{"id":43759,"date":"2018-09-04T02:18:04","date_gmt":"2018-09-04T09:18:04","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=43759"},"modified":"2018-09-18T03:55:10","modified_gmt":"2018-09-18T10:55:10","slug":"how-to-import-records-from-word-document-using-an-external-xml-based-import-profile-file","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/43759\/how-to-import-records-from-word-document-using-an-external-xml-based-import-profile-file\/","title":{"rendered":"How to import records from Word document using an external XML based Import Profile file"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><i>Import records from Word Document Wizard <\/i>enables you to import records from <i>Microsoft Word <\/i>compatible documents (*.docx, *.doc, *.rtf) into <i>TopTeam repository<\/i>. This wizard helps you import records of different record types along with their fields defined in paragraphs or in tabular format. <\/p>\n<p>This wizard can also help you import description of records in full rich text format containing tables, images, embedded <i>OLE Objects<\/i> and <i>Visio <\/i>diagrams.<\/p>\n<p><i>XML based Import Parser <\/i>file has many advanced options for importing records along with their fields and traceability information.<\/p>\n<p>This article explains how to use an external Import Parser file (*.xml) for importing records from Word document.<\/p>\n<p><strong>NOTE: This wizard does NOT require the installation of Microsoft Word for processing Word documents.<\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users (Advanced)<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Open Import records from Word Document Wizard<\/h3>\n<div class=\"StepInstructions\">\n<p>Refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/43625\/how-do-i-open-import-records-from-word-document-wizard\/\" target=\"_blank\">How do I open Import Records from Word Document Wizard<\/a> for information on various methods by which this wizard can be opened.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Specify a location where you want to import the records<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536667932847.png\" width=\"800\" height=\"533\" alt=\"media_1536667932847.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536670727218.png\" width=\"800\" height=\"565\" alt=\"media_1536670727218.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536670791615.png\" width=\"800\" height=\"533\" alt=\"media_1536670791615.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Select a document that you want to import into OneView<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536668127853.png\" width=\"800\" height=\"539\" alt=\"media_1536668127853.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536668211708.png\" width=\"736\" height=\"470\" alt=\"media_1536668211708.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>The <strong>Files of type<\/strong> drop-down menu lists all available document formats from which records can be imported into <i>TopTeam<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536668257900.png\" width=\"800\" height=\"536\" alt=\"media_1536668257900.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong><font color=\"#000000\">Enable Debugging<\/font><\/strong><font color=\"#000000\">: Check this option to enable detailed logging of the import process. This is required in case <i>TechnoSolutions Support<\/i> need to analyze the import process. Enable this option only on request of <i>TechnoSolutions Support<\/i>.<\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Choose the option for importing from XML file<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1530102109255-1-1.png\" width=\"800\" height=\"593\" alt=\"media_1530102109255-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Select Import Parser Rules file<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1516603513791-1-1-1.png\" width=\"800\" height=\"592\" alt=\"media_1516603513791-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Preview records identified for import<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1516603577337-1-1.png\" width=\"800\" height=\"590\" alt=\"media_1516603577337-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Specify Package Structures for Packages in the document (optional)<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536669065841.png\" width=\"800\" height=\"590\" alt=\"media_1536669065841.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE:<\/strong><\/p>\n<ul>\n<li><strong>This page will NOT display if there are NO <i>Package<\/i> records in the <i>XML based Import Parser<\/i><\/strong><i> <\/i><strong>file.<\/strong><\/li>\n<li><strong>During import, hierarchy rules of <i>Package Structure<\/i> are NOT enforced on the <i>Packages<\/i>. However, if a record hierarchy satisfies <i>Package Structure<\/i> hierarchy rules, corresponding <i>Traceability Rules<\/i> will be automatically applied.<\/strong><\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 8. Choose whether you want to save the Import Profile or NOT<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536669374616.png\" width=\"800\" height=\"533\" alt=\"media_1536669374616.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 9. Specify if you want to process Advanced Workflow and Automation Rules during import (optional)<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536669444975.png\" width=\"800\" height=\"582\" alt=\"media_1536669444975.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 10. View Import Record Summary<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536669527711.png\" width=\"800\" height=\"533\" alt=\"media_1536669527711.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: Depending on the number and size of records (images, Visio files, OLE, embedded OLE, etc. ) it may take some time for the import process.<\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">OneView Document editor displays the imported records<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/09\/media_1536669928050.png\" width=\"800\" height=\"627\" alt=\"media_1536669928050.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/43718\/how-to-import-records-from-word-document-using-saved-import-profile\" target=\"_blank\"><u>How to import records from Word document using a saved Import Profile<\/u><\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/43612\/using-import-records-from-word-document-wizard\" target=\"_blank\"><u>Using Import Records from Word Document Wizard<\/u><\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/43655\/importing-records-from-word-document-to-topteam-repository-using-wizard\" target=\"_blank\">Importing records from Word document to TopTeam repository using wizard<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: September 18th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Import records from Word Document Wizard enables you to import records from Microsoft Word compatible documents (*.docx, *.doc, *.rtf) into TopTeam repository. This wizard helps you import records of different record types along with their fields defined in paragraphs or in tabular format. This wizard can also help you import description of records in full rich text format containing tables, images, embedded OLE Objects and Visio diagrams. XML based Import Parser file has many advanced options for importing records along with their fields and traceability information. This article explains how to use an external Import Parser file (*.xml) for <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[46,288,210],"class_list":["post-43759","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-import","tag-oneview","tag-word"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-bnN","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43759","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=43759"}],"version-history":[{"count":3,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43759\/revisions"}],"predecessor-version":[{"id":44096,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43759\/revisions\/44096"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=43759"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=43759"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=43759"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}