Data Import/Bulk Update Quarantine - Revision history

Scarpenter at 00:49, 16 October 2017

2017-10-16T00:49:10Z

Dcowan: corrected wording to represent quarantine

2017-05-18T01:42:54Z

corrected wording to represent quarantine

Scarpenter: /* Importing your Data */

2015-07-30T05:01:22Z

‎Importing your Data

Scarpenter: /* Preparing your data */

2015-07-30T00:49:45Z

‎Preparing your data

Scarpenter: /* Bulk Update Quarantine Data Definition */

2015-07-30T00:48:43Z

‎Bulk Update Quarantine Data Definition

Scarpenter: /* Importing your Data */

2015-07-30T00:48:07Z

‎Importing your Data

Scarpenter: /* Preparing your data */

2015-07-30T00:47:45Z

‎Preparing your data

Scarpenter: /* Bulk Update Quarantine Data Definition */

2015-07-30T00:43:11Z

‎Bulk Update Quarantine Data Definition

Scarpenter: Scarpenter moved page Data Import/Bulk Cleanse Quarantine to Data Import/Bulk Update Quarantine

2015-07-30T00:40:52Z

Scarpenter moved page Data Import/Bulk Cleanse Quarantine to Data Import/Bulk Update Quarantine

Scarpenter: /* Update Quarantine in Bulk */

2015-07-30T00:39:06Z

‎Update Quarantine in Bulk

@@ Line 1: / Line 1: @@
-= Update Quarantine in Bulk =
+{{DISPLAYTITLE:Update Quarantine in Bulk}}
-For service providers with large numbers of records in [[Quarantine | Quarantine]], cleansing or writing off usage via Cumulus may not be practical. Due to performance reasons, Cumulus restricts users from being able to display and take action on more than 1,000 records at a time. If you need to update more records, this feature provides an easy and fast way to achieve that objective.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-The system utilises the '''Bulk upload processing notification''' event to send a notification with the results of the bulk approval attempt. You must set up a template for this event and enable it before you can use this tool.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-== Preparing your data ==
+[https://resources.emersion.com/display/EKB/Cleanse+and+Write+Off+Quarantine Take me to the Emersion Knowledge Base article]
-To prepare your data for import, you will need to create a CSV import file or you can download the import template file below. To assist further with this task, the following reports will contain data with values that are accepted by the import tool.
+[[file:new_home_sm.jpg|900px]]

@@ Line 10: / Line 10: @@
 To prepare your data for import, you will need to create a CSV import file or you can download the import template file below. To assist further with this task, the following reports will contain data with values that are accepted by the import tool.
-There is a hard limit of 20,000 records that can be updated using this import tool. If you need to update more than 20,000 notes at a time, please create multiple import files. A single import file can have up to 19,999 rows of data plus the header row.
+There is a hard limit of 20,000 records that can be updated using this import tool. If you need to update more than 20,000 records at a time, please create multiple import files. A single import file can have up to 19,999 rows of data plus the header row.
 [[File:quarantine bulk update template.csv]]
@@ Line 20: / Line 20: @@
 * Quarantine - BMS Misc Quarantine Report (Detail)
-You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
+You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will perform the appropriate status change on the referenced quarantine records. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
 == Importing your Data ==

@@ Line 27: / Line 27: @@
 # Log into Cumulus.
-# '''Nav: Admin > Bulk Import > xxxxxxx'''.
+# '''Nav: Admin > Bulk Import > Bulk Clense BMS Quarantine'''.
 # Click the '''Browse''' button and select the csv file containing the list of records you want to update.
 # If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports or approvals, you will need to change the recipient defined in the event template.

@@ Line 12: / Line 12: @@
 There is a hard limit of 20,000 records that can be updated using this import tool. If you need to update more than 20,000 notes at a time, please create multiple import files. A single import file can have up to 19,999 rows of data plus the header row.
-[[File:quarantine bulk update template.zip]]
+[[File:quarantine bulk update template.csv]]
 Nav: '''Reports > List > Quarantine'''

