Difference: 530DataExchangeMapping (1 vs. 6)

Revision 62015-04-16 - JeanNeron

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META TOPICPARENT name="Main.530DataExchange"

Mapping Files & Fields

This page describes how to map incoming data to Appx files/Fields.

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Overview:

In order to map the incoming data to Appx files and fields, you need a sample of the import file to work with. This should be uploaded using 'Define File/Field Map from Source File'. Once your map is defined and saved, you can maintain it afterwards by using 'Define File/Field Map'.

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  filemap.png
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This is where we tell 0DX which identifier indicates the beginning of a new record. We have 2 records in our XML file, Prospects and Contacts. For the first line, enter Application DMO, Dest File PROSPECT and then use the Scan key in the File Start Identifier field to select '/prospect' from the list. Before pressing Enter, click the 'Populate Field Map' button. This will populate the field mapping with all the fields in the PROSPECT file. Repeat this process for the DMO CONTACT file, choosing '/prospect/contact' for the identifier. When you're done, the display should look like:
>
>
This is where we tell 0DX which identifier indicates the beginning of a new record. We have 2 records in our XML file, Prospects and Contacts. For the first line, enter Application DMO, Dest File PROSPECT and then use the Scan key in the File Start Identifier field to select '/prospect' from the list. Repeat this process for the DMO CONTACT file, choosing '/prospect/contact' for the identifier. When you're done, the display should look like:
  filemap2.png
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Switch to Change or Inquire mode, then click the 'Populate Field Map' button. This will populate the field mapping with all the fields in all the files shown on the screen.
 Now we are ready to map our fields. Click 'Exit' to return to the previous display, then click 'Field Map'. You should see the following display:

fieldmapnew.png

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Appx Field Namd Source Type Identifier or Parent App/File Notes
PROSPECT NO Sequence Number    
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PROSPECT COMPANY NAME XML Data Field

/prospect/name

 
>
>
PROSPECT COMPANY NAME XML Data Field /prospect/name  
 
PROSPECT ADDRESS 1 XML Data Field /prospect/add1  
PROSPECT ADDRESS 2 XML Data Field /prospect/add2  
PROSPECT CITY XML Data Field /prospect/city  
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CONTACT PROSPECT NO Parent Appx File DMO/PROSPECT NO  
CONTACT LAST NAME XML Data Field /prospect/contact/lastname  
CONTACT FIRST NAME XML Data Field /prospect/contact/firstname  
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CONTACT TITLE XML Data Field

/prospect/contact/title

 
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CONTACT TITLE XML Data Field /prospect/contact/title  
 
CONTACT POSITION XML Data Field /prospect/contact/position  
       
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 Notice that we are mapping /prospect/phone to three fields. We don't really want the phone number stored in the ADDED BY/CHANGED by fields, we're just using it as a 'trigger' to run a subroutine that will fill in the correct data. Create a subroutine that contains the following lines:
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<
 
      RECEIVE  --- TEMP 80                    FIELD              FAIL N
      RECEIVE  --- TEMP 79                    FIELD              FAIL N
      SET      --- TEMP 80                    =  --- USER ID

Revision 52014-03-07 - JeanNeron

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META TOPICPARENT name="Main.530DataExchange"

Mapping Files & Fields

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  Let's start by examining the elements and data, click the 'All Elements' button under 'Data Review'. You should see the following display:
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allelements.png
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allelementsnew.png
  This shows us the identifiers found, whether they contain data or not, how many times each one appears and the maximum length of the data for that identifier. We can click the 'Data Values' button and we will see the actual data associated with that identifier. Notice that 'ProspectData' is the top level identifier and is prefixed on all identifiers. We can use a feature of the mapping routine to simplify our identifier strings by removing it. Click 'Exit' to return to the previous display, then click 'Ignorable Segments' under 'Refining'. You will get the following popup:
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  Enter 'ProspectData' in the first field, then click 'Save and Exit'. Under 'Refining', click 'Regenerate Elements'. Appx will then reprocess the file, applying the new rule. When this is done, click 'All Elements' under 'Data Review'. You should now see:
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allelements2.png
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>
allelements2new.png
  Notice that the leading 'ProspectData' has been removed from all identifiers. Click 'Exit' to return to the previous display.
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  Now we are ready to map our fields. Click 'Exit' to return to the previous display, then click 'Field Map'. You should see the following display:
Changed:
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fieldmap.png
>
>
fieldmapnew.png
  This is where we define how each Appx field should be populated. The list of fields for the PROSPECT and CONTACT files is already populated for us because we clicked 'Populate Field Map' in the previous step. If we did not do that, we would have to manually add each field we are importing.
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  1. Parent APPX File. We use this when we want the Appx field to be filled in from another (Parent) Appx File. For example, when importing the Contacts, we want the CONTACT PROSPECT NO field to be filled in from PROSPECT NO. When we choose this type, the Application Id, Parent File Id and Parent File Field fields will become available for input.
  2. Sequence Number. Use this to automatically assign a sequential sequence number to the Appx field. Note that the sequence number starts at zero every time you run the import step, so normally you would not use this to generate unique keys in an existing Appx file that uses a sequence number key. However, in this example we will do that just to illustrate using the sequence number type.
  3. Date/Time Stamp. The current date/time will be set in the field.
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The XML Tag Type indicates which tag type this mapping is applicable to. Most data will be in the TEXT tag type, however, if your incoming data contains something like <phone> </phone>, the whitespace will not trigger a TEXT record in XVALUE. In this case, you might want to add another mapping triggered by the END ELEMENT tag. You can then use a subroutine to check values, etc, as required.
 Set up the Field mappings as follows:

