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technote:excel_import

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technote:excel_import [2018/10/25 00:38] – created Scott Cunliffetechnote:excel_import [2025/01/21 22:07] (current) – external edit 127.0.0.1
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-====== Importing Volumes And/Or Volume Data From Excel Spreadsheet ======+====== Importing Volumes And Volume Data From Excel Spreadsheets ======
  
 +The Excel Import utility is invoked through [[master:tools_excel_import|TapeMaster]] or [[lite:function_excel_import|Lite]]
  
-Select the Excel file to import the data from and then select ''Open''. +Once the Excel Import window is open: 
- +  * Select the [[object:customer|Customer]] you wish to import the data into.
-{{:lite:lite_excel_import_xls.png}} +
- +
- +
-In the TapeTrack Excel import tool: +
-  * Select the Customer you wish to import the data into.+
   * Select the Excel sheet to import the data from.   * Select the Excel sheet to import the data from.
-  * Select the Media type if the volumes all belong to one media type.+  * Select the [[object:media|Media]] type if the [[object:volume|Volumes]] all belong to one [[object:media|Media]] type.
   * Set Skip First Row to true if there are headings present.   * Set Skip First Row to true if there are headings present.
-  * Map the Excel columns to the TapeTrack attributes.+  * Map the Excel columns to the TapeTrack [[object:volume|Volume]] Attributes.
   * Insert any translations required to match the data to the correct format for TapeTrack.   * Insert any translations required to match the data to the correct format for TapeTrack.
- 
- 
  
 {{:lite:lite_excel_import_data.png}} {{:lite:lite_excel_import_data.png}}
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   * **A** Excel .xls file being imported.   * **A** Excel .xls file being imported.
-  * **B** Customer and Media ID (Media ID can be mapped from Excel file or set here).+  * **B** [[object:customer|Customer]] and [[object:media|Media-ID]] ([[object:media|Media-ID]] can be mapped from Excel file or set here).
   * **C** Skip first row if headings are present.   * **C** Skip first row if headings are present.
   * **D** Excel sheet data.   * **D** Excel sheet data.
   * **E** Excel sheet column headings.   * **E** Excel sheet column headings.
-  * **F** TapeMaster attributes. +  * **F** TapeMaster Attributes. 
-    * **Container-ID** Container ID to assign volume to. +    * ''Container-ID'' Container ID to assign [[object:volume|Volume]] to. 
-    * **Date (Expiry)** Expiry date of volume. +    * ''Date (Expiry)'' Expiry date of [[object:volume|Volume]] . 
-    * **Date (Last Write)** Date the volume was last written to. +    * ''Date (Last Write)'' Date the [[object:volume|Volume]] was last written to. 
-    * **Date (Next Move)** Date for volume's next move (i.e. return date from repository). +    * ''Date (Next Move)'' Date for [[object:volume|Volume's]] next move (i.e. return date from [[object:repository|Repository]]). 
-    * **Description** Volume description. +    * ''Description'' [[object:volume|Volume]] description. 
-    * **Media ID** Media ID volumes belong to (can also be set on left window if all volumes are same media type). +    * ''Media-ID'' [[object:media|Media-ID]] [[object:volume|Volumes]] belong to (can also be set on left window if all [[object:volume|Volumes]] are same [[object:media|Media]] type). 
-    * **Repository Slot (Target)** Target slot to assign volume to. +    * ''Repository Slot (Target)'' Target slot to assign [[object:volume|Volume]] to. 
-    * **Repository-ID (Scanned)** Repository volume is to be scanned in at. +    * ''Repository-ID (Scanned)'' [[object:repository|Repository]] [[object:volume|Volume]] is to be scanned in at. 
-    * **Repository-ID (Target)** Target repository volume is to be placed in a move to. +    * ''Repository-ID (Target)'' Target [[object:repository|Repository]] [[object:volume|Volume]] is to be placed in a move to. 
-    * **Volume-ID** Volume's barcode.+    * ''Volume-ID'' [[object:volume|Volume's]] [[concepts:barcode|Barcode]].
   * **G** Translations of Excel data to TapeMaster format (i.e. offsite to OFFS).    * **G** Translations of Excel data to TapeMaster format (i.e. offsite to OFFS). 
-  * **H** Forward and back buttons allow you to scroll through the Excel lines to check data input. +  * **H** Forward and back buttons allow you to scroll through the Excel data rows to check data input. 
-  * **I** Load Excel data into import verification window.+  * **I** Load Excel data into Import Verification window.
  
-Once all the data columns are mapped and any translations are required (press enter first if focus is still in translations field to update) click ''Load Rows'' to import data from the Excel sheet.  +Once all the data columns are mapped and any translations required are entered (press enter first if focus is still in translations field to update) click ''Load Rows'' to import data from the Excel sheet.  
  
 {{:lite:lite_excel_import_data_load.png}} {{:lite:lite_excel_import_data_load.png}}
  
-In the window that opens select all volumes to add or update from the displayed list.+In the window that opens select all [[object:volume|Volumes]] to add or update from the displayed list.
  
-Select volumes from the list by +Select [[object:volume|Volumes]] from the list by 
-  * left-click for a single volume. +  * left-click for a single [[object:volume|Volumes]]. 
-  * Shift + click to select a range of sequential volumes.+  * Shift + click to select a range of sequential [[object:volume|Volumes]].
   * Control + click to select non sequential range.   * Control + click to select non sequential range.
   * Right-click and from the menu select all.   * Right-click and from the menu select all.
  
-Any new volumes (not present in TapeTrack) will be highlighted by the volume ID's displayed in red.  These volumes must be added to TapeTrack before any updates can be applied.  To add the volumes, once selected, right-click the volumes and from the popup menu select ''Add''.  Once the volumes have been added the volume ID's will now display in black.+Any new [[object:volume|Volumes]] (not present in TapeTrack) will be highlighted by the [[object:volume|Volume-ID's]]  displayed in red.  These [[object:volume|Volumes]] must be added to TapeTrack before any updates can be applied.  To add the [[object:volume|Volumes]], once selected, right-click the [[object:volume|Volumes]] and from the popup menu select ''Add''.  Once the [[object:volume|Volumes]] have been added the [[object:volume|Volumes-ID's]] will now display in black.
  
 {{:lite:lite_excel_import_data_load_add.png}} {{:lite:lite_excel_import_data_load_add.png}}
  
-To update the volumes attributes (description, repository, next move etc.) select the required volumes, right-click and select ''Update''.+To update the [[object:volume|Volumes]] Attributes (Description, [[object:repository|Repository]], next move etc.) select the required [[object:volume|Volumes]], right-click and select ''Update''.
  
 {{:lite:lite_excel_import_data_load_update.png}} {{:lite:lite_excel_import_data_load_update.png}}
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 {{:lite:lite_excel_import_progress.png}} {{:lite:lite_excel_import_progress.png}}
 +
 +Once this has closed itself you may continue on with the next phase or close the import window if finished.
 +Select ''X'' to close.
 +
 +{{tag>technote update-doco import tapemaster lite excel}}
technote/excel_import.1540427888.txt.gz · Last modified: 2025/01/21 22:07 (external edit)