@@ Line 46: / Line 46: @@
 |QUARANTINE_ID	||The ID of the record to be updated. (optional field)
 |-
-|USAGE_TYPE     || Valid entries are: * telephony * misc or * data. These are not case sensitive. E.g Telephony, telephony and TELEPHONY are all valid data entries. (mandatory field)
+|USAGE_TYPE     || Valid entries are:
 |-
 |SERVICE_IDENTIFIER	|| The service identifier the usage record is for. (optional field)
@@ Line 54: / Line 59: @@
 |CONNECTOR_ID   || The id of the Connector. This can be retrieved using any of the reports listed above. (mandatory field)
 |-
-|USAGE_ACTION  || Valid entries are: * cleansed * writeoff. These are not case sensitive. E.g. Writeoff, writeoff and WRITEOFF are all valid data entries. (mandatory field)
+|USAGE_ACTION  || Valid entries are:
 |}

← Older revision		Revision as of 00:48, 30 July 2015
Line 33:		Line 33:

	The system will validate the data and if no errors are found, the system will approve the invoices. When the notification email is received, the process has been completed.		The system will validate the data and if no errors are found, the system will approve the invoices. When the notification email is received, the process has been completed.
−
−	There is a hard limit of 20,000 records that can be updated using this import tool. If you need to update more than 2,000 accounts, please create multiple import files. A single import file can have up to 1,999 rows of data plus the header row.

	<strong>'''It is strongly recommended that you check a few random records to ensure that bulk update was a success. If you find an problem, you cannot roll back the bulk approval.'''</strong>Should this occur, and you wish for Emersion to correct the data, you will need to submit a request to Emersion to fix the errors for you. This request can be submitted via [[Support_and_help_from_Emersion#Work_Orders \| work order ticket]]. Please include a new csv data file with the records that need to be corrected. Do not include any records that do not need correcting.		<strong>'''It is strongly recommended that you check a few random records to ensure that bulk update was a success. If you find an problem, you cannot roll back the bulk approval.'''</strong>Should this occur, and you wish for Emersion to correct the data, you will need to submit a request to Emersion to fix the errors for you. This request can be submitted via [[Support_and_help_from_Emersion#Work_Orders \| work order ticket]]. Please include a new csv data file with the records that need to be corrected. Do not include any records that do not need correcting.

@@ Line 8: / Line 8: @@
 == Preparing your data ==
-You will need to create a CSV data file containing a list of records you want to update. To assist with this task, the following reports will contain data with values that are accepted by the import tool.
+To prepare your data for import, you will need to create a CSV import file or you can download the import template file below. To assist further with this task, the following reports will contain data with values that are accepted by the import tool.
-Nav '''Reports > List > Quarantine'''
+There is a hard limit of 20,000 records that can be updated using this import tool. If you need to update more than 20,000 notes at a time, please create multiple import files. A single import file can have up to 19,999 rows of data plus the header row.
 * Quarantine - BMS Data Quarantine Report (Detail)

@@ Line 42: / Line 42: @@
 |Data field ||Description
 |-
-|QUARANTINE_ID	||The ID of the record to be updated. (optional)
+|QUARANTINE_ID	||The ID of the record to be updated. (optional field)
 |-
-|USAGE_TYPE     || Valid entries are: * telephony * misc or * data. These are not case sensitive. E.g Telephony, telephony and TELEPHONY are all valid data entries. (mandatory)
+|USAGE_TYPE     || Valid entries are: * telephony * misc or * data. These are not case sensitive. E.g Telephony, telephony and TELEPHONY are all valid data entries. (mandatory field)
 |-
-|SERVICE_IDENTIFIER	|| The service identifier the usage record is for.
+|SERVICE_IDENTIFIER	|| The service identifier the usage record is for. (optional field)
 |-
-|TARIFF_KEY    || The tariff key. (optional)
+|TARIFF_KEY    || The tariff key. (optional field)
 |-
-|CONNECTOR_ID   || The id of the Connector. This can be retrieved using any of the reports listed above. (mandatory)
+|CONNECTOR_ID   || The id of the Connector. This can be retrieved using any of the reports listed above. (mandatory field)
 |-
-|USAGE_ACTION  || Valid entries are: * cleansed * writeoff. These are not case sensitive. E.g. Writeoff, writeoff and WRITEOFF are all valid data entries. (mandatory)
+|USAGE_ACTION  || Valid entries are: * cleansed * writeoff. These are not case sensitive. E.g. Writeoff, writeoff and WRITEOFF are all valid data entries. (mandatory field)
 |}

← Older revision	Revision as of 00:40, 30 July 2015
(No difference)