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Import and Export GuideRelease 9.2.1Part Number: TP1017-9.2.1BMake sure you check for updates to this manual at theAgile Documentation Website

Agile PLM 9.2.1Copyrights and TrademarksCopyright 1995-2006 Agile Software Corporation. All rights reserved.You shall not create any derivative works of this publication nor shall any part of this publication be copied, reproduced,distributed, published, licensed, sold, stored in a retrieval system or transmitted in any form or by any means: electronic,mechanical, photocopying, or otherwise, without the prior written consent of Agile Software Corporation, 6373 San IgnacioAvenue, San Jose, California 95119-1200 U.S.A.; Telephone 408.284.4000, Facsimile 408.284.4002, or http://www.agile.com/ .The material in this document is for information only and is subject to change without notice. While reasonable efforts havebeen made in the preparation of this document to ensure its accuracy, Agile Software Corporation assumes no liabilityresulting from errors or omissions in this document or from the use of the information contained herein. Agile SoftwareCorporation reserves the right to make changes in the product design without reservation and without notification to its users.Agile and Agile Software are registered trademarks and Agile Product Collaboration, Agile Product Cost Management, AgileProduct Governance & Compliance, Agile Product Quality Management, Agile Product Interchange, Agile Product PortfolioManagement, AgileMD, and the Agile Logo are trademarks of Agile Software Corporation in the U.S. and/or other countries.Guaranteed Business Results is a service mark of Agile Software Corporation. All other brands or product names aretrademarks or registered trademarks of their respective holders.Java and Solaris are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. or other countries.Microsoft, Windows, Excel, and Microsoft Internet Explorer are trademarks or registered trademarks of Microsoft Corporationin the United States and/or other countries.Oracle, Oracle9i, and Oracle10g are trademarks or registered trademarks of Oracle Corporation and/or its affiliates in theUnited States and/or other countries.NOTICE OF RESTRICTED RIGHTS:The Software is a “commercial item,” as that term is defined at 48 C.F.R. 2.101 (OCT 1995), consisting of “commercialcomputer software” and “commercial computer software documentation” as such terms are used in 48 C.F.R. 12.212 (SEPT1995) and when provided to the U. S. Government, is provided (a) for acquisition by or on behalf of civilian agencies,consistent with the policy set forth in 48 C.F.R. 12.212; or (b) for acquisition by or on behalf of units of the Department ofDefense, consistent with the policies set forth in 48 C.F.R. 227.7202-1 (JUN 1995) and 227.7202-4 (JUN 1995).October 26, 2006iiImport and Export Guide

R EVISIONSRevisionDatePages AffectedDescriptionA05/10/06AllInitial release of this manual.B10/26/061-3, 11-49.2.1.3Chapter 1 – Updated section “Privileges Required to Use the ImportWizard” to include information about new Import privilege.Chapter 11 – Updated section “Required Agile PLM Privileges” to includeinformation about new FileLoad privilege.See the Agile PLM 9.2.1.3 Readme for additional information.iii

Agile PLM 9.2.1ivImport and Export Guide

C ONTENTSPrefaceAgile PLM Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiReadme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiAgile Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiDeveloper Documentation and Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiChapter 1Import BasicsAbout the Import Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .What’s New in Importing Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Before You Use the Import Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Privileges Required to Use the Import Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Recommended Sequence for Importing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Sequence for Importing Product Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Sequence for Importing Published Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Sequence for Importing Product Service Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Sequence for Importing Supplier Manufacturer Offerings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Sequence for Importing Product Governance & Compliance Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Objects that Can be Imported in Any Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Persistence of Import Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .When to Import Large Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starting the Import Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Import Wizard Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter aring and Selecting Source DataSupported File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1About Agile PLM Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Printing the Agile Classes Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Data Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Maximum Length Values for Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Parent and Child Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Supported Formats for Date Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Setting the Preferred Date Format and Time Zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Supported Date Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Specifying Time Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5aXML and PDX Package Date Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Importing Currency Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Importing Money Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Importing Mass Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Importing Geographical Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Importing Values to Dynamic Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Importing Cascading Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Using BOM Reference Designators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Reference Designator Ranges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Using Leading Zeros in Reference Designator Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Importing Reference Designators from aXML and PDX Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10v