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Version: 12.0

Import/Export Objects

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

Import Objects from Excel

ADONIS 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 offers synchronization of objects with other BOC Management Office products. Objects are exported from the source product and imported into the target product. ADONIS 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 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:

  • Right-click any object group, point to Import/Export, 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 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 Import/Export, 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 Administration Toolkit.

Select objects by Query

  • Right-click an object group, point to Import/Export, 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 Administration Toolkit.

Synchronize Elements

In order to synchronize objects between ADONIS 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 Import/Export, 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 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 Import/Export, 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 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 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, you can directly jump to the original object. To open the object in the other product:

  • Right-click the imported object, point to Import/Export, 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.

View Transfer Log

ADONIS automatically tracks transfers of objects with other BOC Management Office products. Whenever you send or receive objects, a new entry is added to the log.

Open Transfer Log

To open the transfer log:

  • On the toolbar at the top of the screen, click Setup  .

Examine the Transfer Log

The transfer log contains the following columns of information:

 Transfer Log

  • Type

    Identifies the type of the transfer.

    note

    All entries for synchronising objects with other BOC Management Office products are marked with the abbreviation "MOI" (Management Office Integration).

  • Configuration ID

    The name of the configuration.

  • Transfer ID

    The type of action executed (send or receive).

  • Result

    Identifies whether the transfer was successful or failed.

  • Start time

    Time stamp at the beginning of the transfer (date and time, in local time).

  • End time

    Time stamp at the end of the transfer (date and time, in local time).

  • Duration

    The duration of the transfer in seconds and milliseconds.

  • Trigger

    Identifies whether the transmission was triggered manually or run automatically on a scheduled basis, and the user who performed the action.

  • Details

    Click to open a dialogue with details about the transfer (number of created, changed and deleted objects etc.).