Difference between revisions of "Importing and Exporting Data with IMSMANG"

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{{Note| In order to import data in XLS format, scripts files that specify how the data fields contained in the XLS file(s) should be processed e.g. the import order, import logic, reconciliation rules and any error handling must be developed. Contact your [[Information Management Team | GICHD IM advisor]] for help.}}
 
{{Note| In order to import data in XLS format, scripts files that specify how the data fields contained in the XLS file(s) should be processed e.g. the import order, import logic, reconciliation rules and any error handling must be developed. Contact your [[Information Management Team | GICHD IM advisor]] for help.}}
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{{ Note | To use import XLS-file, you must have [[Defining Roles, Permissions and Users | XLS Import permission]]. Contact your IMSMA administrator if you have questions on permissions.}}
 
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The import functionality has three parameters:
 
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* Import Ordering File - defines which script files to be run and in what order
 
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* Processing Directory - where are the script files
 
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* Import Data Directory - where are the Excel file(s)
 
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<p>To import an XLS file:</p>
 
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<ol>
 
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<li>From the '''File''' menu, select '''Import'''.</li>
 
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<li>From the '''Import''' menu, select '''XLS File'''.</li>
 
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:The XLS Import window displays.
 
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[[Image:XLSImport.png|500px|center|''XLS Import window'']]
 
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<div align="center">
 
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''XLS Import window''
 
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</div>
 
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<li>Click the '''Browse''' button next to the Import Ordering File field.</li>
 
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<ol type="a">
 
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<li>The Open window displays.</li>
 
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<li>Navigate to the folder where the Import Ordering File is located.</li>
 
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<li>Select the file (.txt or mtxt).</li>
 
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<li>Click the '''Open''' button.</li>
 
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:In the XLS Import window, the folder and file name are displayed in the Import Ordering File field in the Import window.
 
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</ol>
 
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<li>Click the '''Browse''' button next to the Processing Directory field.</li>
 
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<ol type="a">
 
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<li>The Open window displays.</li>
 
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<li>Navigate to the folder where the script file(s) are located.</li>
 
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<li>Click the '''Open''' button.</li>
 
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:In the XLS Import window, the folder name is displayed in the Processing Directory field in the Import window.
 
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</ol>
 
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<li>Click the '''Browse''' button next to the Import Data Directory field.</li>
 
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<ol type="a">
 
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<li>The Open window displays.</li>
 
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<li>Navigate to the directory where the Excel file(s) that you would like to import is located.</li>
 
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<li>Click the '''Open''' button.</li>
 
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:In the XLS Import window, the folder name is displayed in the Import Data Directory field in the Import window.
 
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</ol>
 
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<li>Click the '''Import''' button.</li>
 
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:The Import Results window displays with the contents of the migration.log, migration_errors.log, and migration_dataissues.log. The log files are generated in the Processing Directory specified during the import.
 
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<li>Verify that the import was successful, and click the '''Done''' button.</li>
 
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[[Image:XLSImportResults.png|500px|center|''XLS/CSV Import Results window'']]
 
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<div align="center">
 
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''XLS/CSV Import Results window''
 
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</div>
 
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</ol>
 
  
 
==Translations==__NOEDITSECTION__
 
==Translations==__NOEDITSECTION__

Revision as of 18:20, 26 May 2017

IMSMA allows you to import and export various types of data, including map files, auxiliary data files, geospatial points, translations, and data entry forms. The sections below describe how and from where you can import/export data in IMSMA.

Map Data

Importing Map Data

Note.jpg The .mxd of the map file and corresponding shapefiles should be located on a local drive on your computer. The .mxd should have an unique name and has never been imported into IMSMANG before. Recommended size of the file should not exceed 2 GB.

To import an IMSMA map:

  1. From the File menu, select Import.
  2. From the Import menu, select Map.
    3. The Map Manager window displays.
  3. Navigate to the location of the .mxd file that you would like to import.
  4. Select the .mxd file.
  5. Click the Import button.
    6. A message stating that the map import was successful displays.

Exporting Map Data

Note.jpg Before you export the map, you should zoom in as close as possible to the area on the map that you would like to export. The further out you are zoomed from your map, the longer it will take to export the map.

The export map feature allows you to save a copy of the map extent either to an .apm format so that it can be imported into ArcPad for more advanced geoprocessing, or to a .pdf file as an un-editable visual snapshot.

Map Manager Export window

Map Manager Export window

Exporting Map Data For Use in ArcPad

To export the IMSMA map extent for use in ArcPad for more advanced geoprocessing:

  1. From the File menu, select Export.
  2. From the Export menu, select Map.
    3. The Map Manager: Export window displays.
  3. Enter the file name in the Name field.
  4. Select the .apm, ESRI Arc Pad Map option from the Format menu.
  5. Click the Browse button.
  6. Navigate to the folder where you would like to save a copy of the map.
  7. Click the Open button.
  8. Click the Export button.
    9. The map is saved in .apm format. The Map Export Complete window displays.
  9. Click the OK button.
    10. The Map Export window closes.

Exporting Map Data as a PDF File

To export the map in a .pdf format:

  1. From the File menu, select Export.
  2. From the Export menu, select Map.
    3. The Map Manager: Export window displays.
  3. Enter the file name in the Name field.
  4. Select the .pdf, Adobe PDF option from the Format menu.
Note.jpg Selecting the .pdf option creates a visual snapshot of the map as it displays in the Map pane, and this image cannot be manipulated further. Before exporting, you should display the map exactly as you want it to look (show or hide icons, shapes, and pins, recentre the map, zoom in or out, and so on).
  1. Click the Browse button.
  2. Navigate to the folder where you would like to save a copy of the map.
  3. Click the Open button.
  4. Click the Export button.
    5. The map is saved in the .pdf format. The Map Export Complete window displays.
  5. Click the OK button.
    6. The Map Export window closes.

Geospatial Data

Note.jpg Find information on how to import geospatial data from Excel and shapefile to Task, Auxiliary data or to a Data Entry Form.

XLS Import

The XLS Import feature allows you to import data into IMSMANG using an Excel file. This allows large amount of data being imported in another format than xml.

Note.jpg In order to import data in XLS format, scripts files that specify how the data fields contained in the XLS file(s) should be processed e.g. the import order, import logic, reconciliation rules and any error handling must be developed. Contact your GICHD IM advisor for help.

Translations

See Language and Translations.

Data Entry Forms (xml)

Data Entry Forms may be export in four different ways to xml file(s):

  1. from the Advanced search functionality
  2. from the Workbench
  3. from the Summary Window
  4. from the Data Entry Form Editor Window

Import of Data Entry Forms is started from Workbench, see Import a Data Entry Form from a xml File.

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