I have setup and exported several IOM profiles in our RE prototype database and now I am trying to figure out how to import the IOM XML exports into the newly refreshed non prototype RE database. Can this be done in the hosting environment?
about 8 years ago
Yes, you can import these to your non-prototype database in the Hosting Environment!
The ability to import profiles was designed for use by Support to assist clients with troubleshooting, and for advanced users who understand that any changes to the underlying table structure between the two databases will result in errors with the profile.
All of the tables in the refreshed database (target) will need to be the same as in the prototype database (source), with their entries created with the same names and IDs, and in the same order.
For example: All of your Campaigns/Funds/Appeals will need to be created, with exactly the same names and IDs, if you have these mapped in your profiles. Other common tables will need to be set up in the target database (this is not an all-inclusive list): Phone and Email Types, Schools, Attributes and their associated tables, Address types, and Constituent Codes.
You will need to recreate, in the target database, any RE Default Sets you are using in your IOM profiles in the source database. Unfortunately, Dictionaries do not transfer when you export a profile. Until IOM version 2.2 is released into Hosting (This is happening the first week in October!) you will have to recreate dictionaries manually. Once you have version 2.2, you will be able to export your dictionaries from one database, and then copy and paste from the export file (opened in Excel) into the other database. For more information on how to copy and paste dictionary entries from Excel, please see page 20 in the most current User Guide.
After the tables in your target database have been configured, you will need to upload the .XML files to your Hosting Environment via Blackbaud's File Transfer Utility/FTP. If you are unsure how to do this, please email Hosting Support and they will be happy to assist you with this part of the process.
You will also need to have at least one profile created in IOM in order to be able to import additional profiles. It can be a "dummy" profile that isn't mapped up - one just has to exist.
Once you have the .XML files uploaded to your Hosting Environment and have at least one IOM profile created, please go to IOM Configuration, and to the Profiles tab. Highlight the name of any profile, then hold down the CTRL key and RIGHT CLICK. You will be presented with the option to "Import a new profile from XML". Choose this and browse to one of the .XML files you uploaded to Hosting, and the profile will be imported. You will repeat this for each profile you need import from .XML. Please be sure to open each imported profile to be sure there are no errors, before you attempt to use it to import data.
If there are differences between the table structure in the source database and the target database that cause errors with the imported profiles, they can usually be overcome with some detective work and re-mapping of the profile. If there are a lot of errors, or the source of the errors is not easily discernible, it can be faster to re-create the profile from scratch in the target database.
As always, if you run into any problems, please give us a call (888-662-8426, Option 2 for Support) or send an email to Support.