icon.When you are adding a new data import, you can optionally set up a template that saves mapping and configuration details for re-use with future imports. Steps are listed below.
1. Once you’ve set up configuration and mapping details for an import you’re adding, click Add Template.
2. In the maintenance window that opens, give the template a name and description.
Note: This description is different that the import description. For each import that uses the template, you can use the Description field on its Data Import Mapping window to give the import a unique description.
3. Set the Type to Personal or Global. Global templates can be used by other data import users. Personal templates are meant only for your use.
4. Decide whether or not to use the Delete Category Data Before Import option. Select it if you want to have all existing data from ALL measures of the Target category to be cleared before the new data is imported. If left deselected, imported data is added to existing measure data.
5. Decide whether or not to use the Allow Schema Drift and Continue Processing option. This property tells Stratum how to treat changes to the import file / table that do not match the template’s data mapping details.
It’s selected by default which means the import will adapt to differences between your template mapping and what’s in your import file / table. Processing will continue if there are differences. Data Import will use automatic mapping logic when new columns / fields are added in the import file / table that didn’t exist when the template mapping was originally set up. Also, if non-essential columns are missing or removed from your source file / table, the import will continue processing.
Deselect this option if you don’t want to allow imports to proceed when there is a difference between the import file / table and the template data mapping. If differences are found, the Data Import will end in an error. You will need to change the format of the source data or use a different template. Use this option if you want to be aware of any changes to your import files / tables.
6. Review the read-only sections that summarize your configuration and mapping options. If you need to change something, cancel adding the template, make your changes, and begin again with Step 1 to add a template.
7. Save your template.
8. Data Imports are meant to be
processed after you are done setting them up and setting up their template.
Click the Submit The Data Import For Processing icon.