Importing records

You can import one record type at a time, including the history and attachment information for that record type.

To import records from an import file:

  1. Click Start > Programs > IBM Rational > IBM Rational ClearQuest > IBM Rational® ClearQuest® Import Tool.
  2. Log in with your user name and password, select the schema repository to import the data in to, and click OK.
  3. In the Rational ClearQuest Import Tool - Step 1 of 5 window:
    1. In Step 1, select the name of the record type for which you are importing records.
    2. In Step 2, select the type of data that you are importing. Select all that apply. You can import history and attachment information for the selected record type when you import the records of that type.
    3. In Step 3, if applicable, indicate whether you are updating existing records.

      If this is your first import operation, this step is not necessary. You must select Yes if you are importing history information, attachments, or duplicate information.

    4. Click Next.
  4. In the Rational ClearQuest Import Tool - Step 2 of 5 window:
    1. For Record Data, enter the location and name of the import file that contains the data to be imported.

      Enter a location and name for the discarded data log. This must be a new file; you cannot use an existing file.

      If a record does not convert successfully, the Import Tool saves it to the discarded data file that you specify. You can use this file to fix problems and to import the record again. See Recovering from import errors.

      Select the field delimiter used in the import file.

    2. If you are importing history information, enter the History Data:

      Enter the location and name of the import file that contains the data to be imported.

      Enter a location and name for the discarded data log. This must be a new file; you cannot use an existing file.

      If the history data does not convert successfully, the Import Tool saves it to the discarded data file that you specify. You can use this file to fix problems and to import the record again. See Recovering from import errors.

      Select the field delimiter used in the import file.

    3. If you are importing attachment information, enter the Attachment Data:

      Enter the location and name of the import file that contains the data to be imported.

      Enter a location and name for the discarded data log. This must be a new file; you cannot use an existing file.

      If the attachment data does not convert successfully, the Import Tool saves it to the discarded data file that you specify. You can use this file to fix problems and to import the record again. See Recovering from import errors.

      Select the field delimiter used in the import file.

    4. Click Next.
  5. In the Rational ClearQuest Import Tool - Step 3 of 5 window:
    1. To import state values, select the exported field that maps to the state field you defined in the import schema. The state field specified determines the state that the record is imported into. If this field is empty, the default is the Submit state.
    2. To import duplicates, specify whether the import file contains information about duplicate records.

      If the import file contains information about duplicates, select the exported field name that contains the duplicate information. For more information about importing duplicates, see Importing duplicate records.

    3. To import record updates, duplicates, history, or attachments, select the field in the import schema that will contain the original record ID (or other unique identifier) of the exported data.

      When you import history, attachments, and duplicate records, the original unique identifier (typically the old ID number) of the imported record is used to find the record to which the attachment, history information or duplicate record belongs.

    4. Click Next.
  6. In the Rational ClearQuest Import Tool - Step 4 of 5 window, map the fields in the import file to the fields that you created in the import schema. If the field names are the same, the mapping is complete.
    • You cannot map a field in the import file to more than one field in the schema.
    • Map the original ID in the import file to the Destination field that stores it.
    • If you used the Export utility to create the import file, the original ID is stored in the ID Column of the exported file. Map this field to the original ID field.
    To save the mapping:
    1. Click Save.
    2. Navigate to a location in which to save the mapping profile and type a name, using a .txt file name extension, and click Save.
    To reuse an existing mapping:
    1. Click Load.
    2. Select an existing mapping profile and click OK.
  7. In the Rational ClearQuest Import Tool - Step 5 of 5 window:
    1. Review the import summary to verify that the settings are correct.
    2. Specify how many errors can occur before the import process is terminated.
    3. Click Import.

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