Performing an Advanced Import

Projects admin should be able to use the Caliber Import Utility to import requirements to their own projects in target server.

To perform an advanced import:

  1. Select Start > Programs > Caliber > Import from your Windows workstation. The Logon dialog box is displayed.

    Enter your server Host name, User name and Password or check Use Windows Session Credentials to login with your Windows user ID.

    Note: The logon window does not display if you are already logged on. Proceed to Step 4.
  2. Click Logon. The Caliber Import Utility screen is displayed.
    • Click the Browse button to navigate to the directory that contains the files you want to import.
    • Select the Advanced check box and clickNext . TheSelect Import File screen is displayed. Note: If Project Admin chooses “Advanced” option to import files to Caliber fields, he can only see Requirement in the file type list.
    • Navigate to the Import file you would like to import by clicking the Browse button. This is usually a text file contained in a data set created using RM Export.
    • Select the type of file you are importing from the drop-down list box. Click Next to select project screen.
  3. If you selected a Requirement import file in Step 7, you are prompted to choose a project or create a new project in which you want to import the requirements.
    Note: When importing requirements that contain images from one server machine to another, the paths to the ImageCache folders must be the same on both machines for the requirements to import correctly.
    • Choose a project or create a new project in which you want to import the requirements. Note: When logged in as a Project admin, Import to a new project is disabled and the project list shows only those projects that belong to the project admin.
    • Make a selection and click Next. The information is parsed, and the Delimiter screen is displayed. If the text in the information parsing box is not set up as columns, the delimiter and text qualifier do not match those that are specified for the import.
    • Set your delimiters and text qualifiers in the file using the drop-down list boxes until columns are displayed. If you choose delimiters or qualifiers that are not valid, you get an error message.
  4. Click Next.

    If you chose to import a User import file in Step 7, go to Caliber import Utility user group screen.

    If you chose to import a Group import file in Step 7, go toCaliber import Utility user screen.

    If you chose to import a Requirement, Requirement Type or UDA import file in Step 7, go to Step 18.

  5. The Caliber Import Utility - Group screen is displayed. This step allows you to match or replace any groups that are assigned to your projects. For example, if the Administrators group exists in Project A, but you want the Engineering group to replace Administrators in Project B that you are importing to, this feature allows you to replace Administrators with Engineering during import.
  6. To match or replace a user, select the user you want to match from the left panel, then select the replacement user from the right panel and click the Move Left button. Complete this step for all users you want to match or replace.

    Click Next, and proceed to Step 18.

  7. The Caliber Import Utility - User screen is displayed. This step allows you to match or replace any users that are members of each group.
    Tip: For example, if user jwilson exists in Project A, but you want user bjeffereys to replace jwilson in Project B that you are importing to, this feature allows you to replace jwilson with bjeffereys during import.
  8. If you want to match or replace a group, select the group you want to match from the left panel, then select the replacement group from the right panel and click the Move Left button.

    Complete this step for all groups you want to match or replace

  9. Click Next. The Importing screen is displayed. The utility searches and matches all of the project data.

    Click the Import button to import the information. The utility imports the data as a log file to the data set you selected in Step 4.

    Click Close .

    Note: Importing may be a lengthy process if there are is a large amount of data to import. Importing should be done during low-use hours to avoid impacting other users.
    Note: Project Admin cannot automatically import entities, associated with requirements, that do not exist in the target server. When attempted, there is an error message. Project Admin must check output log for the details.