Legacy Upload - Revision history

IDT-1 at 10:23, 9 June 2022

2022-06-09T10:23:09Z

WikiSysop at 03:28, 27 May 2022

2022-05-27T03:28:30Z

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Shefali DK at 15:34, 31 January 2022

2022-01-31T15:34:06Z

Shefali DK at 15:30, 31 January 2022

2022-01-31T15:30:20Z

Shefali DK at 15:27, 31 January 2022

2022-01-31T15:27:47Z

Shefali DK at 15:26, 31 January 2022

2022-01-31T15:26:45Z

Shefali DK at 15:26, 31 January 2022

2022-01-31T15:26:02Z

Shefali DK at 15:25, 31 January 2022

2022-01-31T15:25:31Z

Shefali DK at 15:22, 31 January 2022

2022-01-31T15:22:16Z

Shefali DK at 15:21, 31 January 2022

2022-01-31T15:21:34Z

@@ Line 514: / Line 514: @@
 Refer "Notifications Dashboard" page for more information.
 == Accessing the uploaded entities in the ICI ==
@@ Line 531: / Line 532: @@
 *You can view uploaded legacy Clauses on the Clauses index page. Click the "Clauses"''&nbsp;''main navigation menu on top. to open the "Clauses" index page.
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]]&nbsp;|
+'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Search_Sync|Search Sync]]&nbsp;|

@@ Line 578: / Line 578: @@
 Refer "Notifications Dashboard" page for more information.<br/> &nbsp;&nbsp;
 == Accessing the uploaded entities in the ICI ==
@@ Line 584: / Line 585: @@
 *You can view uploaded legacy Agreements from the "Agreements" index page. Click "Agreements"''&nbsp;''main navigation menu on top''&nbsp;''to open the "Agreement" index page.
-*Click the View Details&nbsp;eye icon beside the agreement to open its Details page. If you have added any Notes'', ''Team'', ''or Commitments, they will be displayed under the respective tabs in the left navigation pane.
+*Click the "View Details" eye icon beside the agreement to open its Details page. If you have added any Notes'', ''Team'', ''or Commitments, they will be displayed under the respective tabs in the left navigation pane.
 *After the Amendments are successfully uploaded, you can view them under the "Amendments" tab in the previously uploaded parent Agreement on the left pane of the Agreement Details page.
 *After the Associations are successfully uploaded, you can view them under the "Associations"&nbsp;tab in the previously uploaded Agreement. You can also access Associations from the "Associations" main navigation menu on top.
@@ Line 590: / Line 591: @@
 When an Association uploaded without workflow is viewed in ICI, it will not have any buttons visible on the UI.
-*You can view uploaded legacy masterdata records on the Masterdata index page. Click Configure&nbsp;> ''Masterdata'' on the main navigation menu on top to open the Masterdata index page.
+*You can view uploaded legacy masterdata records on the Masterdata index page. '''Click'''&nbsp;"Configure" > "Masterdata" on the main navigation menu on top to open the Masterdata index page.
-*You can view the user information it under the "Users"&nbsp;sub-menu under the "Admin" main navigation menu on top.
+*You can view the user information under the "Users"&nbsp;sub-menu under the "Admin"&nbsp;on top.
-*You can view uploaded legacy Templates on the Templates index page. Click the "Templates" &nbsp;main navigation menu on top&nbsp;to open the "Templates" index page.
+*You can view uploaded legacy Templates on the "Templates"&nbsp;index page. Click the "Templates" &nbsp;main navigation menu on top&nbsp;to open the "Templates" index page.
-*You can view uploaded legacy Clauses on the ''Clauses'' index page. Click "Clauses"''&nbsp;''main navigation menu on top. to open the "Clauses" index page
+*You can view uploaded legacy Clauses on the Clauses index page. Click "Clauses"''&nbsp;''main navigation menu on top. to open the "Clauses" index page.
 &nbsp;

@@ Line 533: / Line 533: @@
 &nbsp;
 == Re-uploading of a batch ==
@@ Line 551: / Line 552: @@
 <div class="image-green-border">[[File:8.0-Legacy Upload-4-Index-Upload-Integration.PNG|720px|8.0-Legacy Upload-4-Index-Upload-Integration.PNG]]</div>
 &nbsp;
-<div class="note-box">'''Note:&nbsp;'''The data will be picked up for processing when the task service runs on the backend every day. When the task is triggered, the status updates to ''Processing''. After the processing is complete, the status changes to ''Completed''. The Task can be configured as per customer requirements from the ICM Tools.</div>
+<div class="note-box">'''Note:&nbsp;'''The data will be picked up for processing when the task service runs on the backend every day. When the task is triggered, the status updates to "Processing". After the processing is complete, the status changes to "Completed". The Task can be configured as per customer requirements from the ICM Tools.</div>
 &nbsp;