Appx Field Namd Source Type Identifier or Parent App/File Notes
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META FILEATTACHMENT attachment="BuildFilemap.png" attr="h" comment="" date="1380316404" name="BuildFilemap.png" path="BuildFilemap.png" size="47733" user="JeanNeron" version="1"
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META FILEATTACHMENT attachment="allelements.png" attr="h" comment="" date="1380317815" name="allelements.png" path="allelements.png" size="59098" user="JeanNeron" version="1"
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META FILEATTACHMENT attachment="ignoreable.png" attr="h" comment="" date="1380318439" name="ignoreable.png" path="ignoreable.png" size="12630" user="JeanNeron" version="1"
META FILEATTACHMENT attachment="allelements2.png" attr="h" comment="" date="1380318772" name="allelements2.png" path="allelements2.png" size="48711" user="JeanNeron" version="1"
META FILEATTACHMENT attachment="filemap.png" attr="h" comment="" date="1380319164" name="filemap.png" path="filemap.png" size="31925" user="JeanNeron" version="1"
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META FILEATTACHMENT attachment="fieldmap.png" attr="h" comment="" date="1380319743" name="fieldmap.png" path="fieldmap.png" size="41060" user="JeanNeron" version="1"
META FILEATTACHMENT attachment="savemap.png" attr="h" comment="" date="1380561844" name="savemap.png" path="savemap.png" size="11166" user="JeanNeron" version="2"
META FILEATTACHMENT attachment="createsubr.png" attr="h" comment="" date="1380562047" name="createsubr.png" path="createsubr.png" size="19247" user="JeanNeron" version="1"
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META FILEATTACHMENT attachment="allelements2new.png" attr="h" comment="" date="1394231185" name="allelements2new.png" path="allelements2new.png" size="47622" user="JeanNeron" version="1"
META FILEATTACHMENT attachment="fieldmapnew.png" attr="h" comment="" date="1394231479" name="fieldmapnew.png" path="fieldmapnew.png" size="42521" user="JeanNeron" version="1"
 
META TOPICMOVED by="JeanNeron" date="1388522633" from="Sandbox.530DataExchangeMapping" to="Main.530DataExchangeMapping"

Revision 42013-12-31 - JeanNeron

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META TOPICPARENT name="530DataExchange"
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META TOPICPARENT name="Main.530DataExchange"
 

Mapping Files & Fields

This page describes how to map incoming data to Appx files/Fields.

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META FILEATTACHMENT attachment="fieldmap.png" attr="h" comment="" date="1380319743" name="fieldmap.png" path="fieldmap.png" size="41060" user="JeanNeron" version="1"
META FILEATTACHMENT attachment="savemap.png" attr="h" comment="" date="1380561844" name="savemap.png" path="savemap.png" size="11166" user="JeanNeron" version="2"
META FILEATTACHMENT attachment="createsubr.png" attr="h" comment="" date="1380562047" name="createsubr.png" path="createsubr.png" size="19247" user="JeanNeron" version="1"
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META TOPICMOVED by="JeanNeron" date="1388522633" from="Sandbox.530DataExchangeMapping" to="Main.530DataExchangeMapping"

Revision 32013-10-01 - JeanNeron

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META TOPICPARENT name="530DataExchange"

Mapping Files & Fields

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Appx Field Namd Source Type Identifier or Parent App/File Notes
PROSPECT NO Sequence Number    
PROSPECT COMPANY NAME XML Data Field

