1. Through the main navigation menu on the left, go to Administration > Import
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2. You will now see a drop box panel where you can either drag and drop your file directly, or use it to browse and search for your file by clicking on it
3. Once the file is uploaded, you will be able to see a quick overview of the contents it contains
4. If you want to remove this uploaded file, just select the change link
Yellowfin will scan the data from your file to see if any of it is already present in the system, and if so, it will display an error message alerting you of this. This helps you to not store double copies of your data and reports, even if they have a different name. (Yellowfin can match the universally unique identifiers/UUID of each file regardless of what their current name may be.) |
5. Next, choose how to proceed with the import; Yellowfin gives you three options as explained below:
6. After selecting one of these buttons, click on the continue button
7. The following few steps differ according to your previous selection. You can view them by clicking on All, Restore or Custom
8. Note: For a more detailed understanding of the status bar at the top of this screen, click here.
Importing the entire content list
Since you have selected to import the entire contents of the import file, you will not need to sift through the search panel contents.
1. Click on the name of the content in the import list to view its descriptions and secondary content list
2. Once satisfied, click on the Import button to import this data into your system
3. If you’re successful, you will see a summary of the data that was imported
Or go back to select another option.
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Restoring the primary content
If you selected the restore option to include only the primary content, then that’s the only type of content you will be able to see in the search panel of this import screen
1. Drag and drop the primary content into the import list 2. Click on the settings icon next to a content record
3. Now you can choose to do either of the following:
4. After the data is imported, you will be able to see a summary of it
Or go back to select another option. |
Importing customised content
1. Since you have chosen the custom option, you can see a list of the primary and secondary content in the import screen’s search panel 2. Drag and drop any or all of content into the import list, that you want imported into your system 3. If there is something broken or missing from the content, Yellowfin will alert you with a warning message. (Click here for more information on this.) 4. To remove the entire content list selection, click on the clear button on the top left of the screen
5. You can also map major items like data sources and content folders that you’re trying to import with the material already existing in your system, to make sure the content isn’t being repeated (if you don’t want to import the folders from the export file). Click on the settings button in the top left corner
6. Now you can link any existing data source and/or folders where your content will be moved to
7. Once you have included content to the import list, click on the settings icon next to a content record
8. Then either add this content in its entirety as new material or replace it with any existing data
9. After filling out the add/replace window, click on the Import button on the top left corner of the screen
10. After the data is imported, you will be able to see a summary of it
11. Click Ok and celebrate having successfully imported customised data.
Or go back to select another option. |