@@ Line 103: / Line 103: @@
 &nbsp;
@@ Line 120: / Line 121: @@
 .&nbsp;'''Select''' the attributes for which you want to upload the legacy data in the current batch from the "Available Attribute" section and add to the "Selected Attribute" section using the action arrows. For example, select attributes Name, Contract Description, and Effective Date.
-<div class="note-box">'''Note:''' ''Mandatory'' and ''Dependent'' attributes will be automatically included in the generated workbook.</div>
+<div class="note-box">'''Note:''' Mandatory and Dependent attributes will be automatically included in the generated workbook.</div>
 '''. Click'''&nbsp;"Generate Workbook". The workbook template is generated in the Microsoft Excel format and downloaded at the pre-set download location on your system.
 <div class="image-green-border">[[File:8.0-Legacy Upload-2-CreateBatch-Attributes.PNG|520px|8.0-Legacy Upload-2-CreateBatch-Attributes.PNG]]</div>

@@ Line 103: / Line 103: @@
 &nbsp;
 === Creating a Batch for Agreements ===
@@ Line 114: / Line 115: @@
 . '''Identify''' the entity for legacy records and select the "Legacy Upload Action" accordingly from the dropdown. For example, select "Create Agreement"''&nbsp;''when you are creating a batch of agreements.
 <div class="image-green-border">[[File:8.0-Legacy Upload-1-CreateBatch-LU.PNG|520px|8.0-Legacy Upload-1-CreateBatch-LU.PNG]]</div>
-'''. Select''' the "Contract Type Name". The dropdown will show all agreement contract types configured in ICI. For example, ''ICMMSA''
+'''. Select''' the "Contract Type Name". The dropdown will show all agreement contract types configured in ICI. For example, ICMMSA
-.'''Click'''&nbsp;"Next". The "Attributes" tab opens. The "Available Attribute" section shows all attributes from the selected agreement contract type in the left column. The mandatory attributes like "Name" are already populated in the "Selected Attribute" list
+.&nbsp;'''Click'''&nbsp;"Next". The "Attributes" tab opens. The "Available Attribute" section shows all attributes from the selected agreement contract type in the left column. The mandatory attributes like "Name" are already populated in the "Selected Attribute" list
-.'''Select''' the attributes for which you want to upload the legacy data in the current batch from the "Available Attribute" section and add to the "Selected Attribute" section using the action arrows. For example, select attributes Name, Contract Description, and Effective Date.
+.&nbsp;'''Select''' the attributes for which you want to upload the legacy data in the current batch from the "Available Attribute" section and add to the "Selected Attribute" section using the action arrows. For example, select attributes Name, Contract Description, and Effective Date.
 <div class="note-box">'''Note:''' ''Mandatory'' and ''Dependent'' attributes will be automatically included in the generated workbook.</div>
 '''. Click'''&nbsp;"Generate Workbook". The workbook template is generated in the Microsoft Excel format and downloaded at the pre-set download location on your system.
 <div class="image-green-border">[[File:8.0-Legacy Upload-2-CreateBatch-Attributes.PNG|520px|8.0-Legacy Upload-2-CreateBatch-Attributes.PNG]]</div>
 &nbsp;
 === Creating a Batch for Amendments ===

@@ Line 337: / Line 337: @@
 <div class="image-green-border">[[File:7.16 Legacy 25.png|720px|7.16 Legacy 25.png]]</div>
 &nbsp;
 === Preparing the data sheet for ICI entities ===
-The data sheet in the auto generated workbook contains the entity and contract type specific details. Also, the data sheet is named after the selected entity contract type. For example, the data sheet for the Masterdata- ''ICIStateMaster'', is named as same as contract type name which is ''ICIStateMaster''.
+The data sheet in the auto generated workbook contains the entity and contract type specific details. Also, the data sheet is named after the selected entity contract type. For example, the data sheet for the Masterdata- ICIStateMaster, is named as same as contract type name which is ICIStateMaster.
 <div class="note-box">'''Note:''' The data sheet reflects the attributes as they are present on the UI for creating the respective entity.</div>
 &nbsp;