/prospect/name

 
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<
PROSPECT DIVISION NAME Parent APPX File DMO/PROSPECT COMPANY NAME will automatically make Division name the same as Company Name
 
PROSPECT ADDRESS 1 XML Data Field /prospect/add1  
PROSPECT ADDRESS 2 XML Data Field /prospect/add2  
PROSPECT CITY XML Data Field /prospect/city  

Revision 22013-09-30 - JeanNeron

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META TOPICPARENT name="530DataExchange"
Changed:
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Mapping Files & Fields

>
>

Mapping Files & Fields

  This page describes how to map incoming data to Appx files/Fields.
Line: 47 to 47
 Now we are ready to map our fields. Click 'Exit' to return to the previous display, then click 'Field Map'. You should see the following display:

fieldmap.png

Changed:
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<

>
>
This is where we define how each Appx field should be populated. The list of fields for the PROSPECT and CONTACT files is already populated for us because we clicked 'Populate Field Map' in the previous step. If we did not do that, we would have to manually add each field we are importing.

For each field in PROSPECT and CONTACT, we will choose the appropriate 'Source Type'. Not all fields are being populated from our source file, so for some fields, we leave the 'Source Type' blank. In this case, they will be assigned the default values as per the Data Dictionary.

The valid source types are:

  1. XML Data Field. When we choose this type, the XML Identifier, Application Id and Proces Name fields will become available for input. We can Scan on the XML Identifier field to choose an identifier that exists in the current XML file. The Application Id and Process Name allow us to specify a subroutine that we want to run when this field is imported (optional). The subroutine will be invoked DETACHED and will be passed 2 fields. You should RECEIVE 2 fields, the first field is the data extracted from the XML file and the second field is the XML identifier. You can change the first field, and the resulting data will be written to the Appx file.
  2. Parent APPX File. We use this when we want the Appx field to be filled in from another (Parent) Appx File. For example, when importing the Contacts, we want the CONTACT PROSPECT NO field to be filled in from PROSPECT NO. When we choose this type, the Application Id, Parent File Id and Parent File Field fields will become available for input.
  3. Sequence Number. Use this to automatically assign a sequential sequence number to the Appx field. Note that the sequence number starts at zero every time you run the import step, so normally you would not use this to generate unique keys in an existing Appx file that uses a sequence number key. However, in this example we will do that just to illustrate using the sequence number type.
  4. Date/Time Stamp. The current date/time will be set in the field.
Set up the Field mappings as follows:

Appx Field Namd Source Type Identifier or Parent App/File Notes
PROSPECT NO Sequence Number    
PROSPECT COMPANY NAME XML Data Field

/prospect/name

 
PROSPECT DIVISION NAME Parent APPX File DMO/PROSPECT COMPANY NAME will automatically make Division name the same as Company Name
PROSPECT ADDRESS 1 XML Data Field /prospect/add1  
PROSPECT ADDRESS 2 XML Data Field /prospect/add2  
PROSPECT CITY XML Data Field /prospect/city  
PROSPECT REGION XML Data Field /prospect/state  
PROSPECT POSTAL CODE XML Data Field /prospect/postal  
PROSPECT TELEPHONE XML Data Field /prospect/phone  
PROSPECT DATE ADDED Date/Time Stamp    
PROSPECT ADDED BY XML Data Field /prospect/phone We will use a subroutine to fill this field
PROSPECT DATE CHANGED Date/Time Stamp    
PROSPECT CHANGED BY XML Data Field /prospect/phone We will use a subroutine to fill this field
CONTACT PROSPECT NO Parent Appx File DMO/PROSPECT NO  
CONTACT LAST NAME XML Data Field /prospect/contact/lastname  
CONTACT FIRST NAME XML Data Field /prospect/contact/firstname  
CONTACT TITLE XML Data Field

/prospect/contact/title

 
CONTACT POSITION XML Data Field /prospect/contact/position  
       

Notice that we are mapping /prospect/phone to three fields. We don't really want the phone number stored in the ADDED BY/CHANGED by fields, we're just using it as a 'trigger' to run a subroutine that will fill in the correct data. Create a subroutine that contains the following lines:

      RECEIVE  --- TEMP 80                    FIELD              FAIL N
      RECEIVE  --- TEMP 79                    FIELD              FAIL N
      SET      --- TEMP 80                    =  --- USER ID

The first field received is the data extracted from the XML file, a phone number in this example. The second field is the XML Identifier. Since we are only running this subroutine to set the ADDED BY/CHANGED BY field, we do not need to test the XML Identifier or care about the incoming phone number. We can simply change the phone number to the current user id. When setting the PROSPECT ADDED BY / PROSPECT CHANGED BY fields, fill in the Application Id and Process Name of this subroutine. Another situation where you might need to use this technique would be to reformat incoming date/time fields.

