download a file that has not yet been scanned and the environment is configured to display alerts, the system displays a confirmation message that requires a response before the user can continue. In that case, the user can wait and try to access the file later.

    For 2D files, the file is displayed if it passes the virus scan. Otherwise, the system displays an error message if the file fails the virus scan or if the scan is pending. You can view an unscanned file while the scan is pending.

  • If the virus scanner detects an issue with a file that a user tries to view or download, the system displays an alert that indicates the file contains a threat. Only individual files can be rescanned. To rescan an individual file, select Yes in the alert message. In addition to the channels listed earlier, you can also rescan a file from Emails, Notifications, and Attachments.
  • If multiple files are selected for download, only the uninfected files are downloaded.

    Note:

    If you use an Oracle Cloud-based Unifier deployment, see Updating Company Settings on the Security Tab for more information about configuring the environment to allow messages about Scan Pending states.