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  • Product: oden

Import Select Table

This screen is a descriptor that allows you to discriminate between the particular imports you create. It defaults to
Import and the current date
, but you can assign any name that allows you to identify it from other imports.
  1. From the Main Menu, select
    Utilities > Data Transfer > Import
    .
  2. Enter a
    Description
     for this task. By default it contains the following: "Import (Today's Date)". ODEN® recommends that users change the description to one that enables them to easily identify the task.
  3. Select the
    Import Table
     from the drop-down list. The following list describes the available types:
    • Auto Detect Data
       - Attempts to automatically detect the type of import table. Use this option to avoid inadvertently importing a file of the wrong type into a table.
      note
      The first line of the import file must contain one of the following table names: Additional Interest, Consumer Reporting Agency, Branch, Policy, Producer or User Written. This import function is case insensitive.
    • Additional Interest
       - Imports the information into the Additional Interest table.( Insurance Type, Policy Number, Additional Interest Name 1 and Additional Interest Name 2.)
    • Branch
       - Imports the branch description information into the Branch table.
    • Consumer Reporting Agency
       - Imports the information into the Consumer Reporting Agency table. (Name 1)
    • Policy
       - Imports the policy number into the Policy table.
    • Policies Written 2%
       - Imports the information into the Policies Written 2% table for 2% Rule. (Carrier, Territory, State and Year)
    • Producer
       - Imports the producer number into the Producer table.
    • Underwriter
       - Imports the information into the Underwriter table. (Entire Record (Last Name, First Name))
    • User
       - Imports the information into the user table. (Login, User type, Group, Name, Email address, Phone)
  4. Select from the following
    Import Options
    :
    • Overwrite
       - The existing information is overwritten with the import data. See the chart below for how the system determines a match. The comparison is done record by record.
      note
      The entire record is overwritten. Any data that existed in the original record and not specified in the import file is lost.
    • Reject
       - The existing information is maintained and the import record is written out to the log file. See the chart below for how the system determines a match.
    • Replace
       - Deletes all existing additional interests for a policy and loads the interests found in the import file. This option is solely applicable to Additional Interests.
      note
      Use this option in the event that the additional interests import file contains a completely new list of Additional Interests. This will ensure that any Additional Interests that may have been removed from the policy will not receive notices.
      note
      The case sensitivity of the match criteria depends on the case sensitivity setting of the database. If you are an ODEN® Internet customer then the match criteria is case insensitive. For ODEN® Intranet customers see your System Administrator for this information.
  5. Click
    Browse
     to select the location of the file you are importing.
    Local File - A file located on a local drive of the Web Server. Enter into the Local File field a fully qualified path and file name. Example: C:\Windows\My Documents\Import.txt. In this case the file is located in the My Documents folder on the C drive of the Web Server. Network(UNC) \\Server1\Share1\Oden files\Import.txt(Mapped Drive) H:\ODENFiles\Import.txt You must choose the local file option if you are scheduling a recurring import task. (See Schedule Type Help for a detailed description of scheduling tasks.)
    File Upload - A file located on a user's local or network drive. Enter into the Upload File field a fully qualified path and file name. It can be either a local drive or a network drive location. For network drives one can reference them by UNC or drive mapping. Example: Local - C:\Windows\My Documents\Import.txt - The file is located on the C drive of the user's workstation. Network(UNC) \\Server1\Share1\Oden files\Import.txt(Mapped Drive) H:\ODENFiles\Import.txtIf the path to the file to be uploaded is not known, use the Browse button to locate and select the file. Click on the Browse button to bring up the windows "Chose File" dialog box. Note: The user must have "Read" permissions for both the 'share' and 'file to be imported'.
  6. Select the appropriate
    Format
     of upload file.
    Comma-delimited
     - This option specifies that commas separate the field values in the upload file. String values should be contained in double quotes.
    Fixed Width
     - This option specifies that the field values in the upload file are the same width as the destination fields of the import table. Spaces must right pad any difference between the data, and field length. Note: For more information on field length, see the File Layout section of help.
  7. Select the appropriate
    Data Options
    . This defines the format of the first two lines of the import file.
    Table name present
     - Indicates whether or not a table name is included on the first line of the import file.Select this option if the import file contains the table name on the first line of the file. If Auto Detect Data is selected, this box is checked and disabled to prevent modification. Table name is a requirement for Auto Detect Data.
    Field names present
     - Indicates whether or not field names are included on either the first or second line of the import file. Select this option if the import file contains field names on the first line of the file, or if the Table Name Present option is selected and the second line of the import file contains field names. Note: The Field Name line, if present, is not parsed or validated in any way. It is merely included as a convenience to the user. Field order is dictated by the ODEN defined Table Structures and is not affected by the Field Name line.
  8. On the side menu, select
    Run/Schedule Task
    .
  9. Select
    Import Status
     to see the import result.
Schedule Type
The
Schedule Type
 section of the
Import
 page displays for Intranet customers only.