Once you have filled in the data for all the fields, exit back to the main screen. We are now ready to save our definition, click the 'Store Map' button and you will be prompted for a name:

savemap.png

Fill in a name for this mapping and click 'Proceed'. The mapping will be saved.

Finally, we need to create the subroutine that does the work of importing the XML data into our Appx files. Click the 'Create Import Subr' button and you will be prompted for an Application Id and Process Name:

createsubr.png

Fill in any Application and Process Name you want. When you click 'Proceed', the subroutine will be written and compiled. If any errors occur during the compile, you can view the subroutine in Application Design. You can also further customize the subroutine, however, you will lose those changes if you 'Create Import Subr' again.

Our mapping is now complete, press 'Exit' to return to the main menu.

 

Comments:

Read what other users have said about this page or add your own comments.

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META FILEATTACHMENT attachment="fieldmap.png" attr="h" comment="" date="1380319743" name="fieldmap.png" path="fieldmap.png" size="41060" user="JeanNeron" version="1"
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META FILEATTACHMENT attachment="savemap.png" attr="h" comment="" date="1380561844" name="savemap.png" path="savemap.png" size="11166" user="JeanNeron" version="2"
META FILEATTACHMENT attachment="createsubr.png" attr="h" comment="" date="1380562047" name="createsubr.png" path="createsubr.png" size="19247" user="JeanNeron" version="1"

Revision 12013-09-27 - JeanNeron

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META TOPICPARENT name="530DataExchange"

Mapping Files & Fields

This page describes how to map incoming data to Appx files/Fields.


Overview:

In order to map the incoming data to Appx files and fields, you need a sample of the import file to work with. This should be uploaded using 'Define File/Field Map from Source File'. Once your map is defined and saved, you can maintain it afterwards by using 'Define File/Field Map'.

Usage

Start by running 'Define File/Field Map from Source File', you should see the following display:

0dx.png

The title will default to your user initials, plus the current date/time. You can change this if you wish. You can drag and drop the PROSPECT.XML file from your desktop, or use the file chooser. Leave the import map blank. Currently 0DX only supports XML, you cannot change that. The 'Hide Errors/Warnings' flag normally suppresses any problems with the source file. If you are having problems importing a file, you can uncheck this flag to see if there are any formatting problems with the incoming data.

Once you click 'Execute' the tags and data will be extracted from the PROSPECT.XML file, and you will be able to refer to them as you create your mapping. When this is complete, you will see the following display:

BuildFilemap.png

At this point, all the elements and data have been extracted and are stored in some internal files in the 0DX application. We can use those to help us map the files and fields.

Let's start by examining the elements and data, click the 'All Elements' button under 'Data Review'. You should see the following display:

allelements.png

This shows us the identifiers found, whether they contain data or not, how many times each one appears and the maximum length of the data for that identifier. We can click the 'Data Values' button and we will see the actual data associated with that identifier. Notice that 'ProspectData' is the top level identifier and is prefixed on all identifiers. We can use a feature of the mapping routine to simplify our identifier strings by removing it. Click 'Exit' to return to the previous display, then click 'Ignorable Segments' under 'Refining'. You will get the following popup:

ignoreable.png

Enter 'ProspectData' in the first field, then click 'Save and Exit'. Under 'Refining', click 'Regenerate Elements'. Appx will then reprocess the file, applying the new rule. When this is done, click 'All Elements' under 'Data Review'. You should now see:

allelements2.png

Notice that the leading 'ProspectData' has been removed from all identifiers. Click 'Exit' to return to the previous display.

We can now begin mapping the files and fields. Click the 'Define File Map' button under 'Mapping & Processing'. You should see the following display:

filemap.png

This is where we tell 0DX which identifier indicates the beginning of a new record. We have 2 records in our XML file, Prospects and Contacts. For the first line, enter Application DMO, Dest File PROSPECT and then use the Scan key in the File Start Identifier field to select '/prospect' from the list. Before pressing Enter, click the 'Populate Field Map' button. This will populate the field mapping with all the fields in the PROSPECT file. Repeat this process for the DMO CONTACT file, choosing '/prospect/contact' for the identifier. When you're done, the display should look like:

filemap2.png

Now we are ready to map our fields. Click 'Exit' to return to the previous display, then click 'Field Map'. You should see the following display:

fieldmap.png

Comments:

Read what other users have said about this page or add your own comments.


<--/commentPlugin-->

-- JeanNeron - 2013-09-27

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