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

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

  1. 1. 1©2015 Saba Software, Inc. The ABC’s of RDI (Rapid Data Import) Brian Picchi Senior Technical Trainer, Saba University June 2015 Roopa Panuganti Customer Success Manager, Technical Support June 2015
  2. 2. 2©2015 Saba Software, Inc. • 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
  3. 3. 3©2015 Saba Software, Inc. • Overview and Creating the Import File • Monitoring Files and Downloading Logs • Managing Data Import Jobs Topics
  4. 4. 4©2014 Saba Software, Inc. Topic Overview and Creating the Import File
  5. 5. 5©2015 Saba Software, Inc. 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.
  6. 6. 6©2015 Saba Software, Inc. Ad Hoc Bulk Import Process Flow Download Sample Template Create Import File Upload Import File Monitor Import and View Log
  7. 7. 7©2015 Saba Software, Inc. Ad Hoc Bulk Import
  8. 8. 8©2015 Saba Software, Inc. Ad Hoc Bulk Import
  9. 9. 9©2015 Saba Software, Inc. Ad Hoc Bulk Import
  10. 10. 10©2015 Saba Software, Inc. Ad Hoc Bulk Import
  11. 11. 11©2015 Saba Software, Inc. Ad Hoc Bulk Import
  12. 12. 12©2015 Saba Software, Inc. Ad Hoc Bulk Import
  13. 13. 13©2015 Saba Software, Inc. Ad Hoc Bulk Import
  14. 14. 14©2015 Saba Software, Inc. Ad Hoc Bulk Import
  15. 15. 15©2015 Saba Software, Inc. Ad Hoc Bulk Import
  16. 16. 16©2015 Saba Software, Inc. Ad Hoc Bulk Import
  17. 17. 17©2015 Saba Software, Inc. Ad Hoc Bulk Import
  18. 18. 18©2015 Saba Software, Inc. Ad Hoc Bulk Import
  19. 19. 19©2015 Saba Software, Inc. Ad Hoc Bulk Import
  20. 20. 20©2015 Saba Software, Inc. 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.
  21. 21. 21©2014 Saba Software, Inc. Topic Monitoring Files and Downloading Logs
  22. 22. 22©2015 Saba Software, Inc. 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.
  23. 23. 23©2015 Saba Software, Inc. 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
  24. 24. 24©2015 Saba Software, Inc. Viewing the Log Files
  25. 25. 25©2015 Saba Software, Inc. Viewing the Log Files
  26. 26. 26©2015 Saba Software, Inc. Viewing the Log Files
  27. 27. 27©2015 Saba Software, Inc. Viewing the Log Files – summaryLog_Base.csv
  28. 28. 28©2015 Saba Software, Inc. Viewing the Log Files
  29. 29. 29©2014 Saba Software, Inc. Topic Managing Data Import Jobs
  30. 30. 30©2015 Saba Software, Inc. 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.
  31. 31. 31©2015 Saba Software, Inc. Creating an Import Job
  32. 32. 32©2015 Saba Software, Inc. Creating an Import Job
  33. 33. 33©2015 Saba Software, Inc. Creating an Import Job
  34. 34. 34©2015 Saba Software, Inc. Creating an Import Job
  35. 35. 35©2015 Saba Software, Inc. Creating an Import Job
  36. 36. 36©2015 Saba Software, Inc. Creating an Import Job
  37. 37. 37©2015 Saba Software, Inc. Saba Cloud Customer Community http://community.sabacloud.com For more information:
  38. 38. 38©2015 Saba Software, Inc. Thank You www.saba.com facebook.com/SabaSoftware twitter.com@SabaSoftware linkedin.com/company/saba

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