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This section describes the Generic CSV Import Function and it is currently available for Requirements and Requirements Validation functionality. Any user with Create Permissions can import data from a CSV file.

The function has three essential steps, but some of them may be skipped, depending upon the type of data provided by the user. The import process sequence is described below using Planned Requirements Import as an example:

Importing Data into RMsis

Important : Prepare for CSV Import

  • First understand the structure and validate the composition of CSV file. It should be well formed with no holes / missing data.
  • Make sure that the first row contains the Column Headers (Names).
  • Understand the options applicable to an attribute / column.
  • Design / decide how the source data would map into RMsis Database.
  • Wherever possible and required, create custom fields in RMsis.

Step 1 : Specify the Input File

  • Specify the file containing data in CSV format.

Step 2 : Map the Fields

  • The fields / columns  in CSV file are shown as Source Attributes
  • The fields in RMsis are shown as Target Attributes.
  • If you wish to ignore a Source Attribute, do not map it to a Target Attribute.
  • Establish a mapping as per the design.
  • Please note
    • Mapping of one of the following fields is necessary:
      • "Id" for Requirements and Test Cases
      • or "External Id" or "Name" for Test Cases.
        • If "External Id" or "Name" field has been mapped, then it can not be left blank in your CSV file.
    • Please verify that the field which you are mapping is not left blank in your CSV file.

Step 3 : Map Options

  • The final step is to map the values / options for each of the fields.
  • Pressing Import Button populates the RMsis database and the error list is displayed in a panel.

Creating new records vs. updating records

Please note that the general philosophy is that

  • If an ID [ID | Name | External ID] is not mapped to target, then a new record will be created.
  • If an ID [ID | Name | External ID] is mapped to target, and
    • If the ID does not exist, then a new record will be created.
    • If the ID exists, the existing record will be updated.

Specific Information related to Importing of Test Cases

  • TC-ID and External-ID can not be mapped simultaneously, only one of them can be mapped at a time.
  • If TC-ID is mapped and

    • if TC-ID column is left blank in the CSV file and other fields have been entered in CSV, then a new test case will be created.

    • if TC-ID already exists, then the data corresponding to this TC-ID is updated.

    • if TC-ID doesn't exist, then an error will be generated.

 

  • If External-Id is mapped and

    • if External-ID column is left blank in the CSV file and other fields have been entered in CSV, then a new test case will be created.

    • if External-ID already exists, then the data corresponding to this External-ID is updated.

    • if External-ID doesn't exists, then a new test case will be created.

 

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