Example of importing contact data from an external source

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Example of importing contact data from an external source
Document ID : 000-000655 Created: 7/24/2001 Last changed on: 8/07/2001

Contents
1- Data Organization
2- Import Example

Use MS DTS (Microsoft (r) Data Transformation Services) to import data from
any source into the NetKeeper database.

Example:

Importing data into the Contact database, including department data.

NetKeeper is a full 3 tier contact system. The first tier is usually Company,
the second tier is Department and the third tier is Contact. These tiers can
be renamed.

Data Organization

The database tables are:
CIMNK --- Company data
CDMNK --- Department data
CCMNK --- Contact data

Relations:
CIMNK and CDMNK are related by the CIMSiteID and CIMSysID fields. Example
FROM Join (syntax may vary for different databases):

FROM CIMNK CIMNK
left outer join CDMNK
ON CDMNK.CIMSiteID = CIMNK.CIMSiteID AND CDMNK.CIMSysID = CIMNK.CIMSysID
-----------

CIMNK and CCMNK are related by the CIMSiteID and CIMSysID fields. Example
FROM Join:

FROM CIMNK CIMNK
left outer join CCMNK
ON CCMNK.CIMSiteID = CIMNK.CIMSiteID AND CCMNK.CIMSysID = CIMNK.CIMSysID
-----------

CIMNK and CDMNK are related by the CIMSiteID and CIMSysID fields. Example
FROM Join:

FROM CIMNK CIMNK
left outer join CDMNK
ON CDMNK.CIMSiteID = CIMNK.CIMSiteID AND CDMNK.CIMSysID = CIMNK.CIMSysID
-----------

Example on relating all 3 tiers :

FROM CCMNK CCMNK
left outer join CIMNK
ON CIMNK.CIMSiteID = CCMNK.CIMSiteID AND CIMNK.CIMSysID = CCMNK.CIMSysID
left outer join CDMNK
ON CDMNK.CDMSiteID = CCMNK.CDMSiteID AND CDMNK.CDMSysID = CCMNK.CDMSysID

2- Import example.

A user has the following fields to import:

first name
last name
title
Department
Office
phone number
e-mail address

The data corresponds to fields in the Contact (CCMNK) table and the Department
(CDMNK) table. The data corresponds to internal users in a company so a link
to the Company (CIMNK) table is also implied.

Steps to import:
*- Use the NetKeeper console and the Organization List screen to create the
entries for the Company and Departments. Usually there are very few department
entries and it is easier to simply enter the departments. In this case there
is only one Company entry so just enter the Company data via the console.

*- Build a spreadsheet or comma delimited file with your data. Add the
relation fields to the spread sheet. In this case we need the following
relation fields:
cimsiteid, cimsysid, cdmsiteid and cdmsysid

Add the above fields to your source data spreadsheet or comma delimited file.
The columns in the source file are:

cimsiteid
cimsysid
cdmsiteid
cdmsysid
first name
last name
title
Department
Office
phone number
e-mail address

*- Determining the relation fields.
Open the Company record in the NetKeeper console and record the small number
on the upper right hand corner of the screen. The first number is cimsiteid
(usually 0 unless you have multiple sites). The second number is cimsysid.
Populate the value of cimsiteid and cimsysid to all rows since all contacts
are associated with the same Company.

Open the Department records in NetKeeper and record the small number
on the upper right hand corner of the screen. The first number is cdmsiteid
(usually 0 unless you have multiple sites). The second number is cdmsysid.
Match the correct ID number to each contact in the data you are importing. The
correct cdmsiteid and the correct cdmsysid will associate the contact to the
correct department.

*- Save the completed spreadsheet or comma delimited file and use the DTS
services to import the data into the CCMNK table. The fields must be matched
to the CCMNK field names as follows:

cimsiteid --> cimsiteid
cimsysid --> cimsysid
cdmsiteid --> cdmsiteid
cdmsysid --> cdmsysid
first name --> Firstname
last name --> LastName
title --> Title
Department --> ignore no match, associated via cdmsiteid and cdmsysid
Office --> userdef151
phone number --> TelWork
e-mail address --> Email

Notes:
1- In DTS, target transformation dialog uncheck "enable identity insert". The
database will automatically create the identity fields.

2- Do not import data into the GUID field, the database will create this
unique global identifier field.

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