Getting started with Import ........................................................................................................ 1 Simple import .............................................................................................................................. 2
Importing a file ........................................................................................................................ 3 Simple Import with Attributes .................................................................................................... 4 Complex Import .......................................................................................................................... 5
Importing multiple associated objects. ................................................................................... 8 Importing multiple new object types with relationships ............................................................ 8
Getting started with Import
Getting data into WFH Impact Manager is a simple exercise. Most organizations store data in Microsoft Excel or Comma Separated Value (CSV) files. Microsoft Excel can save data in CSV format. CSV is a delimited text file that uses a comma to separate values. CSV is a common data exchange format that is widely used across applications. WFH Impact Manager (WFHIM) provides import directly from CSV files. It provides simple and complex methods to import data. We will focus on 3 ways in which you can import data. There are example files available to follow along with this getting started guide. These files are
available in the WFH Impact Manager section of community.erwin.com. Ensure you delete the objects you’ve previously imported whilst following this guide before you
import the next set. Alternatively, you can type the contents into a tool such as Excel to get started.
WFH Impact Manager – Getting started with Import v1.01
You can import simple objects into WFHIM. The simplest way is to specify an Id, Name and Type of object. The list of Object Types is available in the System > Object Types menu (as shown below).
Figure 1 Object Types menu You can also create your own Object Types.
Figure 2 List of Object Types Each row that represents a record in the CSV must have an id that uniquely identifies it, this can
be alphanumeric. It must also have a name and the object type, with the correct column headings as show below.
Figure 3 Application_Simple_Basic.csv This file has been included for you to use as a template.
WFH Impact Manager – Getting started with Import v1.01
A file can be imported when within a view via the import (up arrow) icon.
Figure 4 Import icon on view When a file is imported, the notifications icon indicates the status of the import.
Figure 5 Notifications Icon An alternative import menu is available under the System > Element CSV Import menu.
Figure 6 System Import Menu This menu option is useful as it provides a comprehensive history of imports and their statuses.
You can also import multiple CSV files via this menu. We will use this later on. Within the System > Applications View, you can see that we have now imported our 3 sample
applications.
Figure 7 Application import (simple)
WFH Impact Manager – Getting started with Import v1.01
Id, Name and Object Type are the only 3 mandatory attributes a CSV file requires to import data successfully.
Simple Import with Attributes
Next, we can now add in attributes for our object type ‘Application’. Find the Application Object Type at the System > Object Types menu
Figure 8 Object Type Attributes When looking at our object type, we can see the attributes that have been set up already. TIP: Please note that the object type shows the entire list of attributes. A view, such as a table,
only shows selected attributes that a user needs to see. So always rely on the object type and not a view.
For import, you must be aware of the data type for attributes when importing as assignment of
the incorrect data type can cause errors on import. Especially be aware of List values, Array values, Real vs Integers, Dates and Boolean values. List Values must be in the list in the object type. e.g. License Type is ‘Open Source’ or ‘Commercial’ – any other value would cause an error on
import. Either remove in the CSV or add a new key value to the object type in WFHIM. Arrays operate on the same principle as Lists.
WFH Impact Manager – Getting started with Import v1.01
Ensure that you only Import whole numbers into an Integer type and use the Real type for
numbers with decimal points and integers. Dates must be in the Date/Time format: Complete date plus hours, minutes and seconds: YYYY-
MM-DDThh:mm:ssTZD (e.g. 1997-07-16T19:20:30+01:00) https://www.w3.org/TR/NOTE-datetime Boolean values must be either True or False and not 0 or 1, or T or F. Name and Description are default attributes available to every object type. Scorecards, Relationship Lists, Numeric Rollup and Date/Time Rollups should be left as is.
Figure 9 CSV File with Attributes – Application_Simple_Advanced.csv See the imported CSV file results below:
Figure 10 Example result from Imported CSV file with Attributes
Complex Import
A complex import would involve the associating records in the CSV with either new or existing records.
Id Name Object Type Vendor License Type Approved Application Cost Description1 Addegio Application Addegio Holdings Commercial False 999.9 Provides company wide sales results in a dashboard2 AlphaByte Application Zenith Open Source True 450.99 Allows our developers to build an API3 Amity Financials Application Amity Corp Commercial True 12000 Financial management for our suppliers and key customers
WFH Impact Manager – Getting started with Import v1.01
For example, for applications, we might want to associate them with their owners. It is not possible to just ‘name reference’ an object when importing such as in the table below:
Figure 11 Name referencing with 'Business Owner' We instead need to refer to the Id of Brian Viola in the CSV file. The Id will tell WFHIM what the
object name and type is. We also need to know the relationship between the Application and Person object type that represents the ‘Business Owner’ attribute.
We can see the details in the Business Owner attribute definition in the Application Object type:
Figure 12 Relationship List details The relationship is ‘Has business owner’, so we can simply add this column to our CSV file.
Figure 13 Adding the Relationship Name to the CSV column header Next, if we need to replace ‘Brian Viola’ with his object Id, we can see this in the user interface in
WFHIM, in the top right hand corner of the person object.
Figure 14 Id is available when looking at an object The file would then look like the below
Figure 15 Application_Simple_Advanced_Relations.csv file The Id is also available if you export the objects out into a CSV file.
