How to export/import the search results - 6.5

Talend MDM Web User Interface User Guide

EnrichVersion
6.5
EnrichProdName
Talend Data Fabric
Talend MDM Platform
Talend Open Studio for MDM
task
Data Governance
EnrichPlatform
Talend MDM Web UI

After setting your search criteria and launching your search for data records pertaining to a specific entity, you can export your search results in an xlsx or csv file. This could be very interesting if you have some kind of mass update on a group of records. You search for the records, export the search results, do your updates in the file and finally import the records into MDM again.

You are allowed to define the maximum number of data records to be exported or imported in Talend MDM Web User Interface. For more information, see Talend Help Center (https://help.talend.com).

How to export data records

You can copy data records that are the results of specific search criteria from the MDM server to your computer. This enables you to work with a local copy of the data records, do any modifications and then import the records again onto the MDM server for example.

Prerequisite(s):

  • The MDM server is already launched.

  • You have been assigned a role with the appropriate user authorization and access rights. For further information, see Security.

  • At least one view has been created in Talend Studio. For further information, see the Talend Studio User Guide.

  • Make sure you have selected the data container that holds the master data you want to manage and the data model against which the master data will be validated. For further information, see Accessing data containers and data models.

To export all the records result of your search criteria, complete the following:

  1. Follow the steps outlined in How to search entities in the selected data container or How to use the advanced search capabilities to list the data records according to a specific search criteria.

    Note that the data records to be exported contain only the fields available in the list, which depend on what you have defined in the view.

  2. Select the data records you want to export and then click Import and Export on the menu bar.

  3. Select Export to open the [Export File] dialog box.

    Make sure you have defined a multi-value separator. Otherwise, unexpected errors will occur.

    Depending on your choices, a foreign key element can be exported in three different ways:

    • If you do not select the Resolve Foreign Key check box, only the foreign key id will be exported and wrapped in brackets, for example, [FKid1], [FKid1][FKid2], and [FKid1][FKid2]|[FKid3].

    • If you select Resolve Foreign Key check box and then select Id-FKInfo from the Display Type list, the value of the exported foreign key element will contain both its id and the foreign key information, for example, [FKid1]|FKinfo1, [FKid1][FKid2]|FKinfo1, and [FKid1]|FKinfo1|FKinfo2.

    • If you select Resolve Foreign Key check box and then select FKInfo from the Display Type list, the value of the exported foreign key element will contain only the foreign key information, for example, FKinfo1, and FKinfo1|FKinfo2.

  4. Click Export and then follow the instructions in the dialog box that opens to complete the export operation. Note that the steps to follow are different according to your operating system.

  5. Select the Save File option and then click OK to close the dialog box. The listed records are all copied from the MDM server to your computer in an xlsx file.

    You can now do necessary modifications on the records and then import them on the MDM server as outlined in How to import data records .

How to import data records

You can import data records from a local xlsx or csv file on the MDM server. Usually, these records are those that are exported from the MDM server to a local copy to do some mass modifications as outlined in How to export data records .

Prerequisite(s):

  • The MDM server is already launched.

  • You have been assigned a role with the appropriate user authorization and access rights. For further information, see Security.

  • The data records have been already copied from the server to a local copy on your computer. For further information, see How to export data records.

  • Make sure you have selected the data container that holds the master data you want to manage and the data model against which the master data will be validated. For further information, see Accessing data containers and data models.

To import data records from a local file onto the MDM server, complete the following:

  1. Open the [Master Data Browser] page in Talend MDM Web User Interface.

  2. Select the entity in which you want to import the data records, and then click the Search button to list all the records in the selected entity.

  3. Click Import and Export on the menu bar to open a list.

  4. Select Import... to open the [Upload data] dialog box.

  5. Click the Browse... button and follow the instruction in the opened dialog box to upload the file that holds the data records you want to import.

    Pay attention to the following:

    • When importing a record with an element of date type, you must specify the element in the format of yyyy-MM-dd.

    • Make sure you have defined a multi-value separator. Otherwise, unexpected errors will occur.

    If you want to include a foreign key element in the data records to be imported, you can specify it in the following formats:

    • one foreign key id (with or without brackets) only, for example, FKid1, or [FKid1];

    • one foreign key id (with or without brackets) and foreign key information, for example, FKid1|FKinfo1, [FKid1]|FKinfo1, or [FKid1]|FKinfo1|FKinfo2;

    • multiple foreign key ids (with or without brackets) only, for example, FKid1|FKid2, or [FKid1]|[FKid2];

    • multiple foreign key ids with brackets and foreign key information, for example, [FKid11][FKid12]|FKinfo1, [FKid1]|FKinfo1|[FKid2]|FKinfo2, or [FKid11]|[FKid12]|FKinfo1|[FKid21][FKid22]|FKinfo2.

    Warning

    The id values of a composite foreign key element must always be wrapped by brackets separately, for example, [FKid1][FKid2], [FKid1][FKid2]|[FKid3], or [FKid11][FKid12]|[FKid21][FKid22]..

  6. If needed, select the Use Partial Update check box to update partially the fields of the existing data records instead of updating all fields.

    The ID field in the uploaded file will be validated first to identify the existing data records.

  7. Click Submit. A progress information bar is displayed followed by a confirmation message.

    Make sure the uploaded file contains valid field values. If any error occurs during the import, for example, the uploaded file contains invalid field value, an error message pops up and none of the data records in the uploaded file will be imported.

    Note

    The import operation may take some time depending on how many records you have in the local file.

  8. Click OK to close the confirmation message. All data records in the local file are imported on the MDM server.