11.2 Importing Workloads for a Project (Bulk Import)

Large-scale transformation projects typically involve hundreds, or even thousands, of workloads. It is time-consuming to define each workload individually in your Transformation Manager system. You can use the Bulk Import dialog on the Workloads page to import information about the workloads for a single project from a specially formatted spreadsheet. For detailed information about preparing and validating the spreadsheet, see Section A.0, Bulk Import Spreadsheet.

Users Who Can Perform These Tasks: System Administrator, Project Manager, Project Architect

To import workloads for a project:

  1. In the Web Interface, select Planning in the toolbar, then select the Workloads tab.

  2. Click Bulk Import.

  3. From the Project list, select the project to use for the workloads in the spreadsheet.

    If the global scope of operations is set to a project, the Project field is pre-populated with that value. To select a different project, exit the Bulk Import dialog, deselect the global scope or reassign the scope to the appropriate project, and then return to Step 2 and try again.

  4. Click Browse, then locate and select the Bulk Import spreadsheet (.xls file) that contains the workload information that you want to add to the specified project.

  5. Click Validate, then view the Validation Results to verify that all required information is present and in the appropriate format.

    For example, it reports if an entry is missing required information, uses an unknown option in a field, or uses wrong the format for values.

  6. If the spreadsheet contains errors:

    1. Click Get Results at the bottom of the dialog to generate an annotated spreadsheet, and save the file to your computer.

    2. Correct the errors in your Bulk Import spreadsheet, and save the file.

    3. Return to Step 5, and repeat the validation and correction process until there are no reported errors.

  7. After the spreadsheet is validated, click Import.

  8. After a successful import, click Get Results at the bottom of the dialog, then click Save.

    PlateSpin Transformation Manager adds the assigned workload IDs to the spreadsheet, as well as the final status of Imported.