About Hierarchy Definitions

The hierarchy definition defines the actual structure of the hierarchy - how the various nodes are related to each other. A basic definition in the form of an Excel®, txt, csv or pgp-encrypted file, must be uploaded, but this can be edited as necessary later. Note that for pgp-encrypted files you will need the encryption key.

When you are in the Hierarchies page, click on the appropriate blue hierarchy name link to open that hierarchy. If the hierarchy does not yet contain a definition, a page opens inviting you to import the file - .

Important
If you intend to import a hierarchy with contact data, do not upload the hierarchy definition at this point - there are several other things that you must ensure are in place first (go to Importing Hierarchy and Contacts for more information).

Figure 1 - The opening page if your hierarchy does not yet contain a definition

You can upload a local file, or you can upload from FTP. Uploading from FTP enables you to set up a recurring task so uploads can be performed automatically at regular intervals. However to use the FTP system you must have the FTP add-on (contact Forsta for further information).

Importing a Local File

You can import xlsx, txt, csv or pgp encrypted files. Note that for pgp encrypted files you will need the encryption key.

Click Local file.

The Import overlay opens - .

Figure 2 - The Import Hierarchy Definition overlay

Here you have several options:

• You can import just a hierarchy definition, which includes the layout and nodes and can include Node IDs and labels (go to Importing with Hierarchy Only for more information).
• You can import both the hierarchy definition and a contact database. Note that in this case the hierarchy must be linked to a contact database first (go to Importing Hierarchy and Contacts for more information).
• You can update any existing data, adding new data without removing data that has been deleted.
• You can update any existing data, adding new data and also removing data that has been deleted.

Importing from FTP

Uploading from FTP enables you to set up a recurring task so uploads can be performed automatically at regular intervals. You can import xlsx, txt, csv or pgp encrypted files. Note that for pgp encrypted files you will need the encryption key.

1. Click File on FTP.

The Import FTP file overlay opens - .



Figure 3 - The Import FTP file overlay

You have several options:

• You can import just a hierarchy definition, which includes the layout and nodes and can include Node IDs and labels (go to Importing with Hierarchy Only for more information).
• You can import both the hierarchy definition and a contact database. Note that in this case the hierarchy must be linked to a contact database first (go to Importing Hierarchy and Contacts for more information).
• You can update any existing data, adding new data without deleting missing data. This alternative should be used if you are performing an incremental update, not loading a full data set.
• You can update any existing data, adding new data and deleting data that is missing. This alternative could be used if you are uploading a full dataset, and would like to remove data that is not in the new full dataset.

The FTP path is the path and ID of the FTP archive allocated to your company.

2. Type in the file name of the hierarchy you wish to upload from the FTP site.
3. If you wish to set up a recurring task, set how often you want the import to be performed, when the task is to commence and when it is to end.

The task settings are summarized below the fields for clarity.

4. Click Save settings.

The overlay closes and you are returned to the hierarchy download page.

Note: The FTP import task currently updates existing information with new information, and any old data that is not to be replaced will remain unchanged. It will soon be possible to select "Replace" functionality that will remove old data that is not to be updated.

Import Log

The Import Log lists all the imports that have been made to the hierarchy, in order of date/time with the latest import at the top of the list.

To open the page, click Import Log- .

Figure 4 - Example of the Import Log page

If you wish to download an imported .xlsx file (perhaps you wish to edit the file and re-import it to update the hierarchy), click the blue file name.

For successful imports, the file uploaded will be available for download. For imports that fail with errors, you can download a file where the original content is augmented with error messages and where cells with issues are highlighted. This makes it possible to investigate issues from file uploads also some time after the upload was done, or easily have other people reviewing uploads that failed.

Errors

If something is incorrect in the upload file, the system will provide a list of errors which can be opened in the user interface. An Excel file with a tab that lists the errors is also provided. This includes highlighting and linking so you can easily find the cells containing the errors, which you must correct before re-uploading the file.