Id Name Object Type Vendor License Type Approved Application Cost Description Business Owner1 Addegio Application Addegio HoldingsCommercial FALSE 999.9 Provides company wide sales results in a dashboardBrian Viola2 AlphaByte Application Zenith Open Source TRUE 450.99 Allows our developers to build an APIBrian Viola3 Amity FinancialsApplication Amity Corp Commercial TRUE 12000 Financial management for our suppliers and key customersBrian Viola
Id Name Object Type Vendor License Type Approved Application Cost Description Has business owner1 Addegio Application Addegio HoldingsCommercial FALSE 999.9 Provides company wide sales results in a dashboardBrian Viola2 AlphaByte Application Zenith Open Source TRUE 450.99 Allows our developers to build an APIBrian Viola3 Amity FinancialsApplication Amity Corp Commercial TRUE 12000 Financial management for our suppliers and key customersBrian Viola
Id Name Object Type Vendor License Type Approved Application Cost Description Has business owner1 Addegio Application Addegio HoldingsCommercial FALSE 999.9 Provides company wide sales results in a dashboard45511982 AlphaByte Application Zenith Open Source TRUE 450.99 Allows our developers to build an API45511983 Amity FinancialsApplication Amity Corp Commercial TRUE 12000 Financial management for our suppliers and key customers4551198
WFH Impact Manager – Getting started with Import v1.01
Lets assume that AlphaByte has two business owners. In this instance, Brock Eaton is also responsible for this application.
Figure 17 Additional Business Owner Id We simply append the Id of Brock to Brian Viola’s Id with a ‘;’ (semi colon)
Figure 18 Multiple relationship objects – Application_Simple_Advanced_Relations_Multiple.csv Now we can see that AlphaByte has 2 owners.
Figure 19 Importing Multiple Associations
Importing multiple new object types with relationships
Using the techniques we’ve described previously, it is possible to import an entire interrelated object types and associations.
The CSV files must uniquely identify with Ids each row/record. You may use these Ids to point to relationships.
In the following example, we’re going to import a set of people and a set of applications. We will set the people to be business owners and technical owners of the applications.
Figure 20 Persons.csv file Notice that we’ve created unique Ids for each of the records in our Persons CSV file Next, we can create our Applications CSV file.
Id Name Object Type Vendor License Type Approved Application Cost Description Has business owner1 Addegio Application Addegio HoldingsCommercial FALSE 999.9 Provides company wide sales results in a dashboard45511982 AlphaByte Application Zenith Open Source TRUE 450.99 Allows our developers to build an API4551198;45514703 Amity FinancialsApplication Amity Corp Commercial TRUE 12000 Financial management for our suppliers and key customers4551198
Id Name Object TypePerson_1 Jane Doe PersonPerson_2 Frank Milbourn PersonPerson_3 Walter Pitt PersonPerson_4 Sam Jones PersonPerson_5 Nathan Dobbs Person
WFH Impact Manager – Getting started with Import v1.01
Figure 21 Application_With_Persons.csv file We already know that the business owner relationship is ‘Has business owner’ and by looking at
the Technical Owner attribute, we can see the relationship is ‘Has technical owner’
Figure 22 Technical Owner relationship Next we can simply fill in the CSV file with the correct Column headings representing the
relationships and the correct IDs for the person:
Figure 23 Application CSV file with multiple relationships to new objects in another CSV file We can now use the System > Element CSV menu to import multiple CSV files at the same time.
Figure 24 Element CSV import for multiple file import
Figure 25 Import multiple CSV files at once
Id Name Object Type Vendor License Type Approved Application CostDescriptionApp_1 Addegio Application Addegio HoldingsCommercial FALSE 999.9 Provides company wide sales results in a dashboardApp_2 AlphaByte Application Zenith Open Source TRUE 450.99 Allows our developers to build an APIApp_3 Amity FinancialsApplication Amity Corp Commercial TRUE 12000 Financial management for our suppliers and key customersApp_4 Adaption Application Adapt LLC Commercial TRUE 39000 Provides a presentation framework for engineeringApp_5 AlianceITC Application AlianceITC Commercial TRUE 10000 Portal for contractors
Id Name Object Type Vendor License Type Approved Application CostDescription Has business owner Has technical owner
App_1 Addegio Application Addegio HoldingsCommercial FALSE 999.9 Provides company wide sales results in a dashboardPerson_1;Person_2 Person_3
App_2 AlphaByte Application Zenith Open Source TRUE 450.99 Allows our developers to build an APIPerson_2 Person_3
App_3 Amity FinancialsApplication Amity Corp Commercial TRUE 12000 Financial management for our suppliers and key customersPerson_1 Person_3
App_4 Adaption Application Adapt LLC Commercial TRUE 39000 Provides a presentation framework for engineeringPerson_4 Person_5
A successful import will give you a ‘Completed’ status report:
Figure 26 Completed status report for Import Any errors will be shown as either ‘Failed’ – the objects were not imported at all or ‘Completed
with errors’ where the objects were either all imported or partially imported with field errors. The log will describe where the errors occurred.
Figure 27 Showing the imported data for Applications and People Here we can see the successful import of the applications and people CSV files together, creating
objects for both object types. You can put as many CSV files together as you require. A quick tip is to start off with small data sets and build up, checking your content as you go. You can also create objects and export them out of WFH Impact Manager to get the CSV
structure you require. Open the file, delete the rows and enter your own data. Save the file and re-import it.
