Import/Export Objects#

Objects can be imported from other applications into ADONIS NP and exported from ADONIS NP into other applications.

Import Objects from Excel#

ADONIS NP provides a configurable Excel interface for quick data acquisition. Via the Excel interface, you can import or update objects and their attributes from an Excel spreadsheet. The structure of the Excel spreadsheet is described in an XML configuration file.

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The XML configuration file needs to be imported in the Administration Toolkit before you can perform an Excel import. If you are using the ADONIS BPMS Application Library, one or more sample configurations will already be provided for you in the Administration Toolkit. For each sample configuration, a suitable Excel template file is included. The template is available for download in the Excel import dialog in the web client.

In order to import objects from Excel:

  1. Select the object group in which the new objects shall be created in the Object Catalogue.

  2. Right-click the object group, point to Import/Export, and then click Import objects from Excel. A dialogue window opens.

  3. Select the desired configuration from the drop-down list Select configuration.

  4. Enter the path and name of the import file into the field Excel file (either manually or via the Select file… support dialogue ).

  5. Click Next. Another dialogue window containing an Import preview opens. Review the information to verify that the collected data is processed properly.

  6. Confirm with Import. The data is imported and a confirmation box appears. Click Details to verify if the import was successful. Then close the box.

Additionally, you can:

  • Download a suitable Excel file as a template. In order to do so, click the Download template button . You can capture objects with this template, and then import the objects.

Synchronize Objects with other BOC Management Office Products#

ADONIS NP offers synchronization of objects with other BOC Management Office products. Objects are exported from the source product and imported into the target product. ADONIS NP administrators can configure in the Administration Toolkit which object types are synchronized and in which target group synchronized objects are placed.

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This feature is only available in the ADONIS NP Enterprise Edition. The availability of this feature also depends on the licence.

Receive EA Elements#

In order to import objects from another BOC Management Office product into ADONIS NP:

  • Right-click any object group, point to Management Office Integration, and then click Receive EA Elements.

  • If you have more than one configuration, select the configuration you would like to apply to the import.

The objects to be received are determined using the configuration in the other BOC Management Office product. Within the target group defined in the Administration Toolkit, they will be placed in subgroups according to their type.

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If a query for selecting objects is defined in the configuration in the other BOC Management Office product, the objects to be received are determined by this query. Otherwise, ALL objects based on the object types defined in the configuration in the other BOC Management Office product are imported.

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Received objects are read-only. They can only be edited in the source product.

Send BPM Elements#

To export objects from ADONIS NP to another BOC Management Office product, there are two options: You can select objects to send manually or by query.

Select Objects Manually

  • Select the objects you want to send.

  • Right-click the objects, point to Management Office Integration, and then click Send BPM Elements.

  • If you have more than one configuration, select the configuration you would like to apply to the export.

The objects to be sent are determined by your selection and using the configuration in the ADONIS NP Administration Toolkit.

Select objects by Query

  • Right-click an object group, point to Management Office Integration, and then click Send BPM Elements.

  • If you have more than one configuration, select the configuration you would like to apply to the export.

The objects to be sent are determined by the query specified in the configuration in the ADONIS NP Administration Toolkit.

Synchronize Elements#

In order to synchronize objects between ADONIS NP and another BOC Management Office product, there are two options: You can select objects to synchronize manually or by query.

Select Objects Manually

  • Select the objects you want to synchronize.

  • Right-click the objects, point to Management Office Integration, and then click Synchronize elements.

  • If you have more than one configuration, select the configuration you would like to apply to the synchronization.

The objects to be sent are determined by your selection and using the configuration in the ADONIS NP Administration Toolkit. The objects to be received are determined using the configuration in the other BOC Management Office product.

Select objects by Query

  • Right-click an object group, point to Management Office Integration, and then click Synchronize elements.

  • If you have more than one configuration, select the configuration you would like to apply to the synchronization.

The objects to be sent are determined by the query specified in the configuration in the ADONIS NP Administration Toolkit. The objects to be received are determined using the configuration in the other BOC Management Office product.

note

If a query for selecting objects is defined in the configuration in the other BOC Management Office product, the objects to be received are determined by this query. Otherwise, ALL objects based on the object types defined in the configuration in the other BOC Management Office product are imported.

note

Received objects are read-only. They can only be edited in the source product.

Synchronize Periodically#

ADONIS NP administrators can configure the synchronization to run automatically on a scheduled basis in the Administration Toolkit.

Open in Other BOC Management Office Product#

If an object was imported from another BOC Management Office product into ADONIS NP, you can directly jump to the original object. To open the object in the other product:

  • Right-click the imported object, point to Management Office Integration, and then click Open in <other BOC Management Office product>.

The other BOC Management Office product opens in a new browser tab.

  • Import Objects from Excel
  • Synchronize Objects with other BOC Management Office Products
    • Receive EA Elements
    • Send BPM Elements
    • Synchronize Elements
    • Synchronize Periodically
    • Open in Other BOC Management Office Product