Saba University: The ABC's of RDI (Rapid Data Import)

1©2015 Saba Software, Inc.

The ABC’s of RDI (Rapid Data Import)Brian Picchi

Senior Technical Trainer, Saba UniversityJune 2015

Roopa Panuganti

Customer Success Manager, Technical SupportJune 2015


• Understand how to enter records into an import file template• Successfully import a record data file• View and download the import log files• Create and process data import jobs

Course Goals


• Overview and Creating the Import File• Monitoring Files and Downloading Logs• Managing Data Import Jobs

Topics


TopicOverview and Creating the Import File


What is Rapid Data Import?

• Rapid Data Import (RDI) is an import service that enables you to import business data as Saba component records.

• You use this service to migrate data sets from external data sources or to create new bulk records.

• Once an import has completed, you can be emailed a confirmation notification for each imported file by object.


Ad Hoc Bulk Import Process Flow

Download Sample

Template

Create Import

File

Upload Import

File

Monitor Import

and View Log


Ad Hoc Bulk Import


Tips on Using the Import Template

• Sample files can be downloaded for each of the supported object types.

• Only required fields need to have values provided within the template.

• Unused optional fields can be ignored or deleted.• When updating records use the SKIP value to ignore updates on

specific fields.


TopicMonitoring Files and Downloading Logs


How are Log Files used?

• Log files are generated every time you upload a new import file or a scheduled job is run.

• With the logs you’ll find details around the status of your import including any specific records that generated warnings or errors.

• In the event one or more records failed to import, the log file will tell you specifically what went wrong so you can correct it.


Excel Formatting Gotchas

• If an ID number should have leading zeros, ensure the cells are formatted to accept them.

Leading Zero’s

• Ensure that cells are formatted to capture decimals when needed for fields like Version.

Decimals

• Dates need to be in the same format as shown in the template, such as 2015-06-20.

Date Formats


Viewing the Log Files


Viewing the Log Files – summaryLog_Base.csv


TopicManaging Data Import Jobs


What is a data import job?

• In addition to performing ad hoc manual imports, you can schedule data import jobs.

• A job is a collection of one or more objects that are imported into Saba on a recurring frequency (e.g., daily, weekly, etc.) which is defined by the administrator.

• These batch jobs can use predefined SFTP connections and data mappings to perform the import.


Creating an Import Job


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Saba University: The ABC's of RDI (Rapid Data Import)

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