Phased rollout

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Loading Foundation data manually

The Data Management tool provides you with Onboarding wizard for importing or onboarding Foundation data. By using the Onboarding wizard, you can review and edit the imported data directly in the wizard. You can also promote the data to your test or production database from the Onboarding wizard. 

You can load your Foundation data manually, if you have a relatively small number of records to load. When you are using the manual method, you type information directly into fields in the Onboarding wizard. The fields in the Onboarding wizard correspond with the fields on the data form.

For example, while creating data for the Organization form, you are prompted to provide the Organization and Department for each record you add. See Onboarding data manually for a description of how to use this data-load method.

The Onboarding wizard has two modes of operation. When the Onboarding wizard opens, it prompts you to choose one of the operating modes explained in the following sections. If you close the Onboarding wizard before you promote the data, when you re-open the wizard it remembers the mode that you were using when you closed it. 

To load Foundation data manually

The Onboarding wizard steps you through the process of onboarding data. The following steps provide an example of how to load Foundation data by using the guided mode in the Onboarding wizard. 

  1. Log in to Mid Tier .
  2. From the Applications list on the IT Home page, select Data Management  > Onboarding Wizard.
  3. On the Onboarding Wizard, you can choose one of the following options:
    • Guide me to onboard complete data for a single company
    • Allow me to onboard partial data for one or more companies
  4. Click the arrow next to Create data Manually, and select the pin icon  .
  5. On the Step 1 Company tab, from the Select onboarding company list, enter the company or select from the existing list.
  6. Click Select/Create.
  7. If you select Guide me to onboard complete data for a single company option, click Next, and enter the Foundation data n the required fields for each Foundation data type. 
  8. If you select Allow me to onboard partial data for one or more companies, you can select the Foundation data types that you want to load and enter the details for each required field.

    On Step 7, Operational Catalogs tab, if you click on the  button to show Operational Categorization Tier 4, to remove the Operational Categorization Tier 4 refresh the page.

  9. Click Finalize Review and Activate. For more information, see Reviewing and promoting Foundation data.

  10. The Onboarding wizard asks if you want to promote the data either manually or automatically. Select one of the following options:

    OptionSteps
    Manually confirm all data is valid before creating it as production data
    1. Click Review and Activate

      This action opens the Data Visualizer.

    2. In Data Visualizer, the Organizational Structures column is open by default. To expand other columns, click the arrow on the column panel. Review the data to ensure that it is correct. If you find a problem with a record, double-click the record to open the data-editing window. Correct the problem, then click Save to close the window.

    3. Click Validate

      The Onboarding wizard runs the validation tests, but does not promote any data until you tell it to. If the Activation screen shows that there are no data exceptions, click Promote to promote the data to the production forms and finish the job. If the Activation screen shows that there are exceptions, you must perform exception handling. To address exceptions, see the information provided in Exception handling.

    4. After you have address any exceptions, click Promote to promote the remaining data.

    Automatically create as production data for any valid data

    1. Click Review and Activate

      This action opens the Data Visualizer.

    2. In Data Visualizer, the Organizational Structures column is open by default. To expand other columns, click the arrow on the column panel. Review the data to ensure that it is correct. If you find a problem with a record, double-click the record to open the data-editing window. Correct the problem, then click Save to close the window.

    3. Click Promote to promote the Foundation data.

After you finish promoting the data from an onboarding session and you are still logged on to the Onboarding wizard, you can easily start another onboarding session with freshly imported data.

To start a new onboarding session, click New to return to the Phase 1 screen and to clear from view all data from the previous onboarding session.

  • The New button does not delete the data from the staging forms used in Phase 1; it only removes the data from view. The data in the staging forms is kept in the staging forms according to value specified in the Keep Promoted Staging Records field in the Data Management application preferences.
  • Data that has been activated by using the Data wizard is unaffected by the New button.
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