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Labeled Import Routine

This function allows you to offer your customers a Standard Import Routine with different names. This is useful in case a software company takes over another software company, e. g. in the past Navision was taken over by Microsoft and is now called Microsoft Dynamics NAV. A user may search for Navision as well as Microsoft Dynamics NAV. A Labeled Import Routine represents only a reference to an existing Standard Import Routine.

Step-by-Step

  1. To create a Labeled Import Routine select New in the File tab. Alternatively, you can click the New icon in the Quick Access Toolbar.
  2. In the New SmartAnalyzer App SDK Project dialog box select Labeled Import Routine.
  3. Enter a name for the SmartAnalyzer App SDK Project. The name has to comply with the Windows guidelines for file and folder names.
  4. Select the location of the file to be created by clicking the Browse button.
  5. Click OK. A new dialog box is opened.
  6. In the General area the name, the author and the version number are shown. You can change them. The name is the content item name in SmartAnalyzer, the maximum length is 128 characters. You do not have to consider any Windows guidelines when entering the name, any character is allowed.
  7. Enter the minimum version of IDEA which supports the audit test in the Minimum IDEA Version field. By default, the lowest version number for which an app definition could be created is shown. If you enter a lower number, it will be changed automatically.
  8. Use the Description File option to select the file containing a description of the Standard Import Routine (optional).
  9. In the Is Based on Import Routine field you can choose the Import Routine which should get a second name. Click the Browse button and choose an Import Routine. The import/preparation routines, the Standard Import Routine version number and the files to be imported are shared and only referenced between the source Standard Import Routine and its labeled products.
  10. In the field Belongs to Import Group(s) field you can enter one or several groups in which this Import Routine will be listed. You can do this in the Group Names dialog box. When importing data using this Import Routine the names will be displayed in the Data Source/ERP System area. Additionally, you have to specify a group name.

  11. Specify whether the Standard Import Routine shall support IDEA Server by clicking the according option.
  12. Use the Requires Audit Period option to define whether a period will be created and set during the data preparation.
  13. You can specify whether the data preparation will be run during the import. Click the arrow next to the Separate Import and Preparation field and select one of the options. If you select the Ask the user can decide if he wants to run the data preparation immediately after the import. If you select the Always option, only the import will be run and the user has to run the data preparation separately. If you select the Never option, the data preparation will always be run automatically after the import.

  14. Use the Select all Files option to specify how to proceed with additional files. Select Yes to automatically select additional files for the import, select No to let the user decide which additional file he wants to import.
  15. The selection in the Ask for Batch Import File (index.xml) field depends on whether the data to be imported is delivered with a batch import file. If this is the case, click Yes. If this option is set to No (default setting) the developer has to make sure that the user can select the data to be imported.

  16. Supports Unicode specifies whether the Standard Import Routine is compatible with the IDEA Unicode version or not. Setting this property to Yes means that the Standard Import Routine will always be executed. Selecting No means that a Standard Import Routine will not be displayed in case an IDEA Unicode version is installed. You may choose this setting if a command was used which is not supported by IDEA Unicode (@ASCII, @CHR, @RegExpr, @Soundex and @SoundsLike).

  17. In the Files to be imported field all files to be imported with the chosen import routine are shown. For more information open the Files to be imported dialog box. You cannot make any changes in this field.

Working with SmartAnalyzer App SDK Projects you can use a context menu by right-clicking on a card-index tab.