11.2.8 Reregistering Item information

(1) Reregistering Item information

To reregister Item information:

1. Execute the jssitemexportEx command.

   Export Item information. For an Item that has been escalated or that has related Items, export also all the relevant Items so that the reregistered Item can inherit them.

   For details, see jssitemexportEx (exports extended Item information) in Chapter 12. Commands.

2. Back up the CSV file that was created in step 1.

   If you do not need to edit the CSV file, you can skip this and the next steps.

3. Edit the CSV file that was created in step 1.

   Edit the CSV file according to your need. For example, you can delete unnecessary Item information and change Item titles. Note that if you edit the CSV file by using Excel or other software, you must reformat the CSV file. For details about reformatting a CSV file, see (2) Reformatting a CSV file.

4. Compare the Item management database and the CSV file that was created in step 1 or edited in step 3.

   Check whether the entries in the file are already registered in the Item management database.

   The following show the entries that must be checked and the action to be taken if they are not registered in the Item management database:

   • Systems, processes, and process work boards

     If these entries are not registered in the Item management database, register them or modify the Item information to be registered.

   • Item form

     You must reregister the Item form that was used when the jssitemexportEx command was executed in step 1. However, you can also register a different Item form as long as it covers all elements to be registered.

     If you register a new Item form, confirm that it is a valid Item form, and then register it (here, a valid Item form means that an Item form applicable to the Item information edited in step 3). After that, change the value of Version number of Item form in the CSV file to the version number of the Item form that you registered.

   • Users and roles

     You can register new users and roles in the Item management database. However, no user information or role information will be set. If you want to set user information or role information for the new users and roles that you register, register that information in the Item management database beforehand. You can register user information or role information by using windows or the following commands:

     • jssrolelist (outputs a list of roles)

     • jssroleimport (imports role information)

     • jssuserlist (outputs a list of users)

     • jssuserimport (imports user information)

     • jssmemberlist (outputs a list of members)

     • jssmemberimport (imports member information)

   • Escalation information

     If the data imported by a single execution of the jssitemimportEx command includes Items that were escalated from or to other process work boards, escalation information will also be imported. When the jssitemimportEx command is executed, the inter-process IDs indicating escalation information are changed. The new inter-process IDs will be registered for escalation-source and escalation-destination Items.

   • Related Items

     For related Items, you must specify Item IDs. If the data imported by a single execution of the jssitemimportEx command includes Items that are related to other Items, information about the related Items will also be imported. When the jssitemimportEx command is executed, the Item IDs are changed. The information about related Items will be registered with IDs of the relation-destination Items. Related Items will be registered as is if they have a format error or they do not have relation-destination process work boards.

5. Confirm that the status of the registration-target process work board is Operating.

6. Review the access permission settings of the Items.

   The jssitemimportEx command does not check the access permission settings of Items. Therefore, a user or role that is not permitted to create or edit Items can be registered as the person in charge of an Item being registered. To make it possible to manipulate a registered Item, you must grant the user or role permission to view or edit Items.

7. Execute the jssitemimportEx command.

   Register the Item information that you prepared in step 1 or 3 in the Item management database.

   For details, see jssitemimportEx (imports extended Item information) in Chapter 12. Commands.

8. Execute the jsscollectdata command.

   The Item information in the database is updated.

   For details, see jsscollectdata (counts Item information) in Chapter 12. Commands.

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(2) Reformatting a CSV file

In CSV files generated by the jssitemexportEx command, each comma-separated value is enclosed in double quotation marks ("). If a CSV file generated by this command is opened with Excel or other software, double quotation marks (") enclosing each value might be lost. The jssitemimportEx command cannot register the data if double quotation marks (") are lost. JP1/Service Support provides a sample macro file that can be used to reformat a CSV file generated by the jssitemexportEx command.

The following shows the location, file name, and usage of the sample macro file:

Location:

JP1/SS-path\home\public\macro

File name:

jss_csv_edit.xlsm (sample macro file for reformatting a CSV file)

jss_csv_edit.xlsm.model (model file for the above file)

After you have modified the macros in the jss_csv_edit.xlsm file, you can initialize the macros by using the model file. To do this, copy the model file, and rename it to jss_csv_edit.xlsm.

Usage of the sample macro file for reformatting a CSV file:

When you open the jss_csv_edit.xlsm file, the macros in the file are ready for use as shown in the following figure.

Figure 11‒1: Sample macro file for reformatting a CSV file

The following describes the elements of the window in the above figure.

Field to display the path of the target file:

When you click the Open button, you can select the CSV file to be reformatted. This field displays the path of the selected file.

Do not directly enter a path in this field. You can do so, but an entered path will not be recognized.

Open button

When you click the Open button, a dialog box for selecting the target CSV file opens.

When the target CSV file is selected, the contents of the file are displayed on the temp worksheet.

When the file is loaded, it is reformatted. At this time, the string specified in the Enter LineFeed value: field is used as the line break code used in cells.

Each time you select a target CSV file in the dialog box, the contents of the temp worksheet are refreshed.

Field to display the path of the resulting file:

When you click the Save button, you can select the directory to save the reformatted CSV file. This field displays the path of that directory.

Do not directly enter a path in this field. You can do so, but an entered path will not be recognized.

Save button

When you click the Save button, a directory selection dialog box opens. The reformatted CSV file (displayed on the temp worksheet) is saved in the selected directory.

This button is enabled after the target CSV file is loaded by clicking the Open button.

Enter LineFeed value:

Specify the string to be used as the line break code in cells.

Encoding Type:

Select the character encoding.

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