- Log in as described in Logging In.
Download the CDE match template. (Start with a fresh template for each import.)
When opening your copy of the template, select Enable Macros.
Populate your file with information about the CDEs that you want to match. The following table provides instructions for each column in the CDE match template:
Column Name Instructions Batch User Enter a batch user name in each row. You can provide any text in this column. The system does not validate this column. Batch Name Enter a batch name in each row. The combination of Batch User and Batch Name must be unique. Batch Sequence Specify a unique sequence ID in each row. Entity TBD Perm Val TBD User Tip TBD Contexts TBD Preferred CDE ID TBD Preferred CDE Version TBD Comments TBD As you populate your file, keep in mind the following points:
- You may add additional columns to your file for taking/keeping notes after the last template column, but the column names must be unique.
You can use your Delete key to clear the contents of one or more individual cells, but do not delete entire rows or columns.
- Save the file as CSV.
- From the Manage menu, select Manage Data. The Manage Data page appears. Select CDE Match. The CDE Match page appears. (For instructions on adding this page to your favorites, refer to Managing Favorites.)
- From the Import menu, select Conceptual Object Import.
- Import the file, as described in TBD.
Related topics:
