Clarity

Hi I am new to Clarity XOGing. I have a manager that wants to XOG project information from an excel spreadsheet.
1. How do I determine what fields needed to be populated in the excel spreadsheet.
2. What product do you recommend to convert the excel spreadsheet into XML format?
Thank you

Before the introduction of GEL Scripting, the export of data from Excel was the generally accepted way of generating XML Open Gateway (XOG) scripts

1. How do I determine what fields needed to be populated in the excel spreadsheet.

The best way to deterimine the fields is to create a dummy project in a non-production environment with all of the fields that is needed to accommodate how you are using projects, and then XOG out the project so that you can see the XML that is created. Be sure to take note of the referenced attributes (e.g., resources) so that when you XOG your project data in you ensure that this related data is already there (e.g. the Project Manager has to exist as a Resource in Clarity befor the XOGin will work.

2. What product do you recommend to convert the excel spreadsheet into XML format?

While there are many products available to do more sophisticated XOG file creation (Such as the one from IT ROI), please note that more recent versions of Excel provide for the direct export of data in XML format by specifying the XML Schema Definition (XSD) file that describes the XML file format. This is the same XSD file that is used during the XOG process. Thus, once you have all of the required data in teh spreadsheet, you map that data to the XSD using standard Excel features, and then you export the file as the XOG input file. The Java Client or other XOG procedures can then be used to import this file into Clarity.

Would you use the XSD file to create the XML Schema for the Excel spreadsheet column headings?

YES

Hi,

CA Clarity provides the XML Templates(xogclient) for XOGin/XOGout(Read/Write) the any object instances from CLARITY.

1. First take the project read xml template and edit with the Project ID which you want to edit.
2. Log in to your clarity application and provide the URL (action= xog.client). It will show you the two text area boxes.In the first text box paste xml file(Project Read.xml) and click on RUN. In second text box will give you the entire project information.
3. Take the output of the XOG and paste it into MS word.
4. Check the fields which you want to edit and mentioned the field names in excel sheet.
5. If you want to edit/upload new bulk of projects at a time, just provide the required information in excel sheet, one line represents a project.
6. Copy the XOGout xml into MS Word and remove the XSD and keep only project information/Resource Info/Task Info which you want edit.
7. Using mail merge concept prepare the XML's for all the projects mentioned in the excel sheet and add the XSD to that xml.
8. Repeat the step-2 for XOGin the prepared xml.
9. Check the projects information which you modified.
10. This procedure is for uploading the bulk of object instances(project/task/resource etc.,)

Hope its clear..!!