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:
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.
