Lifecycle Task Import

If you edit this topic, review Monitoring Task Import.

Menu Path: Product Lifecycle Management Images\bluerarw.gif Module Setup Images\bluerarw.gif Lifecycle Task Import

Purpose

Import product lifecycle management tasks from an external file.

Overview

Use Lifecycle Task Import to import product lifecycle management tasks instead of manually entering the tasks in Lifecycle Task Maintenance.

For import format information, see Lifecycle Task Import Format.

Importing Product Lifecycle Management Tasks

To import product lifecycle management tasks:

  1. Select whether you want to validate and import valid data from a file, validate and import all data from a file if it is all valid, or only validate data in a file.

  2. Enter or select the product lifecycle management task import file.

  3. Select whether you want to view the log file after the import is complete.

  4. Click the Import or Validate button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Current Status field displays the status of the import, including any error messages.

If the import file format is not correct, the import is not completed.

You can import from the following file types:

Note If you import from an Excel workbook that contains multiple worksheets, data is only imported from the first worksheet in the workbook.

Note To import a .csv file, enter your data in Excel, and then save the worksheet as a .csv file. Each field in a .txt or .dat file must be separated by a caret (^) character. There should be no spaces between each field in a .csv, .txt, or .dat file.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Lifecycle Task Import window.

Import

Click this button to start the import process. This button is only available if you select the Import Valid Data (Skip Errors) or Import if all Data is Valid radio button.

Validate

Click this button to start the validation process. This button is only available if you select the Validate Only radio button.

Import Override Maintenance

Click this button to display Import Override Maintenance, which allows you to set the default processing and file type options for the import window.

Main Tab Fields and Buttons

Field or Button

Description

Processing Options

Select one of the following processing options:

  • Import Valid Data (Skip Errors) - Verify the data in the selected file, and load any records that are valid into the database.

  • Import if all Data is Valid - Verify the data in the selected file, and if all data is valid, load the data into the database.

  • Validate Only - Verify the data in the selected file (without importing it).

Import File Name

Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file.

View Log after Import

Select this check box to view the import log file after the validation or import is complete.

Current Status

This field displays the current status of the import in progress.