Creating the .CSV Format file for Importing Participant Groups

The CSV format file for importing the participant groups must have only one field defined #GroupName. All group names can then be specified under the #GroupName tag.

Importing the Participant Groups Information using CSV files

After creating a CSV format file containing your participant group information, you must import this file to Enterprise Archive.

To import participant groups information:

1. Select the Administration tab.

2. Click Import under the Participants Groups category .
   Figure 6: Import Participant Groups
   

   

   
   

   Note

   • Ensure that any group names that are in the .CSV file for importing groups is not prefixed with the hash symbol (#). Group names prefixed with the hash symbol (#) in the .CSV file (for importing participant group names) are not imported.

   • To avoid inconsistent search behavior and potential duplicate entries, avoid using preceding or trailing spaces when adding participant groups or values.

3. Click Select File , to import the participant groups information through a CSV format file.

4. Browse and then select the correct CSV file for importing the participant groups information and then click Open in the File Upload window.
   The Import Participant Groups page is displayed with the selected file name in the File text box.

5. Click Import . Enterprise Archive imports the participant group information.
   After importing the CSV file a summary of the import displays in the lower panel. Enterprise Archive displays the following information for the participant group import:
   Table 5: Summary of Participant Group Details Imported

   Detail	Description
   Name	The name of the CSV format file that is imported.
   Created By	Displays the role of the user who imports the participant group information.
   Create Time	Displays the time when the CSV file is imported into Enterprise Archive.
   Summary	Provides the following information: Successful: Provides the number of participant groups detail that were imported successfully. Failed : Provides the number of participant groups detail that were not imported. You can click (View) to see the participant groups that were not imported.
   Status	Displays the icon indicating the import has been completed.

   To see the participant groups that failed during the import process, click View beside the Failed details under the Summary column. The Details panel displays the information of the group(s) that failed to get imported.
   Figure 7: View Details of Failed Import

   

   To see the participant groups that were imported to Enterprise Archive, click View, under the Participant Groups category, from the Administration workspace.