Importing solutions

You can import solutions into a FootPrints knowledge base from another system. For more information about importing other data and scheduling the related tasks, see Importing.

The following topics are provided:

To import solutions

  1. Click the Administration tab.
  2. In the System Management section, click Import.
    The Task Scheduler page appears, showing a list of scheduled tasks and their status. Tasks with a Status of “Completed” were performed successfully; tasks with a Status of “Completed with Errors” failed.
  3. Click New Task and select Import Task > Solutions.
    The Import Solutions page appears, showing the Source Configuration pane.
  4. Complete the fields:
    1. In the File Location field, select the location of the source file.
      Options are Local Directory, Network Server, and Web.
    2. In the Data Encoding field, select the encoding method.
      Options are Server default and UTF-8.
    3. Identify the source file:
      • If you selected Local Directory in the File Location field, in the Upload Source File field, click Browse to select the location of the source file. Click Open. A progress message appears, followed by a confirmation message. Click OK.
      • If you selected Network Server in the File Location field, in the URI for Source File field, enter the URI and click Search Network to verify it. If there is no drive mapped to a location on another server, enter the UNC path as \\<Server Name>\<Location on Server of csv file>\<File name>.
      • If you selected Web in the File Location field, in the URL for Source File field, enter the URL and click Search Web to verify it.
  5. In the left pane, click Data Destination.
    The Data Destination pane appears.
  6. Complete the fields:
    1. In the Import into Knowledge Base field, select the knowledge base where you want to import the solutions.
    2. In the Map To Knowledge Base Item field, select the item that matches the data being uploaded.
  7. In the left pane, click Map Fields.
    The Map Fields pane appears.
  8. Complete the fields:
    1. (Optional) In the Solution Submitter field, if this import task is being performed for another person, enter that user's ID.
      If you do not select a submitter and none is defined in the source data, the current user's ID is used as the submitter for the imported records.
    2. (Optional) If the data file has a header row, select My data file has a header row.
    3. In the Map Import File Fields section:
      1. (Optional) In the Field Mappings field, select from mappings defined previously.
        If you do not select a mapping, the mapping that you create in the next step is used. Use Selected is the default.
      2. In the Import File Fields column, click the cells to select fields from the source file that match the fields listed in the first column of the table.
        Required fields are shown in red and are followed by asterisks.
        For more information about mapping a category field, see To map a Category field
      3. (Optional) If you want to save this mapping for later use, click Use Selected and select Save New Mapping.
        Once you save the mapping, it is available for use with other tasks even if you do not schedule the current task. For more information about saved mappings, see Working with mappings.
  9. In the left pane, click Schedule Task.
    The Schedule Task pane appears.
  10. Complete the fields:

    1. In the Task Name field, enter a specific name for this task.
    2. (Optional) In the Notes field, enter any useful information about this task.
    3. (Optional) In the Notify by Email field, enter the email addresses of anyone who should be notified when this task runs.
      You can also enter an agent's user name to send notification to the agent's primary email address. Separate multiple user names and email addresses with semicolons. Notification is sent about task outcome and includes result, task name, date, and the number of records that were rejected, created, updated, and unchanged.
    4. Select whether to run this task immediately or at a specific time, and whether and when to run it again.
      If you do not select any scheduling options, the task will only run manually. For more information, see Scheduling tasks.
  11. Click Schedule Task.
    Your selections are validated by the system. If no errors are found, the Task Scheduler page appears. Status will vary depending on whether the associated files are local or remote and when the task is scheduled to run. Next Run Time is the next or first time a task will be run.

To map a Category field

You can configure an Import solution task that maps to the Category field.

In the CSV file, ensure that you specify the full node path associated with the category tree.

For example, in the CSV file, specify the full node as follows:

Solution Category>Printing>Toner.


 The full node path is case insensitive.

Related topics

Viewing task logs

Configuring knowledge bases

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