QUESTION: Complete instructions on how to import record, history, and attachments into ClearQuest 2002.05.00 to ClearQuest 2002.05.01 Patch 2? ANSWER: This is a workaround for the known defect with importing record, history and attachments at the same time, as noted in Solution 129510437. This is expected to be fixed in future patch or release. Please check the release notes if using newer version of ClearQuest 2002.05.01 patch 2. Note: If you wish to import duplicate records. see solution 24071. ========================================== Import records into a ClearQuest database. ========================================== Assumptions: - A field called old_id should be created in the destination record type, this can be checked within the schema using ClearQuest Designer. This old_id field is used to store the original id. As the import tool will create a new record id based on the new logical name of the user database. 1. From the 'Start' menu, select Programs => Rational ClearQuest => Rational ClearQuest Import Tool. This will bring up a Dialog Window. 2. In the Dialog window labeled Rational ClearQuest Schema Repository: - Choose the schema repository to connect to (Note: This screen appears only when multiple dbsets have been registered) - Click the 'Next' button. 3. In the Dialog window labeled Rational ClearQuest Import Login: - Enter the User Name and Password (Note: The login used must have ClearQuest importing user rights to import records, if unsure, verify this with the ClearQuest Administrator) - From the drop down list, select the database these records are to be imported into. - Click the 'OK' button. 4. In the Dialog window labeled ClearQuest Import Tool - Step 1 of 5: - Select the Record Type to be imported. - Check the 'Record Data' checkbox only. - Since these instructions apply only to importing new records, in the Step 3 groupbox, select the radio button labeled 'No'. - Click the 'Next' button. 5. In the Dialog window labeled ClearQuest Import Tool - Step 2 of 5: - Record Data (Input File Name). Browse to or enter the location where the input file is stored. - Record Data (Discarded Data Log). Browse to or enter the location and the file name for the discarded data log, if this Discarded Data Log file does not exist, the import tool will create it. (Note: This Discarded Data Log file will contain all the records that could not be imported. Once the cause for which these records could not initially be imported has been resolved, this Discarded Data Log file can be used as the input file to be imported later. This is so that you can repeat the process until all records are successfully imported.) - Record Data (field delimiter). The comma(,) should be selected. This is normally the default field delimiter for input files that were exported from ClearQuest. If data from another source is to be imported, verify the delimiter used. - Click the 'Next' button. 6. In the Dialog window labeled ClearQuest Import Tool - Step 3 of 5: - Importing State Values(State Field Column). If importing Stateless record type, do not select any. But if importing state-base record type, this normally will be the field STATE, otherwise, select a different field. - Importing State Values(Importing Duplicates). Leave this checkbox uncheck, as duplicate records are importing separately. - Importing Record Updates, Duplicates, History or Attachments(ClearQuest Field Name). If importing Stateless record type, select the unique key for this stateless record type. As for a state-based record type, select the field 'ID', otherwise, select a different field that can be used as a unique key. - Click the 'Next' button. 7. In the Dialog window labeled ClearQuest Import Tool - Step 4 of 5: - Currently Mapping: Record Data. This dialog window display the mapping for the import. It shows the Source Field Label of the input file, the Destination Data Type and the Destination Field Label of the user database. The importing tool will automatically map many of the fields for you, if the Source Field Label and the Destination Field Label are the same. However, you can change source-to-destination mapping, if it is not correct. Since we wanted to import Duplicates, History and Attachments, we must store the unique identifier for all the records, to do this, we will need to map the Source Field Label "ID" to the Destination Field Label "Old_ID". This is based on the assumption that Old_ID field existed and it is not used for any thing else. Note: If importing data from an external source(other than ClearQuest) or ClearQuest user database that is not based on the same schema, the auto mapping will not be done for all the fields, these will need to be mapped manually. Consideration must also be given to the data types of the Source and Destination field. If there is a data type mismatch, errors will occur. - Click the 'Next' button. 8. In the Dialog window labeled ClearQuest Import Tool - Step 4 of 5 (Screen 2 for importing History): - Currently Mapping: History Data. This is for mapping History data. As we are not importing History at the same time, we do not needed to map anything here. - Click the 'Next' button. 9. In the Dialog window labeled ClearQuest Import Tool - Step 4 of 5 (Screen 2 for importing Attachment): - Currently Mapping: Attachment Data. This is for mapping Attachment data. As we are not importing Attachment at the same time, we do not need to map anything here. - Click the 'Next' button. 10. In the Dialog window labeled ClearQuest Import Tool - Step 5 of 5 : -Summary. A summary of the importing parameters is displayed. This should be reviewed, if incorrect, click the 'Back' button to move back to previous screen to correct any mistakes. - Specify how many errors encountered to terminate the import: By default it is 25, but this can be changed. - To start the import, click on the 'Import' button. - As the import process proceeds, any records any errors encountered will be displayed with a possible cause of the problem, otherwise, if record processing is successful, a message, "Processing record number 1...Passed" will be displayed. Also any records where the import was not successful, that record's data will be placed into the Discarded data log file noted in Step 5 above. Note: What you see on the screen is logged into a text file, normally located at C:\DOCUMENTS and Setting\\Local Settings\Temp\import_status__********.txt. - Once the import process is finished, a message, "Finished importing: " will be displayed. - Verify the imported records by running ClearQuest Client. ========================================== Import History into a ClearQuest database. ========================================== Assumptions: - User is familiar with starting ClearQuest's Import Tool. - All records related to History file have been imported. 1. In the Dialog window labeled ClearQuest Import Tool - Step 1 of 5 - Select the Record Type to be imported. - Check the 'History' checkbox only. - Click the Next button. 