@@ Line 337: / Line 337: @@
 <div class="image-green-border">[[File:7.16 Legacy 25.png|720px|7.16 Legacy 25.png]]</div>
 &nbsp;
 === Preparing the data sheet for ICI entities ===
@@ Line 348: / Line 349: @@
 The data sheet for Entities- Agreement, Amendment, Associated Documents and Masterdata, contains the attributes you selected from the contract type when creating the batch. These attributes will appear in the data sheet in the order of their selection.
-The data sheet for these entities also contain the necessary backend attributes required for processing which may or may not be visible on the UI such as ''Business Status, Org Unit, Type Of'' ''Paper'' and ''File Name''. The ''Type Of Paper'' attribute has the default value as ''Third Party''. The data sheet for Amendment has additional attributes ''Is Amendment'' and ''Use Amendment Template''.
+The data sheet for these entities also contain the necessary backend attributes required for processing which may or may not be visible on the UI such as Business Status, Org Unit, Type Of Paper and File Name. The Type Of Paper attribute has the default value as Third Party. The data sheet for Amendment has additional attributes Is Amendment and Use Amendment Template.
-The contract type data sheet for Amendment and Peer Association contains prefilled details for the parent agreements of selected contract type from the selected saved search. The details will comprise of pipe delimited values of ''Parent Agreement Name, Agreement Code'' and ''Sysid'' within a single column, which would help system to easily find parent records in the ICI. &nbsp;
+The contract type data sheet for Amendment and Peer Association contains prefilled details for the parent agreements of selected contract type from the selected saved search. The details will comprise of pipe delimited values of Parent Agreement Name, Agreement Code and Sysid within a single column, which would help system to easily find parent records in the ICI. &nbsp;
 The snapshot of the sample auto generated data sheet for Amendment is:
@@ Line 360: / Line 361: @@
 ===== Linkage type support for peer associations =====
-The data sheet for uploading peer associations also contains the ''Linkage Type'' column with the values as ''Parent, Child'' and ''Peer''. When there is the ''Linkage Type'' ''Masterdata'' configured in the ICI, the ''Linkage Type'' column will reflect the values from that masterdata.
+The data sheet for uploading peer associations also contains the Linkage Type column with the values as Parent'', ''Child and Peer. When there is the Linkage Type Masterdata configured in the ICI, the Linkage Type column will reflect the values from that masterdata.
 After the successful batch upload for peer associations, the appropriate linkage type relationship is automatically established for the legacy records based on their contract types.
@@ Line 406: / Line 407: @@
 *A clause with&nbsp;Is Alternate Clause&nbsp;value marked as&nbsp;TRUE&nbsp;and the clause that it is the&nbsp;Alternate of&nbsp;should not be part of same batch.
 *A clause with&nbsp;Is Dependent Clause&nbsp;value marked as&nbsp;TRUE&nbsp;and the clause which it&nbsp;Depends On&nbsp;should not be part of same batch.&nbsp;
-*Tags must be on the same line in the template document. Tagging will not function if the tags are on separate lines. For example, if the closing tag </cta> is on the next line, tagging does not work.
+*Tags must be on the same line in the template document. Tagging will not function if the tags are on separate lines. For example, if the closing tag&nbsp;is on the next line, tagging does not work.
 *There should be no non-breaking spaces (ASCII value xA0) within XML tags. Ensure to replace them with regular spaces in XML tags. Using deactivated clause groups is allowed.
 *Template Variables cannot be tagged in a clause. If tagged, the template variable will be treated as plain text and no exceptions are triggered.

@@ Line 123: / Line 123: @@
 <div class="image-green-border">[[File:8.0-Legacy Upload-2-CreateBatch-Attributes.PNG|520px|8.0-Legacy Upload-2-CreateBatch-Attributes.PNG]]</div>
 &nbsp;
 === Creating a Batch for Amendments ===
@@ Line 138: / Line 139: @@
 Refer to Saved Searches for more details on creating a saved search.
 <ol start="4">
-<li>'''Select''' the "Contract Type Name". The dropdown will show all agreement contract types from the selected Saved Search. For example, select ''ICMMSA''.</li>
+<li>'''Select''' the "Contract Type Name". The dropdown will show all agreement contract types from the selected Saved Search. For example, select "ICMMSA".</li>
 <li>'''Click'''&nbsp;"Next" and complete the batch creation for Amendments following the same process as for the creation of the agreement batch.</li>
 </ol>

@@ Line 239: / Line 239: @@
 &nbsp;
 === Creating a batch for Clauses ===
@@ Line 247: / Line 248: @@
 #'''Navigate '''to the "Create Batch" page as explained in the "Creating a Batch for Agreements" section above.
-#'''Select''' the "Legacy Upload Action" from the dropdown. For example,''"Clauses".''
+#'''Select''' the "Legacy Upload Action" from the dropdown. For example,"Clauses"''.''
 When the "Extended Clause Entity" masterdata is configured in the system, the "Next" button is displayed to select the Clause Additional Attributes from the extended masterdata, else the "Generate Workbook" button is displayed.