Import Document Objects

It is possible to import Document Object from files exported using the default xml Transformation or manually/externally created. Importing Document Objects is only possible from the Chapter View.

How to import Document Objects

Prepare the import action by zipping the files you intend to import. This must include the main xml file and all additional Rich Text help files and their respective directories.

To import Document Objects:

  • Select the target Chapter in the Chapter View by navigating to the Chapter and select Go to Chapter to make the selected Chapter root Chapter in the Chapter View

  • Click the Ellipsis button next to the Root Chapter in the Chapter View

  • Select Import Document Objects in the dropdown. This will display the Import Document Objects dialog.

  • Once the options are set, click OK to start the import.

The following rules apply to importing:

  • Document Objects of the same type as the target chapter will be placed in the target chapter.

  • Document Objects of different types are placed in the applicable book (under the root chapter).

  • The Document Objects will receive new IDs as they are imported.

  • If a Document Object is imported several times, a copy with a new ID of the object is created each time.

Options in the Import Document Objects dialog

Import Zip File

Browser to the Zip file you have prepared. This will open the Zip file and show you a list of all Document Objects found inside. You can use the checkboxes in the list to include or exclude items in the list.

Change Comment

You can here customize the initial change comment (set for revision 1) used when the objects are created e.g. “Imported from internal system so-and-so”.

Recreate Chapter

By default, exported Document Objects also contain their original chapter path. With this option selected, the chapter path is recreated (if it does not already exists) and the imported object is automatically placed in that chapter.

Keep internal, outgoing and incoming traces

Trace information are also, by default, included in the export object description and traces can be recreated if the options are selected.

Keep Internal Traces signifies traces that exist between the imported objects. When this option is selected the traces between the imported objects are recreated.

Keep Outgoing Traces signifies traces from the imported objects to other objects in the source project. When this option is selected traces from the imported objects are created to these other objects in the source project. Therefore this feature only applies when working with Linked Projects.

Keep Incoming Traces signifies traces from other objects in the source project to the imported objects. When this option is selected traces from the other objects in the source project are recreated to the imported objects in the target project. Therefore this feature only applies when working with Linked Projects.

On exporting and importing Failure modes, it is recommended that the corresponding Hazards are exported and imported in the same operation, since the cause, effect, probability, severity and visibility information is stored in the Hazard. Use “Keep Internal Traces” at import.

For outgoing and incoming traces to be set, these objects must be loaded and available at the time of import.

Write Synch ID to External ID Attribute

Synchronized import implies that the data of an existing object is overwritten with the data of an imported object.

A necessary prerequisite is that each type that is subject to synchronized import has a String Attribute with the name “ExtID”. Note that this is a strictly import relevant attribute that ought not to be included in any formal output.

By selecting the option Write Synch ID in External ID Attribute during the first import, the ID in the import file is written into the attribute value of the ExtID. If the IDs of the import file are Aligned Elements ID, the IDs written into the attribute is the full ID including project name but not revision.

Synchronize using External ID

At subsequent imports, select the option Synchronize using the External ID to overwrite objects in the project with information from the import files where the ID in the import file matches the existing ExtID value.