2. In the Dialog window labeled ClearQuest Import Tool - Step 2 of 5 - History Data (input name file). Browse to or enter the location where the input file is stored. - History Data (Discarded data log). Browse to or enter the location and the file name for the discarded data log, if this Discarded data log does not exist, the import tool will create it. (Note: This Discarded Data Log file will contain all the records that could not be imported. Once the cause for which these records could not initially be imported has been resolved, this Discarded Data Log file can be used as the input file to be imported later. This is so that you can repeat the process until all records are successfully imported.) - History Data (field delimiter). The comma(,) should be selected. This is normally the default field delimiter for input files that was exported from ClearQuest. If data from another source is to be imported, verify the delimiter used. - Click the 'Next' button 3. In the Dialog window labeled ClearQuest Import Tool - Step 3 of 5: - Importing Record Updates, Duplicates, History or Attachments(ClearQuest Field Name). Select the same unique key specified when record data was imported. - Click the 'Next' button. 4. In the Dialog window labeled ClearQuest Import Tool - Step 4 of 5: - Currently Mapping: History Data. This dialog window displays the mapping for the import. It shows the Source Field Label of the input file, the Destination Data Type and the Destination Field Label of the user database. The importing tool will automatically map many of the fields for you, if the Source Field Label and the Destination Field Label are the same. However, source-to-destination mapping can be changed, if it is not correct. If the exported History file for the record type is checked, the unique identifier has been exported as the field "Display Name". The import tool will not map this automatically to the Destination Field Label of the unique key, so this will need to be mapped manually for a successful import. Note: If importing data from an external source(other than ClearQuest) or a ClearQuest user database that is not based on the same schema, the unique identifier for this history file must be used. 5. In the Dialog window labeled ClearQuest Import Tool - Step 5 of 5 -Summary. This will display a summary of the importing parameters that have been selected. These should be reviewed, if incorrect, click the Back Button to move back to previous screen to correct any errors. - Specify how many errors encountered to terminate the import: By default it is 25, but this can be changed. - To start the import, click on the Import Button. - As the import process proceeds, any records any errors encountered will be displayed with a possible cause of the problem, otherwise, if record processing is successful, a message, "Processing record number 1...Passed" will be displayed. Also any records where the import was not successful, that record's data will be placed into the Discarded data log file noted in Step 2 above. Note: What you see on the screen is logged into a text file, normally located at C:\DOCUMENTS and Setting\\Local Settings\Temp\import_status__********.txt. - Once the import process is finished, a message, "Finished importing: " will be displayed. - Verify the imported records by running ClearQuest Client. =============================================== Import Attachments into a ClearQuest database. =============================================== Assumptions: - User is familiar with starting ClearQuest's Import Tool. - All records related to Attachments file have been imported. 1. In the Dialog window labeled ClearQuest Import Tool - Step 1 of 5 - Select the Record Type to be imported. - Check the Attachments checkbox only. - Click the 'Next' button. 2. In the Dialog window labeled ClearQuest Import Tool - Step 2 of 5 - Attachment Data (input name file). Browse to or enter the location where the input file is stored. - Attachment Data (Discarded data log). Browse to or enter the location and the file name for the discarded data log, if this Discarded data log does not exist, the import tool will create it. (Note: This Discarded Data Log file will contain all the records that could not be imported. Once the cause for which these records could not initially be imported has been resolved, this Discarded Data Log file can be used as the input file to be imported later. This is so that you can repeat the process until all records are successfully imported.) - Attachment Data (field delimiter). The comma(,) should be selected. This is normally the default field delimiter for input files that was exported from ClearQuest. If data from another source is to be imported, verify the delimiter used. - Click the 'Next' button 3. In the Dialog window labeled ClearQuest Import Tool - Step 3 of 5 - Importing Record Updates, Duplicates, History or Attachments(ClearQuest Field Name). Select the same unique key specified when record data was imported. - Click the 'Next' button 4. In the Dialog window labeled ClearQuest Import Tool - Step 4 of 5 - Currently Mapping: Attachment Data. This dialog window display the mapping for the import. It shows the Source Field Label of the input file, the Destination Data Type and the Destination Field Label of the user database. The importing tool will automatically map many of the fields for you, if the Source Field Label and the Destination Field Label are the same. However, source-to-destination mapping can be changed, if it is not correct. In this case, notice that only the Attachment field Label has been mapped. This is correct, do not change this. If the exported Attachment file for the record type is checked, the unique identifier has been exported as the field "Display Name". The import tool will not map this automatically to the Destination Field Label of the unique key, so this will need to be mapped manually for a successful import. Note: If importing data from an external source(other than ClearQuest) or a ClearQuest user database that is not based on the same schema, the unique identifier for this Attachment file must be used. - Click the 'Next' button 5. In the Dialog window labeled ClearQuest Import Tool - Step 5 of 5 -Summary. This will display a summary of the importing parameters that have been selected. These should be reviewed, if incorrect, click the Back Button to move back to previous screen to correct any errors. - Specify how many errors encountered to terminate the import: By default it is 25, but this can be changed. - To start the import, click on the Import Button. - As the import process proceeds, any records any errors encountered will be displayed with a possible cause of the problem, otherwise, if record processing is successful, a message, "Processing record number 1...Passed" will be displayed. Also any records where the import was not successful, that record's data will be placed into the Discarded data log file noted in Step 2 above. Note: What you see on the screen is logged into a text file, normally located at C:\DOCUMENTS and Setting\\Local Settings\Temp\import_status__********.txt. - Once the import process is finished, a message, "Finished importing: " will be displayed. - Verify the imported records by running ClearQuest Client. 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