You can import master table information into Deltek Time\Expense\Self Service from three different data sources: from database tables, ASCII file formats, and Extensible Markup Language (XML) file formats.
Select this checkbox to import data from database tables, also referred to as staging tables. Please see the Data Dictionary for the layouts of the IMPORT_XXX tables, where XXX is the name of the import master table. You can also review "Import Staging Table Layouts" chapter of the Deltek Time & Expense with ESS Technical Guide for staging table layouts.
Select this checkbox to import data from ASCII files. Please review the "Import ASCII Layouts" chapter of the Deltek Time & Expense with ESS Technical Guide for a complete listing of ASCII file layouts.
Select this checkbox to import data from XML files. Please review the "Import XML Schemas" chapter of the Deltek Time & Expense with ESS Technical Guide for a complete listing of XML file layouts.
If you selected ASCII and/or XML sources, you must provide the location of these files.
This field will be disabled if you selected Table in the Source group box.
Enter the full path name of the import location of the ASCII and/or XML files. If you do not provide an import location and try to save, the system will display the following error message: "Locations are required."
If the import location is invalid when you save, the system will display the follow error message: "Import and/or Trash locations are invalid."
This field will be disabled if you selected only Table in the Source group box.
Enter the full path name of the trash location for the ASCII and/or XML files. The system will copy the ASCII and/or XML files to this location after a successful import. If you do not provide a trash location and try to save, the system will display the following error message: "Locations are required."
If the trash location is invalid when you save, the system will display the following error message: "Import and/or Trash locations are invalid."
Select the Empty pushbutton to delete files from the trash location. The system will display the following confirmation message: "Are you sure you want to empty import trash?"
If you answer Yes, all .CSV and all .XML files will be deleted from the trash location. If you answer No, nothing will be deleted.
You can schedule imports on an interval basis by supplying the start time and the amount of time for the interval before the next import is run.
This non-editable field displays the current hour. The program checks the server time once every minute and updates this field as necessary.
This non-editable field displays the current minutes. The program checks the server time once every minute and updates this field as necessary.
This non-editable field displays whether the Hour and Minute fields for the Server Time pertain to AM or PM.
Select the number of interval hours from the drop-down box. This will be the number of hours, along with the Interval (Minute), that the system waits before it checks to see whether there is an import to run. The available options are "00" through "24."
Select the number of interval minutes from the drop-down box. This will be the number of minutes, along with the Interval (Hour), which the system waits before it checks to see whether there is an import to run. The available options are "00" through "59."
Select the start time hour from the drop-down box. This will be the hour, along with the Start Time (Minute), when the system starts checking to see whether there is an import to be run. After that, the system checks for possible imports at the supplied interval. The available options are "01" through "12."
Select the start time minute from the drop-down box. This will be the minute, along with the Start Time (Hour), when the system will start checking to see whether there is an import to run. After that, the system checks for possible imports at the supplied interval. The available options are "00" through "59."
Select whether the Hour and Minute fields for the Start Time pertain to AM or PM.
This non-editable field displays the date and time of the next scheduled import, in accordance with the start and interval times.
This non-editable field displays the status of the scheduled imports. This field is updated every minute. The possible options are:
Started - You selected the Start pushbutton. The system will perform the imports according to the values in the Start Time and Interval fields.
Stopped - You scheduled an import, but the Stop pushbutton has been selected.
Depending on the Status of the scheduled import, this pushbutton will be labeled Start or Stop or be disabled.
If the status of the current import is "Stopped," the label on the pushbutton will be Start. Select the Start pushbutton to activate the scheduled import. The Next field will be updated with the date and time of the next scheduled import.
If the status of the current scheduled import is "Started," the label on the pushbutton will be Stop. Select the Stop pushbutton to stop the current import, and the next scheduled import will be cleared.
This pushbutton will be disabled if the current scheduled import is in the process of being stopped. It will also be disabled if the administrator has disabled system login ability or if you have selected ASCII or XML without providing an Import and Trash location.
Select this checkbox to treat an Add transaction as a Change transaction if the record is found to already exist. This will update the existing record for the transaction. If you do not select this checkbox, the transaction will display in the table in the log tab as an error.
If you select this checkbox and import a Change transaction that does not already exist, the record will be added. If you do not select this checkbox, the transaction will display in the table in the log tab as an error.
Select the Execute pushbutton to run an import at any time. The Execute pushbutton will be disabled if the administrator has disabled the system login ability or if there is a scheduled import status of "Started." It will also be disabled if you selected ASCII or XML without providing an Import and Trash location provided.
Please review the "Importing and Exporting Data" chapter of the Deltek Time & Expense with ESS Technical Guide for information on the types of data that can be imported.
The non-editable field in this group box displays the status of import activity on the server. It is updated every minute. The options are:
Executing - Either a scheduled or an on-demand import is running.
Idle - No import is currently running.
