saba university: the abc's of rdi (rapid data import)
TRANSCRIPT
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The ABC’s of RDI (Rapid Data Import)Brian Picchi
Senior Technical Trainer, Saba UniversityJune 2015
Roopa Panuganti
Customer Success Manager, Technical SupportJune 2015
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• Understand how to enter records into an import file template• Successfully import a record data file• View and download the import log files• Create and process data import jobs
Course Goals
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• Overview and Creating the Import File• Monitoring Files and Downloading Logs• Managing Data Import Jobs
Topics
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TopicOverview and Creating the Import File
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What is Rapid Data Import?
• Rapid Data Import (RDI) is an import service that enables you to import business data as Saba component records.
• You use this service to migrate data sets from external data sources or to create new bulk records.
• Once an import has completed, you can be emailed a confirmation notification for each imported file by object.
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Ad Hoc Bulk Import Process Flow
Download Sample
Template
Create Import
File
Upload Import
File
Monitor Import
and View Log
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Ad Hoc Bulk Import
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Tips on Using the Import Template
• Sample files can be downloaded for each of the supported object types.
• Only required fields need to have values provided within the template.
• Unused optional fields can be ignored or deleted.• When updating records use the SKIP value to ignore updates on
specific fields.
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TopicMonitoring Files and Downloading Logs
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How are Log Files used?
• Log files are generated every time you upload a new import file or a scheduled job is run.
• With the logs you’ll find details around the status of your import including any specific records that generated warnings or errors.
• In the event one or more records failed to import, the log file will tell you specifically what went wrong so you can correct it.
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Excel Formatting Gotchas
• If an ID number should have leading zeros, ensure the cells are formatted to accept them.
Leading Zero’s
• Ensure that cells are formatted to capture decimals when needed for fields like Version.
Decimals
• Dates need to be in the same format as shown in the template, such as 2015-06-20.
Date Formats
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Viewing the Log Files
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Viewing the Log Files
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Viewing the Log Files
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Viewing the Log Files – summaryLog_Base.csv
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Viewing the Log Files
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TopicManaging Data Import Jobs
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What is a data import job?
• In addition to performing ad hoc manual imports, you can schedule data import jobs.
• A job is a collection of one or more objects that are imported into Saba on a recurring frequency (e.g., daily, weekly, etc.) which is defined by the administrator.
• These batch jobs can use predefined SFTP connections and data mappings to perform the import.
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Creating an Import Job
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Creating an Import Job
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Creating an Import Job
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Creating an Import Job
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Creating an Import Job
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Creating an Import Job
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